VTV Institutional Ownership & Shareholders
VANGUARD VALUE ETF (VTV) is currently held by 2,788 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $127.27B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $30.66B, representing an estimated gain of +4.63% 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
2,788
Total Reported Value
$127.27B
Largest Holder
Bank Of America Corp
Largest Position
$29.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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 | $30,658,842,500 | +$1,356,669,369 | +4.63% | |
| Jones Financial Companies Lllp | 3.90% | 44,576,925 | $9,735,033,663 | $10,164,430,439 | +$429,396,776 | +4.41% | |
| Morgan Stanley | 0.41% | 35,380,683 | $7,710,512,857 | $8,067,503,338 | +$356,990,481 | +4.63% | |
| Envestnet Asset Management Inc | 1.19% | 23,134,608 | $5,041,546,655 | $5,275,153,316 | +$233,606,661 | +4.63% | |
| Ubs Group Ag | 0.47% | 13,657,773 | $2,976,438,470 | $3,114,245,399 | +$137,806,929 | +4.63% | |
| Lpl Financial Llc | 0.56% | 11,459,495 | $2,497,367,445 | $2,612,994,050 | +$115,626,605 | +4.63% | |
| Ameriprise Financial Inc | 0.50% | 11,382,858 | $2,491,564,634 | $2,595,519,281 | +$103,954,647 | +4.17% | |
| Raymond James Financial Inc | 0.54% | 9,022,251 | $1,966,219,190 | $2,057,253,673 | +$91,034,483 | +4.63% | |
| Ep Wealth Advisors, Llc | 7.48% | 8,979,182 | $1,956,833,118 | $2,047,433,080 | +$90,599,962 | +4.63% | |
| Wells Fargo & Company/Mn | 0.33% | 8,715,764 | $1,899,426,414 | $1,987,368,507 | +$87,942,093 | +4.63% | |
| Cetera Investment Advisers | 1.59% | 7,986,168 | $1,740,425,695 | $1,821,006,027 | +$80,580,332 | +4.63% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 5.15% | 6,864,026 | $1,495,877,240 | $1,565,135,209 | +$69,257,969 | +4.63% | |
| Captrust Financial Advisors | 2.26% | 6,787,174 | $1,479,128,980 | $1,547,611,415 | +$68,482,435 | +4.63% | |
| Royal Bank Of Canada | 0.22% | 5,958,171 | $1,298,463,000 | $1,358,582,151 | +$60,119,151 | +4.63% | |
| D.A. Davidson & Co. | 6.58% | 5,665,587 | $1,224,220,006 | $1,291,867,148 | +$67,647,142 | +5.53% | |
| Mather Group, Llc. | 9.94% | 5,427,631 | $1,172,802,436 | $1,237,608,421 | +$64,805,985 | +5.53% | |
| Mariner, Llc | 1.13% | 4,957,163 | $1,080,312,863 | $1,130,332,307 | +$50,019,444 | +4.63% | |
| Betterment Llc | 1.75% | 4,758,077 | $1,036,928,000 | $1,084,936,718 | +$48,008,718 | +4.63% | |
| Mill Creek Capital Advisors, Llc | 21.11% | 5,237,874 | $1,027,670,862 | $1,194,340,029 | +$166,669,167 | +16.22% | |
| Fmr Llc | 0.04% | 4,519,995 | $985,042,486 | $1,030,649,260 | +$45,606,774 | +4.63% | |
| Focus Partners Wealth | 0.95% | 4,261,836 | $928,782,257 | $971,783,845 | +$43,001,588 | +4.63% | |
| Jpmorgan Chase & Co | 0.05% | 4,163,597 | $910,287,483 | $949,383,388 | +$39,095,905 | +4.29% | |
| Sei Investments Co | 0.75% | 3,912,536 | $852,662,160 | $892,136,459 | +$39,474,299 | +4.63% | |
| Pnc Financial Services Group, Inc. | 0.44% | 3,695,866 | $805,440,011 | $842,731,365 | +$37,291,354 | +4.63% | |
| Caisse De Depot Et Placement Du Quebec | 1.09% | 3,511,326 | $765,223,275 | $800,652,555 | +$35,429,280 | +4.63% | |
| Rwa Wealth Partners, Llc | 7.30% | 3,499,691 | $762,687,821 | $797,999,542 | +$35,311,721 | +4.63% | |
| Moneta Group Investment Advisors Llc | 5.55% | 3,442,447 | $750,212,539 | $784,946,765 | +$34,734,226 | +4.63% | |
| Citigroup Inc | 0.32% | 3,193,415 | $695,941,030 | $728,162,488 | +$32,221,458 | +4.63% | |
| Goldman Sachs Group Inc | 0.07% | 3,132,906 | $682,754,048 | $714,365,226 | +$31,611,178 | +4.63% | |
