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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.54K- 8.04% |
$594K - $634K
|
40.5K
$7.24M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-3.56K- 31.65% |
$596K - $637K
|
7.68K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-3.56K- 60.06% |
$598K - $639K
|
2.37K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.6K- 2.07% |
$603K - $645K
|
170K
$30.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 10.24% |
$609K - $650K
|
31.8K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.63K- 26.42% |
$609K - $651K
|
10.1K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.64K- 38.17% |
$611K - $652K
|
5.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.65K- 0.46% |
$612K - $654K
|
797K
$142M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.7K- 3.96% |
$621K - $664K
|
89.9K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.76K- 8.7% |
$631K - $675K
|
39.5K
$7.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.78K- 6.82% |
$634K - $677K
|
51.7K
$9.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-4.01K- 33.83% |
$673K - $719K
|
7.85K
$1.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.03K- 19.86% |
$675K - $722K
|
16.3K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-4.19K- 20.58% |
$703K - $751K
|
16.2K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.29K- 3.64% |
$719K - $768K
|
113K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.38K- 30.47% |
$735K - $785K
|
9.99K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.39K- 20.86% |
$737K - $787K
|
16.7K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.57K- 7.51% |
$767K - $820K
|
56.3K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.59K- 21.59% |
$770K - $822K
|
16.7K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.84K- 80.38% |
$812K - $868K
|
1.18K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.9K- 5.73% |
$822K - $878K
|
80.6K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-4.9K- 20.99% |
$822K - $878K
|
18.5K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.99K- 9.04% |
$837K - $894K
|
50.2K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-5.08K- 40.01% |
$852K - $910K
|
7.62K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.13K- 1.98% |
$860K - $919K
|
255K
$45.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-5.14K- 8.52% |
$862K - $921K
|
55.2K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5.2K- 5.14% |
$873K - $933K
|
96K
$17.2M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-5.21K- 4.17% |
$873K - $933K
|
120K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.21K- 29.52% |
$874K - $934K
|
12.4K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-5.46K- 4.53% |
$916K - $978K
|
115K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.48K- 49.99% |
$918K - $981K
|
5.48K
$980K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.48K- 51.66% |
$919K - $982K
|
5.13K
$917K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 1.83% |
$922K - $985K
|
295K
$52.8M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.53K- 8.64% |
$928K - $991K
|
58.5K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.54K- 9.99% |
$930K - $993K
|
50K
$8.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.73K- 33.7% |
$961K - $1.03M
|
11.3K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-5.85K- 0.23% |
$981K - $1.05M
|
2.56M
$457M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.91K- 10.8% |
$991K - $1.06M
|
48.8K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6.1K- 82.58% |
$1.02M - $1.09M
|
1.29K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.13K- 59.85% |
$1.03M - $1.1M
|
4.11K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-6.18K- 1.59% |
$1.04M - $1.11M
|
383K
$68.5M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.2K- 15.88% |
$1.04M - $1.11M
|
32.8K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.43K- 19.31% |
$1.08M - $1.15M
|
26.9K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.45K- 44.41% |
$1.08M - $1.16M
|
8.08K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.61K- 9.13% |
$1.11M - $1.18M
|
65.7K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.77K- 10.17% |
$1.14M - $1.21M
|
59.8K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-6.95K- 13.13% |
$1.17M - $1.25M
|
46K
$8.23M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.99K- 39.97% |
$1.17M - $1.25M
|
10.5K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.12K- 11.87% |
$1.19M - $1.28M
|
52.9K
$9.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.18K- 46.25% |
$1.2M - $1.29M
|
8.35K
$1.49M
|