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 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$756K - $807K
|
4.51K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.49K+ 3.99% |
$754K - $805K
|
117K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4.48K+ 8.71% |
$752K - $804K
|
56K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.45K+ 0.51% |
$746K - $797K
|
873K
$150M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.44K+ 12.16% |
$744K - $795K
|
40.9K
$7.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.43K+ 2.73% |
$743K - $794K
|
167K
$28.5M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
4.41KNew |
$740K - $791K
|
4.41K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.41KNew |
$740K - $790K
|
4.41K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.39K+ 4.72% |
$737K - $787K
|
97.4K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.39K+ 4.68% |
$737K - $787K
|
98.2K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 27.49% |
$726K - $775K
|
20.1K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.31K+ 100.28% |
$723K - $772K
|
8.61K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 6.1% |
$722K - $772K
|
74.8K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.3K+ 4.71% |
$721K - $770K
|
95.4K
$16.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
4.3K+ 3.67% |
$721K - $770K
|
121K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.24KNew |
$711K - $759K
|
4.24K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.23K+ 107.09% |
$710K - $758K
|
8.18K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.19K+ 2.48% |
$702K - $750K
|
173K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.16K+ 1.0% |
$698K - $746K
|
418K
$71.7M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.14K+ 137.56% |
$694K - $741K
|
7.14K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.13K+ 13.5% |
$693K - $741K
|
34.7K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.11K+ 31.58% |
$689K - $736K
|
17.1K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.1K+ 58.31% |
$688K - $735K
|
11.1K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$685K - $732K
|
4.08K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.07K+ 256.42% |
$683K - $730K
|
5.66K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4.05K+ 63.38% |
$680K - $727K
|
10.5K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.04K+ 7.67% |
$677K - $724K
|
56.7K
$9.72M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.03K+ 27.35% |
$676K - $722K
|
18.8K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.01K+ 73.06% |
$672K - $718K
|
9.49K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.95K+ 6.71% |
$663K - $708K
|
62.9K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.94KNew |
$661K - $707K
|
3.94K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.91K+ 5.71% |
$655K - $700K
|
72.3K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.88K+ 2.65% |
$651K - $695K
|
150K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.87K+ 39.22% |
$650K - $694K
|
13.7K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3.81KNew |
$640K - $683K
|
3.81K
$654K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.8K+ 69.08% |
$638K - $682K
|
9.31K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.8K+ 2.33% |
$637K - $680K
|
167K
$28.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.78K+ 23.02% |
$634K - $678K
|
20.2K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.78K+ 13.44% |
$634K - $678K
|
31.9K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.76K+ 10.32% |
$631K - $674K
|
40.2K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.75KNew |
$629K - $672K
|
3.75K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.72K+ 22.27% |
$624K - $667K
|
20.4K
$3.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.71K+ 6.83% |
$622K - $664K
|
58K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.7K+ 5.6% |
$621K - $663K
|
69.8K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 7.4% |
$616K - $659K
|
53.3K
$9.14M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
3.66KNew |
$614K - $656K
|
3.66K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.65K+ 20.81% |
$612K - $653K
|
21.2K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.64K+ 4.78% |
$611K - $652K
|
79.9K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.63K+ 7.65% |
$608K - $650K
|
51K
$8.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.62KNew |
$607K - $649K
|
3.62K
$620K
|