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 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.84K+ 1.96% |
$980K - $1.05M
|
304K
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.82K+ 116380.0% |
$976K - $1.04M
|
5.82K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.8K+ 15.26% |
$973K - $1.04M
|
43.8K
$7.51M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.8K+ 8.36% |
$972K - $1.04M
|
75.1K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.77K+ 4.27% |
$968K - $1.03M
|
141K
$24.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.74K+ 56.95% |
$962K - $1.03M
|
15.8K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.72K+ 2.89% |
$960K - $1.03M
|
204K
$34.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.71K+ 11.75% |
$958K - $1.02M
|
54.4K
$9.32M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.67K+ 3.18% |
$950K - $1.02M
|
184K
$31.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.65K+ 8.64% |
$948K - $1.01M
|
71.1K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.62KNew |
$943K - $1.01M
|
5.62K
$963K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.61K+ 41.32% |
$940K - $1M
|
19.2K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.6K+ 4.94% |
$939K - $1M
|
119K
$20.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.51K+ 3.89% |
$924K - $987K
|
147K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
5.45K+ 38.24% |
$915K - $977K
|
19.7K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.43K+ 20.55% |
$911K - $973K
|
31.9K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.39K+ 4.43% |
$905K - $966K
|
127K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.33KNew |
$894K - $955K
|
5.33K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.32K+ 7.05% |
$891K - $953K
|
80.7K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
5.31K+ 11.55% |
$891K - $952K
|
51.3K
$8.79M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.3K+ 7.8% |
$889K - $949K
|
73.2K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.29K+ 12.23% |
$887K - $947K
|
48.5K
$8.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
5.27K+ 2.78% |
$883K - $944K
|
195K
$33.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.25K+ 7.39% |
$881K - $941K
|
76.3K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
5.24K+ 14.61% |
$879K - $939K
|
41.1K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.19K+ 31.61% |
$871K - $930K
|
21.6K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
5.16K+ 10.97% |
$865K - $924K
|
52.1K
$8.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.15K+ 67.3% |
$864K - $923K
|
12.8K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
5.11K+ 2.02% |
$858K - $916K
|
258K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.1K+ 3.33% |
$856K - $915K
|
158K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.07K+ 15.05% |
$850K - $908K
|
38.7K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.04K+ 8.51% |
$845K - $903K
|
64.3K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.02K+ 2.52% |
$842K - $899K
|
204K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5KNew |
$839K - $896K
|
5K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.99K+ 0.76% |
$837K - $894K
|
658K
$113M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.95K+ 14.97% |
$831K - $888K
|
38K
$6.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.94K+ 3.76% |
$828K - $885K
|
136K
$23.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.9K+ 3.69% |
$821K - $877K
|
138K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.87K+ 149.39% |
$816K - $872K
|
8.13K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.84K+ 59.99% |
$812K - $868K
|
12.9K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82K+ 6.28% |
$809K - $865K
|
81.7K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.73K+ 2.68% |
$794K - $848K
|
181K
$31M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.7K+ 7.77% |
$788K - $842K
|
65.2K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.7KNew |
$788K - $842K
|
4.7K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.69K+ 0.88% |
$787K - $840K
|
540K
$92.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
4.65K+ 2.09% |
$779K - $833K
|
227K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.63K+ 26.73% |
$776K - $830K
|
21.9K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.62K+ 6.55% |
$775K - $828K
|
75.1K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.61K+ 6.85% |
$773K - $825K
|
71.8K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.54K+ 1.79% |
$761K - $813K
|
258K
$44.1M
|