Purchases and Sales Made in Q2 2025 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.16MNew |
$333M - $383M
|
2.16M
$387M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
686K+ 361.46% |
$105M - $121M
|
876K
$157M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
212K+ 576.5% |
$32.6M - $37.5M
|
249K
$44.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
210K+ 362.03% |
$32.2M - $37.1M
|
268K
$47.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
185K+ 6.07% |
$28.4M - $32.7M
|
3.24M
$578M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
176K+ 14.27% |
$27M - $31.1M
|
1.41M
$252M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
169KNew |
$25.9M - $29.8M
|
169K
$30.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
138K+ 519.89% |
$21.3M - $24.5M
|
165K
$29.5M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
124K+ 2.4% |
$19.1M - $22M
|
5.31M
$949M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
104KNew |
$16M - $18.5M
|
104K
$18.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
104K+ 43.53% |
$16M - $18.4M
|
342K
$61.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
96.8K+ 457.4% |
$14.9M - $17.1M
|
118K
$21.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92.4K+ 27.5% |
$14.2M - $16.3M
|
428K
$76.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
85.1K+ 46.55% |
$13.1M - $15M
|
268K
$47.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
80.6K+ 9.5% |
$12.4M - $14.2M
|
929K
$166M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73.5K+ 47724.68% |
$11.3M - $13M
|
73.7K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
65.8K+ 4.99% |
$10.1M - $11.6M
|
1.38M
$248M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.5K+ 19.48% |
$8.98M - $10.3M
|
359K
$64.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58.3K+ 100.2% |
$8.96M - $10.3M
|
116K
$20.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58.1K+ 7.59% |
$8.93M - $10.3M
|
824K
$147M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
58.1KNew |
$8.92M - $10.3M
|
58.1K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57.3K+ 19.56% |
$8.8M - $10.1M
|
350K
$62.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
46.2KNew |
$7.11M - $8.17M
|
46.2K
$8.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
43.5KNew |
$6.69M - $7.7M
|
43.5K
$7.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
38.8K+ 103.47% |
$5.96M - $6.85M
|
76.3K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
38.3K+ 184.72% |
$5.88M - $6.76M
|
59K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
36K+ 41.6% |
$5.53M - $6.37M
|
123K
$21.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36KNew |
$5.53M - $6.37M
|
36K
$6.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.5K+ 13.84% |
$5.29M - $6.09M
|
283K
$50.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
30.9KNew |
$4.75M - $5.47M
|
30.9K
$5.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
29.2K+ 34.45% |
$4.49M - $5.16M
|
114K
$20.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
28.5K+ 74.74% |
$4.38M - $5.04M
|
66.7K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
28.2K+ 5.92% |
$4.33M - $4.98M
|
504K
$90M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28K+ 8.35% |
$4.31M - $4.95M
|
364K
$65M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
27.4K+ 8.19% |
$4.22M - $4.85M
|
362K
$64.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
27.1K+ 372.5% |
$4.16M - $4.79M
|
34.4K
$6.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
25.8K+ 45.64% |
$3.96M - $4.55M
|
82.2K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25.4K+ 559.28% |
$3.9M - $4.49M
|
30K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25K+ 2.06% |
$3.85M - $4.42M
|
1.24M
$221M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
25K+ 48.44% |
$3.85M - $4.42M
|
76.7K
$13.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24.8K+ 597.13% |
$3.81M - $4.38M
|
28.9K
$5.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.3K+ 3.33% |
$3.73M - $4.29M
|
754K
$135M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
23.7K+ 28.09% |
$3.64M - $4.19M
|
108K
$19.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23.6K+ 129.48% |
$3.63M - $4.17M
|
41.8K
$7.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
23.4K+ 3.11% |
$3.59M - $4.13M
|
774K
$138M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
23.3KNew |
$3.59M - $4.12M
|
23.3K
$4.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
21.9K+ 4.25% |
$3.36M - $3.87M
|
537K
$96M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 24.41% |
$3.3M - $3.8M
|
110K
$19.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.9K+ 3.97% |
$3.21M - $3.69M
|
547K
$97.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
20.3KNew |
$3.12M - $3.59M
|
20.3K
$3.63M
|