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
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.06K+ 64.19% |
$346K - $369K
|
5.27K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.05K+ 0.88% |
$344K - $368K
|
235K
$40.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.05K+ 3.14% |
$344K - $367K
|
67.2K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 10.65% |
$342K - $366K
|
21.2K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 1.55% |
$341K - $365K
|
133K
$22.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.03K+ 3.78% |
$341K - $365K
|
55.8K
$9.57M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 1.71% |
$340K - $363K
|
121K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.02K+ 10.25% |
$339K - $363K
|
21.8K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.01K+ 1.54% |
$337K - $361K
|
133K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.01K+ 0.56% |
$337K - $361K
|
358K
$61.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.01K+ 2.89% |
$336K - $359K
|
71.4K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2KNew |
$335K - $358K
|
2K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2KNew |
$335K - $358K
|
2K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.98K+ 5.58% |
$332K - $355K
|
37.5K
$6.42M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.98K+ 4.58% |
$331K - $354K
|
45.1K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.97K+ 0.81% |
$331K - $354K
|
246K
$42.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.95K+ 3.38% |
$327K - $349K
|
59.7K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 10.27% |
$323K - $346K
|
20.7K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.75% |
$323K - $345K
|
30.4K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.92KNew |
$322K - $344K
|
1.92K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.91KNew |
$321K - $343K
|
1.91K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.91K+ 17.34% |
$320K - $342K
|
12.9K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.88K+ 107.98% |
$316K - $337K
|
3.62K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
1.88K+ 3.99% |
$315K - $336K
|
48.9K
$8.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 4.37% |
$311K - $333K
|
44.3K
$7.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.85K+ 28.28% |
$311K - $332K
|
8.41K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$311K - $332K
|
1.85K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83K+ 21.34% |
$306K - $327K
|
10.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.81K+ 0.87% |
$304K - $325K
|
210K
$36M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.81K+ 10.36% |
$304K - $324K
|
19.3K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 4.77% |
$303K - $324K
|
39.7K
$6.8M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.8K+ 43.74% |
$302K - $323K
|
5.93K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.79KNew |
$301K - $321K
|
1.79K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.79KNew |
$300K - $320K
|
1.79K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.79K+ 3.0% |
$300K - $320K
|
61.4K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.76K+ 98.71% |
$295K - $315K
|
3.54K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.75KNew |
$293K - $313K
|
1.75K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 9.88% |
$292K - $312K
|
19.3K
$3.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1.73K+ 9.41% |
$290K - $310K
|
20.1K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.72K+ 4.54% |
$288K - $308K
|
39.6K
$6.78M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
1.72K+ 3.14% |
$288K - $308K
|
56.5K
$9.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.71K+ 7.48% |
$287K - $306K
|
24.6K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.71KNew |
$286K - $306K
|
1.71K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.69K+ 3.36% |
$283K - $302K
|
51.8K
$8.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 92.52% |
$282K - $301K
|
3.5K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.65KNew |
$277K - $296K
|
1.65K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.65K+ 56.54% |
$277K - $296K
|
4.57K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.64K+ 2.4% |
$276K - $295K
|
70.2K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.64KNew |
$275K - $294K
|
1.64K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.63KNew |
$273K - $291K
|
1.63K
$279K
|