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 2,292 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $97.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
21,218
shares
|
$3.85 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
21,178
shares
|
$3.84 Million
2.07% of portfolio
|
Q3 2024
Added 4.96%
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
21,067
shares
|
$3.82 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
21,036
shares
|
$3.81 Million
1.77% of portfolio
|
Q3 2024
Added 0.69%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
21,004
shares
|
$3.81 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
20,987
shares
|
$3.8 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
20,930
shares
|
$3.79 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
20,867
shares
|
$3.78 Million
1.5% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,851
shares
|
$3.78 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
20,837
shares
|
$3.78 Million
0.77% of portfolio
|
Q3 2024
Added 10.72%
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
20,782
shares
|
$3.77 Million
0.34% of portfolio
|
Q3 2024
Added 7.0%
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
20,736
shares
|
$3.76 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,736
shares
|
$3.76 Million
0.47% of portfolio
|
Q3 2024
Added 289.48%
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
20,728
shares
|
$3.76 Million
1.14% of portfolio
|
Q1 2024
Added 0.1%
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
20,496
shares
|
$3.72 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
20,475
shares
|
$3.71 Million
0.33% of portfolio
|
Q3 2024
Added 8.05%
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
20,470
shares
|
$3.71 Million
0.55% of portfolio
|
Q3 2024
Added 10.7%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
20,388
shares
|
$3.7 Million
0.15% of portfolio
|
Q3 2024
Added 12.79%
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
20,384
shares
|
$3.69 Million
4.31% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
20,257
shares
|
$3.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,247
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
20,236
shares
|
$3.67 Million
1.01% of portfolio
|
Q3 2024
Added 3.04%
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
20,208
shares
|
$3.66 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
20,172
shares
|
$3.66 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
20,119
shares
|
$3.65 Million
0.69% of portfolio
|
Q3 2024
Added 0.56%
|