VTV · VANGUARD VALUE INDEX FUND ETF
$226.46
-0.56 (-0.25%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 15
Total Value: $200,496,683
Total Shares: 920,005
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 15 13F filers · Δ vs Mar 31, 2026Top Holder
86.6%
+9.4 pts
Top 5
97.5%
−2.1 pts
Top 10
99.4%
−0.6 pts
HHI
7,546
Highly concentrated+1,295
Quarterly Activity
vs Mar 31, 2026
New
12
Increased
1
Decreased
1
Sold Out
6
Unchanged
1
Holder count:
+6
Institutional value:
-58.9%
Shares held:
-63.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +6,316 | 15,146 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −201 | 2,323 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 797,039 | $173,698,708 | |
| Mega CITADEL ADVISORS LLC | 49,700 | $10,831,121 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 19,650 | $4,282,324 | |
| Mid Parkside Financial Bank & Trust | 15,605 | $3,400,797 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 5,726 | $1,247,867 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Provida Pension Fund Administrator | 1,920,543 | $376,810,536 | |
| Large M&T Bank Corp | 400,499 | $78,577,900 | |
| Mid Dakota Wealth Management | 139,684 | $27,406,000 | |
| Micro Arbor Wealth Management LLC\AZ | 8,717 | $1,710,275 | |
| Small Allie Family Office LLC | 5,096 | $999,835 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VTV | $173,698,708 | 86.63% | 797,039 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VTV | $5,840,524 | 2.91% | 26,800 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VTV | $4,990,597 | 2.49% | 22,900 | Put | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. VTV | $4,282,324 | 2.14% | 19,650 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank VTV | $3,400,797 | 1.70% | 15,605 | Shares | 2026-09-04 | |
| Small Range Advisory, LLC VTV | $3,300,767 | 1.65% | 15,146 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. VTV | $1,247,867 | 0.62% | 5,726 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC VTV | $973,711 | 0.49% | 4,468 | Shares | 2026-08-26 | |
| Small Financial Insights, Inc. VTV | $545,914 | 0.27% | 2,505 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC VTV | $506,251 | 0.25% | 2,323 | Shares | 2026-08-27 | |
| Small Wellington Grp LLC VTV | $428,014 | 0.21% | 1,964 | Shares | 2026-08-26 | |
| Mid Strategic Financial Services, Inc. VTV | $344,547 | 0.17% | 1,581 | Shares | 2026-08-24 | |
| Small Schulz Wealth, LTD. VTV | $304,666 | 0.15% | 1,398 | Shares | 2026-08-26 | |
| Small CARLSON FINANCIAL, INC. VTV | $248,222 | 0.12% | 1,139 | Shares | 2026-08-24 | |
| Small Kinetic Wealth Investment Advisors LLC VTV | $212,699 | 0.11% | 976 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC VTV | $171,075 | 0.09% | 785 | Shares | 2026-08-28 |