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 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.16K- 9.1% |
$195K - $208K
|
11.6K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.19K- 5.19% |
$199K - $213K
|
21.7K
$3.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.2K- 6.56% |
$201K - $214K
|
17K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.2K- 1.55% |
$201K - $214K
|
75.8K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 4.04% |
$201K - $215K
|
28.4K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 99.42% |
$201K - $215K
|
7
$1.25K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.2K- 12.7% |
$201K - $215K
|
8.25K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.21K- 4.99% |
$203K - $217K
|
23K
$4.12M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.24K- 35.13% |
$208K - $222K
|
2.29K
$409K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 6.57% |
$215K - $230K
|
18.2K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 2.5% |
$217K - $232K
|
50.6K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.32K- 0.94% |
$221K - $236K
|
139K
$24.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.33K- 81.94% |
$222K - $237K
|
292
$52.2K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.33K- 4.51% |
$223K - $238K
|
28.1K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.34K- 1.67% |
$225K - $240K
|
78.9K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.35K- 29.84% |
$226K - $241K
|
3.17K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.35K- 1.8% |
$227K - $242K
|
73.9K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 1.32% |
$230K - $246K
|
103K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.37K- 18.68% |
$230K - $246K
|
5.98K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.39K- 22.35% |
$233K - $249K
|
4.82K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.4K- 8.76% |
$235K - $251K
|
14.6K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.42K- 4.08% |
$237K - $254K
|
33.3K
$5.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.42K- 5.42% |
$238K - $255K
|
24.8K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.43K- 0.77% |
$239K - $255K
|
184K
$32.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.45K- 0.82% |
$242K - $259K
|
174K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.46K- 14.38% |
$245K - $262K
|
8.71K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.48K- 6.63% |
$248K - $265K
|
20.9K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.48K- 37.78% |
$248K - $265K
|
2.44K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.5K- 14.8% |
$251K - $269K
|
8.63K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.5K- 6.43% |
$252K - $269K
|
21.8K
$3.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.51K- 4.94% |
$253K - $271K
|
29.1K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.53K- 13.37% |
$256K - $273K
|
9.88K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.55K- 15.4% |
$260K - $278K
|
8.53K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.55K- 4.76% |
$260K - $278K
|
31.1K
$5.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.57K- 5.28% |
$262K - $280K
|
28.1K
$5.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.58K- 19.15% |
$265K - $283K
|
6.66K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.61K- 20.65% |
$270K - $289K
|
6.19K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.62K- 26.69% |
$272K - $291K
|
4.46K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.65K- 2.22% |
$276K - $295K
|
72.6K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.65K- 1.01% |
$277K - $296K
|
162K
$29M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.66K- 6.94% |
$278K - $297K
|
22.2K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.66K- 5.73% |
$278K - $297K
|
27.3K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.68K- 4.9% |
$281K - $301K
|
32.5K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.7K- 3.53% |
$285K - $304K
|
46.4K
$8.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.7K- 0.37% |
$285K - $304K
|
457K
$81.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.72K- 91.34% |
$288K - $308K
|
163
$29.2K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1.72K- 8.51% |
$289K - $308K
|
18.5K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.73K- 56.81% |
$290K - $309K
|
1.31K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.73K- 2.43% |
$290K - $310K
|
69.4K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.77K- 0.76% |
$296K - $316K
|
231K
$41.3M
|