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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$161.38 -1.87 (-1.15%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1679
Total
Institutional Inflows
(last 12 months)
$14.33B
Number of
Institutional Sellers
(last 12 months)
1095
Total
Institutional Outflows
(last 12 months)
$6.27B
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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
4/16/2025Greenhouse Wealth Management LLC76,458$13.20M9.9%-3.6%0.005%
4/16/2025Dover Advisors LLC2,805$485K0.2%N/A0.000%
4/16/2025Hoey Investments Inc.955$165K0.0%+91.0%0.000%
4/16/2025Lam Group Inc.5,005$865K0.6%-13.9%0.000%
4/16/2025IAG Wealth Partners LLC2,002$346K0.1%+64.6%0.000%
4/16/2025TPG Financial Advisors LLC48,592$8.39M3.7%+5.4%0.003%
4/16/2025Pathway Financial Advisors LLC335,837$58.01M10.4%+14.9%0.021%
4/16/2025Southland Equity Partners LLC7,768$1.34M0.3%+2.7%0.000%
4/16/2025Farmers & Merchants Investments Inc.3,623$626K0.0%+108.0%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC1,161,108$200.57M0.4%+9.7%0.073%
4/16/2025Noble Family Wealth LLC203,511$35.15M9.7%+2.9%0.013%
4/16/2025Tritonpoint Wealth LLC13,683$2.36M0.2%+6.1%0.001%
4/16/2025Matauro LLC78,074$13.49M2.7%+9.9%0.005%
4/16/2025Bernard Wealth Management Corp.1,224$211K0.1%+90.7%0.000%
4/16/2025ShankerValleau Wealth Advisors Inc.1,168$202K0.1%N/A0.000%
4/16/2025Goldstone Financial Group LLC151,177$26.11M4.0%+35.9%0.010%
4/16/2025Steele Capital Management Inc.75,869$13.11M0.7%+11.2%0.005%
4/16/2025Hickory Asset Management Inc.23,909$4.13M3.7%-4.0%0.002%
4/16/2025RTD Financial Advisors Inc.9,820$1.70M0.2%-4.6%0.001%
4/16/2025CVA Family Office LLC6,561$1.13M0.2%+29.9%0.000%
4/16/2025Signature Resources Capital Management LLC1,212$209K0.2%+117.6%0.000%
4/16/2025Elevation Point Wealth Partners LLC2,134$369K0.0%+12.6%0.000%
4/16/2025Krilogy Financial LLC26,269$4.54M0.3%+12.4%0.002%
4/16/2025Defined Wealth Management LLC29,476$5.09M3.4%-1.3%0.002%
4/16/2025Everhart Financial Group Inc.619,193$106.96M14.6%+778.1%0.039%
4/16/2025Martel Wealth Advisors Inc34,513$5.96M1.2%-0.8%0.002%
4/16/2025Schoolcraft Capital LLC2,274$393K0.1%-2.7%0.000%
4/16/2025Relyea Zuckerberg Hanson LLC457,300$78.99M10.6%-0.4%0.029%
4/16/2025Founders Grove Wealth Partners LLC41,281$7.13M2.0%+7.2%0.003%
4/16/2025Private Wealth Group LLC13,820$2.39M1.4%-5.2%0.001%
4/16/2025Paragon Capital Management Ltd41,615$7.19M1.5%+0.4%0.003%
4/16/2025RMR Wealth Builders475,614$82.16M8.6%+2.6%0.030%
4/16/2025Patriot Investment Management Group Inc.9,356$1.62M0.1%-4.3%0.001%
4/16/2025Thomasville National Bank2,138$369K0.0%-12.6%0.000%
4/16/2025May Barnhard Investments LLC25,019$4.32M2.2%+5.3%0.002%
4/16/2025Mogy Joel R Investment Counsel Inc.4,315$745K0.0%-11.6%0.000%
4/16/2025Ferguson Wellman Capital Management Inc.4,143$716K0.0%+14.3%0.000%
4/15/2025 Kelly Financial Services LLC2,439$421K0.1%-37.8%0.000%
4/15/2025 Yarger Wealth Strategies LLC31,215$5.39M3.1%-2.3%0.002%
4/15/2025 Net Worth Advisory Group5,613$970K0.3%+11.0%0.000%
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4/15/2025 Sapient Capital LLC51,665$8.93M0.2%-6.8%0.003%
4/15/2025 apricus wealth LLC3,625$626K0.4%+8.0%0.000%
4/15/2025 Total Wealth Planning LLC304,494$52.60M8.0%+2.0%0.019%
4/15/2025 First United Bank & Trust80,527$13.91M5.2%+1.8%0.005%
4/15/2025 Sagace Wealth Management LLC11,408$1.97M1.5%-2.2%0.001%
4/15/2025 GPS Wealth Strategies Group LLC11,462$1.98M0.3%-6.8%0.001%
4/15/2025 Fifth Third Bancorp297,492$51.39M0.2%-4.0%0.019%
4/15/2025 Simon Quick Advisors LLC570,689$98.58M5.6%+4.7%0.036%
4/15/2025 Capital Advisors Ltd. LLC31,305$5.41M0.7%-1.6%0.002%
4/15/2025 Stephens Group Asset Management LLC848,185$146.52M11.8%+14.3%0.053%
4/15/2025 Zhang Financial LLC59,684$10.31M0.5%+3.4%0.004%
4/15/2025 Chris Bulman Inc33,270$5.75M3.6%-4.1%0.002%
