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 2,622 institutions that hold shares in the stock, with a total of 562 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,244
shares
|
$7.17 Million
0.41% of portfolio
|
Q4 2024
Added 1.7%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
40,195
shares
|
$7.16 Million
0.09% of portfolio
|
Q1 2025
Added 10.32%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
40,179
shares
|
$7.16 Million
0.68% of portfolio
|
Q1 2025
Added 1.59%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
40,008
shares
|
$7.13 Million
0.8% of portfolio
|
Q1 2025
Added 1.2%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
39,800
shares
|
$7.09 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
39,795
shares
|
$7.09 Million
5.19% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
39,702
shares
|
$7.07 Million
2.83% of portfolio
|
Q1 2025
Added 4.77%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
39,699
shares
|
$7.07 Million
2.36% of portfolio
|
Q1 2025
Added 4.04%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,649
shares
|
$7.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
39,585
shares
|
$7.05 Million
2.33% of portfolio
|
Q1 2025
Added 4.54%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
39,523
shares
|
$7.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
39,274
shares
|
$7 Million
5.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
39,248
shares
|
$6.99 Million
0.16% of portfolio
|
Q1 2025
Added 1.93%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
39,216
shares
|
$6.99 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
38,797
shares
|
$6.91 Million
3.86% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
38,742
shares
|
$6.9 Million
2.37% of portfolio
|
Q1 2025
Added 15.05%
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
38,723
shares
|
$6.9 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
38,723
shares
|
$6.9 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
38,722
shares
|
$6.9 Million
2.53% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
38,671
shares
|
$6.89 Million
0.1% of portfolio
|
Q1 2025
Added 3.31%
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
38,143
shares
|
$6.8 Million
0.62% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
38,136
shares
|
$6.79 Million
0.82% of portfolio
|
Q1 2025
Added 6.56%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
38,074
shares
|
$6.78 Million
0.89% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
38,037
shares
|
$6.78 Million
0.05% of portfolio
|
Q1 2025
Added 14.97%
|
|
Birnam Oak Advisors, LP
New York, NY |
May 14, 2025 Q1 2025 |
38,000
shares
|
$6.77 Million
1.19% of portfolio
|
Q4 2024
New holding
|