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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
472,675
shares
|
$84.2 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
468,596
shares
|
$83.5 Million
4.3% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
461,845
shares
|
$82.3 Million
2.68% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
458,052
shares
|
$81.6 Million
8.77% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
457,300
shares
|
$81.5 Million
10.59% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
445,690
shares
|
$79.4 Million
4.79% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
441,200
shares
|
$78.6 Million
18.26% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
437,227
shares
|
$77.9 Million
2.13% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
432,228
shares
|
$77 Million
0.14% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
418,478
shares
|
$74.6 Million
0.99% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
May 15, 2025 Q1 2025 |
415,237
shares
|
$74 Million
60.58% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
398,514
shares
|
$71 Million
8.41% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
397,743
shares
|
$70.9 Million
4.12% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
390,521
shares
|
$69.6 Million
14.16% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
383,166
shares
|
$68.3 Million
3.81% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
381,402
shares
|
$68 Million
8.44% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
380,124
shares
|
$67.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
379,916
shares
|
$67.7 Million
1.71% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
379,269
shares
|
$67.6 Million
0.6% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
378,285
shares
|
$67.4 Million
7.24% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
377,996
shares
|
$67.3 Million
1.14% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
376,409
shares
|
$67.1 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
363,735
shares
|
$64.8 Million
1.19% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
361,747
shares
|
$64.5 Million
6.81% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
358,585
shares
|
$63.9 Million
0.17% of portfolio
|
Q2 2025
Added 19.48%
|