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 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
81.7K+ 34.93% |
$13.7M - $14.6M
|
315K
$54.1M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
81K+ 11.47% |
$13.6M - $14.5M
|
788K
$135M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
80.5K+ 3429.0% |
$13.5M - $14.4M
|
82.9K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
79.9K+ 140.64% |
$13.4M - $14.3M
|
137K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79.7K+ 7.02% |
$13.4M - $14.3M
|
1.21M
$208M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
72.6K+ 1.42% |
$12.2M - $13M
|
5.18M
$889M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
71.9K+ 109.57% |
$12.1M - $12.9M
|
138K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
70.9K+ 4.13% |
$11.9M - $12.7M
|
1.79M
$306M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.5K+ 0.93% |
$11.8M - $12.6M
|
7.68M
$1.32B
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70.5K+ 115.6% |
$11.8M - $12.6M
|
131K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
69.7K+ 1.68% |
$11.7M - $12.5M
|
4.23M
$724M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67.8K+ 23.87% |
$11.4M - $12.2M
|
352K
$60.3M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
65.4KNew |
$11M - $11.7M
|
65.4K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
BUY
|
- |
64.3KNew |
$10.8M - $11.5M
|
64.3K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.1K+ 1.16% |
$10.2M - $10.9M
|
5.32M
$911M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
59.6K+ 257.37% |
$10M - $10.7M
|
82.8K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
56.8K+ 8.0% |
$9.52M - $10.2M
|
766K
$131M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
54.7KNew |
$9.17M - $9.8M
|
54.7K
$9.37M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
54.7K+ 4.59% |
$9.17M - $9.8M
|
1.25M
$214M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
54.6K+ 10.51% |
$9.16M - $9.79M
|
574K
$98.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.3K+ 3.77% |
$9.1M - $9.73M
|
1.49M
$256M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.3K+ 671.23% |
$8.94M - $9.55M
|
61.2K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
51.7K+ 124.55% |
$8.67M - $9.26M
|
93.2K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.4K+ 1.71% |
$8.62M - $9.21M
|
3.05M
$523M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
50.8KNew |
$8.53M - $9.11M
|
50.8K
$8.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
49.6K+ 35.38% |
$8.32M - $8.89M
|
190K
$32.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
49.1K+ 23.42% |
$8.23M - $8.79M
|
259K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47.6KNew |
$7.98M - $8.52M
|
47.6K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
47.5KNew |
$7.97M - $8.51M
|
47.5K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46.1K+ 26.73% |
$7.73M - $8.26M
|
218K
$37.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
44.4K+ 25.78% |
$7.44M - $7.95M
|
217K
$37.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
43.5K+ 14.87% |
$7.29M - $7.79M
|
336K
$57.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
43.4K+ 89.51% |
$7.28M - $7.77M
|
91.8K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.6K+ 9.03% |
$6.98M - $7.46M
|
503K
$86.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.9K+ 727.75% |
$6.87M - $7.34M
|
46.6K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
40.1K+ 303.43% |
$6.73M - $7.19M
|
53.4K
$9.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
40K+ 5.8% |
$6.7M - $7.16M
|
729K
$125M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
39.9K+ 35.89% |
$6.7M - $7.16M
|
151K
$25.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
38.7K+ 1.74% |
$6.5M - $6.94M
|
2.26M
$388M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38.6K+ 55.8% |
$6.47M - $6.91M
|
108K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37.8K+ 66.0% |
$6.33M - $6.77M
|
95K
$16.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
35.2K+ 274.9% |
$5.91M - $6.31M
|
48K
$8.23M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
33.5K+ 81.14% |
$5.61M - $6M
|
74.7K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.4K+ 16.33% |
$5.6M - $5.98M
|
238K
$40.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 11.04% |
$5.59M - $5.97M
|
335K
$57.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
33.3K+ 2.45% |
$5.58M - $5.96M
|
1.39M
$239M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
32.6KNew |
$5.46M - $5.83M
|
32.6K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 8.72% |
$5.35M - $5.72M
|
398K
$68.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
31.8K+ 102.95% |
$5.34M - $5.7M
|
62.7K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.8K+ 22.83% |
$5.33M - $5.69M
|
171K
$29.3M
|