Vanguard Value ETF (VTV) Institutional Ownership

$160.46
+0.88 (+0.55%)
(As of 01:10 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
1409
Total
Institutional Inflows
(last 12 months)
$15.49B
Number of
Institutional Sellers
(last 12 months)
1075
Total
Institutional Outflows
(last 12 months)
$5.25B
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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
5/9/2024Orion Portfolio Solutions LLC448,947$73.12M0.8%+0.6%0.063%
5/9/2024Blair William & Co. IL701,896$114.31M0.4%+4.9%0.098%
5/9/2024HBK Sorce Advisory LLC6,605$1.08M0.0%-53.7%0.001%
5/9/2024Kingsview Wealth Management LLC32,145$5.24M0.1%+3.1%0.005%
5/9/2024Wealthquest Corp1,325$216K0.0%-6.2%0.000%
5/9/2024Condor Capital Management331,771$54.03M5.3%-0.9%0.047%
5/9/2024JDM Financial Group LLC1,410$230K0.2%-7.8%0.000%
5/9/2024Stuart Chaussee & Associates Inc.1,526$249K0.1%+1,073.8%0.000%
5/9/2024Ledyard National Bank1,267$206K0.0%N/A0.000%
5/9/2024Planning Directions Inc.11,393$1.86M1.3%-8.5%0.002%
5/9/2024TBH Global Asset Management LLC112,389$18.30M3.7%-19.1%0.016%
5/9/2024SageView Advisory Group LLC5,093$796K0.0%-90.7%0.001%
5/9/2024MB Generational Wealth LLC3,391$552K0.5%-41.3%0.000%
5/9/2024Charles Schwab Investment Advisory Inc.1,568$255K0.0%-47.5%0.000%
5/9/2024Fortis Capital Advisors LLC2,524$411K0.2%N/A0.000%
5/9/2024Private Management Group Inc.3,328$542K0.0%+58.6%0.000%
5/9/2024Angeles Wealth Management LLC184,718$30.08M3.0%-7.6%0.026%
5/9/2024Interchange Capital Partners LLC47,338$7.83M5.3%+4.4%0.007%
5/9/2024Eagle Bay Advisors LLC185$30K0.0%N/A0.000%
5/9/2024Camelot Portfolios LLC12,143$1.98M1.9%-24.1%0.002%
5/9/2024Dearborn Partners LLC4,761$775K0.0%+134.0%0.001%
5/9/2024Pettyjohn Wood & White Inc.1,284$209K0.0%-5.9%0.000%
5/9/2024Endowment Wealth Management Inc.6,678$1.09M0.8%+184.9%0.001%
5/9/2024WP Advisors LLC6,763$1.10M0.4%+31.3%0.001%
5/9/2024Koshinski Asset Management Inc.276,572$45.04M4.6%+723.1%0.039%
5/8/2024Schneider Downs Wealth Management Advisors LP1,626$265K0.1%N/A0.000%
5/8/2024Cozad Asset Management Inc.6,889$1.12M0.1%+2.0%0.001%
5/8/2024Bell Investment Advisors Inc100,829$16.42M3.2%-1.3%0.014%
5/8/2024MAI Capital Management160,129$26.08M0.3%+40.8%0.022%
5/8/2024Baltimore Washington Financial Advisors Inc.226,705$36.92M2.3%+5.8%0.032%
5/8/2024Private Wealth Advisors LLC46,635$7.60M3.1%-9.3%0.007%
5/8/2024Sheets Smith Wealth Management37,398$6.09M0.7%+100.7%0.005%
5/8/2024Bleakley Financial Group LLC559,606$91.14M2.6%+1.4%0.078%
5/8/2024Winthrop Capital Management LLC28,923$4.71M2.2%-0.4%0.004%
5/8/2024Heritage Wealth Advisors19,605$3.19M0.1%-66.5%0.003%
5/8/2024Baron Wealth Management LLC2,966$483K0.3%+82.6%0.000%
5/8/2024Focused Wealth Management Inc500,138$81.45M12.5%+4.9%0.070%
5/8/2024Avantax Advisory Services Inc.2,271,534$369.94M3.3%+5.7%0.319%
5/8/2024US Bancorp DE932,872$151.93M0.2%-15.3%0.131%
5/8/2024Hohimer Wealth Management LLC41,489$6.76M1.6%+1.0%0.006%
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5/8/2024 Washington Trust Advisors Inc.36,612$5.96M0.5%-10.8%0.005%
5/8/2024 QRG Capital Management Inc.72,163$11.75M0.1%+4.1%0.010%
5/8/2024 O Dell Group LLC11,128$1.81M0.4%+3.9%0.002%
5/8/2024 Watershed Private Wealth LLC35,391$5.76M2.6%+525.2%0.005%
5/8/2024 Headlands Technologies LLC2,428$395K0.1%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.3,446$561K0.0%-6.7%0.000%
5/8/2024 Semus Wealth Partners LLC1,828$298K0.3%-22.5%0.000%
5/8/2024 Inspire Advisors LLC1,722$280K0.0%-3.9%0.000%
5/8/2024 Thoroughbred Financial Services LLC12,491$2.03M0.2%-10.0%0.002%
