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 2,619 institutions that hold shares in the stock, with a total of 561 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
624,174
shares
|
$111 Million
13.45% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
619,193
shares
|
$110 Million
14.71% of portfolio
|
Q1 2025
Added 778.06%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
610,267
shares
|
$109 Million
0.13% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
593,370
shares
|
$106 Million
2.73% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
591,368
shares
|
$105 Million
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
587,438
shares
|
$105 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
579,272
shares
|
$103 Million
5.89% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
576,248
shares
|
$103 Million
7.5% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
574,153
shares
|
$102 Million
3.14% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
571,897
shares
|
$102 Million
0.39% of portfolio
|
Q1 2025
Added 49.23%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
570,689
shares
|
$102 Million
5.63% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
559,949
shares
|
$99.8 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
555,546
shares
|
$99 Million
2.28% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
550,527
shares
|
$98.1 Million
0.16% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
541,239
shares
|
$96.4 Million
6.09% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
540,042
shares
|
$96.2 Million
17.47% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
526,491
shares
|
$93.8 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
524,756
shares
|
$93.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
521,650
shares
|
$92.9 Million
5.21% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
515,114
shares
|
$91.8 Million
7.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
506,072
shares
|
$90.2 Million
10.64% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
503,771
shares
|
$89.8 Million
8.23% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
502,843
shares
|
$89.6 Million
0.94% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
May 06, 2025 Q1 2025 |
478,132
shares
|
$85.2 Million
20.7% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
476,873
shares
|
$85 Million
5.24% of portfolio
|
Q4 2023
Added 3.22%
|