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
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
194+ 0.51% |
$32.5K - $34.8K
|
38.2K
$6.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
192+ 9.18% |
$32.2K - $34.4K
|
2.28K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
191+ 0.31% |
$32K - $34.2K
|
62.6K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
190+ 5.59% |
$31.9K - $34K
|
3.59K
$640K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
188+ 4.64% |
$31.5K - $33.7K
|
4.24K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
185New |
$31K - $33.2K
|
185
$33K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
182+ 11.19% |
$30.5K - $32.6K
|
1.81K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
182+ 10.39% |
$30.5K - $32.6K
|
1.93K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
179+ 5.48% |
$30K - $32.1K
|
3.45K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
174+ 2.99% |
$29.2K - $31.2K
|
5.98K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
174+ 2.94% |
$29.2K - $31.2K
|
6.09K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
174+ 11.45% |
$29.2K - $31.2K
|
1.69K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
173+ 2.51% |
$29K - $31K
|
7.06K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
172+ 11.71% |
$28.8K - $30.8K
|
1.64K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
171+ 2.81% |
$28.7K - $30.6K
|
6.27K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168+ 4.71% |
$28.2K - $30.1K
|
3.74K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
165+ 0.1% |
$27.7K - $29.6K
|
164K
$29.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
164+ 10.55% |
$27.5K - $29.4K
|
1.72K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
162+ 0.55% |
$27.2K - $29K
|
29.5K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
161New |
$27K - $28.9K
|
161
$28.7K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
157+ 5.64% |
$26.3K - $28.1K
|
2.94K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
156+ 1.97% |
$26.2K - $28K
|
8.08K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
156+ 3.94% |
$26.2K - $28K
|
4.12K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
155+ 8.34% |
$26K - $27.8K
|
2.01K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
155+ 1.04% |
$26K - $27.8K
|
15K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
153+ 0.37% |
$25.7K - $27.4K
|
41.6K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
150+ 47.62% |
$25.2K - $26.9K
|
465
$82.8K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
150+ 4.89% |
$25.2K - $26.9K
|
3.22K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
148+ 1.69% |
$24.8K - $26.5K
|
8.9K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
148+ 3.28% |
$24.8K - $26.5K
|
4.66K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
147+ 3.13% |
$24.7K - $26.3K
|
4.84K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
147+ 10.56% |
$24.7K - $26.3K
|
1.54K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
146+ 1.97% |
$24.5K - $26.2K
|
7.56K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143+ 0.4% |
$24K - $25.6K
|
35.8K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
143+ 1.58% |
$24K - $25.6K
|
9.17K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
141+ 0.76% |
$23.6K - $25.3K
|
18.8K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
136+ 8.84% |
$22.8K - $24.4K
|
1.68K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
136+ 2.14% |
$22.8K - $24.4K
|
6.49K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
136+ 0.77% |
$22.8K - $24.4K
|
17.8K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
135+ 31.11% |
$22.6K - $24.2K
|
569
$101K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
135+ 1.16% |
$22.6K - $24.2K
|
11.8K
$2.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
134New |
$22.5K - $24K
|
134
$23.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
133+ 0.26% |
$22.3K - $23.8K
|
50.9K
$9.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
133+ 0.61% |
$22.3K - $23.8K
|
22K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
130+ 24.9% |
$21.8K - $23.3K
|
652
$116K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
130+ 1.96% |
$21.8K - $23.3K
|
6.76K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
128+ 2.33% |
$21.5K - $22.9K
|
5.62K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
127+ 4.14% |
$21.3K - $22.8K
|
3.19K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
126+ 0.6% |
$21.1K - $22.6K
|
21.2K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
126+ 0.49% |
$21.1K - $22.6K
|
25.9K
$4.62M
|