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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
24,438
shares
|
$4.4 Million
3.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,371
shares
|
$4.39 Million
3.01% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
24,319
shares
|
$4.38 Million
2.79% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
24,308
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
24,297
shares
|
$4.38 Million
2.3% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,286
shares
|
$4.37 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
24,198
shares
|
$4.36 Million
1.18% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
24,192
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
24,163
shares
|
$4.35 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
24,121
shares
|
$4.34 Million
0.49% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,970
shares
|
$4.32 Million
1.38% of portfolio
|
Q3 2022
Added 50.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,957
shares
|
$4.31 Million
0.06% of portfolio
|
Q3 2024
Added 56.03%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
23,625
shares
|
$4.25 Million
1.12% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
23,560
shares
|
$4.24 Million
0.67% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
23,558
shares
|
$4.24 Million
1.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
23,362
shares
|
$4.21 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
23,352
shares
|
$4.21 Million
0.29% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
23,307
shares
|
$4.2 Million
0.3% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
23,231
shares
|
$4.18 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
23,067
shares
|
$4.15 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
23,047
shares
|
$4.15 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
22,877
shares
|
$4.12 Million
1.3% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
22,804
shares
|
$4.11 Million
1.92% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,795
shares
|
$4.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 31.8%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
22,713
shares
|
$4.09 Million
2.05% of portfolio
|
Q3 2024
Added 22.93%
|