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 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
373+ 6.51% |
$62.6K - $66.8K
|
6.1K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
373New |
$62.6K - $66.8K
|
373
$66.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
372+ 20.27% |
$62.4K - $66.7K
|
2.21K
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
371+ 7.54% |
$62.2K - $66.5K
|
5.29K
$947K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
363+ 8.61% |
$60.9K - $65.1K
|
4.58K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
361+ 2.47% |
$60.6K - $64.7K
|
15K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
358+ 13.97% |
$60K - $64.2K
|
2.92K
$522K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
357+ 0.97% |
$59.9K - $64K
|
37.1K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
354+ 7.79% |
$59.4K - $63.4K
|
4.9K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
354+ 2.06% |
$59.4K - $63.4K
|
17.5K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
350+ 9.99% |
$58.7K - $62.7K
|
3.85K
$689K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
348+ 1.1% |
$58.4K - $62.4K
|
32.1K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
345+ 11.21% |
$57.9K - $61.8K
|
3.42K
$612K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
345+ 2.21% |
$57.9K - $61.8K
|
16K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
343+ 0.17% |
$57.5K - $61.5K
|
204K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
343+ 7.49% |
$57.5K - $61.5K
|
4.92K
$881K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
336+ 13.42% |
$56.4K - $60.2K
|
2.84K
$508K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
335+ 6.14% |
$56.2K - $60K
|
5.79K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
332+ 2.76% |
$55.7K - $59.5K
|
12.4K
$2.21M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
330+ 2.28% |
$55.4K - $59.1K
|
14.8K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
329+ 8.66% |
$55.2K - $59K
|
4.13K
$739K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
328+ 0.33% |
$55K - $58.8K
|
100K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
327+ 2.65% |
$54.8K - $58.6K
|
12.6K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
322+ 0.39% |
$54K - $57.7K
|
82.9K
$14.8M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
318+ 0.67% |
$53.3K - $57K
|
47.5K
$8.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
318+ 17.33% |
$53.3K - $57K
|
2.15K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
316New |
$53K - $56.6K
|
316
$56.5K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
313+ 0.12% |
$52.5K - $56.1K
|
269K
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
313+ 21.53% |
$52.5K - $56.1K
|
1.77K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
312+ 9.85% |
$52.3K - $55.9K
|
3.48K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
305+ 0.91% |
$51.2K - $54.7K
|
33.8K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
305+ 1.38% |
$51.2K - $54.7K
|
22.4K
$4.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
304+ 20.94% |
$51K - $54.5K
|
1.76K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
303+ 6.54% |
$50.8K - $54.3K
|
4.93K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
301+ 1.94% |
$50.5K - $53.9K
|
15.8K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
300+ 1.23% |
$50.3K - $53.8K
|
24.7K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
300New |
$50.3K - $53.8K
|
300
$53.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
297+ 2.14% |
$49.8K - $53.2K
|
14.2K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
297+ 6.41% |
$49.8K - $53.2K
|
4.93K
$882K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
296+ 0.69% |
$49.6K - $53K
|
42.9K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
295+ 0.18% |
$49.5K - $52.9K
|
166K
$29.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
294+ 11.57% |
$49.3K - $52.7K
|
2.84K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
294+ 15.5% |
$49.3K - $52.7K
|
2.19K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
294+ 2.15% |
$49.3K - $52.7K
|
14K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
292+ 18.62% |
$49K - $52.3K
|
1.86K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
288+ 2.92% |
$48.3K - $51.6K
|
10.2K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
287+ 8.44% |
$48.1K - $51.4K
|
3.69K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
286+ 4.25% |
$48K - $51.3K
|
7.02K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
285+ 356.25% |
$47.8K - $51.1K
|
365
$65.3K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$47.5K - $50.7K
|
283
$50.6K
|