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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 0.61% |
$309K - $330K
|
300K
$53.7M
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.89K- 5.38% |
$317K - $339K
|
33.2K
$5.94M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 8.3% |
$318K - $340K
|
21K
$3.75M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.94K- 7.41% |
$326K - $348K
|
24.3K
$4.34M
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.95K- 49.22% |
$327K - $350K
|
2.01K
$360K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.98K- 0.37% |
$333K - $356K
|
541K
$96.8M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.01K- 5.81% |
$337K - $360K
|
32.6K
$5.83M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.04K- 3.02% |
$342K - $365K
|
65.4K
$11.7M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.04K- 2.05% |
$342K - $365K
|
97.3K
$17.4M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.05K- 3.08% |
$344K - $367K
|
64.4K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.05K- 33.2% |
$344K - $368K
|
4.13K
$739K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.06K- 3.02% |
$346K - $369K
|
66.1K
$11.8M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 0.63% |
$359K - $384K
|
336K
$60M
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-2.15K- 15.93% |
$360K - $385K
|
11.3K
$2.03M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.22K- 0.26% |
$372K - $397K
|
865K
$155M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.29K- 23.14% |
$385K - $411K
|
7.62K
$1.36M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.29K- 1.24% |
$385K - $411K
|
183K
$32.7M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.32K- 1.24% |
$389K - $416K
|
185K
$33.1M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 45.55% |
$406K - $434K
|
2.9K
$518K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.44K- 2.24% |
$409K - $437K
|
106K
$19M
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.5K- 0.34% |
$419K - $448K
|
724K
$130M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 4.18% |
$421K - $450K
|
57.6K
$10.3M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.53K- 4.07% |
$425K - $454K
|
59.6K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.59K- 5.61% |
$435K - $465K
|
43.7K
$7.81M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.64K- 13.17% |
$443K - $473K
|
17.4K
$3.11M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.68K- 3.91% |
$449K - $480K
|
65.9K
$11.8M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2.7K- 4.17% |
$453K - $484K
|
62.1K
$11.1M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.71K- 0.98% |
$455K - $486K
|
274K
$49M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.75K- 1.58% |
$461K - $492K
|
171K
$30.5M
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.8K- 6.74% |
$470K - $503K
|
38.8K
$6.94M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.81K- 10.09% |
$472K - $504K
|
25.1K
$4.48M
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.83K- 3.57% |
$475K - $507K
|
76.5K
$13.7M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.86K- 6.05% |
$480K - $513K
|
44.5K
$7.95M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.91K- 66.0% |
$488K - $522K
|
1.5K
$268K
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.92K- 1.69% |
$489K - $523K
|
170K
$30.4M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 4.43% |
$489K - $523K
|
62.9K
$11.3M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.93K- 36.02% |
$491K - $525K
|
5.2K
$930K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3K- 29.53% |
$503K - $538K
|
7.16K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-3.06K- 62.44% |
$513K - $548K
|
1.84K
$329K
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.07K- 30.79% |
$515K - $551K
|
6.91K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.1K- 23.01% |
$519K - $555K
|
10.4K
$1.85M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.12K- 8.07% |
$524K - $560K
|
35.6K
$6.36M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.14K- 36.22% |
$526K - $562K
|
5.53K
$988K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.2K- 51.19% |
$537K - $574K
|
3.05K
$546K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.28K- 2.52% |
$551K - $589K
|
127K
$22.7M
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-3.29K- 10.21% |
$551K - $589K
|
28.9K
$5.17M
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.31K- 2.47% |
$555K - $593K
|
131K
$23.4M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.36K- 5.23% |
$564K - $602K
|
60.9K
$10.9M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.45K- 71.98% |
$579K - $619K
|
1.34K
$240K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.48K- 50.02% |
$584K - $624K
|
3.48K
$622K
|