Purchases and Sales Made in Q1 2025 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
4.85MNew |
$814M - $870M
|
4.85M
$832M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05M+ 3.36% |
$679M - $725M
|
124M
$21.3B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.18M+ 19843.49% |
$366M - $391M
|
2.2M
$376M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24M+ 4.02% |
$208M - $223M
|
32.1M
$5.5B
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
1.23MNew |
$207M - $221M
|
1.23M
$211M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05M+ 1.99% |
$177M - $189M
|
54.1M
$9.27B
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
857K+ 106.3% |
$144M - $154M
|
1.66M
$285M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
646K+ 3989.85% |
$108M - $116M
|
663K
$114M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
549K+ 778.06% |
$92M - $98.3M
|
619K
$106M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
531K+ 5.23% |
$89.1M - $95.2M
|
10.7M
$1.83B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
472K+ 19.24% |
$79.2M - $84.6M
|
2.92M
$501M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
442K+ 4.64% |
$74.2M - $79.3M
|
9.99M
$1.71B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
431K+ 40.0% |
$72.4M - $77.3M
|
1.51M
$259M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
422K+ 10.41% |
$70.9M - $75.7M
|
4.48M
$768M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
308K+ 90.89% |
$51.7M - $55.3M
|
648K
$111M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
304KNew |
$51M - $54.5M
|
304K
$52.1M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
270K+ 4.34% |
$45.3M - $48.4M
|
6.5M
$1.11B
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
257K+ 35.45% |
$43.1M - $46.1M
|
982K
$168M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
222K+ 21.85% |
$37.2M - $39.7M
|
1.24M
$212M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
204K+ 1.54% |
$34.2M - $36.6M
|
13.4M
$2.3B
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
189K+ 49.23% |
$31.6M - $33.8M
|
572K
$98M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
183K+ 22568.73% |
$30.6M - $32.7M
|
183K
$31.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181K+ 152.82% |
$30.4M - $32.5M
|
300K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
159K+ 40.72% |
$26.7M - $28.5M
|
551K
$94.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
159K+ 31.68% |
$26.6M - $28.4M
|
660K
$113M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155K+ 4.91% |
$25.9M - $27.7M
|
3.3M
$566M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
139K+ 2.52% |
$23.2M - $24.8M
|
5.64M
$967M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
135K+ 748.23% |
$22.6M - $24.2M
|
153K
$26.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
132K+ 21.26% |
$22.1M - $23.7M
|
753K
$129M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
128K+ 9.74% |
$21.5M - $23M
|
1.44M
$247M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
127K+ 112.31% |
$21.2M - $22.7M
|
239K
$41M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
123KNew |
$20.6M - $22M
|
123K
$21.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
122K+ 57.22% |
$20.5M - $21.9M
|
336K
$57.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
117KNew |
$19.6M - $21M
|
117K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 4.96% |
$19.4M - $20.8M
|
2.45M
$420M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
108K+ 17.34% |
$18.1M - $19.3M
|
729K
$125M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
108K+ 21.41% |
$18M - $19.3M
|
610K
$105M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 0.53% |
$18M - $19.2M
|
20.2M
$3.46B
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
106K+ 14.31% |
$17.8M - $19M
|
848K
$145M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
105K+ 3.1% |
$17.6M - $18.8M
|
3.48M
$597M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
103K+ 9.75% |
$17.3M - $18.5M
|
1.16M
$199M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
96K+ 84.33% |
$16.1M - $17.2M
|
210K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.4K+ 2.89% |
$15.8M - $16.9M
|
3.36M
$576M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.3K+ 2.69% |
$15.6M - $16.7M
|
3.56M
$611M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
91K+ 70.35% |
$15.3M - $16.3M
|
220K
$37.8M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
89.7K+ 240.58% |
$15M - $16.1M
|
127K
$21.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
88.8KNew |
$14.9M - $15.9M
|
88.8K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
86.8K+ 57.48% |
$14.6M - $15.6M
|
238K
$40.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.1K+ 4.93% |
$14.4M - $15.4M
|
1.83M
$314M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
81.7K+ 34.93% |
$13.7M - $14.6M
|
315K
$54.1M
|