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 |
---|---|---|---|---|---|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
7,159
shares
|
$1.3 Million
1.22% of portfolio
|
Q3 2024
Added 34.14%
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,150
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,145
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 18.83%
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
7,131
shares
|
$1.29 Million
0.88% of portfolio
|
Q3 2024
Reduced 67.31%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
7,126
shares
|
$1.29 Million
1.89% of portfolio
|
Q4 2022
Added 40.25%
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
7,091
shares
|
$1.29 Million
2.43% of portfolio
|
Q1 2023
Reduced 1.18%
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,036
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,999
shares
|
$1.27 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,989
shares
|
$1.27 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,989
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2022
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,984
shares
|
$1.27 Million
0.35% of portfolio
|
Q3 2024
Added 1.38%
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,980
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2024
Added 1.91%
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,973
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,927
shares
|
$1.26 Million
0.74% of portfolio
|
Q3 2024
Added 6.13%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
6,919
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,907
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2024
Added 1.14%
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
6,896
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
6,893
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 16.06%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
6,860
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2024
Added 15.18%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
6,823
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
6,820
shares
|
$1.24 Million
0.46% of portfolio
|
Q3 2024
Added 0.29%
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,789
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
Added 87.23%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
6,789
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 23.17%
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,750
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,748
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2024
Added 0.67%
|