Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q4 2024 (December 31)2,366holders +222
121new positions
78sold out
7famous investors
$169.09avg. 13F price*
At the end of Q4 2024, 2,366 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 222 from Q3 2024. 121 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($20.4B), Jones Financial Companies LLLP ($9.1B) and Morgan Stanley ($5.2B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $528.6M |
| Exits | 78 | $114.7M |
All 13F filers, Q3 2024 → Q4 2024: 21,623,281 shares bought and 7,614,929 shares sold, net +14,008,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,366 holders
| Bank of America Corp. | 1.89% | Add +1.6% | 120,257,838 | $20.4B |
| Jones Financial Companies LLLP | 8.67% | Add +3.2% | 53,858,087 | $9.1B |
| Morgan Stanley | 0.37% | Add +6.3% | 30,873,476 | $5.2B |
| Envestnet Asset Management Inc. | 1.09% | Add +1.6% | 20,106,381 | $3.4B |
| UBS Group AG | 0.50% | Add +1.7% | 13,221,827 | $2.2B |
| Ameriprise Financial Inc. | 0.44% | Add +6.3% | 10,151,994 | $1.7B |
| LPL Financial LLC | 0.66% | Add +1.6% | 9,542,614 | $1.6B |
| Raymond James Financial Inc. | 0.48% | — | 7,613,182 | $1.3B |
| Wells Fargo & Company | 0.29% | Add +14.4% | 7,177,299 | $1.2B |
| Tiaa Trust, National Association | 3.20% | Reduce -1.3% | 6,229,085 | $1.1B |
| Captrust Financial Advisors | 2.66% | Add +3.3% | 5,506,158 | $932.2M |
| Betterment LLC | 2.20% | Reduce -5.9% | 5,448,671 | $922.5M |
| Mill Creek Capital Advisors, LLC | 22.04% | Add +0.0% | 5,422,212 | $918.0M |
| Royal Bank of Canada | 0.19% | Add +3.1% | 5,255,359 | $889.7M |
| D.A. Davidson & Co. | 7.05% | Add +1.4% | 5,112,238 | $865.5M |
| Rwa Wealth Partners, LLC | 10.25% | Add +1.2% | 4,912,009 | $831.6M |
| FMR LLC | 0.05% | Reduce -1.4% | 4,703,359 | $796.3M |
| Bank of New York Mellon Corp | 0.13% | Reduce -2.5% | 4,281,482 | $724.9M |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -0.1% | 4,156,445 | $703.7M |
| Mariner, LLC | 1.15% | Add +0.3% | 4,060,266 | $687.4M |
| Commonwealth Equity Services, LLC | 0.87% | Add +4.7% | 3,511,386 | $594.5M |
| JPMorgan Chase & Co. | 0.05% | Add +5.5% | 3,471,459 | $587.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +1.9% | 3,400,461 | $575.7M |
| Sei Investments Co. | 0.73% | Add +1.0% | 3,378,559 | $572.0M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +8.4% | 3,264,418 | $552.7M |
| Avantax Advisory Services, Inc. | 3.35% | Add +8.2% | 3,147,762 | $532.9M |
| Truist Financial Corp. | 0.80% | Reduce -0.5% | 2,999,330 | $507.8M |
| CHURCHILL MANAGEMENT Corp | 4.74% | Add +1.9% | 2,562,948 | $433.9M |
| EP Wealth Advisors, LLC | 3.43% | Reduce -9.5% | 2,480,962 | $420.0M |
| HighTower Advisors, LLC | 0.57% | Add +7.6% | 2,453,000 | $415.3M |
| Provida Pension Fund Administrator | 8.39% | Add +24.3% | 2,430,451 | $411.4M |
| Cetera Investment Advisers | 0.83% | Add +3.7% | 2,336,240 | $395.5M |
| Mission Wealth Management, LP | 8.97% | Add +1.2% | 2,226,055 | $376.9M |
| Choreo, LLC | 5.26% | Add +2.6% | 2,163,588 | $366.3M |
| Members Trust Co | 11.79% | Reduce -2.3% | 2,020,472 | $342.1M |
| CBIZ Investment Advisory Services, LLC | 16.63% | Add +4.0% | 1,968,792 | $333.3M |
| Osaic Holdings, Inc. | 0.73% | Add +13.8% | 2,018,986 | $325.2M |
| Richard Bernstein Advisors LLC | 7.23% | Add +17.0% | 1,885,676 | $319.2M |
| Facet Wealth, Inc. | 7.90% | Add +4.2% | 1,690,751 | $297.9M |
| BlackRock, Inc. | 0.01% | Add +161.6% | 1,741,991 | $294.9M |
| Pacific Life Fund Advisors LLC | 30.30% | Reduce -4.3% | 1,726,139 | $292.2M |
| Moneta Group Investment Advisors LLC | 4.07% | Add +8.3% | 1,715,561 | $290.4M |
| Assetmark, Inc. | 0.76% | Add +1.0% | 1,655,467 | $280.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -5.8% | 1,644,547 | $278.4M |
| Modera Wealth Management, LLC | 3.33% | Add +8.3% | 1,631,057 | $276.1M |
| MML Investors Services, LLC | 0.85% | Reduce -0.8% | 1,447,815 | $245.1M |
| Stifel Financial Corp. | 0.25% | Add +3.2% | 1,439,201 | $243.7M |