| Bank Of New York Mellon Corp | 0.11% | 3,095,793 | $674,666,029 | $705,902,720 | +$31,236,691 | +4.63% | |
| Balentine Llc | 22.38% | 2,889,469 | $629,701,871 | $658,856,721 | +$29,154,850 | +4.63% | |
| Osaic Holdings, Inc. | 0.73% | 2,853,732 | $622,138,353 | $650,707,971 | +$28,569,618 | +4.59% | |
| Commonwealth Equity Services, Llc | 0.74% | 2,636,056 | $569,598,996 | $601,073,489 | +$31,474,493 | +5.53% | |
| Cbiz Investment Advisory Services, Llc | 19.38% | 2,701,704 | $530,074,245 | $616,042,546 | +$85,968,301 | +16.22% | |
| Mission Wealth Management, Lp | 8.23% | 2,355,319 | $508,937,420 | $537,059,838 | +$28,122,418 | +5.53% | |
| Truist Financial Corp | 0.58% | 2,271,474 | $490,820,169 | $517,941,501 | +$27,121,332 | +5.53% | |
| Choreo, Llc | 4.88% | 2,199,010 | $475,167,295 | $501,418,260 | +$26,250,965 | +5.52% | |
| Modera Wealth Management, Llc | 4.29% | 1,887,087 | $407,761,756 | $430,293,578 | +$22,531,822 | +5.53% | |
| Waldron Private Wealth Llc | 14.09% | 1,879,208 | $406,059,123 | $428,497,008 | +$22,437,885 | +5.53% | |
| Assetmark, Inc | 0.68% | 1,875,803 | $405,323,615 | $427,720,600 | +$22,396,985 | +5.53% | |
| Stifel Financial Corp | 0.33% | 1,818,811 | $396,377,983 | $414,725,284 | +$18,347,301 | +4.63% | |
| Cerity Partners Llc | 0.48% | 1,806,438 | $393,786,543 | $411,903,993 | +$18,117,450 | +4.60% | |
| Provida Pension Fund Administrator | 6.34% | 1,920,543 | $376,810,537 | $437,922,215 | +$61,111,678 | +16.22% | |
| Facet Wealth, Inc. | 5.36% | 1,717,827 | $374,366,075 | $391,698,913 | +$17,332,838 | +4.63% | |
| Bell Bank | 13.07% | 1,606,434 | $347,118,259 | $366,299,081 | +$19,180,822 | +5.53% | |
| Beacon Pointe Advisors, Llc | 1.53% | 1,508,278 | $328,698,991 | $343,917,550 | +$15,218,559 | +4.63% | |
| Baird Financial Group, Inc. | 0.45% | 1,503,856 | $327,735,338 | $342,909,245 | +$15,173,907 | +4.63% | |
| Rockefeller Capital Management L.P. | 0.50% | 1,483,132 | $323,219,147 | $338,183,759 | +$14,964,612 | +4.63% | |
| Lincoln National Corp | 8.18% | 1,465,806 | $319,443,102 | $334,233,084 | +$14,789,982 | +4.63% | |
| Mml Investors Services, Llc | 0.63% | 1,420,885 | $309,653,376 | $323,990,198 | +$14,336,822 | +4.63% |
Frequently asked questions about VTV
Who are the largest institutional holders of VTV?
The largest institutional holders of VTV reported in the latest SEC Form 13F filings include Bank Of America Corp, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported VTV position.
What is VTV institutional ownership?
This page tracks VTV positions reported by institutional investment managers through SEC Form 13F. VANGUARD VALUE ETF (VTV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VTV?
InsiderSet currently tracks 2,788 institutional managers reporting VTV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VTV shareholders.
How much VTV stock do institutions own?
Institutional investment managers disclosed approximately $127.27B in VTV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VTV institutional ownership last updated?
The latest VTV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VTV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VTV position after the reporting date.
Are institutions buying or selling VTV?
Institutional buying and selling can be analyzed by comparing VTV positions across consecutive 13F reporting periods. InsiderSet's VTV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VTV ownership changes.
How has VTV institutional ownership changed over time?
InsiderSet tracks VTV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.