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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$174.03 -0.52 (-0.30%)
Closing price 03/25/2025 04:10 PM Eastern
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$174.03 0.00 (0.00%)
As of 03/25/2025 06:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Value ETF (NYSEARCA:VTV)

Number of
Institutional Buyers
(last 12 months)
1658
Total
Institutional Inflows
(last 12 months)
$13.78B
Number of
Institutional Sellers
(last 12 months)
1069
Total
Institutional Outflows
(last 12 months)
$6.32B
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VTV Institutional Buying and Selling by Quarter

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Vanguard Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.558$94K0.1%N/A0.000%
3/21/2025Prostatis Group LLC18,206$3.08M0.9%+4.1%0.001%
3/18/2025CWC Advisors LLC.3,504$593K0.6%+5.4%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC1,057,992$179.12M0.3%+2.9%0.067%
3/17/2025 NorthCrest Asset Manangement LLC2,747$465K0.0%+81.0%0.000%
3/17/2025Members Wealth LLC2,300$406K0.3%N/A0.000%
3/12/2025 Centaurus Financial Inc.8,553$1.45M0.1%+18.3%0.001%
3/12/2025 Wealthedge Investment Advisors LLC42,275$7.16M3.2%N/A0.003%
3/11/2025 Campbell Deegan Wealth Management LLC93,829$15.89M19.1%N/A0.006%
3/10/2025 SpringVest Wealth Management LLC2,058$348K0.3%N/A0.000%
3/7/2025 Aegis Wealth Management LLC22,299$3.78M2.6%N/A0.001%
3/6/2025 Copia Wealth Management6,295$1.07M1.0%N/A0.000%
3/6/2025 Elite Financial Inc.119,308$20.20M10.9%N/A0.008%
3/6/2025 Arcadia Wealth Management Inc.1,218$206K0.2%N/A0.000%
3/6/2025 TFR Capital LLC.46,016$7.79M3.9%N/A0.003%
3/5/2025 Berkeley Inc1,268$215K0.1%-7.3%0.000%
3/5/2025 Probity Advisors Inc.13,425$2.27M0.4%+3.9%0.001%
3/4/2025 Comprehensive Money Management Services LLC2,355$399K0.3%N/A0.000%
3/4/2025 Buska Wealth Management LLC4,697$795K0.3%+12.8%0.000%
3/3/2025 American Investment Services Inc.64,766$10.97M1.9%-0.3%0.004%
2/28/2025 BridgePort Financial Solutions LLC5,697$1.00M0.5%N/A0.000%
2/28/2025 Park Square Financial Group LLC8,908$1.51M1.0%N/A0.001%
2/27/2025 REAP Financial Group LLC64,193$10.87M2.7%+1.5%0.004%
2/27/2025 Landaas & Co. WI ADV2,951$500K0.1%+55.6%0.000%
2/27/2025 ABLE Financial Group LLC2,217$375K0.1%-17.2%0.000%
2/27/2025 Bernard Wealth Management Corp.642$109K0.1%N/A0.000%
2/27/2025 XY Planning Network Inc.5,906$1M0.8%N/A0.000%
2/27/2025 Carolinas Wealth Consulting LLC22,182$3.76M0.7%+149.8%0.001%
2/26/2025 Capital A Wealth Management LLC208$35K0.1%N/A0.000%
2/26/2025 Financial Advisory Corp218,139$36.93M6.4%N/A0.014%
2/26/2025 Discipline Wealth Solutions LLC4,130$699K0.3%-5.2%0.000%
2/26/2025 LM Advisors LLC17,302$2.93M0.5%+28.3%0.001%
2/26/2025 Advisor Resource Council3,109$526K0.4%N/A0.000%
2/25/2025 Heck Capital Advisors LLC856$145K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.221,621$37.52M1.2%-25.8%0.031%
2/25/2025 Armis Advisers LLC73,025$12.36M1.5%N/A0.010%
2/25/2025 Shufro Rose & Co. LLC3,748$634K0.0%-34.9%0.001%
2/25/2025 Garde Capital Inc.1,075,228$182.04M12.0%+0.6%0.151%
2/24/2025 Hall Capital Management Co. Inc.4,422$749K0.3%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC6,597$1.17M0.4%N/A0.001%
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2/24/2025 Great Valley Advisor Group Inc.146,248$24.76M0.6%+2.1%0.021%
2/24/2025 Ameriflex Group Inc.9,655$1.71M0.8%N/A0.001%
2/24/2025 United Advisor Group LLC18,781$3.18M0.6%+46.4%0.003%
2/22/2025 American Trust10,340$1.75M0.1%+60.2%0.001%
