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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
18,322
shares
|
$3.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
18,198
shares
|
$3.28 Million
1.32% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
18,163
shares
|
$3.27 Million
1.17% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
18,118
shares
|
$3.26 Million
0.87% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
18,116
shares
|
$3.26 Million
1.66% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
18,025
shares
|
$3.25 Million
0.22% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
17,863
shares
|
$3.22 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
17,851
shares
|
$3.21 Million
0.78% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
17,830
shares
|
$3.21 Million
0.28% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
17,817
shares
|
$3.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,731
shares
|
$3.19 Million
0.77% of portfolio
|
Q3 2023
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
17,683
shares
|
$3.18 Million
1.44% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
17,644
shares
|
$3.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
17,586
shares
|
$3.17 Million
0.48% of portfolio
|
Q1 2023
Added 14.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,558
shares
|
$3.16 Million
0.2% of portfolio
|
Q3 2024
Added 210.71%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
17,547
shares
|
$3.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,489
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2022
Added 39.69%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
17,404
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2024
Added 109.97%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,300
shares
|
$3.12 Million
0.35% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
17,236
shares
|
$3.1 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
17,231
shares
|
$3.1 Million
2.88% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,219
shares
|
$3.1 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
17,206
shares
|
$3.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,156
shares
|
$3.09 Million
0.27% of portfolio
|
Q1 2022
Reduced 0.55%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
17,148
shares
|
$3.09 Million
0.65% of portfolio
|
Q3 2024
Added 21.83%
|