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 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.7K+ 1.94% |
$5.31M - $5.68M
|
1.66M
$285M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30.9K+ 10.79% |
$5.18M - $5.54M
|
317K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
30.2K+ 559.57% |
$5.07M - $5.41M
|
35.6K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
30.2K+ 51.91% |
$5.06M - $5.41M
|
88.3K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
29.4K+ 48.24% |
$4.92M - $5.26M
|
90.2K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
28.3K+ 8.72% |
$4.75M - $5.07M
|
353K
$60.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
28.2K+ 17.38% |
$4.72M - $5.05M
|
190K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
27KNew |
$4.53M - $4.84M
|
27K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.9K+ 4.07% |
$4.52M - $4.83M
|
689K
$118M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
26.9K+ 17.35% |
$4.51M - $4.82M
|
182K
$31.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
26.8K+ 18.3% |
$4.5M - $4.81M
|
174K
$29.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
26.5KNew |
$4.45M - $4.76M
|
26.5K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26.3K+ 63.35% |
$4.42M - $4.72M
|
67.9K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25.7K+ 4.72% |
$4.31M - $4.61M
|
571K
$97.8M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
25.5K+ 281.0% |
$4.27M - $4.56M
|
34.5K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25.3KNew |
$4.24M - $4.53M
|
25.3K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
25K+ 14.44% |
$4.19M - $4.48M
|
198K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.9K+ 9.52% |
$4.18M - $4.47M
|
287K
$49.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
24.8K+ 90.68% |
$4.16M - $4.45M
|
52.2K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
24.6K+ 6.91% |
$4.12M - $4.4M
|
380K
$65.1M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
24.4K+ 4.05% |
$4.1M - $4.38M
|
628K
$108M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24K+ 1.73% |
$4.03M - $4.31M
|
1.41M
$242M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24K+ 19.39% |
$4.02M - $4.29M
|
148K
$25.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
23.7K+ 29.79% |
$3.97M - $4.24M
|
103K
$17.7M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23.5K+ 9.66% |
$3.94M - $4.21M
|
267K
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.5KNew |
$3.93M - $4.2M
|
23.5K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.2K+ 974.3% |
$3.88M - $4.15M
|
25.5K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23.1K+ 2.15% |
$3.87M - $4.14M
|
1.1M
$188M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
23KNew |
$3.86M - $4.12M
|
23K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.5K+ 3.37% |
$3.77M - $4.02M
|
689K
$118M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.2K+ 142.53% |
$3.72M - $3.98M
|
37.8K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
21.4K+ 9.33% |
$3.58M - $3.83M
|
250K
$42.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
21.2K+ 7.69% |
$3.56M - $3.8M
|
297K
$50.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.2K+ 7.55% |
$3.55M - $3.79M
|
302K
$51.7M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20.8K+ 7.69% |
$3.48M - $3.72M
|
291K
$49.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 7.85% |
$3.48M - $3.72M
|
285K
$48.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.7K+ 5.79% |
$3.47M - $3.71M
|
378K
$64.8M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
20K+ 33.1% |
$3.36M - $3.59M
|
80.5K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.9K+ 17.8% |
$3.34M - $3.57M
|
132K
$22.6M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19.9K+ 21.26% |
$3.34M - $3.57M
|
114K
$19.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
19.8K+ 47.18% |
$3.33M - $3.55M
|
61.9K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
19.7K+ 25.86% |
$3.31M - $3.54M
|
96K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.4K+ 19.39% |
$3.25M - $3.47M
|
119K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
18.3K+ 26.79% |
$3.07M - $3.28M
|
86.6K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.2K+ 17.01% |
$3.04M - $3.25M
|
125K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.9K+ 186.23% |
$3M - $3.21M
|
27.5K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.8K+ 4.25% |
$2.99M - $3.2M
|
437K
$74.9M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17.7K+ 4.14% |
$2.97M - $3.18M
|
446K
$76.4M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17.5K+ 90.67% |
$2.94M - $3.14M
|
36.8K
$6.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.5K+ 15.71% |
$2.94M - $3.14M
|
129K
$22.1M
|