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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$206.52 +1.87 (+0.91%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
2059
Total
Institutional Inflows
(last 12 months)
$21.62B
Number of
Institutional Sellers
(last 12 months)
1343
Total
Institutional Outflows
(last 12 months)
$5.40B
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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
5/5/2026Beaumont Financial Advisors LLC33,985$6.67M0.5%+2.7%0.004%
5/5/2026Marks Group Wealth Management Inc6,398$1.26M0.1%-10.8%0.001%
5/5/2026Bank of New York Mellon Corp3,074,772$603.27M0.1%-12.1%0.368%
5/5/2026Sherman Asset Management Inc.935$183K0.2%+43.4%0.000%
5/5/2026Theory Financial LLC14,108$2.77M1.0%+46.5%0.002%
5/5/2026Good Harbor Advisors Inc.5,858$1.15M1.3%+1.1%0.001%
5/5/2026Collaborative Wealth Managment Inc.1,843$362K0.2%-45.1%0.000%
5/5/2026Schwallier Wealth Management LLC102,598$20.13M14.7%-2.9%0.012%
5/5/2026Journey Advisory Group LLC7,044$1.38M0.1%-1.2%0.001%
5/5/2026Harmony Asset Management LLC14,338$2.81M0.9%+3.7%0.002%
5/5/2026Geneos Wealth Management Inc.14,258$2.80M0.1%-10.2%0.002%
5/5/2026Harel Insurance Investments & Financial Services Ltd.216,309$42.44M0.3%+1,186.9%0.026%
5/5/2026Ethos Financial Group LLC7,996$1.56M0.1%+141.8%0.001%
5/5/2026Signet Financial Management LLC34,317$6.73M0.8%-0.8%0.004%
5/5/2026SouthState Bank Corp62,035$12.17M0.6%-5.9%0.007%
5/5/2026Sanctuary Advisors LLC1,237,731$242.84M1.3%-1.5%0.148%
5/5/2026 MTC Wealth Management LLC55,599$10.91M5.2%-50.4%0.007%
5/5/2026 Sigma Planning Corp72,215$14.17M0.4%+3.0%0.009%
5/5/2026 Cornerstone Advisory LLC31,915$6.26M0.6%-2.7%0.004%
5/5/2026 Members Trust Co976,626$191.61M6.4%-34.3%0.117%
5/5/2026 1ST Source Bank5,517$1.08M0.1%+7.3%0.001%
5/5/2026 Checchi Capital Advisers LLC79,117$15.52M0.8%+1,231.5%0.009%
5/5/2026 MB Generational Wealth LLC5,667$1.11M0.6%-2.0%0.001%
5/5/2026 Nwam LLC177,146$34.76M2.0%-0.8%0.021%
5/5/2026 Flynn Zito Capital Management LLC1,047$205K0.1%-9.1%0.000%
5/5/2026 Hartford Funds Management Co LLC10,173$2.00M0.2%+182.9%0.001%
5/5/2026 Avantax Planning Partners Inc.41,301$8.10M0.2%+0.4%0.005%
5/4/2026 Beckerman Institutional LLC1,106$217K0.1%N/A0.000%
5/4/2026 Calamos Wealth Management LLC5,827$1.14M0.0%+25.2%0.001%
5/4/2026 Calamos Advisors LLC5,827$1.14M0.0%N/A0.001%
5/4/2026 AMG National Trust Bank6,887$1.35M0.0%+14.4%0.001%
5/4/2026 Retirement Planning Group LLC120,954$23.73M0.7%+5.4%0.014%
5/4/2026 Sterling Group Wealth Management LLC14,148$2.78M1.3%-1.1%0.002%
5/4/2026 Lutz Financial Services LLC84,821$16.64M1.1%+3.7%0.010%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management340,165$66.74M1.2%-0.7%0.041%
