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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
29,319
shares
|
$5.28 Million
0.42% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
29,293
shares
|
$5.28 Million
0.28% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
29,292
shares
|
$5.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
29,260
shares
|
$5.27 Million
4.25% of portfolio
|
Q4 2022
Added 39.27%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
29,248
shares
|
$5.27 Million
2.96% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
29,185
shares
|
$5.26 Million
1.85% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
28,993
shares
|
$5.22 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
28,862
shares
|
$5.2 Million
0.09% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
28,662
shares
|
$5.16 Million
0.5% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,600
shares
|
$5.15 Million
1.85% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
28,559
shares
|
$5.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
28,512
shares
|
$5.13 Million
1.67% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,380
shares
|
$5.11 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
28,380
shares
|
$5.11 Million
2.78% of portfolio
|
Q2 2024
Reduced 52.01%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
28,340
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
28,308
shares
|
$5.1 Million
1.29% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
28,263
shares
|
$5.09 Million
1.36% of portfolio
|
Q3 2024
Added 118.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
27,940
shares
|
$5.03 Million
0.17% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
27,902
shares
|
$5.02 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
27,809
shares
|
$5.01 Million
0.15% of portfolio
|
Q2 2024
Added 10.9%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
27,774
shares
|
$5 Million
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
27,633
shares
|
$4.98 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
27,604
shares
|
$4.97 Million
3.16% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
27,448
shares
|
$4.94 Million
0.27% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,410
shares
|
$4.94 Million
2.39% of portfolio
|
Q1 2024
Added 10.71%
|