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 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.38K+ 5.33% |
$231K - $247K
|
27.2K
$4.67M
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.37K+ 2.93% |
$230K - $246K
|
48.2K
$8.25M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.36K+ 25.25% |
$228K - $244K
|
6.76K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.36K+ 14.16% |
$228K - $244K
|
11K
$1.88M
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.36K+ 2.87% |
$228K - $244K
|
48.7K
$8.34M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.35K+ 56.15% |
$227K - $242K
|
3.76K
$644K
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$226K - $241K
|
1.35K
$231K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 11.01% |
$226K - $241K
|
13.6K
$2.32M
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.34KNew |
$225K - $240K
|
1.34K
$230K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.33K+ 5.94% |
$224K - $239K
|
23.8K
$4.08M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 2.13% |
$223K - $238K
|
63.8K
$10.9M
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.33K+ 0.73% |
$222K - $237K
|
183K
$31.3M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$222K - $237K
|
1.33K
$227K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.32K+ 0.97% |
$221K - $236K
|
136K
$23.3M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 10.95% |
$220K - $235K
|
13.3K
$2.28M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.3K+ 13.13% |
$218K - $233K
|
11.2K
$1.92M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.3K+ 13.1% |
$218K - $233K
|
11.2K
$1.92M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.3K+ 1.08% |
$217K - $232K
|
121K
$20.8M
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.3KNew |
$217K - $232K
|
1.3K
$222K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.29K+ 12.53% |
$217K - $232K
|
11.6K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.29K+ 3.82% |
$216K - $231K
|
35K
$6M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.29KNew |
$216K - $230K
|
1.29K
$220K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.28K+ 10.02% |
$214K - $229K
|
14K
$2.41M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1.28K+ 4.33% |
$214K - $229K
|
30.8K
$5.28M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.27K+ 6.62% |
$214K - $228K
|
20.5K
$3.52M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.27K+ 8.86% |
$213K - $227K
|
15.6K
$2.67M
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$213K - $227K
|
1.27K
$217K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.27KNew |
$213K - $227K
|
1.27K
$217K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.26K+ 5.3% |
$211K - $226K
|
25K
$4.29M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
1.25KNew |
$210K - $224K
|
1.25K
$214K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.24K+ 2.78% |
$209K - $223K
|
46K
$7.89M
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.24K+ 57.08% |
$208K - $223K
|
3.42K
$586K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.24KNew |
$208K - $222K
|
1.24K
$213K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 3.31% |
$208K - $222K
|
38.7K
$6.63M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.24K+ 21.16% |
$208K - $222K
|
7.1K
$1.22M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 46.64% |
$207K - $222K
|
3.89K
$666K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.24K+ 194.79% |
$207K - $221K
|
1.87K
$320K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.22K+ 21.69% |
$205K - $219K
|
6.84K
$1.17M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22K+ 0.85% |
$204K - $218K
|
144K
$24.7M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$204K - $218K
|
1.22K
$209K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.22K+ 15.85% |
$204K - $218K
|
8.89K
$1.52M
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.21K+ 35.52% |
$203K - $216K
|
4.61K
$790K
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.2KNew |
$202K - $215K
|
1.2K
$206K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.2KNew |
$201K - $215K
|
1.2K
$206K
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.2KNew |
$201K - $215K
|
1.2K
$206K
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.2K+ 9.74% |
$201K - $215K
|
13.5K
$2.31M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.2K+ 5.17% |
$201K - $215K
|
24.4K
$4.18M
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.2KNew |
$201K - $215K
|
1.2K
$205K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.2K+ 1.96% |
$201K - $215K
|
62.2K
$10.7M
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.64% |
$200K - $214K
|
189K
$32.4M
|