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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$176.88 +2.20 (+1.26%)
As of 01/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Value ETF (NYSEARCA:VTV)

Number of
Institutional Buyers
(last 12 months)
1395
Total
Institutional Inflows
(last 12 months)
$10.35B
Number of
Institutional Sellers
(last 12 months)
1022
Total
Institutional Outflows
(last 12 months)
$7.38B
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VTV Institutional Buying and Selling by Quarter

Vanguard Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC9,560$1.62M0.5%+39.4%0.001%
1/21/2025OLIO Financial Planning282,070$47.75M16.8%+60.7%0.040%
1/21/2025SWP Financial LLC67,210$11.38M6.9%-21.7%0.009%
1/21/2025Regatta Capital Group LLC164,020$27.77M5.4%+0.4%0.023%
1/21/20251834 Investment Advisors Co.1,278$216K0.0%-10.8%0.000%
1/21/2025M3 Advisory Group LLC2,532$429K0.3%-10.0%0.000%
1/21/2025Cora Capital Advisors LLC47,293$8.01M3.9%+3.7%0.007%
1/21/2025Rockwood Wealth Management LLC5,052$854K0.1%+30.5%0.001%
1/21/2025Crescent Grove Advisors LLC3,135$531K0.1%+10.4%0.000%
1/21/2025RTD Financial Advisors Inc.10,294$1.74M0.2%-1.8%0.001%
1/21/2025Team Hewins LLC8,158$1.38M0.6%N/A0.001%
1/21/2025First Citizens Bank & Trust Co.3,312$561K0.0%N/A0.000%
1/21/2025Archford Capital Strategies LLC72,344$12.25M1.9%-2.1%0.010%
1/21/2025Duncan Williams Asset Management LLC44,549$7.54M3.0%+100.6%0.006%
1/21/2025Affiance Financial LLC60,528$10.25M2.4%+7.5%0.008%
1/21/2025AlphaMark Advisors LLC812$137K0.1%+38.3%0.000%
1/21/2025Flagship Harbor Advisors LLC35,676$6.04M0.3%-0.6%0.005%
1/21/2025Juncture Wealth Strategies LLC3,002$508K0.2%+29.0%0.000%
1/21/2025Insight Inv LLC4,425$749K0.5%+127.5%0.001%
1/21/2025First Bancorp Inc ME 9,360$1.59M1.1%+16.4%0.001%
1/21/2025Nikulski Financial Inc.30,890$5.23M1.5%-0.7%0.004%
1/21/2025CFS Investment Advisory Services LLC1,392$236K0.0%N/A0.000%
1/21/2025GSB Wealth Management LLC36,617$6.20M1.6%+1.9%0.005%
1/21/2025Grimes & Company Inc.8,751$1.48M0.0%+7.5%0.001%
1/21/2025Cyndeo Wealth Partners LLC50,757$8.59M0.6%+3.7%0.007%
1/21/2025Geneos Wealth Management Inc.60,986$10.33M0.4%+6.3%0.009%
1/21/2025Accel Wealth Management31,768$5.38M2.0%+1.4%0.004%
1/21/2025Fifth Third Bancorp309,729$52.44M0.2%-1.9%0.043%
1/21/2025apricus wealth LLC3,355$568K0.4%-29.9%0.000%
1/21/2025DGS Capital Management LLC4,044$685K0.2%+20.5%0.001%
1/21/2025Cornerstone Wealth Advisors Inc.187,603$31.76M8.7%+1.7%0.026%
1/21/2025Wealth Management Resources Inc.23,167$3.92M1.4%+205.6%0.003%
1/21/2025Eclectic Associates Inc. ADV44,794$7.58M2.2%-2.3%0.006%
1/21/2025Goelzer Investment Management Inc.1,519$257K0.0%N/A0.000%
1/21/2025Hillcrest Wealth Advisors NY LLC23,970$4.06M1.9%-2.0%0.003%
1/21/2025Curated Wealth Partners LLC8,503$1.44M0.2%N/A0.001%
