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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$170.29 +1.97 (+1.17%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard Value ETF (NYSEARCA:VTV)

Number of
Institutional Buyers
(last 12 months)
1392
Total
Institutional Inflows
(last 12 months)
$10.36B
Number of
Institutional Sellers
(last 12 months)
1020
Total
Institutional Outflows
(last 12 months)
$4.07B
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VTV Institutional Buying and Selling by Quarter

Vanguard Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/17/2024 Hiley Hunt Wealth Management165,564$28.90M16.6%+0.9%0.023%
12/13/2024 B. Riley Wealth Advisors Inc.298,727$51.96M1.4%-23.0%0.042%
12/11/2024 1ST Source Bank4,685$818K0.0%+138.4%0.001%
12/10/2024 DGS Capital Management LLC3,355$586K0.2%+9.2%0.000%
12/3/2024 Garde Capital Inc.1,068,550$186.54M12.3%+0.2%0.150%
12/2/2024 Beaird Harris Wealth Management LLC11,120$1.94M0.2%-0.6%0.002%
11/29/2024 American Trust6,456$1.13M0.1%+15.1%0.001%
11/27/2024 Franklin Resources Inc.254,487$45.15M0.0%-0.9%0.036%
11/26/2024 Peapack Gladstone Financial Corp13,307$2.32M0.0%-5.8%0.002%
11/25/2024 Synovus Financial Corp30,849$5.39M0.1%+97.8%0.004%
11/25/2024 Tidal Investments LLC17,096$2.98M0.0%+19.4%0.002%
11/25/2024 Destination Wealth Management29,897$5.22M0.2%+7.5%0.004%
11/25/2024 Wilmington Savings Fund Society FSB49,298$8.61M0.2%+1,476.0%0.007%
11/25/2024 World Investment Advisors LLC21,396$3.74M0.1%+4.4%0.003%
11/25/2024 Sanctuary Advisors LLC1,168,757$210.47M1.3%+0.4%0.164%
11/25/2024 Pine Valley Investments Ltd Liability Co39,573$6.91M0.4%-1.8%0.006%
11/22/2024 Stock Yards Bank & Trust Co.1,616$282K0.0%-15.5%0.000%
11/21/2024 Anchor Investment Management LLC11,983$2.09M0.2%+10.6%0.002%
11/20/2024 SOA Wealth Advisors LLC.13,301$2.32M0.4%-3.8%0.002%
11/19/2024 McIlrath & Eck LLC180,825$31.57M4.1%+56.9%0.025%
11/19/2024 Invst LLC138,773$24.23M2.9%+828.7%0.019%
11/19/2024 Discipline Wealth Solutions LLC4,356$760K0.4%+42.8%0.001%
11/19/2024 M&T Bank Corp259,655$45.33M0.1%+18.4%0.036%
11/19/2024 Hohimer Wealth Management LLC43,539$7.60M1.6%+3.4%0.006%
11/18/2024 Soltis Investment Advisors LLC9,343$1.63M0.2%+2.4%0.001%
11/18/2024 Rehmann Capital Advisory Group24,613$4.39M0.3%-2.8%0.003%
11/18/2024 Main Line Retirement Advisors LLC56,361$9.84M6.7%+5.7%0.008%
11/18/2024 TD Private Client Wealth LLC194,588$33.97M1.0%+4.0%0.027%
11/18/2024 Asset Allocation Strategies LLC4,203$734K0.2%+191.9%0.001%
11/18/2024 Sunbelt Securities Inc.3,953$690K0.1%+19.6%0.001%
11/18/2024 Cresta Advisors Ltd.90,519$15.80M8.3%-1.8%0.013%
11/18/2024 Wilson & Boucher Capital Management LLC15,476$2.70M1.9%+0.6%0.002%
11/18/2024 Unconventional Investor LLC5,863$1.02M0.6%+1.2%0.001%
11/18/2024 Coldstream Capital Management Inc.271,393$47.38M1.0%-1.4%0.038%
11/18/2024 JDM Financial Group LLC1,309$228K0.1%-7.2%0.000%
11/15/2024 Frisch Financial Group Inc.131,745$23.00M6.9%-6.6%0.018%
11/15/2024 Prestige Wealth Management Group LLC40,663$7.10M1.5%-0.6%0.006%
11/15/2024 Brophy Wealth Management LLC21,572$3.77M1.3%N/A0.003%
11/15/2024 M&T Bank Corp259,655$45.33M0.1%+18.4%0.036%
11/15/2024 Executive Wealth Management LLC8,997$1.57M0.1%N/A0.001%
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11/15/2024 Nabity Jensen Investment Management Inc110,698$19.33M14.8%N/A0.016%
11/15/2024 Continuum Advisory LLC22,351$3.95M0.5%+8.4%0.003%
11/15/2024 Drucker Wealth 3.0 LLC39,907$6.97M1.7%-3.2%0.006%
11/15/2024 Cape Cod Five Cents Savings Bank3,012$483K0.0%+8.9%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.132,600$23.15M0.1%+389.3%0.019%
11/15/2024 Glass Jacobson Investment Advisors llc24,286$4.24M1.4%-0.4%0.003%
