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 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
678+ 7.35% |
$114K - $122K
|
9.9K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
678+ 13.46% |
$114K - $122K
|
5.72K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
674New |
$113K - $121K
|
674
$121K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
665+ 782.35% |
$112K - $119K
|
750
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
662+ 15.44% |
$111K - $119K
|
4.95K
$885K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
655+ 117.59% |
$110K - $117K
|
1.21K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
650+ 12.38% |
$109K - $116K
|
5.9K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
640+ 4.95% |
$107K - $115K
|
13.6K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
631+ 6.5% |
$106K - $113K
|
10.3K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
631+ 30.42% |
$106K - $113K
|
2.71K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
630+ 1.59% |
$106K - $113K
|
40.2K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
624New |
$105K - $112K
|
624
$112K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
623+ 6.34% |
$104K - $112K
|
10.4K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
622+ 1.46% |
$104K - $111K
|
43.3K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
616+ 0.82% |
$103K - $110K
|
75.5K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
614+ 4.98% |
$103K - $110K
|
12.9K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
614+ 3.38% |
$103K - $110K
|
18.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
610+ 8.5% |
$102K - $109K
|
7.78K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
603+ 43.01% |
$101K - $108K
|
2.01K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
602+ 44.96% |
$101K - $108K
|
1.94K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
600New |
$101K - $108K
|
600
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
596+ 1.12% |
$100K - $107K
|
54K
$9.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
590+ 6.81% |
$99K - $106K
|
9.26K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
588+ 0.85% |
$98.6K - $105K
|
69.5K
$12.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
585+ 39.47% |
$98.1K - $105K
|
2.07K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
584+ 100.69% |
$98K - $105K
|
1.16K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
582+ 90.65% |
$97.6K - $104K
|
1.22K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
578+ 3.95% |
$96.9K - $104K
|
15.2K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
578+ 1.9% |
$96.9K - $104K
|
31.1K
$5.56M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
576+ 5.1% |
$96.6K - $103K
|
11.9K
$2.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
575+ 0.34% |
$96.4K - $103K
|
169K
$30.2M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
574+ 31.73% |
$96.3K - $103K
|
2.38K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
571+ 11.73% |
$95.8K - $102K
|
5.44K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
566+ 127.48% |
$94.9K - $101K
|
1.01K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
564+ 0.96% |
$94.6K - $101K
|
59.5K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
559+ 4.69% |
$93.8K - $100K
|
12.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
559+ 4.06% |
$93.8K - $100K
|
14.3K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
558+ 8.38% |
$93.6K - $100K
|
7.22K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
558New |
$93.6K - $100K
|
558
$99.8K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
557+ 8.26% |
$93.4K - $99.8K
|
7.3K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
555+ 10.97% |
$93.1K - $99.5K
|
5.61K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
555+ 0.48% |
$93.1K - $99.5K
|
117K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
550+ 13.14% |
$92.3K - $98.6K
|
4.74K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 13.18% |
$92.3K - $98.6K
|
4.72K
$845K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
539+ 7.14% |
$90.4K - $96.6K
|
8.09K
$1.45M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
539+ 0.67% |
$90.4K - $96.6K
|
80.5K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
531New |
$89.1K - $95.2K
|
531
$95K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
529+ 1.7% |
$88.7K - $94.8K
|
31.6K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
528+ 83.81% |
$88.6K - $94.6K
|
1.16K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
528+ 8.1% |
$88.6K - $94.6K
|
7.05K
$1.26M
|