VANGUARD VALUE ETF (VTV) Institutional Shareholders
VANGUARD VALUE ETF (VTV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $127.15B in VTV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VTV tracked by InsiderSet, reporting ownership valued at approximately $29.30B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.82B, representing an estimated gain of +1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed VTV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jones Financial Companies Lllp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD VALUE ETF (VTV).
This page ranks the largest institutional VTV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,753
Total Reported Value
$127.15B
Largest Holder
Bank Of America Corp
Largest Position
$29.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 1.89% | 134,456,813 | $29,302,173,131 | $29,819,831,987 | +$517,658,856 | +1.77% | |
| Jones Financial Companies Lllp | 3.90% | 44,576,925 | $9,735,033,663 | $9,886,270,427 | +$151,236,764 | +1.55% | |
| Morgan Stanley | 0.41% | 35,380,683 | $7,710,512,857 | $7,846,727,876 | +$136,215,019 | +1.77% | |
| Envestnet Asset Management Inc | 1.19% | 23,134,608 | $5,041,546,655 | $5,130,793,362 | +$89,246,707 | +1.77% | |
| Ubs Group Ag | 0.47% | 13,657,773 | $2,976,438,470 | $3,029,020,896 | +$52,582,426 | +1.77% | |
| Lpl Financial Llc | 0.56% | 11,459,495 | $2,497,367,445 | $2,541,486,801 | +$44,119,356 | +1.77% | |
| Ameriprise Financial Inc | 0.50% | 11,382,858 | $2,491,564,634 | $2,524,490,247 | +$32,925,613 | +1.32% | |
| Raymond James Financial Inc | 0.54% | 9,022,251 | $1,966,219,190 | $2,000,954,827 | +$34,735,637 | +1.77% | |
| Ep Wealth Advisors, Llc | 7.48% | 8,979,182 | $1,956,833,118 | $1,991,402,984 | +$34,569,866 | +1.77% | |
| Wells Fargo & Company/Mn | 0.33% | 8,715,764 | $1,899,426,414 | $1,932,982,140 | +$33,555,726 | +1.77% | |
| Cetera Investment Advisers | 1.59% | 7,986,168 | $1,740,425,695 | $1,771,172,339 | +$30,746,644 | +1.77% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 5.15% | 6,864,026 | $1,495,877,240 | $1,522,303,686 | +$26,426,446 | +1.77% | |
| Captrust Financial Advisors | 2.26% | 6,787,174 | $1,479,128,980 | $1,505,259,450 | +$26,130,470 | +1.77% | |
| Royal Bank Of Canada | 0.22% | 5,958,171 | $1,298,463,000 | $1,321,403,164 | +$22,940,164 | +1.77% | |
| D.A. Davidson & Co. | 6.85% | 5,687,753 | $1,239,532,069 | $1,261,429,860 | +$21,897,791 | +1.77% | |
| Mather Group, Llc. | 9.61% | 5,054,784 | $1,101,589,090 | $1,121,049,996 | +$19,460,906 | +1.77% | |
| Mariner, Llc | 1.13% | 4,957,163 | $1,080,312,863 | $1,099,399,610 | +$19,086,747 | +1.77% | |
| Betterment Llc | 1.75% | 4,758,077 | $1,036,928,000 | $1,055,246,317 | +$18,318,317 | +1.77% | |
| Mill Creek Capital Advisors, Llc | 21.11% | 5,237,874 | $1,027,670,862 | $1,161,655,696 | +$133,984,834 | +13.04% | |
| Fmr Llc | 0.04% | 4,519,995 | $985,042,486 | $1,002,444,491 | +$17,402,005 | +1.77% | |
| Focus Partners Wealth | 0.95% | 4,261,836 | $928,782,257 | $945,189,988 | +$16,407,731 | +1.77% | |
| Jpmorgan Chase & Co | 0.05% | 4,163,597 | $910,287,483 | $923,402,543 | +$13,115,060 | +1.44% | |
