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 |
---|---|---|---|---|---|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
19,001
shares
|
$3.31 Million
0.1% of portfolio
|
Q2 2024
Added 1.13%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
18,971
shares
|
$3.3 Million
0.96% of portfolio
|
Q2 2024
Added 18.67%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
18,950
shares
|
$3.3 Million
0.31% of portfolio
|
Q2 2024
Added 8.91%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
18,923
shares
|
$3.3 Million
0.29% of portfolio
|
Q2 2024
Reduced 8.68%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
18,880
shares
|
$3.29 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Trust CO Of The South
Greensboro, NC |
Jul 02, 2024 Q2 2024 |
18,820
shares
|
$3.28 Million
0.71% of portfolio
|
Q1 2024
Added 64.31%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
18,642
shares
|
$3.25 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
18,637
shares
|
$3.25 Million
0.36% of portfolio
|
Q2 2024
Reduced 50.17%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
18,635
shares
|
$3.25 Million
0.55% of portfolio
|
Q2 2024
Added 3.79%
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
18,587
shares
|
$3.24 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,564
shares
|
$3.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 25.88%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 08, 2024 Q2 2024 |
18,539
shares
|
$3.23 Million
2.67% of portfolio
|
Q2 2024
Added 0.48%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
18,532
shares
|
$3.23 Million
0.18% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
18,491
shares
|
$3.22 Million
0.49% of portfolio
|
Q2 2024
Added 1.18%
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
18,477
shares
|
$3.22 Million
2.06% of portfolio
|
Q2 2024
Reduced 16.76%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
18,437
shares
|
$3.21 Million
0.3% of portfolio
|
Q2 2024
Added 3.36%
|
|
Oak Harvest Investment Services
|
Jul 22, 2024 Q2 2024 |
18,349
shares
|
$3.2 Million
0.5% of portfolio
|
Q2 2024
Added 14.67%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
18,186
shares
|
$3.17 Million
0.23% of portfolio
|
Q2 2024
Added 0.01%
|
|
Wealth Advisory Solutions, LLC
|
Jul 26, 2024 Q2 2024 |
18,117
shares
|
$3.16 Million
0.79% of portfolio
|
Q2 2024
Added 1.03%
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
18,108
shares
|
$3.15 Million
1.6% of portfolio
|
Q2 2024
Added 8.54%
|
|
Stage Harbor Financial, LLC
Needham, MA |
Jul 15, 2024 Q2 2024 |
18,094
shares
|
$3.15 Million
2.8% of portfolio
|
Q2 2024
Added 0.25%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
18,076
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2024
Added 16.66%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
17,964
shares
|
$3.13 Million
1.04% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
17,871
shares
|
$3.11 Million
0.38% of portfolio
|
Q2 2024
Added 1.15%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,731
shares
|
$3.09 Million
0.77% of portfolio
|
Q3 2023
New holding
|