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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$221.02 +1.16 (+0.53%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1956
Total
Institutional Inflows
(last 12 months)
$19.01B
Number of
Institutional Sellers
(last 12 months)
1251
Total
Institutional Outflows
(last 12 months)
$5.44B
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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
7/18/2026 Cary Street Partners Financial LLC650,283$141.72M3.1%-1.4%0.076%
7/18/2026 Fort Washington Investment Advisors Inc. OH986$215K0.0%N/A0.000%
7/18/2026 Heartwood Wealth Advisors LLC112,929$24.61M1.9%-0.1%0.013%
7/18/2026 Advantage Trust Co114,408$24.93M8.8%-2.2%0.013%
7/18/2026 Vaquero Private Wealth Ltd.56,555$12.33M2.5%N/A0.007%
7/17/2026 Farther Finance Advisors LLC686,893$149.70M1.2%+23.0%0.080%
7/17/2026 LifeSteps Financial Inc.23,880$5.20M2.4%-2.0%0.003%
7/17/2026 O Connor Financial Group LLC4,670$1.02M0.4%-3.9%0.001%
7/17/2026 Cary Street Partners Investment Advisory LLC42,025$9.16M1.9%+37.7%0.005%
7/17/2026 Grey Fox Wealth Advisors LLC364,086$79.35M12.4%+3.6%0.043%
7/17/2026 Finward Bancorp7,291$1.59M1.2%+48.3%0.001%
7/17/2026 Northeast Investment Management22,706$4.95M0.2%+1.6%0.003%
7/17/2026 Mraz Amerine & Associates Inc.5,716$1.25M0.2%-3.4%0.001%
7/17/2026 Rebalance LLC1,284$280K0.0%+3.8%0.000%
7/16/2026 Beacon Financial Group100,053$21.81M2.0%-13.8%0.012%
7/16/2026 Highline Wealth Partners LLC3,520$767K0.2%+54.2%0.000%
7/16/2026 First PREMIER Bank148,500$32.36M5.2%+0.9%0.017%
7/15/2026 DB Fitzpatrick & Co Inc3,492$761K0.6%+6.6%0.000%
7/15/2026 Intrinsic Value Partners LLC28,812$6.28M4.3%+10.6%0.003%
7/15/2026 Weitzel Financial Services Inc.24,895$5.43M1.8%+15.8%0.003%
7/15/2026 Robinswood Financial LLC98,042$21.37M6.1%+3.5%0.011%
7/14/2026 LRI Investments LLC14,028$3.06M0.2%-2.5%0.002%
7/14/2026 Brady Family Wealth LLC2,413$208K0.1%N/A0.000%
7/14/2026 Gradient Capital Advisors LLC11,486$2.50M0.6%+1.9%0.001%
7/12/2026 First Community Trust NA3,053$665K0.3%-30.9%0.000%
7/10/2026 Regent Peak Wealth Advisors LLC43,866$9.56M1.7%-1.0%0.005%
7/10/2026 GoalFusion Wealth Management LLC46,015$10.03M4.0%+2.8%0.005%
7/10/2026 Abound Wealth Management4,592$1.00M0.2%+14.8%0.001%
7/10/2026 Annex Advisory Services LLC3,670$800K0.0%+27.2%0.000%
7/10/2026 Accel Wealth Management49,280$10.74M2.4%+3.3%0.006%
7/10/2026 Uptown Financial Advisors LLC18,712$4.08M2.7%-2.0%0.002%
7/10/2026 JFS Wealth Advisors LLC18,522$4.04M0.2%+0.8%0.002%
7/10/2026 DiNuzzo Private Wealth Inc.1,928$420K0.0%-22.7%0.000%
7/10/2026 Kennicott Capital Management LLC15,259$3.33M1.5%-0.5%0.002%
7/10/2026 Family Wealth Partners LLC27,690$6.03M1.9%-0.4%0.003%
7/10/2026 Sunesis Advisors LLC989$216K0.1%N/A0.000%
7/10/2026 Rise Advisors LLC141,554$30.85M8.7%-7.5%0.017%
7/10/2026 Fiduciary Financial Group LLC147,777$32.21M3.6%+11.1%0.017%
7/10/2026 Farrell Financial LLC1,957$426K0.2%+3.5%0.000%
7/10/2026 HRC Wealth Management LLC1,758$383K0.2%+43.0%0.000%
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7/10/2026 G&S Capital LLC61,252$13.35M3.9%+0.5%0.007%
7/10/2026 Ocean Park Asset Management LLC23,355$5.09M0.2%-76.4%0.003%
7/10/2026 Diversified Management Inc.9,740$2.12M0.5%+253.5%0.001%
7/10/2026 Wealth Group Ltd2,586$564K0.1%+6.1%0.000%
7/10/2026 KWB Wealth1,861$405K0.0%+6.0%0.000%
7/10/2026 Prosperity Planning Inc.17,856$3.89M0.9%-1.6%0.002%
7/10/2026 Spinnaker Investment Group LLC1,033$225K0.0%N/A0.000%
7/10/2026 Affiance Financial LLC108,012$23.54M3.4%+4.3%0.013%
7/10/2026 Highland Financial Advisors LLC2,752$600K0.1%+5.0%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,360$732K0.1%-12.0%0.000%