| Sei Investments Co | 0.75% | 3,912,536 | $852,662,160 | $867,722,234 | +$15,060,074 | +1.77% | |
| Pnc Financial Services Group, Inc. | 0.44% | 3,695,866 | $805,440,011 | $819,669,161 | +$14,229,150 | +1.77% | |
| Caisse De Depot Et Placement Du Quebec | 1.09% | 3,511,326 | $765,223,275 | $778,741,880 | +$13,518,605 | +1.77% | |
| Rwa Wealth Partners, Llc | 7.30% | 3,499,691 | $762,687,821 | $776,161,470 | +$13,473,649 | +1.77% | |
| Moneta Group Investment Advisors Llc | 5.55% | 3,442,447 | $750,212,539 | $763,465,896 | +$13,253,357 | +1.77% | |
| Citigroup Inc | 0.32% | 3,193,415 | $695,941,030 | $708,235,579 | +$12,294,549 | +1.77% | |
| Goldman Sachs Group Inc | 0.07% | 3,132,906 | $682,754,048 | $694,815,893 | +$12,061,845 | +1.77% | |
| Mission Wealth Management, Lp | 8.45% | 3,111,513 | $678,091,984 | $690,071,353 | +$11,979,369 | +1.77% | |
| Bank Of New York Mellon Corp | 0.11% | 3,095,793 | $674,666,029 | $686,584,972 | +$11,918,943 | +1.77% | |
| Balentine Llc | 22.38% | 2,889,469 | $629,701,871 | $640,826,435 | +$11,124,564 | +1.77% | |
| Osaic Holdings, Inc. | 0.73% | 2,853,732 | $622,138,353 | $632,900,683 | +$10,762,330 | +1.73% | |
| Commonwealth Equity Services, Llc | 0.75% | 2,722,879 | $593,397,052 | $603,880,105 | +$10,483,053 | +1.77% | |
| Cbiz Investment Advisory Services, Llc | 19.38% | 2,701,704 | $530,074,245 | $599,183,913 | +$69,109,668 | +13.04% | |
| Truist Financial Corp | 0.61% | 2,333,072 | $508,446,465 | $517,428,708 | +$8,982,243 | +1.77% | |
| Choreo, Llc | 5.33% | 2,228,830 | $485,729,684 | $494,309,917 | +$8,580,233 | +1.77% | |
| Assetmark, Inc | 0.75% | 1,993,299 | $434,399,740 | $442,073,852 | +$7,674,112 | +1.77% | |
| Waldron Private Wealth Llc | 13.88% | 1,839,020 | $400,776,695 | $407,857,856 | +$7,081,161 | +1.77% | |
| Modera Wealth Management, Llc | 4.26% | 1,830,633 | $398,949,918 | $405,997,787 | +$7,047,869 | +1.77% | |
| Stifel Financial Corp | 0.33% | 1,818,811 | $396,377,983 | $403,375,904 | +$6,997,921 | +1.77% | |
| Cerity Partners Llc | 0.48% | 1,806,438 | $393,786,543 | $400,631,820 | +$6,845,277 | +1.74% | |
| Provida Pension Fund Administrator | 6.34% | 1,920,543 | $376,810,537 | $425,938,027 | +$49,127,490 | +13.04% | |
| Facet Wealth, Inc. | 5.36% | 1,717,827 | $374,366,075 | $380,979,672 | +$6,613,597 | +1.77% | |
| Bell Bank | 13.21% | 1,588,925 | $346,274,425 | $352,391,787 | +$6,117,362 | +1.77% | |
| Beacon Pointe Advisors, Llc | 1.53% | 1,508,278 | $328,698,991 | $334,505,895 | +$5,806,904 | +1.77% | |
| Baird Financial Group, Inc. | 0.45% | 1,503,856 | $327,735,338 | $333,525,184 | +$5,789,846 | +1.77% | |
| Rockefeller Capital Management L.P. | 0.50% | 1,483,132 | $323,219,147 | $328,929,015 | +$5,709,868 | +1.77% | |
| Lincoln National Corp | 8.18% | 1,465,806 | $319,443,102 | $325,086,455 | +$5,643,353 | +1.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.53% | 1,446,927 | $316,722,924 | $320,899,470 | +$4,176,546 | +1.32% |
Frequently asked questions about VTV
Who owns the most VTV stock?
The largest holders of VTV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD VALUE ETF (VTV).
Is VTV widely held by superinvestors?
Many widely followed stocks like VTV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.