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
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-25.2K- 19.02% |
$4.22M - $4.51M
|
107K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-28.8K- 58.51% |
$4.83M - $5.16M
|
20.4K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-31.7K- 89.68% |
$5.31M - $5.68M
|
3.65K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-34.2K- 88.18% |
$5.73M - $6.12M
|
4.58K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-34.4K- 13.54% |
$5.77M - $6.17M
|
220K
$37.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.4K- 64.46% |
$5.78M - $6.17M
|
19K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-35.1K- 2.59% |
$5.89M - $6.3M
|
1.32M
$226M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35.4K- 23.51% |
$5.94M - $6.35M
|
115K
$19.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.1K- 29.76% |
$6.39M - $6.83M
|
89.9K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.3K- 4.98% |
$6.42M - $6.86M
|
731K
$125M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-39K- 10.17% |
$6.54M - $6.99M
|
345K
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-39.3K- 22.94% |
$6.59M - $7.04M
|
132K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-39.7K- 16.67% |
$6.66M - $7.12M
|
199K
$34M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-41.7K- 81.91% |
$7M - $7.48M
|
9.22K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 31.44% |
$7.27M - $7.76M
|
94.5K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-44.7K- 0.83% |
$7.5M - $8.02M
|
5.38M
$922M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-46K- 2.72% |
$7.71M - $8.24M
|
1.64M
$282M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-48.2K- 29.12% |
$8.09M - $8.64M
|
117K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-48.2K- 82.49% |
$8.09M - $8.64M
|
10.2K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-48.3K- 13.44% |
$8.1M - $8.65M
|
311K
$53.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.1KClosed |
$8.23M - $8.8M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-53.8K- 33.58% |
$9.03M - $9.64M
|
106K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-55.2K- 82.5% |
$9.25M - $9.89M
|
11.7K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.1K- 0.78% |
$9.41M - $10.1M
|
7.12M
$1.22B
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58.1K- 44.21% |
$9.75M - $10.4M
|
73.4K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-64K- 3.4% |
$10.7M - $11.5M
|
1.82M
$312M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-67.3K- 5.87% |
$11.3M - $12.1M
|
1.08M
$185M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-68K- 4.13% |
$11.4M - $12.2M
|
1.58M
$270M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-69.2K- 4.18% |
$11.6M - $12.4M
|
1.59M
$272M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74.9K- 11.3% |
$12.6M - $13.4M
|
587K
$101M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.4K- 2.18% |
$12.8M - $13.7M
|
3.43M
$589M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-78.2K- 20.5% |
$13.1M - $14M
|
303K
$52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-80K- 7.74% |
$13.4M - $14.3M
|
954K
$164M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-81.4K- 2.39% |
$13.7M - $14.6M
|
3.32M
$569M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-86.8K- 88.9% |
$14.6M - $15.6M
|
10.8K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-91.3K- 16.19% |
$15.3M - $16.4M
|
473K
$81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-92.9K- 39.06% |
$15.6M - $16.6M
|
145K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-97.4K- 80.99% |
$16.3M - $17.5M
|
22.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-97.9K- 3.94% |
$16.4M - $17.5M
|
2.38M
$408M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-107K- 7.36% |
$17.9M - $19.1M
|
1.34M
$230M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-118K- 66.12% |
$19.8M - $21.1M
|
60.4K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129K- 13.28% |
$21.6M - $23.1M
|
842K
$144M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-189K- 16.86% |
$31.8M - $33.9M
|
934K
$160M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-191K- 61.09% |
$32M - $34.2M
|
121K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-223K- 4.1% |
$37.4M - $40M
|
5.23M
$896M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-240K- 42.51% |
$40.3M - $43.1M
|
325K
$55.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-312K- 22.05% |
$52.4M - $56M
|
1.1M
$189M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-393K- 19.47% |
$66M - $70.5M
|
1.63M
$279M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-532K- 10.84% |
$89.3M - $95.4M
|
4.38M
$751M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-833K- 1.55% |
$140M - $149M
|
53M
$9.09B
|