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 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
124+ 4.6% |
$20.8K - $22.2K
|
2.82K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
122+ 5.31% |
$20.5K - $21.9K
|
2.42K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
121+ 2.41% |
$20.3K - $21.7K
|
5.15K
$917K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
120+ 0.13% |
$20.1K - $21.5K
|
91.4K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
120+ 0.9% |
$20.1K - $21.5K
|
13.4K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
120+ 3.28% |
$20.1K - $21.5K
|
3.78K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
118+ 1.24% |
$19.8K - $21.1K
|
9.6K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
117+ 6.46% |
$19.6K - $21K
|
1.93K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
115+ 3.45% |
$19.3K - $20.6K
|
3.44K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
115+ 5.56% |
$19.3K - $20.6K
|
2.18K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
115+ 14.71% |
$19.3K - $20.6K
|
897
$160K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
112+ 5.47% |
$18.8K - $20.1K
|
2.16K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
112New |
$18.8K - $20.1K
|
112
$20K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
110+ 3.98% |
$18.5K - $19.7K
|
2.87K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
110+ 7.14% |
$18.5K - $19.7K
|
1.65K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
109+ 8.54% |
$18.3K - $19.5K
|
1.39K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
107New |
$17.9K - $19.2K
|
107
$19.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
106New |
$17.8K - $19K
|
106
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
106+ 2.29% |
$17.8K - $19K
|
4.74K
$844K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
105+ 0.43% |
$17.6K - $18.8K
|
24.6K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
105+ 1.05% |
$17.6K - $18.8K
|
10.1K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
100+ 1.57% |
$16.8K - $17.9K
|
6.48K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
99+ 2.55% |
$16.6K - $17.7K
|
3.98K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
98+ 1.03% |
$16.4K - $17.6K
|
9.62K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
98New |
$16.4K - $17.6K
|
98
$17.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
97+ 0.58% |
$16.3K - $17.4K
|
16.9K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
95+ 0.08% |
$15.9K - $17K
|
122K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
95+ 0.55% |
$15.9K - $17K
|
17.5K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
94+ 0.53% |
$15.8K - $16.8K
|
18K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
94+ 0.44% |
$15.8K - $16.8K
|
21.7K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
93+ 3.06% |
$15.6K - $16.7K
|
3.13K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
92+ 1.54% |
$15.4K - $16.5K
|
6.07K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
92+ 6.97% |
$15.4K - $16.5K
|
1.41K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
91+ 1.49% |
$15.3K - $16.3K
|
6.21K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
90+ 2.82% |
$15.1K - $16.1K
|
3.29K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
88+ 2.93% |
$14.8K - $15.8K
|
3.09K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
88+ 6.14% |
$14.8K - $15.8K
|
1.52K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
88+ 38.26% |
$14.8K - $15.8K
|
318
$56.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
87+ 870.0% |
$14.6K - $15.6K
|
97
$17.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
85+ 1.91% |
$14.3K - $15.2K
|
4.54K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
85+ 0.47% |
$14.3K - $15.2K
|
18.3K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
84+ 0.49% |
$14.1K - $15.1K
|
17.3K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
83+ 0.15% |
$13.9K - $14.9K
|
54.8K
$9.77M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
82+ 2.43% |
$13.8K - $14.7K
|
3.46K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
81+ 2.35% |
$13.6K - $14.5K
|
3.52K
$627K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
80+ 0.38% |
$13.4K - $14.3K
|
21.1K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
80+ 0.36% |
$13.4K - $14.3K
|
22.4K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 4.26% |
$13.3K - $14.2K
|
1.93K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
78+ 21.49% |
$13.1K - $14K
|
441
$78.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
76+ 4.37% |
$12.7K - $13.6K
|
1.82K
$324K
|