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 2,185 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,629
shares
|
$631,373
0.21% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
Ullmann Wealth Partners Group, LLC
|
Aug 07, 2024 Q2 2024 |
3,627
shares
|
$631,025
0.08% of portfolio
|
Q2 2024
Added 8.63%
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
3,626
shares
|
$630,851
0.17% of portfolio
|
Q2 2024
New holding
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 16, 2024 Q2 2024 |
3,615
shares
|
$628,937
0.01% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
3,601
shares
|
$626,501
0.53% of portfolio
|
Q2 2024
New holding
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
3,593
shares
|
$625,110
0.09% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
3,584
shares
|
$623,544
0.11% of portfolio
|
Q2 2024
Added 172.34%
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 09, 2024 Q2 2024 |
3,565
shares
|
$620,238
0.27% of portfolio
|
Q1 2024
Reduced 13.15%
|
|
Planned Solutions, Inc.
|
Jul 24, 2024 Q2 2024 |
3,563
shares
|
$619,890
0.28% of portfolio
|
Q2 2022
Added 24.97%
|
|
Life Planning Partners, Inc
|
Jul 30, 2024 Q2 2024 |
3,563
shares
|
$619,890
0.52% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
180 Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
3,553
shares
|
$618,150
0.1% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
3,546
shares
|
$616,933
0.21% of portfolio
|
Q2 2024
Reduced 12.51%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
3,533
shares
|
$614,671
0.32% of portfolio
|
Q2 2023
New holding
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
3,524
shares
|
$613,105
0.2% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
3,516
shares
|
$611,713
0.07% of portfolio
|
Q2 2024
Added 0.23%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
3,515
shares
|
$611,539
0.1% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,510
shares
|
$610,669
0.05% of portfolio
|
Q3 2022
Reduced 30.95%
|
|
Carl P. Sherr & Co., LLC
|
Jul 23, 2024 Q2 2024 |
3,502
shares
|
$609,277
0.31% of portfolio
|
Q1 2024
Reduced 6.36%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
3,500
shares
|
$608,930
0.11% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
3,483
shares
|
$605,972
0.07% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
3,469
shares
|
$603,536
0.15% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
3,452
shares
|
$600,578
0.05% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Gerber, LLC
Columbus, OH |
Jul 19, 2024 Q2 2024 |
3,438
shares
|
$598,143
0.43% of portfolio
|
Q2 2024
Added 17.02%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
3,436
shares
|
$597,795
0.01% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
3,436
shares
|
$597,795
0.2% of portfolio
|
Q2 2024
Added 36.13%
|