2/21/2025 Ascent Group LLC66,094$11.19M0.8%-3.7%0.009%
2/21/2025 Putney Financial Group LLC3,395$575K0.4%N/A0.000%
2/20/2025 Mackenzie Financial Corp15,571$2.64M0.0%-45.1%0.002%
2/20/2025 Forum Financial Management LP6,107$1.03M0.0%-1.6%0.001%
2/20/2025 Wealth Management Strategies Inc.35,122$5.95M4.6%N/A0.005%
2/20/2025 Michels Family Financial LLC9,066$1.54M1.4%N/A0.001%
2/20/2025 Castlekeep Investment Advisors LLC6,236$1.06M0.2%N/A0.001%
2/20/2025 Westfuller Advisors LLC25,900$4.39M2.8%N/A0.004%
2/20/2025 Peak Retirement Planning Inc.17,869$3.03M2.0%N/A0.003%
2/20/2025 Drucker Wealth 3.0 LLC43,232$7.32M1.7%+8.3%0.006%
2/19/2025 Richmond Investment Services LLC13,999$2.37M1.3%N/A0.002%
2/19/2025 Invst LLC17,476$2.96M0.4%-87.4%0.002%
2/18/2025 Pacific Point Advisors LLC3,800$669K0.4%N/A0.001%
2/18/2025 Wick Capital Partners LLC3,141$532K0.2%+63.6%0.000%
2/18/2025 McMill Wealth Management2,918$494K0.2%N/A0.000%
2/18/2025 Western Wealth Management LLC1,402$237K0.1%-90.7%0.000%
2/18/2025 Helium Advisors LLC8,036$1.36M1.1%N/A0.001%
2/18/2025 Sunbelt Securities Inc.2,856$483K0.0%-27.8%0.000%
2/18/2025 Fourth Dimension Wealth LLC32,631$5.52M2.9%N/A0.005%
2/18/2025 Vise Technologies Inc.20,966$3.55M0.3%+1.1%0.003%
2/18/2025 Retirement Planning Group LLC65,641$11.11M0.6%-12.0%0.009%
2/18/2025 AAF Wealth Management LLC133,179$22.55M11.5%+2.4%0.019%
2/18/2025 Investmark Advisory Group LLC3,064$519K0.3%+3.1%0.000%
2/18/2025 Cornerstone Advisory LLC18,404$3.26M0.4%-5.4%0.003%
2/18/2025 Nepc LLC761,166$128.87M3.5%+17.5%0.107%
2/18/2025 Mosaic Family Wealth Partners LLC163,405$27.66M4.0%-0.1%0.023%
2/18/2025 49 Wealth Management LLC112,759$19.09M2.7%-28.7%0.016%
2/18/2025 McIlrath & Eck LLC223,776$37.89M4.8%+23.8%0.031%
2/18/2025 Novak & Powell Financial Services Inc.28,949$4.90M2.9%-1.0%0.004%
2/18/2025 JDM Financial Group LLC1,649$279K0.1%+26.0%0.000%
2/18/2025 Novem Group82,536$13.97M2.0%N/A0.012%
2/18/2025 10Elms LLP3,761$637K0.7%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC83,387$14.12M0.2%-8.4%0.012%
2/18/2025 First Heartland Consultants Inc.60,033$10.16M1.0%+4.8%0.008%
2/18/2025 Continuum Advisory LLC22,453$3.80M0.5%+0.5%0.003%
2/18/2025 Note Advisors LLC4,446$753K0.7%N/A0.001%
2/18/2025 NCM Capital Management LLC4,002$678K0.3%-2.4%0.001%
2/18/2025 Glen Eagle Advisors LLC3,660$620K0.1%+1.6%0.001%
2/18/2025 Mpwm Advisory Solutions LLC205$35K0.0%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC5,038$853K0.9%-2.9%0.001%
2/18/2025 Lantern Wealth Advisors LLC244$41K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC259,673$43.96M0.7%-2.2%0.036%
2/17/2025 Weitzel Financial Services Inc.18,353$3.13M1.5%+3.8%0.003%
2/17/2025 Willis Johnson & Associates Inc.46,254$7.83M0.6%-4.1%0.006%
2/17/2025 Vermillion & White Wealth Management Group LLC424$72K0.1%-18.3%0.000%
2/17/2025 Vident Advisory LLC17,130$2.90M0.1%+110.4%0.002%
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2/17/2025 Visionary Wealth Advisors70,483$11.93M0.7%+2.7%0.010%
2/17/2025 Vivaldi Capital Management LP22,563$4.01M0.6%+8.2%0.003%
2/17/2025 Wimmer Associates 1 LLC7,796$1.32M0.7%-14.8%0.001%
2/17/2025 St. Clair Advisors LLC1,316$223K0.1%N/A0.000%
2/17/2025 Tidal Investments LLC7,033$1.19M0.0%-58.9%0.001%
2/17/2025 Texas Bank & Trust Co6,325$1.07M0.4%N/A0.001%
2/17/2025 Trace Wealth Advisors LLC1,950$330K0.3%N/A0.000%
2/17/2025 TrinityPoint Wealth LLC6,037$1.02M0.1%+37.9%0.001%
2/17/2025 True Wealth Design LLC290$49K0.0%-24.3%0.000%
2/17/2025 Triune Financial Partners LLC20,786$3.52M1.1%+0.3%0.003%
(Data available from 1/1/2016 forward)