7/10/2026 Sterling Investment Advisors LLC ADV62,968$13.72M6.2%+0.7%0.007%
7/10/2026 Perkins Coie Trust Co105,689$23.03M3.8%+2.6%0.012%
7/10/2026 Fulton Bank N.A.3,353$731K0.0%+27.2%0.000%
7/10/2026 Wealthcare Advisory Partners LLC73,598$16.04M0.3%-38.9%0.009%
7/10/2026 Warner Financial Inc.168,994$36.83M10.8%+0.2%0.020%
7/9/2026 Charis Legacy Partners LLC7,320$1.60M2.0%-5.4%0.001%
7/9/2026 Kraft Davis & Associates LLC18,915$4.12M0.8%+11.4%0.002%
7/9/2026 Financial Management Professionals Inc.134,689$29.35M2.8%-5.2%0.016%
7/9/2026 Shrier Wealth Management LLC55,832$12.17M4.1%+4.7%0.007%
7/9/2026 Revolve Wealth Partners LLC2,464$537K0.1%-8.3%0.000%
7/9/2026 Asset Advisory Group Inc.11,599$2.53M1.1%+30.8%0.001%
7/9/2026 Centurion Wealth Management LLC1,831$399K0.1%-3.0%0.000%
7/9/2026 Wealthcare Capital Partners LLC6,847$1.49M0.6%+2.3%0.001%
7/9/2026 Financial Advisory Corp179,938$39.21M5.2%-17.8%0.021%
7/9/2026 Veery Capital LLC139,016$30.30M8.1%+1.2%0.016%
7/9/2026 Barry Investment Advisors LLC4,494$979K0.2%-16.9%0.001%
7/9/2026 DiPaolo Financial Group Inc.90,605$19.75M12.9%+1.1%0.011%
7/9/2026 Ferguson Shapiro LLC2,135$465K0.1%N/A0.000%
7/9/2026 Sapient Capital LLC107,862$23.51M0.3%+0.8%0.013%
7/9/2026 Atlas Brown Inc.12,844$2.80M0.8%-2.3%0.002%
7/9/2026 World Equity Group Inc.6,420$1.40M0.3%-9.9%0.001%
7/9/2026 Next Level Private LLC12,896$2.81M0.6%+1.5%0.002%
7/9/2026 Focus Financial Network Inc.296,209$64.55M2.0%+6.9%0.035%
7/9/2026 Arbor Wealth Advisors LLC171,136$37.30M22.8%+1.1%0.020%
7/9/2026 Capital Wealth Management LLC163,748$35.69M8.6%+2.7%0.019%
7/9/2026 Vertrix Wealth Management LLC12,688$2.77M0.9%+14.7%0.001%
7/9/2026 Alliance Wealth Advisors LLC60,721$13.23M4.3%+5.8%0.007%
7/9/2026 Allied Private Wealth LLC186$41K0.0%N/A0.000%
7/9/2026 Corepath Wealth Partners LLC3,173$690K0.4%-7.2%0.000%
7/9/2026 Tactive Advisors LLC1,643$358K0.1%-13.5%0.000%
7/9/2026 Everhart Financial Group Inc.896,315$195.33M12.5%+5.1%0.105%
7/9/2026 Sax Wealth Advisors LLC84,536$18.42M0.7%+75.4%0.010%
7/9/2026 Everpar Advisors LLC31,436$6.85M1.9%+3.9%0.004%
7/9/2026 Ehrlich Financial Group5,773$1.26M0.6%-2.1%0.001%
7/9/2026 Chemistry Wealth Management LLC21,105$4.60M0.7%+1.8%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.246,833$53.79M1.5%+4.6%0.029%
7/9/2026 West Financial Advisors LLC2,732$595K0.1%+1.8%0.000%
7/9/2026 Breakwater Capital Group75,479$16.45M2.0%-0.5%0.009%
7/9/2026 Affinity Capital Advisors LLC305,455$67.03M8.2%-0.3%0.036%
7/9/2026 Valeo Financial Advisors LLC47,574$10.37M0.2%-0.9%0.006%
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7/9/2026 TL Private Wealth225,992$49.62M18.2%-1.1%0.026%
7/9/2026 Worth Asset Management LLC6,633$1.45M0.5%-67.6%0.001%
7/8/2026 Beaird Harris Wealth Management LLC12,019$2.62M0.2%-0.8%0.001%
7/8/2026 Gradient Investments LLC2,616$570K0.0%+46.6%0.000%
7/8/2026 Rockland Trust Co.2,573$561K0.0%+9.2%0.000%
7/8/2026 Baring Financial LLC7,181$1.57M0.9%+12.8%0.001%
7/8/2026 Invariant Investment Management915$201K0.1%N/A0.000%
7/8/2026 Thayer Financial L.L.C.73,957$16.12M14.6%+2.6%0.009%
7/8/2026 Colorado Capital Management Inc.4,494$979K0.3%-36.1%0.001%
7/8/2026 Beacon Financial Strategies CORP90,043$19.62M9.8%+1.8%0.011%


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 2,629 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 100,975,636 shares in the last 24 months. This purchase volume represents approximately $19.01B in transactions.

Of the 1,240 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 28,786,551 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.



This page (NYSEARCA:VTV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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