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 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
2.5K+ 60.93% |
$419K - $448K
|
6.61K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 5.38% |
$416K - $444K
|
48.6K
$8.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.47K+ 13.34% |
$414K - $442K
|
21K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.44K+ 158.74% |
$408K - $436K
|
3.97K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.43KNew |
$407K - $435K
|
2.43K
$416K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.42K+ 4.37% |
$406K - $434K
|
57.8K
$9.91M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.42K+ 13.28% |
$406K - $433K
|
20.6K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.41KNew |
$404K - $432K
|
2.41K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
2.41K+ 17.82% |
$404K - $432K
|
15.9K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.38K+ 0.44% |
$399K - $426K
|
543K
$93.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.36K+ 13.11% |
$396K - $423K
|
20.4K
$3.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2.36K+ 15.07% |
$395K - $422K
|
18K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.36K+ 5.42% |
$395K - $422K
|
45.8K
$7.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.35K+ 15.16% |
$394K - $421K
|
17.8K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 6.56% |
$394K - $421K
|
38.1K
$6.54M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.34K+ 85.42% |
$392K - $419K
|
5.08K
$870K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.33K+ 4.16% |
$391K - $418K
|
58.4K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
2.33K+ 4.07% |
$390K - $417K
|
59.5K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.33KNew |
$390K - $417K
|
2.33K
$399K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.32K+ 40.84% |
$389K - $416K
|
8.01K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.32K+ 212.39% |
$388K - $415K
|
3.41K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.31K+ 1.54% |
$387K - $414K
|
152K
$26M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.31K+ 6.94% |
$387K - $413K
|
35.5K
$6.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.29K+ 4.12% |
$385K - $411K
|
57.9K
$9.93M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.29K+ 0.57% |
$384K - $410K
|
402K
$68.9M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.29KNew |
$383K - $409K
|
2.29K
$392K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.28KNew |
$383K - $409K
|
2.28K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 3.96% |
$382K - $409K
|
59.9K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.28K+ 0.92% |
$382K - $408K
|
250K
$42.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2.28KNew |
$382K - $408K
|
2.28K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.27K+ 4.72% |
$381K - $407K
|
50.4K
$8.64M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.27K+ 3.53% |
$380K - $406K
|
66.5K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 127.43% |
$378K - $404K
|
4.02K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 3.88% |
$377K - $403K
|
60.2K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.22K+ 91.52% |
$373K - $399K
|
4.65K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.21K+ 8.52% |
$371K - $397K
|
28.2K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.21K+ 20.68% |
$370K - $396K
|
12.9K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.17K+ 22.52% |
$365K - $390K
|
11.8K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.14K+ 28.17% |
$359K - $384K
|
9.75K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.14K+ 3.98% |
$358K - $383K
|
55.8K
$9.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.13K+ 5.31% |
$357K - $381K
|
42.1K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 7.84% |
$355K - $379K
|
29.1K
$4.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.11K+ 1.55% |
$354K - $378K
|
139K
$23.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.11KNew |
$353K - $377K
|
2.11K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.08K+ 66.38% |
$349K - $373K
|
5.22K
$894K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.08K+ 4.02% |
$348K - $372K
|
53.6K
$9.19M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.07K+ 16.87% |
$348K - $372K
|
14.4K
$2.46M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.07K+ 63.46% |
$348K - $372K
|
5.34K
$916K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.06KNew |
$346K - $370K
|
2.06K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06K+ 7.12% |
$346K - $369K
|
31K
$5.32M
|