Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q2 2025 (June 30)
2,408holders +37
116new positions
79sold out
6famous investors
$176.51avg. 13F price*

At the end of Q2 2025, 2,408 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 37 from Q1 2025. 116 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($22.6B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions116$347.8M
Exits79$958.5M

All 13F filers, Q1 2025 → Q2 2025: 22,879,464 shares bought and 19,027,657 shares sold, net +3,851,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,408 holders

Bank of America Corp. 1.83% Add +3.1% 128,140,618 $22.6B
Jones Financial Companies LLLP 7.00% Reduce -3.3% 52,282,312 $9.2B
Morgan Stanley 0.38% Add +1.7% 32,675,343 $5.8B
Envestnet Asset Management Inc. 1.07% Add +2.9% 20,792,247 $3.7B
UBS Group AG 0.51% Add +2.6% 13,769,824 $2.4B
Ameriprise Financial Inc. 0.47% Reduce -0.5% 10,632,655 $1.9B
LPL Financial LLC 0.61% Add +3.6% 10,341,422 $1.8B
Wells Fargo & Company 0.29% Add +5.7% 7,528,265 $1.3B
Raymond James Financial Inc. 0.45% Reduce -3.1% 7,446,585 $1.3B
Tiaa Trust, National Association 3.01% Add +0.7% 6,541,318 $1.2B
Captrust Financial Advisors 2.31% Add +3.9% 5,865,616 $1.0B
Royal Bank of Canada 0.19% Add +2.1% 5,428,502 $959.4M
D.A. Davidson & Co. 6.61% Add +2.4% 5,309,040 $938.3M
Mill Creek Capital Advisors, LLC 20.70% Reduce -1.8% 5,282,774 $933.7M
Betterment LLC 1.96% Reduce -0.6% 5,196,580 $918.4M
Mariner, LLC 1.19% Add +4.0% 4,659,847 $823.6M
FMR LLC 0.05% Reduce -1.8% 4,567,167 $807.2M
PNC Financial Services Group, Inc. 0.49% Add +0.9% 4,265,950 $754.0M
Northwestern Mutual Wealth Management Co. 0.49% Add +12.6% 3,780,675 $668.2M
Rwa Wealth Partners, LLC 8.15% Reduce -15.9% 3,684,307 $651.2M
Sei Investments Co. 0.73% Add +2.3% 3,563,040 $629.7M
JPMorgan Chase & Co. 0.04% Reduce -0.8% 3,537,638 $625.2M
Bank of New York Mellon Corp 0.12% Reduce -0.2% 3,533,165 $624.5M
Commonwealth Equity Services, LLC 0.79% Reduce -1.0% 3,401,789 $601.2M
Avantax Advisory Services, Inc. 3.21% Reduce -0.0% 3,301,015 $583.4M
Truist Financial Corp. 0.84% Add +6.1% 3,235,790 $571.9M
Cetera Investment Advisers 0.94% Add +27.9% 3,136,589 $554.4M
HighTower Advisors, LLC 0.69% Add +7.1% 3,133,973 $553.9M
Goldman Sachs Group Inc. 0.08% Reduce -13.1% 2,885,793 $510.0M
CHURCHILL MANAGEMENT Corp 4.91% Add +0.2% 2,561,737 $452.8M
Provida Pension Fund Administrator 8.04% Reduce -10.1% 2,511,423 $443.9M
Mission Wealth Management, LP 8.97% Add +2.7% 2,325,179 $411.0M
Citigroup Inc. 0.28% Add +48.8% 2,246,630 $397.1M
EP Wealth Advisors, LLC 2.60% Reduce -6.2% 2,234,873 $395.0M
Osaic Holdings, Inc. 0.68% Add +17.7% 2,156,130 $380.7M
Choreo, LLC 5.23% Reduce -1.6% 2,109,740 $374.9M
CBIZ Investment Advisory Services, LLC 16.10% Add +2.7% 2,056,535 $363.6M
Moneta Group Investment Advisors LLC 3.79% Add +0.8% 1,801,405 $318.4M
Richard Bernstein Advisors LLC 7.62% Reduce -4.1% 1,747,771 $308.9M
Modera Wealth Management, LLC 3.61% Reduce -0.7% 1,651,080 $291.8M
Stifel Financial Corp. 0.27% Add +3.9% 1,551,304 $274.2M
Members Trust Co 9.18% Reduce -7.4% 1,507,196 $266.4M
Lincoln National Corp. 7.83% Add +2.5% 1,461,382 $258.3M
Waldron Private Wealth LLC 11.23% Add +0.4% 1,449,416 $257.6M
Facet Wealth, Inc. 5.76% Reduce -13.0% 1,430,668 $253.3M
Assetmark, Inc. 0.60% Reduce -9.7% 1,433,086 $253.3M
Baird Financial Group, Inc. 0.44% Add +0.8% 1,426,340 $252.1M
