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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.64% |
$200K - $214K
|
189K
$33.8M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19K+ 2.44% |
$199K - $213K
|
49.9K
$8.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$199K - $213K
|
1.19K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.18K+ 40.94% |
$198K - $211K
|
4.06K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.18K+ 8.97% |
$198K - $211K
|
14.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.18KNew |
$198K - $211K
|
1.18K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.18K+ 1.48% |
$198K - $211K
|
80.9K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.17KNew |
$197K - $210K
|
1.17K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 20.87% |
$196K - $210K
|
6.78K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$196K - $210K
|
134K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.17KNew |
$196K - $209K
|
1.17K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$196K - $209K
|
1.17K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.17K+ 1.9% |
$196K - $209K
|
62.4K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.17K+ 12.6% |
$196K - $209K
|
10.4K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 1.23% |
$195K - $209K
|
95.8K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.16KNew |
$195K - $208K
|
1.16K
$207K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.16KNew |
$195K - $208K
|
1.16K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.15K+ 0.88% |
$193K - $206K
|
132K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 74.32% |
$192K - $205K
|
2.69K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.14K+ 402.11% |
$192K - $205K
|
1.43K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.14K+ 34.1% |
$191K - $204K
|
4.48K
$802K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 3.32% |
$187K - $200K
|
34.8K
$6.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.11K+ 1.28% |
$187K - $200K
|
88K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.11K+ 18.31% |
$187K - $200K
|
7.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.11K+ 53.74% |
$186K - $198K
|
3.16K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.1K+ 3.27% |
$185K - $197K
|
34.8K
$6.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.1K+ 54.66% |
$184K - $196K
|
3.1K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.09K+ 3.45% |
$183K - $196K
|
32.7K
$5.86M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.09KNew |
$183K - $196K
|
1.09K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.09K+ 20.88% |
$182K - $195K
|
6.29K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.07K+ 8.27% |
$179K - $191K
|
13.9K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.06K+ 14.7% |
$177K - $189K
|
8.24K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.06K+ 7.4% |
$177K - $189K
|
15.3K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.05K+ 36.69% |
$177K - $189K
|
3.92K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.04K+ 28.4% |
$175K - $187K
|
4.71K
$843K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.01K+ 25.66% |
$170K - $182K
|
4.97K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.01K+ 3.85% |
$170K - $182K
|
27.3K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
985+ 2.21% |
$165K - $177K
|
45.6K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
981+ 0.17% |
$165K - $176K
|
591K
$106M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
980+ 5.32% |
$164K - $176K
|
19.4K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
978+ 15.15% |
$164K - $175K
|
7.43K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
963+ 30.38% |
$162K - $173K
|
4.13K
$739K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
952+ 15.78% |
$160K - $171K
|
6.99K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
939New |
$157K - $168K
|
939
$168K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
937New |
$157K - $168K
|
937
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
924+ 20.75% |
$155K - $166K
|
5.38K
$962K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
920+ 1.77% |
$154K - $165K
|
52.8K
$9.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
913+ 18.07% |
$153K - $164K
|
5.97K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
904+ 15.01% |
$152K - $162K
|
6.93K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
895New |
$150K - $160K
|
895
$160K
|