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 2,655 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 $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
10,238
shares
|
$1.82 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
10,200
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
10,168
shares
|
$1.81 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,153
shares
|
$1.81 Million
1.41% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
10,153
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
10,113
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
10,108
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,104
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Added 188.69%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
10,101
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,086
shares
|
$1.8 Million
0.2% of portfolio
|
Q2 2025
Added 197.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,063
shares
|
$1.79 Million
0.25% of portfolio
|
Q2 2025
Reduced 50.99%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
10,028
shares
|
$1.78 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
10,006
shares
|
$1.78 Million
1.06% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
9,971
shares
|
$1.77 Million
1.15% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,944
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
9,939
shares
|
$1.77 Million
1.25% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
9,907
shares
|
$1.76 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
9,830
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
9,791
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
9,789
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2022
Reduced 35.62%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
9,777
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,713
shares
|
$1.73 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
9,707
shares
|
$1.73 Million
2.83% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
9,706
shares
|
$1.73 Million
0.38% of portfolio
|
Q2 2025
Added 34.54%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,674
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2024
Added 2.6%
|