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 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
282+ 6.77% |
$47.3K - $50.5K
|
4.45K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
281+ 1.89% |
$47.1K - $50.4K
|
15.2K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
280+ 13.21% |
$47K - $50.2K
|
2.4K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
278+ 2.1% |
$46.6K - $49.8K
|
13.5K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
275+ 3.93% |
$46.1K - $49.3K
|
7.27K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
270+ 8.05% |
$45.3K - $48.4K
|
3.63K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
266+ 3.3% |
$44.6K - $47.7K
|
8.32K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
264+ 6.47% |
$44.3K - $47.3K
|
4.34K
$774K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
263+ 8.48% |
$44.1K - $47.1K
|
3.37K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
261+ 2.32% |
$43.8K - $46.8K
|
11.5K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
261+ 2.71% |
$43.8K - $46.8K
|
9.9K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
259+ 1.39% |
$43.4K - $46.4K
|
18.9K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
253+ 2.7% |
$42.4K - $45.3K
|
9.61K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
253+ 15.55% |
$42.4K - $45.3K
|
1.88K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
252+ 4.2% |
$42.3K - $45.2K
|
6.26K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
251+ 0.04% |
$42.1K - $45K
|
579K
$103M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
249+ 7.7% |
$41.8K - $44.6K
|
3.48K
$620K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
248+ 5.71% |
$41.6K - $44.4K
|
4.59K
$818K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244New |
$40.9K - $43.7K
|
244
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
243+ 18.9% |
$40.8K - $43.5K
|
1.53K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
242+ 9.3% |
$40.6K - $43.4K
|
2.84K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
242+ 2.22% |
$40.6K - $43.4K
|
11.2K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
240+ 0.26% |
$40.3K - $43K
|
91.1K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
239+ 12.61% |
$40.1K - $42.8K
|
2.13K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
237+ 18.46% |
$39.8K - $42.5K
|
1.52K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
233+ 1.55% |
$39.1K - $41.8K
|
15.3K
$2.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
231+ 0.72% |
$38.7K - $41.4K
|
32.3K
$5.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
230New |
$38.6K - $41.2K
|
230
$41K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
228+ 0.65% |
$38.2K - $40.9K
|
35.4K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
227+ 0.72% |
$38.1K - $40.7K
|
31.7K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
227+ 9.98% |
$38.1K - $40.7K
|
2.5K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
225+ 4.6% |
$37.7K - $40.3K
|
5.12K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
223+ 1115.0% |
$37.4K - $40K
|
243
$43.3K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
221+ 14.29% |
$37.1K - $39.6K
|
1.77K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
220+ 1.04% |
$36.9K - $39.4K
|
21.5K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
219+ 1.18% |
$36.7K - $39.2K
|
18.7K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
217+ 12.61% |
$36.4K - $38.9K
|
1.94K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
216+ 9.89% |
$36.2K - $38.7K
|
2.4K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
208+ 9.49% |
$34.9K - $37.3K
|
2.4K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
205+ 4.94% |
$34.4K - $36.7K
|
4.36K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
205+ 4.11% |
$34.4K - $36.7K
|
5.19K
$925K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
204+ 7.66% |
$34.2K - $36.6K
|
2.87K
$511K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
203+ 2.68% |
$34K - $36.4K
|
7.77K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
203+ 15.03% |
$34K - $36.4K
|
1.55K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
200+ 12.39% |
$33.5K - $35.8K
|
1.81K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 9.65% |
$33.5K - $35.8K
|
2.27K
$405K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
200+ 10.43% |
$33.5K - $35.8K
|
2.12K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
196+ 0.75% |
$32.9K - $35.1K
|
26.3K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
196+ 10.09% |
$32.9K - $35.1K
|
2.14K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
195+ 4.87% |
$32.7K - $34.9K
|
4.2K
$748K
|