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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.4K+ 20.86% |
$2.92M - $3.12M
|
101K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.4K+ 141.1% |
$2.91M - $3.11M
|
29.7K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.3K+ 47.58% |
$2.9M - $3.1M
|
53.6K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.2K+ 6.74% |
$2.89M - $3.09M
|
273K
$46.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
17.2K+ 14.14% |
$2.89M - $3.08M
|
139K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 28.07% |
$2.86M - $3.06M
|
77.9K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16.7K+ 10.19% |
$2.8M - $2.99M
|
181K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
16.5K+ 16.97% |
$2.77M - $2.96M
|
114K
$19.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
16.3K+ 23.05% |
$2.74M - $2.93M
|
87.2K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
16.3KNew |
$2.74M - $2.92M
|
16.3K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 787.51% |
$2.73M - $2.91M
|
18.3K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 8.87% |
$2.7M - $2.89M
|
198K
$33.9M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.6K+ 2.44% |
$2.62M - $2.8M
|
655K
$112M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
15.5K+ 24.1% |
$2.59M - $2.77M
|
79.7K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
15.4K+ 2.36% |
$2.58M - $2.76M
|
669K
$115M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
15.3K+ 33.31% |
$2.57M - $2.75M
|
61.3K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
15.2K+ 43.09% |
$2.56M - $2.73M
|
50.6K
$8.67M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
15.2K+ 13.94% |
$2.55M - $2.73M
|
124K
$21.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15.1K+ 41.26% |
$2.54M - $2.71M
|
51.8K
$8.87M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 20.63% |
$2.53M - $2.7M
|
88.1K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15.1K+ 3.07% |
$2.53M - $2.7M
|
506K
$86.7M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 39.47% |
$2.52M - $2.69M
|
53K
$9.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
15K+ 742.16% |
$2.52M - $2.69M
|
17K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.5KNew |
$2.44M - $2.6M
|
14.5K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.2K+ 28.05% |
$2.38M - $2.54M
|
64.8K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 3.15% |
$2.36M - $2.52M
|
462K
$79.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
14KNew |
$2.36M - $2.52M
|
14K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.9K+ 190.1% |
$2.33M - $2.49M
|
21.2K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
13.8K+ 0.98% |
$2.32M - $2.48M
|
1.43M
$244M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.8K+ 8.13% |
$2.32M - $2.47M
|
184K
$31.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
13.6K+ 20.56% |
$2.28M - $2.43M
|
79.7K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.5K+ 19.1% |
$2.27M - $2.42M
|
84.4K
$14.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 98.32% |
$2.26M - $2.41M
|
27.2K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 1.52% |
$2.24M - $2.4M
|
891K
$153M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 5.67% |
$2.24M - $2.39M
|
249K
$42.7M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13K+ 1.97% |
$2.19M - $2.34M
|
674K
$116M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12.7K+ 5.69% |
$2.13M - $2.28M
|
237K
$40.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.5K+ 294.62% |
$2.1M - $2.25M
|
16.8K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.5K+ 16.0% |
$2.09M - $2.24M
|
90.5K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 47.59% |
$2.09M - $2.24M
|
38.7K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12.3K+ 32.55% |
$2.07M - $2.21M
|
50.3K
$8.61M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
12.3K+ 3.34% |
$2.07M - $2.21M
|
381K
$65.4M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 937.16% |
$2.06M - $2.2M
|
13.6K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 2.64% |
$2.05M - $2.19M
|
476K
$81.5M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.9K+ 464.51% |
$2M - $2.14M
|
14.5K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11.8K+ 2.35% |
$1.99M - $2.12M
|
515K
$88.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.8K+ 7.93% |
$1.98M - $2.11M
|
161K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
11.8K+ 3.43% |
$1.97M - $2.11M
|
355K
$60.8M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.8K+ 21.21% |
$1.97M - $2.11M
|
67.2K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11.7K+ 186.82% |
$1.96M - $2.1M
|
18K
$3.08M
|