Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q1 2025 (March 31)2,371holders +5
120new positions
99sold out
7famous investors
$172.11avg. 13F price*
At the end of Q1 2025, 2,371 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 5 from Q4 2024. 120 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($21.5B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 120 | $1.2B |
| Exits | 99 | $596.9M |
All 13F filers, Q4 2024 → Q1 2025: 27,044,877 shares bought and 11,614,444 shares sold, net +15,430,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,371 holders
| Bank of America Corp. | 1.91% | Add +3.4% | 124,303,042 | $21.5B |
| Jones Financial Companies LLLP | 8.28% | Add +0.4% | 54,080,352 | $9.2B |
| Morgan Stanley | 0.40% | Add +4.0% | 32,115,594 | $5.5B |
| Envestnet Asset Management Inc. | 1.13% | Add +0.5% | 20,213,786 | $3.5B |
| UBS Group AG | 0.51% | Add +1.5% | 13,425,966 | $2.3B |
| Ameriprise Financial Inc. | 0.50% | Add +5.2% | 10,683,062 | $1.8B |
| LPL Financial LLC | 0.67% | Add +4.6% | 9,985,009 | $1.7B |
| Raymond James Financial Inc. | 0.50% | Add +0.9% | 7,683,731 | $1.3B |
| Wells Fargo & Company | 0.30% | Reduce -0.8% | 7,121,200 | $1.2B |
| Tiaa Trust, National Association | 3.50% | Add +4.3% | 6,499,231 | $1.1B |
| Captrust Financial Advisors | 2.45% | Add +2.5% | 5,644,755 | $975.1M |
| Mill Creek Capital Advisors, LLC | 22.50% | Reduce -0.8% | 5,377,475 | $928.9M |
| Royal Bank of Canada | 0.21% | Add +1.2% | 5,316,452 | $918.4M |
| Betterment LLC | 2.14% | Reduce -4.1% | 5,225,476 | $902.6M |
| D.A. Davidson & Co. | 7.20% | Add +1.4% | 5,184,807 | $895.6M |
| Caisse de depot et placement du Quebec | 1.76% | New | 4,853,562 | $838.4M |
| FMR LLC | 0.05% | Reduce -1.1% | 4,650,454 | $803.3M |
| Mariner, LLC | 1.29% | Add +10.4% | 4,482,765 | $774.2M |
| Rwa Wealth Partners, LLC | 9.54% | Reduce -10.8% | 4,379,717 | $756.6M |
| PNC Financial Services Group, Inc. | 0.38% | Add +1.7% | 4,226,122 | $730.0M |
| JPMorgan Chase & Co. | 0.05% | Add +2.7% | 3,564,748 | $615.8M |
| Bank of New York Mellon Corp | 0.12% | Reduce -17.3% | 3,541,218 | $611.7M |
| Sei Investments Co. | 0.77% | Add +3.1% | 3,483,196 | $601.7M |
| Commonwealth Equity Services, LLC | 0.84% | Reduce -2.2% | 3,434,961 | $593.4M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +2.9% | 3,358,772 | $580.2M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -2.4% | 3,319,037 | $573.3M |
| Avantax Advisory Services, Inc. | 3.46% | Add +4.9% | 3,302,372 | $570.5M |
| Truist Financial Corp. | 0.85% | Add +1.7% | 3,050,713 | $527.0M |
| HighTower Advisors, LLC | 0.69% | Add +19.2% | 2,924,994 | $505.3M |
| Provida Pension Fund Administrator | 9.73% | Add +15.0% | 2,794,733 | $482.7M |
| CHURCHILL MANAGEMENT Corp | 5.60% | Reduce -0.2% | 2,557,100 | $441.7M |
| Cetera Investment Advisers | 0.82% | Add +5.0% | 2,452,043 | $423.6M |
| EP Wealth Advisors, LLC | 3.29% | Reduce -3.9% | 2,383,097 | $411.7M |
| Mission Wealth Management, LP | 9.82% | Add +1.7% | 2,264,782 | $391.2M |
| Choreo, LLC | 5.75% | Reduce -0.9% | 2,143,783 | $370.3M |
| CBIZ Investment Advisory Services, LLC | 16.94% | Add +1.7% | 2,002,853 | $346.0M |
| Osaic Holdings, Inc. | 0.71% | Reduce -9.3% | 1,832,006 | $316.6M |
| Richard Bernstein Advisors LLC | 7.61% | Reduce -3.4% | 1,821,656 | $314.7M |
| Moneta Group Investment Advisors LLC | 4.25% | Add +4.1% | 1,786,452 | $308.6M |
| Partners Capital Investment Group, LLP | 4.86% | Add +106.3% | 1,663,047 | $287.3M |
| Modera Wealth Management, LLC | 3.89% | Add +1.9% | 1,662,744 | $287.2M |
| Members Trust Co | 9.79% | Reduce -19.5% | 1,626,988 | $281.0M |
| Facet Wealth, Inc. | 7.14% | Reduce -2.7% | 1,644,766 | $275.8M |
| Assetmark, Inc. | 0.75% | Reduce -4.2% | 1,586,290 | $274.0M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.1% | 1,576,570 | $272.3M |
| Citigroup Inc. | 0.20% | Add +40.0% | 1,509,889 | $260.8M |
| Stifel Financial Corp. | 0.27% | Add +3.8% | 1,493,484 | $258.0M |
