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 2,553 institutions that hold shares in the stock, with a total of 546 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
299,838
shares
|
$51.2 Million
2.38% of portfolio
|
Q1 2025
Added 152.82%
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
298,653
shares
|
$51 Million
8.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
294,554
shares
|
$50.3 Million
10.17% of portfolio
|
Q3 2023
Reduced 3.09%
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
292,366
shares
|
$49.9 Million
11.75% of portfolio
|
Q4 2024
Added 0.8%
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
290,708
shares
|
$49.7 Million
17.25% of portfolio
|
Q1 2025
Added 3.06%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
287,787
shares
|
$49.2 Million
13.36% of portfolio
|
Q4 2024
Added 1.96%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
286,540
shares
|
$48.9 Million
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
285,455
shares
|
$48.8 Million
1.04% of portfolio
|
Q4 2024
Added 5.18%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
284,417
shares
|
$48.6 Million
1.32% of portfolio
|
Q4 2024
Added 0.15%
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
284,085
shares
|
$48.5 Million
0.6% of portfolio
|
Q4 2024
Added 133.52%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
283,056
shares
|
$48.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
280,483
shares
|
$47.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
278,979
shares
|
$47.7 Million
3.07% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
276,465
shares
|
$47.2 Million
3.13% of portfolio
|
Q4 2024
Added 22.8%
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
275,854
shares
|
$47.1 Million
0.02% of portfolio
|
Q4 2024
Added 6.24%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
270,083
shares
|
$46.1 Million
3.4% of portfolio
|
Q4 2024
Added 7.37%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
269,118
shares
|
$46 Million
7.76% of portfolio
|
Q4 2024
Added 1.46%
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
268,859
shares
|
$45.9 Million
17.36% of portfolio
|
Q4 2024
Added 1.2%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,256
shares
|
$45.8 Million
0.56% of portfolio
|
Q3 2023
Added 2.09%
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
265,952
shares
|
$45.4 Million
0.52% of portfolio
|
Q4 2024
Added 9.02%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
264,561
shares
|
$45.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
262,091
shares
|
$44.8 Million
0.34% of portfolio
|
Q4 2024
Added 62.5%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
259,673
shares
|
$44.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
258,379
shares
|
$44.1 Million
8.13% of portfolio
|
Q4 2024
Added 2.02%
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
255,967
shares
|
$43.7 Million
0.02% of portfolio
|
Q4 2024
Added 2.2%
|