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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$219.17 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
2014
Total
Institutional Inflows
(last 12 months)
$19.92B
Number of
Institutional Sellers
(last 12 months)
1303
Total
Institutional Outflows
(last 12 months)
$5.68B
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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
7/2/2026 Gladwyn Financial Advisors Inc.6,600$1.44M0.9%-3.8%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB2,247$490K0.0%-17.8%0.000%
7/2/2026 Versant Capital Management Inc1,198$261K0.0%-16.9%0.000%
7/2/2026 Diesslin Group Inc.197,031$42.94M16.6%N/A0.023%
7/2/2026 Atmos Advisory LLC52,972$11.54M6.0%+1.1%0.006%
7/2/2026 Collective Family Office LLC66,431$14.48M3.0%+3.5%0.008%
7/2/2026 CX Institutional94,196$20.53M0.6%+2.0%0.011%
7/2/2026 First County Bank CT 58,439$12.74M6.0%+10.1%0.007%
7/1/2026 Noble Wealth Management PBC329$72K0.0%-34.1%0.000%
7/1/2026 First Financial Bank Trust Division22,681$4.94M0.4%-3.9%0.003%
7/1/2026 Eastern Bank3,041$663K0.0%+50.6%0.000%
7/1/2026 Trust Co of the South62,764$13.68M1.9%+6.6%0.008%
6/24/2026Basecamp Wealth Advisors LLC5,136$1.01M0.2%+6.7%0.001%
6/22/2026Sapient Capital LLC106,998$20.99M0.3%-9.0%0.013%
6/22/2026Vilga Financial Planning LLC13,529$2.65M2.4%N/A0.002%
6/16/2026Steelhead Wealth Management LLC29,786$5.84M3.0%N/A0.004%
6/10/2026Curry Webb Wealth Management LLC1,275$250K0.1%N/A0.000%
6/10/2026FAS Wealth Partners Inc.3,342$656K0.0%-5.1%0.000%
6/9/2026Rathbones Group PLC5,847$1.15M0.0%-5.1%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co37,866$7.43M0.3%-0.8%0.005%
6/4/2026Midwest Financial Network LLC1,384$272K0.2%N/A0.000%
6/4/2026Evansbrook LLC13,444$2.64M1.8%+22.0%0.002%
6/3/2026Parallel Advisors LLC145,921$28.63M0.5%+1.9%0.017%
6/3/2026NewEdge Advisors LLC1,141,620$223.99M0.8%-6.4%0.137%
6/2/2026Blue Edge Capital LLC316,399$62.08M8.2%+3.6%0.038%
6/1/2026First Nebraska Trust Co1,434$281K0.0%N/A0.000%
6/1/2026Flagship Wealth Advisors LLC50,673$9.94M4.1%-11.4%0.006%
6/1/2026Foguth Wealth Management LLC.1,012$214K0.0%-29.7%0.000%
6/1/2026Financial Solutions Advisory Group Inc.1,510$296K0.0%N/A0.000%
6/1/2026Integrated Investment Consultants LLC32,430$6.36M1.4%-4.7%0.004%
6/1/2026Keel Point LLC12,923$2.54M0.2%+0.4%0.002%
5/29/2026Krane Financial Solutions LLC38,099$7.48M5.1%N/A0.005%
5/28/2026Maripau Wealth Management LLC7,228$1.42M0.6%+4.2%0.001%
5/27/2026Tenret Co LLC111,646$21.91M10.6%+7.4%0.013%
5/27/2026Security Financial Services INC.29,407$5.77M0.9%-5.3%0.004%
5/26/2026Serenity Investment Advisors12,967$2.74M1.0%-23.9%0.002%
5/26/2026Glenmede Trust Co. NA191,444$37.56M0.2%+1.6%0.023%
5/26/2026Summit Financial Wealth Advisors LLC8,247$1.62M0.2%-1.9%0.001%
5/22/2026WNY Asset Management LLC7,059$1.39M0.1%N/A0.001%
5/22/2026Independent Wealth Advisors LLC5,737$1.13M1.1%-7.1%0.001%
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5/22/2026Segall Bryant & Hamill LLC146,525$28.75M0.4%-5.9%0.018%
5/22/2026Wellington Grp LLC2,007$394K0.1%+24.7%0.000%
5/22/2026Verus Capital Partners LLC12,259$2.41M0.2%-4.0%0.001%
5/21/2026Raab & Moskowitz Asset Management LLC53,140$10.43M2.3%+0.6%0.006%
5/21/2026Compass Capital Management Inc.6,089$1.20M0.1%-10.2%0.001%
5/21/2026J. Derek Lewis & Associates Inc.6,534$1.28M0.3%+17.9%0.001%
5/20/2026Hobbs Group Advisors LLC3,421$671K0.2%+65.4%0.000%
5/20/2026SHUTTLEWORTH & Co12,411$2.44M2.2%+11.7%0.001%
5/20/2026Arete Wealth Advisors LLC25,336$4.97M0.3%-6.0%0.003%
5/20/2026SOA Wealth Advisors LLC.12,645$2.48M0.3%+2.6%0.002%
5/19/2026Western Wealth Management LLC40,306$7.91M0.3%+130.6%0.005%
5/19/2026McIlrath & Eck LLC304,419$59.73M4.4%+3.5%0.036%
5/19/2026Mascagni Wealth Management Inc.1,221$239K0.2%N/A0.000%
5/19/2026Sonoma Allocations LLC21,828$4.31M1.5%-6.7%0.003%
5/19/2026Paragon Private Wealth Management LLC12,132$2.38M0.7%+13.3%0.001%
5/19/2026NewEdge Advisors LLC810,598$159.04M3.1%-33.6%0.097%
5/19/2026Ariadne Wealth Management LP2,583$507K0.2%-9.9%0.000%
5/19/2026Bank of America Corp DE131,676,968$25.84B1.9%-3.3%15.780%
5/19/2026Hamilton Wealth LLC2,846$558K0.0%+95.9%0.000%
5/19/2026Wilson & Boucher Capital Management LLC20,487$4.02M2.7%+4.7%0.002%
5/19/2026Alexander Labrunerie & CO. Inc.32,350$6.35M2.4%+0.4%0.004%
5/19/2026Edgestream Partners L.P.10,472$2.06M0.1%-15.5%0.001%
5/19/2026Vestwell Advisors LLC49,935$9.80M2.7%+9.7%0.006%
5/19/2026Financial Insights Inc.2,505$491K0.2%-3.7%0.000%
5/19/2026Janus Henderson Group PLC86,535$16.98M0.0%-16.4%0.010%
5/19/2026Centaurus Financial Inc.14,583$2.86M0.1%+8.5%0.002%
5/19/2026Strategic Investment Advisors MI257,162$50.46M3.5%+9.4%0.031%
5/19/2026Ashton Thomas Securities LLC9,667$1.90M0.2%-8.3%0.001%
5/19/2026Arkadios Wealth Advisors127,983$25.11M0.4%-21.2%0.015%
5/19/2026Claris Financial LLC28,587$5.61M3.1%-1.6%0.003%
5/19/2026Arete Wealth Advisors LLC25,336$4.97M0.3%-6.0%0.003%
5/18/2026Sunbelt Securities Inc.3,051$599K0.0%+2.3%0.000%
5/18/2026EverSource Wealth Advisors LLC638,267$125.23M3.8%+81.8%0.076%
5/18/2026Talon Private Wealth LLC21,591$4.24M0.6%N/A0.003%
5/18/2026Royal Bank of Canada5,815,364$1.14B0.2%+0.6%0.697%
5/18/2026Empowered Funds LLC55,084$10.81M0.1%+4.6%0.007%
5/18/2026Estate Counselors LLC35,593$6.98M0.6%+652.8%0.004%
5/16/2026The Manufacturers Life Insurance Company 260,430$51.10M0.0%-5.7%0.031%
5/16/2026KCM Investment Advisors LLC2,139$420K0.0%+72.2%0.000%
5/16/2026IMG Wealth Management Inc.28,894$5.67M3.6%+7.0%0.003%
5/16/2026Glen Eagle Advisors LLC3,410$669K0.1%+1.6%0.000%
5/16/2026Excelsior Advisor Network LLC33,835$6.64M2.5%+12.5%0.004%
5/16/2026Quantinno Capital Management LP190,413$37.36M0.1%+46.0%0.023%
5/16/2026Family Manage LLC55,154$10.82M1.3%+1.6%0.007%
5/15/2026Intelligence Driven Advisers LLC11,393$2.24M0.4%-2.2%0.001%
5/15/2026Gateway Wealth Partners LLC69,262$13.59M0.5%+152.9%0.008%
5/15/2026Blue Chip Partners LLC2,837$557K0.0%+4.9%0.000%
5/15/2026Quadcap Wealth Management LLC19,860$3.90M0.4%-5.1%0.002%
5/15/2026Matrix Private Capital Group LLC109,269$21.44M10.3%N/A0.013%
5/15/2026Waverly Advisors LLC322,584$63.29M0.5%+7.1%0.039%
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5/15/2026Aristotle Capital Management LLC5,879$1.15M0.0%-65.8%0.001%
5/15/2026Wealth Alliance LLC6,949$1.36M0.1%-10.6%0.001%
5/15/2026Vivaldi Capital Management LP25,764$5.06M0.7%-2.2%0.003%
5/15/2026St. Louis Trust Co45,076$8.84M1.0%-2.4%0.005%
5/15/2026Bridgewater Advisors Inc.5,609$1.17M0.1%-32.7%0.001%
5/14/2026Sentinel Advisory Group LLC2,241$440K0.2%N/A0.000%
5/14/2026Renaissance Technologies LLC107,500$21.09M0.0%+877.3%0.013%
5/14/2026Hilltop Holdings Inc.10,295$2.02M0.2%-49.4%0.001%
5/14/2026Rockbridge Investment Management LCC17,370$3.41M0.3%+27.0%0.002%
5/14/2026Pennington Partners & CO. LLC2,901$569K0.2%+28.9%0.000%