| Waldron Private Wealth LLC | 11.78% | Add +9.7% | 1,443,881 | $249.4M |
| Lincoln National Corp. | 7.94% | Add +1.0% | 1,426,477 | $246.4M |
| Baird Financial Group, Inc. | 0.47% | Add +1.7% | 1,414,704 | $244.4M |
| United Capital Financial Advisors, LLC | 2.06% | Add +2.5% | 1,393,568 | $240.7M |
| MML Investors Services, LLC | 0.77% | Reduce -7.4% | 1,341,254 | $231.7M |
| Money Design Co.,Ltd. | 11.36% | Reduce -2.6% | 1,319,208 | $227.9M |
| Retirement Investment Advisors, Inc. | 21.81% | Add +4.6% | 1,246,964 | $215.4M |
| Equitable Holdings, Inc. | 2.03% | Add +21.9% | 1,235,158 | $213.4M |
| Bell Bank | 11.50% | New | 1,233,208 | $213.0M |
| Mather Group, Llc. | 2.42% | Add +7.0% | 1,213,920 | $209.7M |
| Sanctuary Advisors, LLC | 1.46% | Add +3.8% | 1,200,532 | $207.4M |
| Foster Group, Inc. | 7.63% | Reduce -1.5% | 1,179,490 | $203.7M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +9.8% | 1,161,108 | $200.6M |
| SCS Capital Management LLC | 2.43% | Reduce -22.1% | 1,104,007 | $190.7M |
| Garde Capital, Inc. | 10.86% | Add +2.1% | 1,098,310 | $189.7M |
| NorthCoast Asset Management LLC | 0.94% | Reduce -6.7% | 1,080,313 | $186.6M |
| Private Advisor Group, LLC | 1.07% | Add +1.1% | 1,025,271 | $177.1M |
| Prime Capital Investment Advisors, LLC | 1.98% | Add +35.5% | 982,415 | $169.7M |
| Cambridge Investment Research Advisors, Inc. | 0.56% | Reduce -7.7% | 954,384 | $164.9M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -16.9% | 933,568 | $161.3M |
| Systematic Alpha Investments, LLC | 5.91% | No change | 894,868 | $154.6M |
| US Bancorp \de | 0.21% | Reduce -2.5% | 892,175 | $154.1M |
| Brookstone Capital Management | 2.21% | Add +1.5% | 891,119 | $153.9M |
| CIBC Private Wealth Group LLC | 0.32% | Reduce -1.9% | 1,000,306 | $153.7M |
| NewEdge Advisors, LLC | 0.90% | Add +0.5% | 872,785 | $150.8M |
| Beacon Pointe Advisors, LLC | 1.68% | Reduce -0.3% | 865,127 | $149.4M |
| Stephens Group Asset Management, LLC | 11.82% | Add +14.3% | 848,185 | $146.5M |
| Kestra Advisory Services, LLC | 0.70% | Reduce -13.3% | 842,445 | $145.5M |
| Vista Capital Partners, Inc. | 16.70% | Reduce -0.5% | 796,525 | $137.6M |
| Permanens Capital L.P. | 24.71% | Add +11.5% | 787,828 | $136.1M |
| Blair William & Co. | 0.40% | Add +8.0% | 765,752 | $132.3M |
| Nepc LLC | 3.64% | No change | 761,166 | $131.5M |
| Cerity Partners LLC | 0.27% | Add +21.3% | 753,029 | $130.1M |
| Thrive Wealth Management, LLC | 24.79% | Reduce -2.1% | 751,089 | $129.7M |
| Sequoia Financial Advisors, LLC | 0.97% | Reduce -5.0% | 730,590 | $126.2M |
| Woodmont Investment Counsel LLC | 9.10% | Add +5.8% | 729,443 | $126.0M |
| CSM Advisors, LLC | 6.83% | Reduce -0.3% | 724,081 | $125.1M |
| Mountain Capital Investment Advisors Inc. | 25.80% | Add +17.3% | 728,692 | $120.3M |
| Strategies Wealth Advisors, LLC | 14.54% | Add +4.1% | 689,117 | $119.0M |
| Creative Planning | 0.11% | Add +3.4% | 688,663 | $119.0M |
| Citizens Financial Group Inc. | 2.30% | Add +2.0% | 674,093 | $116.4M |
| Safeguard Financial, LLC | 25.30% | Add +2.4% | 668,612 | $115.5M |
| Focus Partners Wealth | 0.29% | Add +1.2% | 663,728 | $114.7M |
| Balentine LLC | 4.79% | Add +3989.8% | 662,597 | $114.5M |
| Mercer Global Advisors Inc. | 0.26% | Add +31.7% | 659,649 | $113.9M |
| Clearstead Advisors, LLC | 1.77% | Add +0.8% | 657,909 | $113.6M |
| Brandywine Oak Private Wealth LLC | 11.11% | Add +0.9% | 655,541 | $113.2M |
| Wealthspire Advisors, LLC | 0.67% | Add +90.9% | 647,622 | $111.9M |
| Brickley Wealth Management | 22.84% | Reduce -0.0% | 637,582 | $110.1M |
| Cable Hill Partners, LLC | 10.64% | Add +2.4% | 654,529 | $109.0M |
| Focused Wealth Management, Inc | 14.75% | Add +4.0% | 627,807 | $108.4M |
| Everhart Financial Group, Inc. | 14.63% | Add +778.1% | 619,193 | $107.0M |
| National Bank of Canada | 0.12% | Add +21.4% | 610,267 | $105.4M |
"% 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.