5/4/2026 Bryn Mawr Trust Advisors LLC19,964$3.92M0.2%-1.8%0.002%
5/4/2026 Integrity Wealth Solutions LLC63,853$12.53M4.9%-2.3%0.008%
5/4/2026 Bleakley Financial Group LLC579,032$113.61M1.8%+2.1%0.069%
5/4/2026 Archer Investment Corp2,724$535K0.1%-6.0%0.000%
5/4/2026 Center for Financial Planning Inc.11,342$2.23M0.2%-1.3%0.001%
5/4/2026 Northland Securities Inc.4,752$932K0.9%+25.9%0.001%
5/4/2026 NWF Advisory Services Inc.18,586$3.65M0.4%-2.9%0.002%
5/4/2026 Nadler Financial Group Inc.511,287$100.31M9.7%+1.8%0.061%
5/4/2026 TFR Capital LLC.34,871$6.84M2.1%-1.1%0.004%
5/4/2026 Principal Financial Group Inc.19,360$3.80M0.0%+7.6%0.002%
5/4/2026 Sfam LLC13,358$2.62M2.4%-0.7%0.002%
5/4/2026 Chicago Partners Investment Group LLC125,560$25.47M0.5%+4.9%0.015%
5/4/2026 IFC Advisors LLC585,861$114.95M16.4%+2.5%0.070%
5/4/2026 Parr Mcknight Wealth Management Group LLC2,221$436K0.1%N/A0.000%
5/4/2026 Cdkv Holdings LLC9,752$1.91M1.7%+9.3%0.001%
5/4/2026 Vantage Point Financial LLC2,958$580K0.2%-6.5%0.000%
5/4/2026 J. Safra Sarasin Holding AG5,790$1.14M0.0%+39.5%0.001%
5/4/2026 CORDA Investment Management LLC.5,594$1.10M0.1%-8.2%0.001%
5/4/2026 Brindle & Bay Financial Advisors LLC20,714$4.06M2.5%+48.0%0.002%
5/4/2026 Lifeworks Advisors LLC8,583$1.68M0.2%-12.8%0.001%
5/4/2026 Lincoln National Corp1,399,269$274.54M7.9%-6.4%0.168%
5/4/2026 Procyon Advisors LLC6,901$1.35M0.0%-40.7%0.001%
5/2/2026 Avion Wealth235$46K0.0%-38.2%0.000%
5/2/2026 Financial Advisory Partners LLC85,952$16.86M4.8%+7.9%0.010%
5/2/2026 International Assets Investment Management LLC9,553$1.88M0.0%+9.0%0.001%
5/2/2026 Anchor Investment Management LLC21,439$4.21M0.4%+6.7%0.003%
5/2/2026 Silver Oak Advisory Group Inc.4,825$946K0.4%-4.5%0.001%
5/2/2026 Associated Banc Corp97,037$19.04M0.5%+9.1%0.012%
5/2/2026 United Bank20,341$3.99M1.3%-3.6%0.002%
5/2/2026 Diversify Wealth Management LLC38,762$7.89M0.1%+323.5%0.005%
5/2/2026 Valmark Advisers Inc.100,433$19.71M0.2%+24.2%0.012%
5/2/2026 Pittenger & Anderson Inc.156$31K0.0%-58.2%0.000%
5/2/2026 R. W. Roge & Company Inc.103,439$20.29M9.7%-2.0%0.012%
5/2/2026 Carnegie Investment Counsel21,614$4.24M0.1%+4.3%0.003%
5/2/2026 UNIVEST FINANCIAL Corp61,450$12.06M0.7%+13.8%0.007%
5/1/2026 Luminvest Wealth Management LLC25,639$5.04M1.3%+4.6%0.003%
5/1/2026 Ferguson Wellman Capital Management Inc.5,017$984K0.0%-2.1%0.001%
5/1/2026 Capital Squared Financial LLC12,854$2.52M1.9%+11.3%0.002%
5/1/2026 Citizens Financial Group Inc. RI633,314$124.26M1.7%-0.6%0.076%
5/1/2026 Midwest Trust Co73,995$14.52M0.2%+21.8%0.009%
5/1/2026 Fifth Third Bancorp458,170$89.89M0.2%+73.5%0.055%
5/1/2026 Sovran Advisors LLC15,875$3.28M0.3%+1.0%0.002%
5/1/2026 Rossmore Private Capital994$195K0.0%-10.5%0.000%
5/1/2026 American Trust9,093$1.78M0.2%+2.4%0.001%
