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 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
76+ 0.92% |
$12.7K - $13.6K
|
8.31K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
76+ 0.6% |
$12.7K - $13.6K
|
12.8K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75+ 0.78% |
$12.6K - $13.4K
|
9.73K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
73+ 5.98% |
$12.2K - $13.1K
|
1.29K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
72+ 1.25% |
$12.1K - $12.9K
|
5.82K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
70+ 0.26% |
$11.7K - $12.5K
|
26.6K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
69+ 0.69% |
$11.6K - $12.4K
|
10.1K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
66+ 2.19% |
$11.1K - $11.8K
|
3.08K
$549K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
65+ 1.71% |
$10.9K - $11.6K
|
3.88K
$691K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
62+ 3.11% |
$10.4K - $11.1K
|
2.06K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
61New |
$10.2K - $10.9K
|
61
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
60+ 0.69% |
$10.1K - $10.8K
|
8.77K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
60+ 3.33% |
$10.1K - $10.8K
|
1.86K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
60+ 1.58% |
$10.1K - $10.8K
|
3.87K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
60+ 3.75% |
$10.1K - $10.8K
|
1.66K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
59+ 2.82% |
$9.9K - $10.6K
|
2.15K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
59+ 1.18% |
$9.9K - $10.6K
|
5.07K
$903K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
58+ 3.39% |
$9.73K - $10.4K
|
1.77K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
57+ 4.5% |
$9.56K - $10.2K
|
1.32K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
57+ 0.69% |
$9.56K - $10.2K
|
8.3K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
54+ 2.81% |
$9.06K - $9.68K
|
1.98K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
54+ 3.37% |
$9.06K - $9.68K
|
1.66K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
54+ 0.46% |
$9.06K - $9.68K
|
11.9K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
52+ 2.18% |
$8.72K - $9.32K
|
2.44K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
52+ 2.12% |
$8.72K - $9.32K
|
2.51K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
51+ 0.07% |
$8.55K - $9.14K
|
75.1K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 4.33% |
$8.39K - $8.96K
|
1.21K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 0.15% |
$8.39K - $8.96K
|
32.7K
$5.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
50+ 0.84% |
$8.39K - $8.96K
|
5.99K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
49+ 3.95% |
$8.22K - $8.78K
|
1.29K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
48+ 1.6% |
$8.05K - $8.6K
|
3.05K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
48New |
$8.05K - $8.6K
|
48
$8.55K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
46+ 0.89% |
$7.72K - $8.24K
|
5.24K
$933K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
45+ 0.73% |
$7.55K - $8.06K
|
6.24K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
45+ 2.24% |
$7.55K - $8.06K
|
2.05K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
45+ 0.55% |
$7.55K - $8.06K
|
8.3K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
45+ 21.84% |
$7.55K - $8.06K
|
251
$44.7K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
45+ 409.09% |
$7.55K - $8.06K
|
56
$9.98K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 0.39% |
$7.38K - $7.89K
|
11.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
43+ 0.54% |
$7.21K - $7.71K
|
8.08K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
43+ 2.4% |
$7.21K - $7.71K
|
1.83K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42+ 4.03% |
$7.04K - $7.53K
|
1.09K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
41+ 0.69% |
$6.88K - $7.35K
|
6.02K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
41+ 0.57% |
$6.88K - $7.35K
|
7.18K
$1.28M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
41New |
$6.88K - $7.35K
|
41
$7.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
40+ 1.32% |
$6.71K - $7.17K
|
3.07K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
40+ 2.3% |
$6.71K - $7.17K
|
1.78K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.58% |
$6.54K - $6.99K
|
6.71K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
38+ 0.5% |
$6.37K - $6.81K
|
7.62K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
37+ 1.91% |
$6.21K - $6.63K
|
1.97K
$351K
|