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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,012
shares
|
$1.63 Million
0.12% of portfolio
|
Q1 2023
Added 1.96%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
8,999
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,997
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
8,969
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,943
shares
|
$1.62 Million
0.35% of portfolio
|
Q1 2024
Added 151.7%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
8,889
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
8,884
shares
|
$1.61 Million
0.91% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,881
shares
|
$1.61 Million
0.27% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
8,817
shares
|
$1.6 Million
0.29% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,720
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
8,692
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,661
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
8,629
shares
|
$1.56 Million
0.82% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
8,597
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
Added 61.48%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,594
shares
|
$1.56 Million
0.51% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,592
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,567
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
8,563
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
8,520
shares
|
$1.54 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
8,520
shares
|
$1.54 Million
1.06% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
8,459
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,452
shares
|
$1.53 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,452
shares
|
$1.53 Million
0.26% of portfolio
|
Q1 2024
Reduced 39.06%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
8,430
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
8,414
shares
|
$1.53 Million
0.78% of portfolio
|
Q3 2024
New holding
|