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 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
527+ 3.19% |
$88.4K - $94.4K
|
17.1K
$3.04M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
527+ 0.47% |
$88.4K - $94.4K
|
112K
$20M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
518+ 14.29% |
$86.9K - $92.8K
|
4.14K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
514New |
$86.2K - $92.1K
|
514
$91.6K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
509+ 21.51% |
$85.4K - $91.2K
|
2.88K
$512K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
503+ 2.37% |
$84.4K - $90.1K
|
21.7K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500+ 10.6% |
$83.9K - $89.6K
|
5.22K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
500+ 32.83% |
$83.9K - $89.6K
|
2.02K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
496+ 31.0% |
$83.2K - $88.9K
|
2.1K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
494+ 9.51% |
$82.9K - $88.5K
|
5.69K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
491+ 12.59% |
$82.4K - $88K
|
4.39K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
490+ 7.68% |
$82.2K - $87.8K
|
6.87K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
490+ 12.67% |
$82.2K - $87.8K
|
4.36K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
486+ 2.98% |
$81.5K - $87.1K
|
16.8K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
479+ 32.3% |
$80.3K - $85.8K
|
1.96K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
474+ 6.42% |
$79.5K - $84.9K
|
7.86K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
473+ 1.2% |
$79.3K - $84.8K
|
40K
$7.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
470+ 11.21% |
$78.8K - $84.2K
|
4.66K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
462+ 4.39% |
$77.5K - $82.8K
|
11K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
460+ 10.5% |
$77.2K - $82.4K
|
4.84K
$862K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
455+ 91.0% |
$76.3K - $81.5K
|
955
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
455+ 27.73% |
$76.3K - $81.5K
|
2.1K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
454+ 1.68% |
$76.1K - $81.4K
|
27.5K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
452New |
$75.8K - $81K
|
452
$80.5K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
449+ 2.37% |
$75.3K - $80.5K
|
19.4K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
447+ 7.98% |
$75K - $80.1K
|
6.05K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
446+ 2.72% |
$74.8K - $79.9K
|
16.8K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
439+ 4.1% |
$73.6K - $78.7K
|
11.1K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
433+ 2.42% |
$72.6K - $77.6K
|
18.3K
$3.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
429+ 4.57% |
$72K - $76.9K
|
9.81K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
429+ 1.37% |
$72K - $76.9K
|
31.7K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
426New |
$71.5K - $76.3K
|
426
$75.9K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
422+ 8.28% |
$70.8K - $75.6K
|
5.52K
$983K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
418+ 3.32% |
$70.1K - $74.9K
|
13K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
416+ 0.95% |
$69.8K - $74.6K
|
44K
$7.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
409+ 19.6% |
$68.6K - $73.3K
|
2.5K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
406+ 159.84% |
$68.1K - $72.8K
|
660
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
404+ 35.28% |
$67.8K - $72.4K
|
1.55K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
402+ 1.92% |
$67.4K - $72K
|
21.3K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
400+ 11.94% |
$67.1K - $71.7K
|
3.75K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
400+ 2.55% |
$67.1K - $71.7K
|
16.1K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
398New |
$66.8K - $71.3K
|
398
$70.9K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
392+ 19.98% |
$65.8K - $70.3K
|
2.35K
$419K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
387+ 2.59% |
$64.9K - $69.4K
|
15.3K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
381+ 8.71% |
$63.9K - $68.3K
|
4.76K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
379+ 3.51% |
$63.6K - $67.9K
|
11.2K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
379+ 10.37% |
$63.6K - $67.9K
|
4.03K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
375+ 9.46% |
$62.9K - $67.2K
|
4.34K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
374+ 2.84% |
$62.7K - $67K
|
13.6K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
373+ 21.99% |
$62.6K - $66.8K
|
2.07K
$369K
|