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 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-454- 2.01% |
$76.1K - $81.4K
|
22.1K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-465- 6.72% |
$78K - $83.3K
|
6.45K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-472- 3.56% |
$79.2K - $84.6K
|
12.8K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-474- 4.6% |
$79.5K - $84.9K
|
9.82K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-481- 12.91% |
$80.7K - $86.2K
|
3.24K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-486- 8.29% |
$81.5K - $87.1K
|
5.38K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-489- 2.76% |
$82K - $87.6K
|
17.3K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-494- 14.13% |
$82.9K - $88.5K
|
3K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-496- 1.56% |
$83.2K - $88.9K
|
31.3K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-496- 5.17% |
$83.2K - $88.9K
|
9.11K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-500- 22.01% |
$83.9K - $89.6K
|
1.77K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-504- 1.53% |
$84.5K - $90.3K
|
32.4K
$5.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-508- 4.96% |
$85.2K - $91K
|
9.74K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-516- 1.39% |
$86.5K - $92.5K
|
36.6K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-521- 26.97% |
$87.4K - $93.4K
|
1.41K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-524- 2.24% |
$87.9K - $93.9K
|
22.8K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-525- 1.32% |
$88.1K - $94.1K
|
39.2K
$6.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-527- 13.44% |
$88.4K - $94.4K
|
3.39K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-540- 4.39% |
$90.6K - $96.8K
|
11.8K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-542- 26.03% |
$90.9K - $97.1K
|
1.54K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-543- 2.6% |
$91.1K - $97.3K
|
20.3K
$3.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-544- 5.28% |
$91.2K - $97.5K
|
9.77K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-550- 2.75% |
$92.3K - $98.6K
|
19.5K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-552- 5.76% |
$92.6K - $98.9K
|
9.03K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-562- 30.43% |
$94.3K - $101K
|
1.29K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-565- 11.58% |
$94.8K - $101K
|
4.32K
$740K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-571- 6.77% |
$95.8K - $102K
|
7.87K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-571- 3.07% |
$95.8K - $102K
|
18K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-585- 16.07% |
$98.1K - $105K
|
3.06K
$524K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-587- 4.95% |
$98.5K - $105K
|
11.3K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-593- 23.7% |
$99.5K - $106K
|
1.91K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-600- 13.03% |
$101K - $108K
|
4.01K
$687K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-603- 19.37% |
$101K - $108K
|
2.51K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 1.64% |
$101K - $108K
|
36.1K
$6.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-614- 14.5% |
$103K - $110K
|
3.62K
$621K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-616- 1.03% |
$103K - $110K
|
59.1K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-616- 1.23% |
$103K - $110K
|
49.6K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-616- 8.87% |
$103K - $110K
|
6.33K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-617- 10.69% |
$103K - $111K
|
5.16K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-618- 2.0% |
$104K - $111K
|
30.3K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-623- 18.66% |
$104K - $112K
|
2.72K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-624- 9.03% |
$105K - $112K
|
6.29K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-625- 1.68% |
$105K - $112K
|
36.6K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-631- 28.75% |
$106K - $113K
|
1.56K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-634- 0.68% |
$106K - $114K
|
92.1K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-635- 0.29% |
$107K - $114K
|
217K
$37.2M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-638- 1.29% |
$107K - $114K
|
49K
$8.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-640- 5.66% |
$107K - $115K
|
10.7K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-641- 2.1% |
$108K - $115K
|
29.9K
$5.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-641- 9.95% |
$108K - $115K
|
5.8K
$995K
|