| SCS Capital Management LLC | 4.95% | Reduce -0.9% | 1,416,246 | $239.8M |
| Lincoln National Corp. | 7.70% | New | 1,412,648 | $239.2M |
| Baird Financial Group, Inc. | 0.45% | Add +1.8% | 1,390,678 | $235.4M |
| United Capital Financial Advisors, LLC | 1.95% | Add +0.1% | 1,360,302 | $230.3M |
| Money Design Co.,Ltd. | 11.74% | Add +50.6% | 1,354,336 | $228.8M |
| Waldron Private Wealth LLC | 8.97% | Add +7.6% | 1,315,696 | $222.7M |
| Sanctuary Advisors, LLC | 1.30% | Reduce -1.0% | 1,156,770 | $205.6M |
| Foster Group, Inc. | 7.73% | Reduce -2.9% | 1,197,501 | $202.7M |
| Retirement Investment Advisors, Inc. | 21.29% | Add +3.7% | 1,192,295 | $201.9M |
| NorthCoast Asset Management LLC | 0.96% | Add +2.2% | 1,158,332 | $196.1M |
| Mather Group, Llc. | 2.49% | Reduce -4.8% | 1,134,246 | $192.0M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -3.5% | 1,122,888 | $190.1M |
| Citigroup Inc. | 0.18% | Reduce -8.8% | 1,078,526 | $182.6M |
| Garde Capital, Inc. | 12.01% | Add +0.6% | 1,075,228 | $182.0M |
| Wealth Enhancement Advisory Services, LLC | 0.34% | Add +2.9% | 1,057,992 | $179.1M |
| Cambridge Investment Research Advisors, Inc. | 0.59% | Add +1.5% | 1,034,396 | $175.1M |
| CIBC Private Wealth Group LLC | 0.31% | Add +1.9% | 1,020,025 | $173.6M |
| Private Advisor Group, LLC | 0.97% | Add +1.0% | 1,013,848 | $171.6M |
| Equitable Holdings, Inc. | 1.63% | Reduce -8.8% | 1,013,656 | $171.6M |
| Kestra Advisory Services, LLC | 0.90% | Add +7.8% | 971,452 | $164.5M |
| US Bancorp \de | 0.20% | Reduce -0.7% | 914,668 | $154.9M |
| Systematic Alpha Investments, LLC | 5.58% | No change | 894,868 | $151.5M |
| Brookstone Capital Management | 2.16% | Add +10.1% | 877,747 | $148.6M |
| NewEdge Advisors, LLC | 0.88% | Add +1.6% | 868,337 | $147.0M |
| Beacon Pointe Advisors, LLC | 1.63% | Add +1.1% | 867,344 | $146.8M |
| Partners Capital Investment Group, LLP | 3.76% | Reduce -40.2% | 806,119 | $136.5M |
| Vista Capital Partners, Inc. | 15.76% | Reduce -1.7% | 800,176 | $135.5M |
| Saudi Central Bank | 12.66% | No change | 756,686 | $134.7M |
| Sequoia Financial Advisors, LLC | 1.25% | Add +20.6% | 768,846 | $130.2M |
| Thrive Wealth Management, LLC | 23.37% | Add +2.3% | 767,545 | $129.9M |
| Nepc LLC | 3.46% | Add +17.5% | 761,166 | $128.9M |
| Stephens Group Asset Management, LLC | 10.46% | Add +0.7% | 741,991 | $125.6M |
| CSM Advisors, LLC | 5.76% | Add +95.3% | 726,581 | $123.0M |
| Prime Capital Investment Advisors, LLC | 1.78% | Reduce -1.6% | 725,286 | $122.8M |
| Blair William & Co. | 0.35% | Add +3.2% | 708,997 | $120.0M |
| Permanens Capital L.P. | 22.85% | Reduce -3.1% | 706,787 | $119.7M |
| Strategies Wealth Advisors, LLC | 14.59% | Add +11.8% | 662,193 | $117.1M |
| Woodmont Investment Counsel LLC | 8.63% | Add +2.3% | 689,469 | $116.7M |
| Creative Planning | 0.11% | Add +7.5% | 666,212 | $112.8M |
| Rockefeller Capital Management L.P. | 0.29% | Add +51.7% | 662,295 | $112.1M |
| Citizens Financial Group Inc. | 2.18% | Reduce -3.3% | 661,059 | $111.9M |
| Focus Partners Wealth | 0.29% | Add +27.1% | 655,673 | $111.0M |
| Safeguard Financial, LLC | 24.03% | Add +6.2% | 653,202 | $110.6M |
| Clearstead Advisors, LLC | 1.68% | Add +2.4% | 652,920 | $110.5M |
| Brandywine Oak Private Wealth LLC | 10.75% | Add +1.3% | 649,499 | $110.0M |
| Mountain Capital Investment Advisors Inc. | 22.46% | Add +24.3% | 621,027 | $108.5M |
| Cable Hill Partners, LLC | 10.90% | Add +1.5% | 638,929 | $108.2M |
| Brickley Wealth Management | 21.92% | Add +0.9% | 637,776 | $108.0M |
| Cerity Partners LLC | 0.23% | Add +6.4% | 621,027 | $105.2M |
| Focused Wealth Management, Inc | 13.79% | Add +14.9% | 603,370 | $102.2M |
| Russell Investments Group, Ltd. | 0.14% | Add +23.5% | 590,387 | $100.0M |
| Midland Wealth Advisors, LLC | 5.90% | Reduce -0.8% | 579,021 | $98.0M |
| BOK Financial Private Wealth, Inc. | 7.05% | Add +3.9% | 573,448 | $97.1M |
"% of holder's portfolio" is VTV's weight in each manager's 13F, not the share of Vanguard Mrngstr Val ETF-Aui the manager owns.