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 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3.62KNew |
$607K - $649K
|
3.62K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.61K+ 2.99% |
$605K - $646K
|
124K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.59K+ 3.04% |
$601K - $643K
|
122K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.55K+ 2.17% |
$596K - $637K
|
167K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.49K+ 2.02% |
$586K - $626K
|
177K
$30.3M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46K+ 9.11% |
$581K - $621K
|
41.5K
$7.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.45KNew |
$578K - $618K
|
3.45K
$591K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.38K+ 30.01% |
$568K - $606K
|
14.7K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.34K+ 239.14% |
$560K - $598K
|
4.73K
$811K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.33KNew |
$558K - $597K
|
3.33K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.3K+ 103.48% |
$553K - $591K
|
6.49K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.28K+ 3.72% |
$550K - $588K
|
91.5K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.27K+ 77.31% |
$548K - $585K
|
7.49K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.26K+ 253.46% |
$547K - $585K
|
4.55K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.26K+ 2.94% |
$547K - $584K
|
114K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.23K+ 14.68% |
$541K - $578K
|
25.2K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.21KNew |
$538K - $575K
|
3.21K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 7.52% |
$536K - $573K
|
45.7K
$7.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 74.26% |
$536K - $572K
|
7.49K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.19K+ 1.04% |
$535K - $571K
|
310K
$53.1M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.18K+ 10.26% |
$533K - $569K
|
34.1K
$5.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.1K+ 3.79% |
$520K - $556K
|
84.9K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.05K+ 16.71% |
$511K - $546K
|
21.3K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.01KNew |
$505K - $540K
|
3.01K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.99K+ 3.78% |
$501K - $535K
|
82.1K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.97K+ 26.41% |
$498K - $532K
|
14.2K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.93K+ 6.53% |
$492K - $525K
|
47.9K
$8.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.9K+ 12.4% |
$486K - $519K
|
26.3K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.9K+ 2.66% |
$486K - $519K
|
112K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.88K+ 3.18% |
$483K - $516K
|
93.4K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 26.01% |
$483K - $516K
|
13.9K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.87K+ 1.54% |
$481K - $514K
|
189K
$32.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.82K+ 26.9% |
$474K - $506K
|
13.3K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.81KNew |
$470K - $503K
|
2.81K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.8K+ 0.49% |
$470K - $502K
|
576K
$98.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.79K+ 7.24% |
$467K - $499K
|
41.3K
$7.08M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.76K+ 19.54% |
$462K - $494K
|
16.9K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.74K+ 33.4% |
$460K - $491K
|
11K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.7KNew |
$454K - $485K
|
2.7K
$463K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 3.43% |
$451K - $482K
|
81.2K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.66KNew |
$445K - $476K
|
2.66K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.65K+ 26.25% |
$445K - $475K
|
12.8K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.62K+ 401.38% |
$440K - $470K
|
3.27K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.62K+ 18.94% |
$439K - $470K
|
16.5K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.62K+ 2.68% |
$439K - $470K
|
100K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.6KNew |
$436K - $466K
|
2.6K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 18.68% |
$433K - $463K
|
16.4K
$2.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.58K+ 4.71% |
$432K - $462K
|
57.3K
$9.82M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.56K+ 41.97% |
$430K - $459K
|
8.67K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2.53KNew |
$425K - $454K
|
2.53K
$434K
|