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 |
|---|---|---|---|---|---|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
304,252
shares
|
$54.2 Million
10.56% of portfolio
|
Q3 2021
Added 1.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
304,120
shares
|
$54.2 Million
2.39% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
303,248
shares
|
$54 Million
1.4% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
303,068
shares
|
$54 Million
16.92% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
301,859
shares
|
$53.8 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
301,648
shares
|
$53.7 Million
0.09% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
299,838
shares
|
$53.4 Million
2.38% of portfolio
|
Q1 2025
Added 152.82%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
297,069
shares
|
$52.9 Million
0.19% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
295,989
shares
|
$52.7 Million
13.64% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
294,840
shares
|
$52.5 Million
3.73% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
292,724
shares
|
$52.2 Million
1.31% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
290,853
shares
|
$51.8 Million
3.74% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
290,480
shares
|
$51.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
287,031
shares
|
$51.1 Million
0.38% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
285,322
shares
|
$50.8 Million
0.28% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
277,579
shares
|
$49.5 Million
18.55% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
275,306
shares
|
$49.1 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
273,753
shares
|
$48.8 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
273,213
shares
|
$48.7 Million
0.02% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
272,559
shares
|
$48.6 Million
0.52% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
270,947
shares
|
$48.3 Million
3.29% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,256
shares
|
$47.8 Million
0.56% of portfolio
|
Q3 2023
Added 2.09%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
267,984
shares
|
$47.7 Million
1.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
267,698
shares
|
$47.7 Million
21.7% of portfolio
|
Q2 2025
Added 362.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
266,943
shares
|
$47.6 Million
0.74% of portfolio
|
Q1 2025
Added 9.66%
|