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VTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTV shares?

During the previous two years, 2,513 institutional investors and hedge funds held shares of Vanguard Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($20.36B), Jones Financial Companies Lllp ($9.12B), Morgan Stanley ($3.81B), Envestnet Asset Management Inc. ($3.40B), UBS Group AG ($1.86B), Ameriprise Financial Inc. ($1.72B), and LPL Financial LLC ($1.62B).Learn more on VTV's institutional investors.

Which institutional investors have been buying Vanguard Value ETF stock?

Of the 2,187 institutional investors that purchased Vanguard Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($26.74M), International Assets Investment Management LLC ($22.07M), Bishop & Co Investment Management LLC ($19.39M), Raymond James Financial Inc. ($7.61M), TIAA Trust National Association ($5.97M), Strategic Financial Concepts LLC ($5.22M), and Jones Financial Companies Lllp ($3.72M).

How much institutional buying is happening at Vanguard Value ETF?

Institutional investors have bought a total of 190,893,001 shares in the last 24 months. This purchase volume represents approximately $29.18B in transactions.

Which Vanguard Value ETF major shareholders have been selling company stock?

Of the 1,540 institutional investors that sold Vanguard Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($20.31M), Jones Financial Companies Lllp ($5.08M), Envestnet Asset Management Inc. ($1.94M), CHURCHILL MANAGEMENT Corp ($1.39M), Truist Financial Corp ($1.20M), Members Trust Co ($1.10M), and Cliftonlarsonallen Wealth Advisors LLC ($1.02M).

How much institutional selling is happening at Vanguard Value ETF?

Institutional investors have sold a total of 73,185,765 shares in the last 24 months. This volume of shares sold represents approximately $11.43B in transactions.



This page (NYSEARCA:VTV) was last updated on 3/26/2025 by MarketBeat.com Staff
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