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 2,291 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
354,498
shares
|
$63.8 Million
9.21% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
352,478
shares
|
$63.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
351,816
shares
|
$63.4 Million
0.91% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
350,294
shares
|
$63.1 Million
3.11% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
350,195
shares
|
$63.1 Million
5.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Oct 22, 2024 Q3 2024 |
348,850
shares
|
$62.8 Million
15.44% of portfolio
|
Q2 2024
Reduced 68.28%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
348,817
shares
|
$62.8 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
344,808
shares
|
$62.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
342,466
shares
|
$61.7 Million
4.07% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
340,037
shares
|
$61.2 Million
5.44% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
338,188
shares
|
$60.9 Million
0.61% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
326,927
shares
|
$58.9 Million
18.23% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
326,125
shares
|
$58.7 Million
1.07% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
316,800
shares
|
$57 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
315,748
shares
|
$56.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
314,829
shares
|
$56.7 Million
2.09% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
309,548
shares
|
$55.7 Million
0.0% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
308,390
shares
|
$55.5 Million
17.18% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
306,997
shares
|
$55.3 Million
8.68% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
306,188
shares
|
$55.1 Million
3.87% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
299,384
shares
|
$53.9 Million
8.63% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
297,611
shares
|
$53.6 Million
0.32% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
294,769
shares
|
$53.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
294,455
shares
|
$53 Million
11.84% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
291,118
shares
|
$52.4 Million
0.94% of portfolio
|
Q3 2024
Added 15.38%
|