5/1/2026 Summit Financial Strategies Inc.8,043$1.58M0.1%-12.6%0.001%
5/1/2026 Droms Strauss Advisors Inc. MO ADV119,053$23.36M6.1%+1.0%0.014%
5/1/2026 WealthShield Partners LLC63,913$12.54M1.4%+4.5%0.008%
5/1/2026 Van Cleef Asset Management Inc2,944$578K0.1%+54.9%0.000%
5/1/2026 Granite Bay Wealth Management LLC2,600$510K0.1%N/A0.000%
5/1/2026 Simplicity Wealth LLC16,955$3.33M0.2%+3.9%0.002%
5/1/2026 Petix & Botte Co6,546$1.28M0.3%+31.9%0.001%
5/1/2026 Sequoia Financial Advisors LLC781,277$153.29M0.9%+5.4%0.094%
5/1/2026 Relyea Zuckerberg Hanson LLC463,695$90.98M9.1%+0.6%0.056%
5/1/2026 KLCM Advisors Inc.6,943$1.36M0.1%+2.1%0.001%
5/1/2026 Carmel Capital Partners LLC1,194$234K0.1%N/A0.000%
4/30/2026 Equitable Trust Co.329,649$64.68M3.0%-0.5%0.040%
4/30/2026 Hsbc Holdings PLC11,097$2.18M0.0%N/A0.001%
4/30/2026 Winch Advisory Services LLC1,378$270K0.1%+5.0%0.000%
4/30/2026 Elevated Capital Advisors LLC46,948$9.21M2.3%+2.3%0.006%
4/30/2026 Accredited Investors Inc.547,477$107.42M5.8%+9.5%0.066%
4/30/2026 Graetz Wealth LLC7,312$1.44M1.3%+50.0%0.001%
4/30/2026 Texas Bank & Trust Co5,618$1.10M0.4%+14.2%0.001%
4/30/2026 Waterfront Wealth Inc.4,502$883K0.2%-1.8%0.001%
4/30/2026 First National Bank & Trust Co. of Newtown1,779$349K0.1%N/A0.000%
4/30/2026 Robinson Smith Wealth Advisors LLC2,081$408K0.3%-6.5%0.000%


VTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTV shares?

During the previous two years, 2,916 institutional investors and hedge funds held shares of Vanguard Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($26.00B), 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.

Which institutional investors have been buying Vanguard Value ETF's stock?

Of the 2,622 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 ($8.12M), and Caisse DE Depot ET Placement DU Quebec ($5.90M).

How much institutional buying is happening at Vanguard Value ETF?

Institutional investors have bought a total of 116,444,630 shares in the last 24 months. This purchase volume represents approximately $21.62B in transactions.

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

Of the 1,338 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: Northwestern Mutual Wealth Management Co. ($3.85M), RWA Wealth Partners LLC ($1.23M), Kovitz Investment Group Partners LLC ($1.18M), Jones Financial Companies Lllp ($832.72K), Commonwealth Equity Services LLC ($798.58K), Truist Financial Corp ($713.85K), and Russell Investments Group Ltd. ($694.41K).

How much institutional selling is happening at Vanguard Value ETF?

Institutional investors have sold a total of 28,822,465 shares in the last 24 months. This volume of shares sold represents approximately $5.31B in transactions.



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