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 2,619 institutions that hold shares in the stock, with a total of 561 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 |
|---|---|---|---|---|---|
|
Lincoln National Corp
|
Apr 29, 2025 Q1 2025 |
1,426,477
shares
|
$254 Million
7.94% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,414,704
shares
|
$252 Million
0.49% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,409,149
shares
|
$251 Million
11.66% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,393,568
shares
|
$248 Million
2.09% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,341,254
shares
|
$239 Million
0.77% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
1,319,208
shares
|
$235 Million
11.36% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
1,246,964
shares
|
$222 Million
21.81% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,238,954
shares
|
$221 Million
2.36% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,235,158
shares
|
$220 Million
2.13% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,224,307
shares
|
$218 Million
0.49% of portfolio
|
Q3 2023
Added 1.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,179,606
shares
|
$210 Million
0.37% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,174,792
shares
|
$209 Million
7.42% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,156,770
shares
|
$206 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,104,007
shares
|
$197 Million
2.44% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,080,313
shares
|
$192 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,064,941
shares
|
$190 Million
10.05% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,025,271
shares
|
$183 Million
1.12% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000,306
shares
|
$178 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
982,415
shares
|
$175 Million
2.06% of portfolio
|
Q1 2025
Added 35.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
954,384
shares
|
$170 Million
0.56% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
933,568
shares
|
$166 Million
0.68% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
928,740
shares
|
$165 Million
11.83% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
917,654
shares
|
$163 Million
1.61% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
894,868
shares
|
$159 Million
5.94% of portfolio
|
Q3 2021
Added 0.3%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
892,175
shares
|
$159 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.46%
|