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 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
11.7K+ 3.08% |
$1.96M - $2.09M
|
391K
$66.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
11.6K+ 12.3% |
$1.95M - $2.08M
|
106K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.5K+ 128.23% |
$1.93M - $2.07M
|
20.5K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 1.13% |
$1.92M - $2.05M
|
1.03M
$176M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6K+ 91.38% |
$1.78M - $1.9M
|
22.2K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$1.76M - $1.88M
|
10.5K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 60.99% |
$1.76M - $1.88M
|
27.7K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
10.2KNew |
$1.71M - $1.82M
|
10.2K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.89K+ 29.05% |
$1.66M - $1.77M
|
43.9K
$7.53M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
9.86K+ 7.95% |
$1.65M - $1.77M
|
134K
$22.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
9.7K+ 3.29% |
$1.63M - $1.74M
|
304K
$52.1M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.68K+ 23.65% |
$1.62M - $1.73M
|
50.6K
$8.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
9.63K+ 10.31% |
$1.61M - $1.72M
|
103K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.52KNew |
$1.6M - $1.71M
|
9.52K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9.49KNew |
$1.59M - $1.7M
|
9.49K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.17K+ 13.29% |
$1.54M - $1.64M
|
78.2K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.03K+ 3.74% |
$1.51M - $1.62M
|
251K
$42.9M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.97K+ 4.73% |
$1.5M - $1.61M
|
199K
$34M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.95K+ 76.11% |
$1.5M - $1.6M
|
20.7K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.94K+ 15.39% |
$1.5M - $1.6M
|
67.1K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.91K+ 2.1% |
$1.49M - $1.6M
|
432K
$74.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
8.89KNew |
$1.49M - $1.59M
|
8.89K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.87K+ 19.29% |
$1.49M - $1.59M
|
54.9K
$9.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.86K+ 1.97% |
$1.49M - $1.59M
|
458K
$78.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.82K+ 2.38% |
$1.48M - $1.58M
|
379K
$65M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.78K+ 20.68% |
$1.47M - $1.57M
|
51.2K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
8.72K+ 3.24% |
$1.46M - $1.56M
|
278K
$47.6M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
8.71K+ 86.56% |
$1.46M - $1.56M
|
18.8K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
8.7K+ 298.15% |
$1.46M - $1.56M
|
11.6K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8.7K+ 4.34% |
$1.46M - $1.56M
|
209K
$35.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
8.64K+ 3.06% |
$1.45M - $1.55M
|
291K
$49.8M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
8.62K+ 24.55% |
$1.45M - $1.54M
|
43.7K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
8.62K+ 8.2% |
$1.45M - $1.54M
|
114K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.61K+ 12.8% |
$1.44M - $1.54M
|
75.8K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
8.6K+ 42.68% |
$1.44M - $1.54M
|
28.8K
$4.93M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8.6K+ 11.26% |
$1.44M - $1.54M
|
85K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.59K+ 3.95% |
$1.44M - $1.54M
|
226K
$38.8M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.55K+ 25.41% |
$1.43M - $1.53M
|
42.2K
$7.23M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.49K+ 36.11% |
$1.42M - $1.52M
|
32K
$5.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.48K+ 28.56% |
$1.42M - $1.52M
|
38.1K
$6.54M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.46K+ 25.95% |
$1.42M - $1.52M
|
41K
$7.03M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.4KNew |
$1.41M - $1.51M
|
8.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.31K+ 2.92% |
$1.39M - $1.49M
|
293K
$50.2M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8.2K+ 2.85% |
$1.38M - $1.47M
|
296K
$50.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 9.08% |
$1.37M - $1.47M
|
98.5K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
8.09K+ 8.08% |
$1.36M - $1.45M
|
108K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.92K+ 5.46% |
$1.33M - $1.42M
|
153K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.89K+ 11.53% |
$1.32M - $1.41M
|
76.4K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
7.85KNew |
$1.32M - $1.41M
|
7.85K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.79K+ 12.5% |
$1.31M - $1.4M
|
70.1K
$12M
|