Bell Bank 11.61% Add +14.3% 1,409,149 $249.1M
United Capital Financial Advisors, LLC 1.98% Reduce -0.4% 1,388,095 $245.3M
Money Design Co.,Ltd. 12.08% Add +5.0% 1,384,981 $244.8M
Retirement Investment Advisors, Inc. 20.86% Add +5.2% 1,312,143 $231.9M
MML Investors Services, LLC 0.66% Reduce -2.9% 1,302,751 $230.2M
Alliancebernstein L.P. 0.07% Add +368.0% 1,278,563 $226.0M
Mather Group, Llc. 2.34% Add +2.1% 1,238,954 $219.0M
Wealth Enhancement Advisory Services, LLC 0.35% Add +1.6% 1,179,606 $211.9M
Sanctuary Advisors, LLC 1.30% Reduce -1.4% 1,183,958 $209.3M
Foster Group, Inc. 7.11% Reduce -0.4% 1,174,792 $207.6M
Equitable Holdings, Inc. 1.64% Reduce -8.8% 1,125,824 $199.0M
NorthCoast Asset Management LLC 0.84% Add +3.2% 1,114,581 $197.0M
SCS Capital Management LLC 2.16% Reduce -0.3% 1,100,811 $194.6M
Garde Capital, Inc. 10.07% Reduce -3.0% 1,064,941 $188.2M
Private Advisor Group, LLC 1.00% Add +2.0% 1,045,586 $184.8M
CIBC Private Wealth Group LLC 0.31% Reduce -0.7% 993,221 $175.5M
Coldstream Capital Management Inc. 2.78% Add +257.4% 957,799 $169.9M
Cambridge Investment Research Advisors, Inc. 0.52% Add +0.6% 959,938 $169.7M
Stephens Group Asset Management, LLC 11.81% Add +9.5% 928,740 $164.1M
NewEdge Advisors, LLC 0.83% Add +4.8% 914,543 $161.6M
Beacon Pointe Advisors, LLC 1.68% Add +5.3% 911,360 $161.1M
Brookstone Capital Management 2.10% Add +1.8% 907,305 $160.4M
Systematic Alpha Investments, LLC 5.62% No change 894,868 $158.2M
Cerity Partners LLC 0.28% Add +18.5% 892,606 $157.8M
US Bancorp \de 0.20% Reduce -0.9% 884,249 $156.3M
Merit Financial Group, LLC 1.73% Add +361.5% 875,974 $154.8M
Brandes Investment Partners, LP 1.36% Add +46191.3% 850,835 $150.4M
BNP Paribas Financial Markets 0.12% Add +391.7% 847,671 $149.8M
Blair William & Co. 0.40% Add +7.6% 823,862 $145.6M
Permanens Capital L.P. 19.31% Add +1.2% 797,030 $141.6M
Kestra Advisory Services, LLC 0.69% Reduce -5.3% 797,777 $141.0M
Vista Capital Partners, Inc. 15.12% Reduce -1.9% 781,419 $138.1M
Thrive Wealth Management, LLC 22.11% Add +3.1% 774,481 $136.9M
Saudi Central Bank 5.48% New 756,686 $134.5M
Woodmont Investment Counsel LLC 8.79% Add +3.3% 753,725 $133.2M
Rockefeller Capital Management L.P. 0.28% Add +24.9% 733,563 $129.7M
Prime Capital Investment Advisors, LLC 1.68% Reduce -27.1% 716,208 $126.6M
Mountain Capital Investment Advisors Inc. 24.13% Reduce -3.5% 703,338 $125.6M
Creative Planning 0.11% Add +1.5% 699,001 $123.5M
Strategies Wealth Advisors, LLC 13.28% Reduce -0.2% 687,740 $121.6M
Everhart Financial Group, Inc. 14.01% Add +10.8% 685,866 $121.2M
Sequoia Financial Advisors, LLC 0.82% Reduce -7.0% 679,337 $120.1M
Citizens Financial Group Inc. 1.91% Reduce -0.5% 670,761 $119.1M
Brandywine Oak Private Wealth LLC 11.01% Add +2.6% 672,510 $118.9M
Clearstead Advisors, LLC 1.66% Add +1.5% 667,781 $118.0M
Partners Capital Investment Group, LLP 4.74% Reduce -60.1% 662,810 $117.1M
Focus Partners Wealth 0.25% Reduce -0.6% 659,963 $116.8M
Nepc LLC 2.95% Reduce -13.3% 659,573 $116.6M
Envestnet Portfolio Solutions, Inc. 0.42% Reduce -30.5% 649,083 $114.7M
Brickley Wealth Management 22.15% Add +0.4% 640,266 $113.2M
Focused Wealth Management, Inc 13.46% Reduce -0.6% 624,174 $110.3M
Thrivent Financial for Lutherans 0.25% Add +91.5% 622,416 $110.0M
Cary Street Partners Financial LLC 3.05% Add +7.2% 615,688 $108.8M

"% 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.

Show all 2,408 holders