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 |
---|---|---|---|---|---|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
37,917
shares
|
$6.76 Million
3.77% of portfolio
|
Q1 2025
Added 32.55%
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
37,809
shares
|
$6.74 Million
2.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
37,765
shares
|
$6.73 Million
0.01% of portfolio
|
Q1 2025
Added 142.53%
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
37,575
shares
|
$6.69 Million
0.6% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
37,468
shares
|
$6.68 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
37,302
shares
|
$6.65 Million
2.27% of portfolio
|
Q1 2024
Added 1.03%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
37,059
shares
|
$6.6 Million
1.45% of portfolio
|
Q1 2025
Added 0.97%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
36,662
shares
|
$6.53 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
36,600
shares
|
$6.52 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
36,562
shares
|
$6.51 Million
2.38% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
36,219
shares
|
$6.45 Million
5.4% of portfolio
|
Q2 2025
Added 7.1%
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
36,100
shares
|
$6.43 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
36,016
shares
|
$6.42 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
35,897
shares
|
$6.4 Million
0.5% of portfolio
|
Q1 2025
Added 2.34%
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35,819
shares
|
$6.38 Million
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
35,684
shares
|
$6.36 Million
0.21% of portfolio
|
Q2 2025
Added 2.64%
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
35,641
shares
|
$6.35 Million
0.49% of portfolio
|
Q1 2025
Added 22.51%
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
35,597
shares
|
$6.34 Million
1.71% of portfolio
|
Q1 2025
Added 559.57%
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
35,545
shares
|
$6.33 Million
1.67% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
35,524
shares
|
$6.33 Million
0.95% of portfolio
|
Q1 2025
Added 6.94%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
35,439
shares
|
$6.31 Million
0.63% of portfolio
|
Q1 2025
Added 4.16%
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
35,152
shares
|
$6.26 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
35,010
shares
|
$6.24 Million
0.47% of portfolio
|
Q1 2025
Added 3.82%
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
34,776
shares
|
$6.2 Million
5.07% of portfolio
|
Q1 2025
Added 3.27%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
34,742
shares
|
$6.19 Million
1.05% of portfolio
|
Q1 2025
Added 13.5%
|