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
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-878- 2.16% |
$147K - $157K
|
39.8K
$7.12M
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-879- 13.9% |
$147K - $158K
|
5.45K
$974K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-886- 2.42% |
$149K - $159K
|
35.7K
$6.39M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-892- 18.12% |
$150K - $160K
|
4.03K
$721K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-904- 10.49% |
$152K - $162K
|
7.71K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-911- 20.6% |
$153K - $163K
|
3.51K
$628K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-914- 29.36% |
$153K - $164K
|
2.2K
$393K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-916- 1.76% |
$154K - $164K
|
51.3K
$9.17M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-920- 17.32% |
$154K - $165K
|
4.39K
$785K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-921- 8.81% |
$154K - $165K
|
9.53K
$1.71M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-930- 5.28% |
$156K - $167K
|
16.7K
$2.98M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-931- 0.78% |
$156K - $167K
|
119K
$21.3M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-934- 20.9% |
$157K - $167K
|
3.53K
$632K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-950- 0.18% |
$159K - $170K
|
526K
$94.2M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-951- 3.22% |
$160K - $170K
|
28.6K
$5.11M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-954- 2.3% |
$160K - $171K
|
40.5K
$7.25M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-971- 22.32% |
$163K - $174K
|
3.38K
$605K
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-972- 0.64% |
$163K - $174K
|
152K
$27.1M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-974- 0.45% |
$163K - $175K
|
217K
$38.8M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-974- 5.49% |
$163K - $175K
|
16.8K
$3M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-977- 42.24% |
$164K - $175K
|
1.34K
$239K
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-988- 4.7% |
$166K - $177K
|
20.1K
$3.59M
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-990- 3.98% |
$166K - $177K
|
23.9K
$4.28M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-992- 7.97% |
$166K - $178K
|
11.5K
$2.05M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1K- 3.6% |
$168K - $180K
|
26.8K
$4.8M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 3.98% |
$169K - $180K
|
24.3K
$4.34M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.03K- 11.11% |
$173K - $185K
|
8.26K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.04K- 0.52% |
$174K - $186K
|
198K
$35.4M
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.04K- 0.64% |
$174K - $186K
|
162K
$29M
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.05K- 10.62% |
$175K - $187K
|
8.81K
$1.58M
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.05K- 6.72% |
$176K - $188K
|
14.5K
$2.6M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.05K- 4.55% |
$176K - $188K
|
22K
$3.94M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.06K- 18.68% |
$178K - $190K
|
4.62K
$826K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.07K- 1.56% |
$179K - $191K
|
67.2K
$12M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.07K- 3.07% |
$179K - $191K
|
33.7K
$6.03M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.08K- 21.16% |
$180K - $193K
|
4.01K
$716K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.09K- 53.71% |
$182K - $195K
|
936
$167K
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.1K- 10.38% |
$184K - $196K
|
9.46K
$1.69M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.1K- 1.24% |
$185K - $198K
|
87.9K
$15.7M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.13K- 3.29% |
$189K - $202K
|
33.1K
$5.92M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.13K- 4.54% |
$189K - $202K
|
23.7K
$4.23M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 23.58% |
$190K - $203K
|
3.67K
$656K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.14K- 4.93% |
$191K - $204K
|
22K
$3.93M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.14K- 34.51% |
$192K - $205K
|
2.17K
$388K
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.15K- 0.52% |
$192K - $205K
|
217K
$38.8M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 34.92% |
$192K - $205K
|
2.14K
$382K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 7.48% |
$193K - $206K
|
14.2K
$2.54M
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.47% |
$194K - $207K
|
20K
$3.57M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.16K- 18.52% |
$194K - $207K
|
5.08K
$909K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.16K- 0.82% |
$195K - $208K
|
141K
$25.2M
|