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 2,291 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
1,348,267
shares
|
$243 Million
4.01% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,233,778
shares
|
$222 Million
8.37% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,224,307
shares
|
$220 Million
0.49% of portfolio
|
Q3 2023
Added 1.22%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,222,778
shares
|
$220 Million
8.89% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,191,019
shares
|
$214 Million
2.68% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,182,814
shares
|
$213 Million
0.12% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,163,397
shares
|
$210 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
1,149,748
shares
|
$207 Million
21.92% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,133,747
shares
|
$204 Million
1.32% of portfolio
|
Q3 2024
Added 3438.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,111,115
shares
|
$200 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,065,952
shares
|
$192 Million
11.88% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,028,623
shares
|
$185 Million
0.4% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,019,411
shares
|
$184 Million
0.61% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,003,570
shares
|
$181 Million
1.12% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,000,849
shares
|
$180 Million
0.32% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
943,704
shares
|
$170 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
921,105
shares
|
$166 Million
0.21% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
901,424
shares
|
$162 Million
0.91% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
899,141
shares
|
$162 Million
7.81% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
894,868
shares
|
$161 Million
5.74% of portfolio
|
Q3 2021
Added 0.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
857,840
shares
|
$154 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
855,112
shares
|
$154 Million
0.99% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
813,659
shares
|
$147 Million
2.59% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
797,534
shares
|
$144 Million
2.31% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
792,610
shares
|
$143 Million
1.83% of portfolio
|
Q3 2024
New holding
|