4/15/2025 Magnolia Private Wealth LLC6,909$1.19M0.7%-30.8%0.000%
4/15/2025 McKinley Carter Wealth Services Inc.10,113$1.75M0.1%-2.0%0.001%
4/15/2025 Trinity Financial Advisors LLC32,527$5.62M1.1%-4.9%0.002%
4/15/2025 Ironwood Financial llc6,985$1.21M0.3%+15.8%0.000%
4/15/2025 Focus Financial Network Inc.45,085$7.79M0.3%+3.6%0.003%
4/15/2025 Donaldson Capital Management LLC1,912$330K0.0%N/A0.000%
4/15/2025 Foresight Capital Management Advisors Inc.1,160$200K0.1%N/A0.000%
4/15/2025 Traction Financial Partners LLC1,549$268K0.2%-21.6%0.000%
4/15/2025 Fiduciary Advisors Inc.29,531$5.10M5.0%+0.6%0.002%
4/15/2025 Northeast Investment Management17,994$3.11M0.1%+0.5%0.001%
4/15/2025 Leonard Rickey Investment Advisors P.L.L.C.10,440$1.71M0.4%-1.1%0.001%
4/15/2025 Charis Legacy Partners LLC9,622$1.66M3.1%+1.0%0.001%
4/15/2025 My Legacy Advisors LLC4,357$753K0.3%+4.9%0.000%
4/15/2025 Rowlandmiller & PARTNERS.ADV1,833$317K0.1%-4.3%0.000%
4/15/2025 Redhawk Wealth Advisors Inc.1,938$335K0.0%+12.6%0.000%
4/15/2025 CX Institutional84,382$14.58M0.6%+19.1%0.005%
4/15/2025 MV Capital Management Inc.20,208$3.49M0.4%+23.0%0.001%
4/15/2025 Integrated Advisors Network LLC9,118$1.58M0.1%-7.7%0.001%
4/15/2025 Integral Investment Advisors Inc.1,719$297K0.1%+10.5%0.000%
4/15/2025 Gibson Capital LLC1,487$257K0.1%N/A0.000%
4/15/2025 BFI Infinity Ltd.4,084$705K0.8%N/A0.000%
4/15/2025 Sanibel Captiva Trust Company Inc.11,172$1.93M0.1%+3.5%0.001%
4/15/2025 SG Americas Securities LLC7,100$1.23M0.0%N/A0.000%
4/15/2025 Corrigan Financial Inc.42,636$7.37M1.5%-2.0%0.003%
4/15/2025 Parsons Capital Management Inc. RI16,211$2.80M0.2%-0.7%0.001%
4/15/2025 SJS Investment Consulting Inc.3,687$637K0.1%+8.4%0.000%
4/15/2025 Sonora Investment Management Group LLC1,294$224K0.0%+6.0%0.000%
4/15/2025 Accurate Wealth Management LLC8,428$1.36M0.3%-8.7%0.001%
4/15/2025 Shira Ridge Wealth Management3,547$613K0.3%-3.4%0.000%
4/15/2025 Fiduciary Financial Group LLC21,166$3.38M0.7%+190.1%0.001%
4/15/2025 Simplicity Wealth LLC16,787$2.90M0.2%+294.6%0.001%
4/15/2025 GAMMA Investing LLC12,708$2.20M0.2%+15.5%0.001%
4/15/2025 First National Bank Sioux Falls51,306$8.86M3.6%+11.6%0.003%
4/15/2025 Wealthcare Advisory Partners LLC136,235$23.53M0.6%+1.0%0.009%
4/15/2025 Signet Financial Management LLC40,483$6.99M0.9%-8.0%0.003%
4/14/2025 Truefg LLC230,670$39.85M13.1%-0.8%0.015%
4/14/2025 Regatta Capital Group LLC164,185$28.36M5.5%+0.1%0.010%
4/14/2025 Bruce G. Allen Investments LLC72,318$12.49M9.9%+5.7%0.005%
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4/14/2025 Midland Wealth Advisors LLC579,272$100.06M5.9%+0.0%0.036%
4/14/2025 Investment Advisory Group LLC39,585$6.84M2.3%+4.5%0.002%
4/14/2025 Northstar Advisory Group LLC4,620$798K0.5%-2.9%0.000%
4/14/2025 Pallas Capital Advisors LLC20,813$3.60M0.1%-1.8%0.001%
4/14/2025 WFA Asset Management Corp1,313$214K0.1%-56.8%0.000%
4/14/2025 Farther Finance Advisors LLC77,896$13.43M0.3%+28.1%0.005%
4/14/2025 Millington Financial Advisors LLC11,165$1.81M1.1%+201.8%0.001%
4/14/2025 Clarity Capital Advisors LLC29,829$5.15M3.4%+5.6%0.002%
4/14/2025 Daymark Wealth Partners LLC10,670$1.84M0.1%-5.7%0.001%
4/14/2025 Destiny Wealth Partners LLC3,661$632K0.1%+75.1%0.000%
(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, 2,520 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 2,195 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 192,845,684 shares in the last 24 months. This purchase volume represents approximately $29.59B in transactions.

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

Of the 1,562 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 72,712,957 shares in the last 24 months. This volume of shares sold represents approximately $11.38B in transactions.



This page (NYSEARCA:VTV) was last updated on 4/16/2025 by MarketBeat.com Staff
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