VTV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,921 institutional investors and hedge funds held shares of Vanguard Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($25.84B), Jones Financial Companies Lllp ($10.07B), Morgan Stanley ($6.34B), Envestnet Asset Management Inc. ($4.08B), Align Financial LLC ($2.13B), Ameriprise Financial Inc. ($2.07B), and LPL Financial LLC ($2.05B).Learn more on Vanguard Value ETF's institutional investors.

Of the 2,638 institutional investors that purchased Vanguard Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($20.32M), Bank of America Corp DE ($13.80M), Align Financial LLC ($11.15M), Raymond James Financial Inc. ($9.00M), Valpey Financial Services LLC ($8.39M), EP Wealth Advisors LLC ($8.10M), and Caisse de depot et placement du Quebec ($5.90M).

Institutional investors have bought a total of 106,303,090 shares in the last 24 months. This purchase volume represents approximately $19.92B in transactions.

Of the 1,303 institutional investors that sold Vanguard Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($4.47M), Northwestern Mutual Wealth Management Co. ($3.85M), Kovitz Investment Group Partners LLC ($1.11M), Commonwealth Equity Services LLC ($722.16K), Truist Financial Corp ($713.85K), RWA Wealth Partners LLC ($695.41K), and Russell Investments Group Ltd. ($694.41K).

Institutional investors have sold a total of 30,162,096 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.



This page (NYSEARCA:VTV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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