5/7/2024 Verus Capital Partners LLC9,494$1.55M0.2%-2.2%0.001%
5/7/2024 Meeder Advisory Services Inc.5,787$942K0.1%-16.5%0.001%
5/7/2024 Meeder Asset Management Inc.140,984$22.96M1.4%+20.1%0.020%
5/7/2024 Choate Investment Advisors11,936$1.94M0.1%+120.4%0.002%
5/7/2024 Fiduciary Family Office LLC2,768$451K0.2%-24.9%0.000%
5/7/2024 WNY Asset Management LLC8,697$1.42M0.2%+1.3%0.001%
5/7/2024 Sei Investments Co.3,144,522$512.12M0.8%+4.1%0.441%
5/7/2024 White Lighthouse Investment Management Inc.96,081$15.60M3.2%+2.8%0.013%
5/7/2024 SilverOak Wealth Management LLC3,265$532K0.1%+12.6%0.000%
5/7/2024 Nixon Peabody Trust Co.10,685$1.74M0.2%+5.8%0.001%
5/7/2024 Concurrent Investment Advisors LLC158,617$25.83M1.0%+10.4%0.022%
5/7/2024 RPG Investment Advisory LLC4,262$694K0.1%-2.7%0.001%
5/7/2024 Atomi Financial Group Inc.7,539$1.23M0.1%-2.2%0.001%
5/7/2024 Pecaut & CO.5,121$834K0.3%-11.5%0.001%
5/7/2024 Allegheny Financial Group LTD3,181$518K0.2%-9.6%0.000%
5/7/2024 Montag A & Associates Inc.29,243$4.76M0.2%+0.5%0.004%
5/7/2024 TCI Wealth Advisors Inc.4,388$715K0.1%-11.1%0.001%
5/7/2024 WealthPLAN Partners LLC2,414$393K0.0%-16.2%0.000%
5/7/2024 Horizon Investment Services LLC4,323$704K0.3%-21.3%0.001%
5/7/2024 49 Wealth Management LLC187,702$30.45M6.5%+13.3%0.026%
5/7/2024 BOS Asset Management LLC9,562$1.56M0.8%+0.8%0.001%
5/7/2024 Facet Wealth Inc.1,387,677$220.39M7.4%-13.5%0.195%
5/7/2024 Bernardo Wealth Planning LLC10,759$1.75M0.5%+16.3%0.002%
5/7/2024 Advantage Trust Co71,052$11.57M8.5%+20.4%0.010%
5/7/2024 Benedetti & Gucer Inc.2,108$343K0.2%-4.8%0.000%
5/7/2024 EQ LLC1,287$210K0.1%N/A0.000%
5/7/2024 Topel & Distasi Wealth Management LLC107,273$17.47M7.7%-0.1%0.015%
5/7/2024 Windward Private Wealth Management Inc.35,324$5.75M2.4%-2.7%0.005%
5/7/2024 Oppenheimer & Co. Inc.46,111$7.51M0.1%+20.9%0.006%
5/7/2024 PFG Advisors47,038$7.66M0.6%+8.6%0.007%
5/7/2024 Obermeyer Wood Investment Counsel Lllp4,060$661K0.0%+2.3%0.001%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management300,933$49.01M1.5%-5.7%0.042%
5/7/2024 TAGStone Capital Inc.10,688$1.74M1.0%+4.1%0.001%
5/7/2024 Hilltop National Bank14,223$2.32M0.8%N/A0.002%
5/7/2024 Wealthspire Advisors LLC325,427$53.00M0.7%-0.6%0.046%
5/7/2024 Roof Eidam Maycock Peralta LLC1,300$212K0.1%N/A0.000%
5/7/2024 Insight Advisors LLC PA19,459$3.17M0.6%+1.5%0.003%
5/7/2024 Empowered Funds LLC96,298$15.68M0.3%+298.5%0.014%
5/7/2024 Motive Wealth Advisors2,113$344K0.2%+26.9%0.000%
5/6/2024 Envestnet Portfolio Solutions Inc.993,485$161.80M0.6%-7.7%0.139%
5/6/2024 Gill Capital Partners LLC52,751$8.26M3.3%+19.4%0.007%
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5/6/2024 Ballast Inc.2,967$483K0.2%+4.6%0.000%
5/6/2024 Valence8 US LP124,343$20.25M10.6%+0.4%0.017%
5/6/2024 Capital City Trust Co. FL1,361$222K0.1%-12.9%0.000%
5/6/2024 VitalStone Financial LLC22,813$3.72M2.8%-7.6%0.003%
5/6/2024 Advisory Services Network LLC145,073$23.63M0.5%+5.6%0.020%
5/6/2024 Manchester Capital Management LLC111,973$18.24M2.2%-3.7%0.016%
5/6/2024 Sensible Financial Planning & Management LLC.11,744$1.91M0.4%-6.6%0.002%
5/6/2024 Ruedi Wealth Management Inc.329$54K0.0%-27.7%0.000%
5/6/2024 Advisory Alpha LLC19,324$3.15M0.1%-6.2%0.003%
5/4/2024 Hemington Wealth Management112,123$18.26M6.6%-7.0%0.016%
(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, 2,198 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. ($2.91B), UBS Group AG ($1.86B), Betterment LLC ($1.75B), and Ameriprise Financial Inc. ($1.16B).Learn more on VTV's institutional investors.

