Institutional Ownership Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV). We have compiled data on the 2,670 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
44,047
shares
|
$8.15 Million
2.42% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
43,977
shares
|
$8.13 Million
0.18% of portfolio
|
Q2 2025
Added 12.05%
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
43,889
shares
|
$8.12 Million
1.95% of portfolio
|
Q2 2025
Added 6.32%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
43,854
shares
|
$8.11 Million
2.91% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
43,832
shares
|
$8.11 Million
0.48% of portfolio
|
Q2 2025
Added 6.56%
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
43,800
shares
|
$8.1 Million
1.32% of portfolio
|
Q1 2025
Added 15.26%
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
43,743
shares
|
$8.09 Million
5.2% of portfolio
|
Q1 2025
Added 24.55%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
43,704
shares
|
$8.08 Million
0.09% of portfolio
|
Q2 2025
Added 8.73%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
43,691
shares
|
$8.08 Million
0.01% of portfolio
|
Q2 2025
Added 10.55%
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
43,548
shares
|
$8.05 Million
5.32% of portfolio
|
Q2 2025
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
43,480
shares
|
$8.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
43,408
shares
|
$8.03 Million
3.21% of portfolio
|
Q2 2025
Added 1.34%
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
43,408
shares
|
$8.03 Million
0.55% of portfolio
|
Q2 2025
Added 15.52%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
43,395
shares
|
$8.03 Million
0.05% of portfolio
|
Q2 2025
Added 14.09%
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
43,266
shares
|
$8 Million
2.39% of portfolio
|
Q3 2024
Added 0.3%
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
43,231
shares
|
$7.99 Million
0.63% of portfolio
|
Q3 2024
Added 3.79%
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,040
shares
|
$7.96 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
43,023
shares
|
$7.96 Million
1.47% of portfolio
|
Q2 2025
Added 3.38%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
42,667
shares
|
$7.89 Million
0.01% of portfolio
|
Q2 2025
Added 12.98%
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
42,636
shares
|
$7.88 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
42,269
shares
|
$7.82 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
42,178
shares
|
$7.8 Million
2.14% of portfolio
|
Q1 2023
Added 4.2%
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,811
shares
|
$7.73 Million
0.77% of portfolio
|
Q2 2025
Added 129.48%
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
41,679
shares
|
$7.71 Million
0.11% of portfolio
|
Q2 2025
Added 34.38%
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
41,360
shares
|
$7.65 Million
3.9% of portfolio
|
Q2 2025
Reduced 9.23%
|