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 2,633 institutions that hold shares in the stock, with a total of 562 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
21,745
shares
|
$3.89 Million
0.48% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
21,678
shares
|
$3.88 Million
2.45% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
21,654
shares
|
$3.87 Million
2.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
21,612
shares
|
$3.87 Million
0.05% of portfolio
|
Q1 2025
Added 31.61%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
21,572
shares
|
$3.86 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
21,549
shares
|
$3.85 Million
0.98% of portfolio
|
Q2 2025
Added 36.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
21,515
shares
|
$3.85 Million
0.1% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
21,513
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2024
Added 4.26%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
21,311
shares
|
$3.81 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
21,278
shares
|
$3.81 Million
0.39% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
21,204
shares
|
$3.79 Million
0.56% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,200
shares
|
$3.79 Million
1.97% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21,189
shares
|
$3.79 Million
1.72% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
21,171
shares
|
$3.79 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21,135
shares
|
$3.78 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
21,054
shares
|
$3.77 Million
1.52% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
21,042
shares
|
$3.76 Million
1.94% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
20,966
shares
|
$3.75 Million
0.3% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
20,951
shares
|
$3.75 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,868
shares
|
$3.73 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
20,855
shares
|
$3.73 Million
1.07% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
20,810
shares
|
$3.72 Million
3.03% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
20,709
shares
|
$3.7 Million
0.1% of portfolio
|
Q1 2025
Added 76.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
20,709
shares
|
$3.7 Million
0.79% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
20,636
shares
|
$3.69 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.72%
|