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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
358,373
shares
|
$63.9 Million
2.36% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
357,996
shares
|
$63.8 Million
1.87% of portfolio
|
Q2 2020
Added 6.63%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
May 19, 2025 Q1 2025 |
357,328
shares
|
$63.7 Million
0.95% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
354,706
shares
|
$63.2 Million
4.95% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
354,532
shares
|
$63.2 Million
4.42% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
354,498
shares
|
$63.2 Million
9.54% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
353,054
shares
|
$62.9 Million
10.23% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
351,891
shares
|
$62.7 Million
0.67% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
350,294
shares
|
$62.4 Million
3.11% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
346,608
shares
|
$61.8 Million
5.77% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
342,437
shares
|
$61 Million
6.8% of portfolio
|
Q2 2025
Added 43.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
339,109
shares
|
$60.4 Million
3.82% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
336,311
shares
|
$59.9 Million
2.3% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
335,837
shares
|
$59.8 Million
11.09% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
334,975
shares
|
$59.7 Million
12.96% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
326,927
shares
|
$58.2 Million
18.23% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
325,024
shares
|
$57.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
317,451
shares
|
$56.6 Million
4.65% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
317,036
shares
|
$56.5 Million
7.53% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
315,471
shares
|
$56.2 Million
2.12% of portfolio
|
Q1 2025
Added 34.93%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
313,560
shares
|
$55.9 Million
6.52% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
311,989
shares
|
$55.6 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
310,932
shares
|
$55.4 Million
3.62% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
309,714
shares
|
$55.2 Million
8.97% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
308,390
shares
|
$54.9 Million
17.18% of portfolio
|
Q4 2022
Reduced 6.48%
|