1/21/2025Midwest Financial Group LLC4,987$844K0.5%+40.2%0.001%
1/21/2025CX Institutional70,852$12.00M0.5%+18.2%0.010%
1/21/2025Rodgers & Associates LTD399,316$67.60M8.1%-1.4%0.056%
1/21/2025Impact Partnership Wealth LLC93,607$15.85M3.2%+6.6%0.013%
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1/21/2025Patriot Investment Management Group Inc.9,775$1.66M0.1%+3.6%0.001%
1/21/2025Sound Income Strategies LLC2,254$382K0.0%+8.0%0.000%
1/21/2025LexAurum Advisors LLC4,788$811K0.2%+76.5%0.001%
1/21/2025RFG Advisory LLC104,114$17.63M0.5%-2.2%0.015%
1/21/2025Motive Wealth Advisors1,829$310K0.2%-4.9%0.000%
1/21/2025McGlone Suttner Wealth Management Inc.1,542$261K0.0%N/A0.000%
1/21/2025Cornerstone Wealth Management LLC53,792$9.11M0.6%+1.3%0.008%
1/21/2025Brighton Jones LLC42,618$7.22M0.2%+7.9%0.006%
1/21/2025Sterling Group Wealth Management LLC23,245$3.94M2.0%-6.9%0.003%
1/21/2025Montecito Bank & Trust6,381$1.08M0.2%+2.8%0.001%
1/17/2025 Apeiron RIA LLC14,503$2.46M0.7%+1.4%0.002%
1/17/2025 Secure Asset Management LLC1,266$214K0.0%-4.7%0.000%
1/17/2025 Private Wealth Group LLC14,572$2.47M1.2%+1.4%0.002%
1/17/2025 Galvin Gaustad & Stein LLC5,600$948K0.1%-27.3%0.001%
1/17/2025 Vantagepoint Investment Advisers LLC55,020$9.32M1.5%-39.8%0.008%
1/17/2025 Goldstein Advisors LLC2,612$442K0.1%-14.8%0.000%
1/17/2025 Market Street Wealth Management Advisors LLC136,653$23.14M3.9%-1.0%0.019%
1/17/2025 Baron Silver Stevens Financial Advisors LLC269,118$45.56M7.7%+1.5%0.038%
1/17/2025 Avior Wealth Management LLC203,966$34.53M1.3%+56.4%0.029%
1/17/2025 Peterson Wealth Advisors LLC9,549$1.63M0.3%-3.9%0.001%
1/17/2025 Mustard Seed Financial LLC38,018$6.44M5.2%-1.3%0.005%
1/17/2025 Mutual Advisors LLC106,741$18.54M0.5%-7.0%0.015%
1/17/2025 First PREMIER Bank124,020$21.00M5.3%+2.0%0.017%
1/17/2025 Olistico Wealth LLC46,701$7.91M4.6%-0.5%0.007%
1/17/2025 True North Advisors LLC1,469$249K0.1%-28.2%0.000%
1/17/2025 Traynor Capital Management Inc.2,782$471K0.0%-34.9%0.000%
1/17/2025 Wesbanco Bank Inc.4,454$754K0.0%+24.8%0.001%
1/17/2025 Janney Montgomery Scott LLC301,972$51.12M0.1%+2.4%0.042%
1/17/2025 Bartlett & CO. Wealth Management LLC2,122$359K0.0%-3.5%0.000%
1/17/2025 Lake Hills Wealth Management LLC12,386$2.10M1.4%-3.1%0.002%
1/17/2025 Marino Stram & Associates LLC162,123$27.45M6.1%+3.3%0.023%
1/17/2025 Westside Investment Management Inc.1,122$190K0.0%+10.4%0.000%
1/17/2025 Magnus Financial Group LLC20,927$3.54M0.3%-0.4%0.003%
1/17/2025 Daymark Wealth Partners LLC11,310$1.92M0.1%+32.1%0.002%
1/17/2025 Investment Advisory Group LLC37,865$6.41M2.1%+2.6%0.005%
1/17/2025 Global Trust Asset Management LLC15,526$2.63M1.0%-9.8%0.002%
1/17/2025 Advisory Alpha LLC17,008$2.88M0.1%-3.1%0.002%
1/17/2025 NorthLanding Financial Partners LLC46,958$7.95M8.0%-2.4%0.007%
1/17/2025 Dakota Wealth Management182,270$30.86M0.7%-10.6%0.026%
