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 2,670 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
29,358
shares
|
$5.43 Million
1.61% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
29,260
shares
|
$5.41 Million
4.25% of portfolio
|
Q4 2022
Added 39.27%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,177
shares
|
$5.4 Million
0.15% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
29,168
shares
|
$5.39 Million
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
29,056
shares
|
$5.37 Million
4.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
28,995
shares
|
$5.36 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
28,945
shares
|
$5.35 Million
0.38% of portfolio
|
Q2 2025
Added 597.13%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
28,855
shares
|
$5.34 Million
0.66% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
28,816
shares
|
$5.33 Million
1.63% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
28,619
shares
|
$5.29 Million
4.37% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,600
shares
|
$5.29 Million
1.85% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
28,560
shares
|
$5.28 Million
0.97% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
28,489
shares
|
$5.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
28,429
shares
|
$5.26 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
28,380
shares
|
$5.25 Million
2.78% of portfolio
|
Q2 2024
Reduced 52.01%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,331
shares
|
$5.24 Million
0.23% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
28,041
shares
|
$5.19 Million
2.57% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
27,980
shares
|
$5.17 Million
2.68% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
27,973
shares
|
$5.17 Million
0.45% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
27,960
shares
|
$5.17 Million
0.37% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
27,750
shares
|
$5.13 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
27,743
shares
|
$5.13 Million
0.11% of portfolio
|
Q2 2025
Added 64.86%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
27,739
shares
|
$5.13 Million
4.09% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
27,433
shares
|
$5.07 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,410
shares
|
$5.07 Million
2.39% of portfolio
|
Q1 2024
Added 10.71%
|