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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
890+ 1.23% |
$149K - $159K
|
73.4K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
875+ 83.33% |
$147K - $157K
|
1.93K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
873+ 21.79% |
$146K - $156K
|
4.88K
$873K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
871+ 4.28% |
$146K - $156K
|
21.2K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
866New |
$145K - $155K
|
866
$155K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
853+ 37.84% |
$143K - $153K
|
3.11K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
852+ 0.57% |
$143K - $153K
|
151K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
849+ 24.33% |
$142K - $152K
|
4.34K
$776K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
847+ 24.28% |
$142K - $152K
|
4.34K
$775K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
846+ 33.41% |
$142K - $152K
|
3.38K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
845+ 0.8% |
$142K - $151K
|
106K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
845+ 6.73% |
$142K - $151K
|
13.4K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
833New |
$140K - $149K
|
833
$149K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
831+ 22.17% |
$139K - $149K
|
4.58K
$819K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
831+ 12.16% |
$139K - $149K
|
7.67K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
827+ 8.4% |
$139K - $148K
|
10.7K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
827+ 5.18% |
$139K - $148K
|
16.8K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
826New |
$139K - $148K
|
826
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
825+ 15.3% |
$138K - $148K
|
6.22K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
825+ 4.68% |
$138K - $148K
|
18.4K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
824+ 407.92% |
$138K - $148K
|
1.03K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
821+ 14.31% |
$138K - $147K
|
6.56K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
820+ 2.34% |
$138K - $147K
|
35.9K
$6.42M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
815+ 550.68% |
$137K - $146K
|
963
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
799+ 1.05% |
$134K - $143K
|
76.6K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
798+ 24.49% |
$134K - $143K
|
4.06K
$725K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
792+ 6.14% |
$133K - $142K
|
13.7K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
789+ 1.0% |
$132K - $141K
|
79.8K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
786+ 64.64% |
$132K - $141K
|
2K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
785+ 1.45% |
$132K - $141K
|
55K
$9.84M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
782New |
$131K - $140K
|
782
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
779+ 31.9% |
$131K - $140K
|
3.22K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
770+ 2.71% |
$129K - $138K
|
29.2K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
770+ 20.67% |
$129K - $138K
|
4.5K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
754+ 5.14% |
$126K - $135K
|
15.4K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
754+ 10.25% |
$126K - $135K
|
8.11K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
749+ 11.02% |
$126K - $134K
|
7.55K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
745+ 4.56% |
$125K - $134K
|
17.1K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
744+ 1.93% |
$125K - $133K
|
39.2K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
731+ 1353.7% |
$123K - $131K
|
785
$140K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
728+ 23.65% |
$122K - $130K
|
3.81K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
715New |
$120K - $128K
|
715
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
709+ 1.02% |
$119K - $127K
|
70.1K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
704+ 7.62% |
$118K - $126K
|
9.94K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
703+ 3.19% |
$118K - $126K
|
22.7K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
698+ 19.37% |
$117K - $125K
|
4.3K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
691+ 3.75% |
$116K - $124K
|
19.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
690+ 3.76% |
$116K - $124K
|
19K
$3.41M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
686+ 5.79% |
$115K - $123K
|
12.5K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
685+ 0.7% |
$115K - $123K
|
98.5K
$17.6M
|