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 |
---|---|---|---|---|---|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,726
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2022
Added 102.97%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
12,721
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 17, 2024 Q2 2024 |
12,647
shares
|
$2.2 Million
0.82% of portfolio
|
Q2 2024
Added 1.52%
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2024 Q2 2024 |
12,601
shares
|
$2.19 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
12,598
shares
|
$2.19 Million
0.18% of portfolio
|
Q2 2024
Added 19.34%
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
12,499
shares
|
$2.18 Million
1.18% of portfolio
|
Q2 2024
Added 0.4%
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jul 29, 2024 Q2 2024 |
12,438
shares
|
$2.17 Million
0.63% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,403
shares
|
$2.16 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
12,402
shares
|
$2.16 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Aug 09, 2024 Q2 2024 |
12,379
shares
|
$2.16 Million
1.29% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,354
shares
|
$2.15 Million
0.7% of portfolio
|
Q4 2022
Reduced 99.29%
|
|
Amplius Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
12,338
shares
|
$2.15 Million
0.26% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
12,272
shares
|
$2.14 Million
3.1% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
12,254
shares
|
$2.13 Million
0.32% of portfolio
|
Q2 2024
Added 1.13%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
12,226
shares
|
$2.13 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
12,222
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Sensible Financial Planning & Management, Llc.
|
Jul 18, 2024 Q2 2024 |
12,110
shares
|
$2.11 Million
0.42% of portfolio
|
Q2 2024
Added 3.12%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
12,106
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
Next Level Private LLC
Harrison, NY |
Aug 01, 2024 Q2 2024 |
12,078
shares
|
$2.1 Million
0.93% of portfolio
|
Q1 2024
Added 1.18%
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
12,074
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
12,069
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,007
shares
|
$2.09 Million
0.26% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
11,939
shares
|
$2.08 Million
0.18% of portfolio
|
Q2 2024
Added 10.94%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
11,936
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2024
Added 120.38%
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
11,919
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2024
Reduced 4.48%
|