11/15/2024 Raab & Moskowitz Asset Management LLC54,545$9.52M2.4%+3.4%0.008%
11/15/2024 MML Investors Services LLC1,458,829$254.67M0.9%+4.8%0.205%
11/15/2024 First National Bank of Omaha83,863$14.64M0.9%-0.4%0.012%
11/15/2024 Laraway Financial Advisors Inc26,916$4.70M3.7%+0.4%0.004%
11/15/2024 Legacy Investment Solutions LLC253$45K0.0%N/A0.000%
11/15/2024 Northeast Financial Consultants Inc70,132$12.24M0.5%-0.7%0.010%
11/15/2024 MCIA Inc499,639$88.82M19.6%+1.0%0.070%
11/15/2024 Orion Portfolio Solutions LLC451,588$78.83M1.7%-4.2%0.063%
11/15/2024 World Investment Advisors LLC216,835$37.85M0.2%+958.2%0.030%
11/15/2024 Zacks Investment Management4,969$867K0.0%-8.9%0.001%
11/15/2024 National Bank of Canada FI510,059$89.04M0.1%-16.5%0.072%
11/15/2024 EP Wealth Advisors LLC2,741,128$478.52M4.1%+5.8%0.384%
11/15/2024 Insigneo Advisory Services LLC31,482$5.50M0.6%+1.2%0.004%
11/15/2024 Kovitz Investment Group Partners LLC1,133,747$194.87M1.2%+3,438.5%0.159%
11/15/2024 Weaver Consulting Group5,331$931K0.3%+10.1%0.001%
11/15/2024 Texas Capital Bank Wealth Management Services Inc6,232$1.09M0.1%+4.5%0.001%
11/15/2024 Stifel Financial Corp1,394,505$243.44M0.3%+4.9%0.196%
11/15/2024 Swmg LLC1,672$298K0.1%-30.2%0.000%
11/15/2024 SageView Advisory Group LLC22,795$3.98M0.2%-31.8%0.003%
11/15/2024 Quantinno Capital Management LP23,957$4.18M0.1%+56.0%0.003%
11/15/2024 Red Wave Investments LLC65,825$11.49M4.0%-0.3%0.009%
11/15/2024 Retirement Investment Advisors Inc.1,149,748$200.71M21.9%+4.9%0.161%
11/15/2024 Mission Creek Capital Partners Inc.7,525$1.31M0.3%+8.4%0.001%
11/15/2024 IHT Wealth Management LLC51,190$8.93M0.3%+45.0%0.007%
11/15/2024 Integrated Wealth Concepts LLC131,277$22.92M0.3%+6.8%0.018%
11/15/2024 Janus Henderson Group PLC135,511$23.66M0.0%-2.2%0.019%
11/15/2024 Harmony Asset Management LLC6,704$1.17M0.4%+18.0%0.001%
11/15/2024 HighTower Advisors LLC2,279,319$397.80M0.6%+2.9%0.320%
11/15/2024 Hilltop Holdings Inc.17,558$3.07M0.2%+210.7%0.002%
11/15/2024 Cladis Investment Advisory LLC2,000$349K0.2%-35.8%0.000%
11/15/2024 Arrowroot Family Office LLC4,158$726K0.4%-3.5%0.001%
11/15/2024 Ascent Group LLC68,615$11.98M0.9%-4.5%0.010%
11/15/2024 Benjamin Edwards Inc.41,177$7.20M0.1%+8,135.4%0.006%
11/15/2024 Kestra Investment Management LLC5,401$943K0.0%-93.1%0.001%
11/15/2024 FSA Wealth Management LLC6,603$1.15M0.5%N/A0.001%
11/14/2024 Semmax Financial Advisors Inc.35,288$6.27M1.7%+4.2%0.005%
11/14/2024 Kitching Partners LLC4,892$854K1.1%-2.4%0.001%
11/14/2024 Encompass More Asset Management15,733$2.75M1.0%N/A0.002%
11/14/2024 Edgestream Partners L.P.4,327$755K0.0%-59.3%0.001%
11/14/2024 NCM Capital Management LLC4,102$716K0.3%-6.2%0.001%
11/14/2024 L.M. Kohn & Company2,496$436K0.1%+5.2%0.000%
11/14/2024 Ironwood Investment Counsel LLC2,501$437K0.1%-5.8%0.000%
11/14/2024 TRUE Private Wealth Advisors21,067$3.68M0.4%-2.2%0.003%
11/14/2024 Flow Traders U.S. LLC48,807$8.52M0.4%N/A0.007%
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11/14/2024 Arete Wealth Advisors LLC6,095$1.06M0.1%-29.3%0.001%
11/14/2024 Captrust Financial Advisors5,331,460$930.71M2.7%+2.7%0.748%
11/14/2024 Atlantic Union Bankshares Corp3,882$678K0.0%-3.1%0.001%
11/14/2024 Icon Wealth Advisors LLC4,556$795K0.1%+3.3%0.001%
11/14/2024 Capstone Investment Advisors LLC51,201$8.94M0.0%N/A0.007%
11/14/2024 Rockefeller Capital Management L.P.436,570$76.21M0.2%-5.1%0.061%
11/14/2024 CWS Financial Advisors LLC48,452$8.46M3.0%+5.9%0.007%
11/14/2024 Teachers Insurance & Annuity Association of America6,126$1.07M1.6%N/A0.001%
11/14/2024 Financial Counselors Inc.34,396$6.01M0.1%+3.8%0.005%
11/14/2024 Noesis Capital Mangement Corp5,725$999K0.2%-51.7%0.001%
(Data available from 1/1/2016 forward)

VTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTV shares?

During the previous two years, 2,265 institutional investors and hedge funds held shares of Vanguard Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($15.44B), Jones Financial Companies Lllp ($7.27B), Morgan Stanley ($3.81B), International Assets Investment Management LLC ($3.55B), Envestnet Asset Management Inc. ($3.22B), UBS Group AG ($1.86B), and Betterment LLC ($1.75B).Learn more on VTV's institutional investors.

Which institutional investors have been buying Vanguard Value ETF stock?

Of the 1,995 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 ($24.79M), International Assets Investment Management LLC ($22.09M), Bishop & Co Investment Management LLC ($19.39M), TIAA Trust National Association ($5.97M), Adviser Investments LLC ($4.40M), Charles Schwab Investment Management Inc. ($2.86M), and EP Wealth Advisors LLC ($2.69M).

How much institutional buying is happening at Vanguard Value ETF?

Institutional investors have bought a total of 181,679,165 shares in the last 24 months. This purchase volume represents approximately $26.94B in transactions.

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

Of the 1,453 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: Jones Financial Companies Lllp ($5.08M), Envestnet Asset Management Inc. ($1.94M), Natixis Advisors L.P. ($1.83M), CHURCHILL MANAGEMENT Corp ($1.44M), Truist Financial Corp ($1.19M), Members Trust Co ($1.05M), and Cliftonlarsonallen Wealth Advisors LLC ($1.01M).

How much institutional selling is happening at Vanguard Value ETF?

Institutional investors have sold a total of 53,488,416 shares in the last 24 months. This volume of shares sold represents approximately $7.92B in transactions.



This page (NYSEARCA:VTV) was last updated on 12/21/2024 by MarketBeat.com Staff
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