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Vanguard Value ETF (VTV) Institutional Ownership

Vanguard Value ETF logo
$227.33 +0.28 (+0.12%)
As of 01:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1854
Total
Institutional Inflows
(last 12 months)
$17.51B
Number of
Institutional Sellers
(last 12 months)
1133
Total
Institutional Outflows
(last 12 months)
$4.76B
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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
8/14/2026Verity Asset Management Inc.4,489$978K0.4%-10.6%0.001%
8/14/2026Fiduciary Financial Advisors30,038$6.54M0.7%+2,158.5%0.004%
8/14/2026Manning & Napier Advisors LLC1,560$341K0.0%+1,850.0%0.000%
8/14/2026Partners Capital Investment Group LLP696,729$151.84M5.4%+8.8%0.082%
8/14/2026Aberdeen Wealth Management LLC400$87K0.0%-42.9%0.000%
8/14/2026Orographic Financial Advisors LLC975$220K0.1%N/A0.000%
8/14/2026Trail Ridge Investment Advisors LLC3,720$811K0.3%+5.9%0.000%
8/13/2026Cibc World Market Inc.5,755$1.25M0.0%+4.2%0.001%
8/13/2026Osbon Capital Management LLC734$160K0.1%-70.0%0.000%
8/13/2026Sanctuary Advisors LLC1,300,791$283.48M1.3%+5.1%0.152%
8/13/2026Biondo Investment Advisors LLC2,793$609K0.1%N/A0.000%
8/13/2026Forefront Analytics LLC1,084$236K0.3%-17.7%0.000%
8/13/2026Mission Financial Group LLC5,659$1.23M1.0%N/A0.001%
8/13/2026Burk Holdings LLC1,339$292K0.1%+58.5%0.000%
8/13/2026 LM Advisors LLC16,586$3.62M0.4%+402.1%0.002%
8/13/2026 Haverford Trust Co6,848$1.49M0.0%-1.7%0.001%
8/13/2026 Kendall Capital Management25,193$5.49M0.9%+33.5%0.003%
8/12/2026 Vista Investment Management1,383$301K0.1%+3.9%0.000%
8/12/2026 Compass Financial Management LLC8,179$1.81M0.2%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC39,733$8.66M0.2%-1.5%0.005%
8/12/2026 Commerce Bank94,770$20.65M0.1%-1.4%0.011%
8/12/2026 Strategic Wealth Partners Ltd.5,098$1.11M0.1%+3.9%0.001%
8/12/2026 WealthShield Partners LLC17,303$3.77M0.6%-72.9%0.002%
8/12/2026 W1M Asset Management Ltd2,206$481K0.0%+37.4%0.000%
8/12/2026 X Square Capital LLC5,242$1.14M0.3%+4.8%0.001%
8/12/2026 EP Wealth Advisors LLC8,979,182$1.96B7.5%+6.7%1.052%
8/12/2026 Cahill Financial Advisors Inc.283,723$61.83M5.9%+3.9%0.033%
8/12/2026 C M Bidwell & Associates Ltd.4,359$950K0.4%-4.6%0.001%
8/11/2026 Thoroughbred Financial Services LLC17,283$3.77M0.2%+5.4%0.002%
8/11/2026 Keating Financial Advisory Services Inc.10,356$2.26M0.3%-6.1%0.001%
8/11/2026 LaSalle St. Investment Advisors LLC115,954$25.27M3.1%+1.7%0.014%
8/11/2026 Oxford Financial Group LTD. LLC241,470$52.62M2.7%-4.2%0.028%
8/11/2026 Advisors Capital Management LLC365,535$79.66M0.8%+3.5%0.043%
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd115,465$25.16M0.5%+55.4%0.014%
8/11/2026 Sachem Hill LLC2,165$472K0.1%-3.8%0.000%
8/11/2026 Pasadena Private Wealth LLC412,598$89.92M11.4%+0.5%0.048%
8/11/2026 Quartz Partners LLC1,731$377K0.1%-51.4%0.000%
8/11/2026 Northcape Wealth Management LLC1,755$382K0.1%-9.3%0.000%
8/11/2026 Toews Corp ADV365$79K0.0%N/A0.000%
8/11/2026 Edmond DE Rothschild Holding S.A.707$154K0.0%+868.5%0.000%
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8/11/2026 Evoke Wealth LLC651$241K15.5%-99.8%0.000%
8/11/2026 Portland Financial Advisors Inc3,909$852K1.6%+13.5%0.000%
8/11/2026 Uptick Partners LLC40,800$8.89M1.4%+13.2%0.005%
8/10/2026 Crescent Grove Advisors LLC6,661$1.45M0.1%-2.8%0.001%
8/10/2026 Tocqueville Asset Management L.P.18,331$4.00M0.1%+4.1%0.002%
8/10/2026 Kelman Lazarov Inc.15,531$3.39M0.4%-1.6%0.002%
8/10/2026 one8zero8 LLC400$87K0.0%-20.6%0.000%
8/10/2026 DeLarme Wealth Management Inc.104,526$22.78M13.2%+2.0%0.012%
8/10/2026 Knuff & Co LLC123$27K0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC241,853$52.71M0.5%-2.6%0.028%
8/10/2026 Freedom Investment Management Inc.148,914$32.45M9.0%-1.8%0.017%
8/10/2026 TPG Financial Advisors LLC42,249$9.21M2.7%-3.7%0.005%
8/10/2026 Great Lakes Advisors LLC24,703$5.38M0.0%+2.1%0.003%
8/10/2026 Richardson Financial Services Inc.33,676$7.34M4.2%-0.8%0.004%
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%
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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%
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%


VTV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,904 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 2,612 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 ($20.31M), Bank of America Corp DE ($13.80M), Align Financial LLC ($11.15M), Raymond James Financial Inc. ($9.00M), EP Wealth Advisors LLC ($8.66M), Valpey Financial Services LLC ($8.39M), and Caisse de depot et placement du Quebec ($5.90M).

Institutional investors have bought a total of 92,261,872 shares in the last 24 months. This purchase volume represents approximately $17.51B in transactions.

Of the 1,122 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), Truist Financial Corp ($713.85K), Commonwealth Equity Services LLC ($688.99K), National Bank of Canada FI ($607.20K), and Foster Group Inc. ($572.20K).

Institutional investors have sold a total of 24,823,103 shares in the last 24 months. This volume of shares sold represents approximately $4.76B in transactions.



Institutional ownership data for NYSEARCA:VTV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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