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 2,292 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $97.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,594
shares
|
$6.09 Million
1.22% of portfolio
|
Q4 2023
Added 4.4%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
33,460
shares
|
$6.06 Million
3.7% of portfolio
|
Q3 2024
Added 549.46%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
33,418
shares
|
$6.06 Million
0.24% of portfolio
|
Q3 2024
Added 31.5%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,289
shares
|
$6.03 Million
0.31% of portfolio
|
Q3 2024
Added 25.76%
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
33,260
shares
|
$6.03 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
33,158
shares
|
$6.01 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
33,030
shares
|
$5.99 Million
2.9% of portfolio
|
Q3 2024
Added 2.67%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,869
shares
|
$5.96 Million
1.29% of portfolio
|
Q1 2024
Added 6.26%
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
32,487
shares
|
$5.89 Million
0.85% of portfolio
|
Q3 2024
Added 1.99%
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
32,476
shares
|
$5.89 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
32,448
shares
|
$5.88 Million
3.86% of portfolio
|
Q3 2024
Added 10.31%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
32,397
shares
|
$5.87 Million
0.36% of portfolio
|
Q3 2024
Added 5.93%
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
32,312
shares
|
$5.86 Million
0.13% of portfolio
|
Q3 2024
Added 17.73%
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
32,259
shares
|
$5.85 Million
0.5% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
32,120
shares
|
$5.82 Million
0.16% of portfolio
|
Q3 2024
Reduced 36.56%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
32,106
shares
|
$5.82 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
32,097
shares
|
$5.82 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
32,063
shares
|
$5.81 Million
0.19% of portfolio
|
Q3 2023
Added 0.25%
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
32,006
shares
|
$5.8 Million
0.57% of portfolio
|
Q3 2024
Added 2.42%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
31,873
shares
|
$5.78 Million
2.87% of portfolio
|
Q3 2024
Added 49.91%
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,843
shares
|
$5.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
31,825
shares
|
$5.77 Million
0.48% of portfolio
|
Q2 2024
Added 0.79%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,605
shares
|
$5.73 Million
1.69% of portfolio
|
Q1 2023
Reduced 54.89%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
31,514
shares
|
$5.71 Million
0.2% of portfolio
|
Q3 2024
Added 16.01%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
31,482
shares
|
$5.71 Million
0.55% of portfolio
|
Q3 2024
Added 1.17%
|