Which institutional investors have been buying Vanguard Value ETF stock?

Of the 1,982 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), Bishop & Co Investment Management LLC ($19.39M), TIAA Trust National Association ($5.55M), Adviser Investments LLC ($4.55M), Angeles Investment Advisors LLC ($3.50M), Charles Schwab Investment Management Inc. ($2.86M), and CBIZ Investment Advisory Services LLC ($2.78M).

How much institutional buying is happening at Vanguard Value ETF?

Institutional investors have bought a total of 177,451,515 shares in the last 24 months. This purchase volume represents approximately $24.80B in transactions.

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

Of the 1,421 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: Jones Financial Companies Lllp ($8.41M), Envestnet Asset Management Inc. ($2.20M), Natixis Advisors L.P. ($1.83M), CHURCHILL MANAGEMENT Corp ($1.47M), Truist Financial Corp ($1.25M), Cliftonlarsonallen Wealth Advisors LLC ($1.01M), and Bank of Nova Scotia ($1.00M).

How much institutional selling is happening at Vanguard Value ETF?

Institutional investors have sold a total of 61,355,918 shares in the last 24 months. This volume of shares sold represents approximately $8.65B in transactions.


This page (NYSEARCA:VTV) was last updated on 5/9/2024 by MarketBeat.com Staff

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