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 2,185 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kennicott Capital Management LLC
|
Jul 15, 2024 Q2 2024 |
20,572
shares
|
$3.58 Million
1.39% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
20,546
shares
|
$3.58 Million
0.93% of portfolio
|
Q2 2024
Added 0.61%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
20,509
shares
|
$3.57 Million
2.45% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
20,490
shares
|
$3.57 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
20,446
shares
|
$3.56 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
20,390
shares
|
$3.55 Million
0.14% of portfolio
|
Q2 2024
Added 3.37%
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
20,384
shares
|
$3.55 Million
4.31% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2024 Q2 2024 |
20,328
shares
|
$3.54 Million
0.72% of portfolio
|
Q2 2024
Added 0.14%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,247
shares
|
$3.53 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
20,182
shares
|
$3.51 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
20,173
shares
|
$3.51 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
20,007
shares
|
$3.48 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
19,695
shares
|
$3.43 Million
0.9% of portfolio
|
Q2 2024
Added 1.21%
|
|
Perfromance Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
19,692
shares
|
$3.43 Million
0.12% of portfolio
|
Q2 2024
Reduced 87.75%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
19,639
shares
|
$3.42 Million
0.85% of portfolio
|
Q2 2024
Added 1.5%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,626
shares
|
$3.42 Million
0.05% of portfolio
|
Q4 2022
Reduced 15.31%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Jul 24, 2024 Q2 2024 |
19,616
shares
|
$3.42 Million
1.74% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
19,590
shares
|
$3.41 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
19,566
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2024
Added 7.74%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
19,423
shares
|
$3.38 Million
0.33% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
19,417
shares
|
$3.38 Million
0.21% of portfolio
|
Q2 2024
Added 7.44%
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
19,347
shares
|
$3.37 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
19,213
shares
|
$3.35 Million
0.46% of portfolio
|
Q2 2024
Added 9.15%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
19,169
shares
|
$3.34 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
19,138
shares
|
$3.33 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.71%
|