1/17/2025 Davis Capital Management247$42K0.0%-20.3%0.000%
1/17/2025 XML Financial LLC21,253$3.60M0.3%+3.8%0.003%
1/17/2025 Nisa Investment Advisors LLC36,600$6.20M0.0%N/A0.005%
1/17/2025 Traphagen Investment Advisors LLC3,495$592K0.1%+19.3%0.000%
1/17/2025 Genesis Private Wealth LLC2,368$401K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC544,991$92.27M5.5%+0.8%0.076%
1/17/2025 Beaumont Financial Advisors LLC35,138$5.95M0.4%-2.7%0.005%
1/17/2025 MCF Advisors LLC19,310$3.27M0.2%+0.8%0.003%
1/17/2025 Aspire Private Capital LLC99,665$16.87M4.2%-1.4%0.014%
1/17/2025 Perfromance Wealth Partners LLC34,030$5.76M0.2%+30.8%0.005%
1/17/2025 Atomi Financial Group Inc.56,785$9.61M0.5%+480.3%0.008%
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1/17/2025 Signature Resources Capital Management LLC557$94K0.1%+33.6%0.000%
1/17/2025 Monterey Private Wealth Inc.4,894$829K0.3%-6.1%0.001%
1/17/2025 Transform Wealth LLC3,026$512K0.0%+94.8%0.000%
1/17/2025 Chesley Taft & Associates LLC24,419$4.13M0.2%-4.2%0.003%
1/17/2025 Alpha Cubed Investments LLC10,618$1.80M0.1%-4.3%0.001%
1/17/2025 Prosperity Planning Inc.22,496$3.81M1.2%-2.4%0.003%
1/16/2025 First United Bank & Trust79,128$13.40M4.9%+0.3%0.011%
1/16/2025 Charles Schwab Trust Co1,206$204K0.0%N/A0.000%
1/16/2025 Kiley Juergens Wealth Management LLC26,304$4.45M1.1%+3.4%0.004%
1/16/2025 American Asset Management Inc.1,200$203K0.2%N/A0.000%
(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, 2,287 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), Envestnet Asset Management Inc. ($3.22B), UBS Group AG ($1.86B), Betterment LLC ($1.75B), and LPL Financial LLC ($1.64B).Learn more on VTV's institutional investors.

Which institutional investors have been buying Vanguard Value ETF stock?

Of the 1,997 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), Charles Schwab Investment Management Inc. ($2.86M), EP Wealth Advisors LLC ($2.69M), and Strategic Financial Concepts LLC ($2.68M).

How much institutional buying is happening at Vanguard Value ETF?

Institutional investors have bought a total of 175,955,027 shares in the last 24 months. This purchase volume represents approximately $26.18B in transactions.

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

Of the 1,474 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), Natixis Advisors L.P. ($1.83M), CHURCHILL MANAGEMENT Corp ($1.44M), Truist Financial Corp ($1.19M), and Members Trust Co ($1.05M).

How much institutional selling is happening at Vanguard Value ETF?

Institutional investors have sold a total of 73,724,372 shares in the last 24 months. This volume of shares sold represents approximately $11.36B in transactions.


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This page (NYSEARCA:VTV) was last updated on 1/22/2025 by MarketBeat.com Staff
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