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
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
35+ 1.11% |
$5.87K - $6.27K
|
3.18K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
35+ 1.4% |
$5.87K - $6.27K
|
2.54K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
34+ 0.58% |
$5.7K - $6.09K
|
5.9K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
33+ 0.59% |
$5.54K - $5.91K
|
5.61K
$999K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.15% |
$5.54K - $5.91K
|
22.3K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
33+ 1.92% |
$5.54K - $5.91K
|
1.75K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
32+ 0.62% |
$5.37K - $5.73K
|
5.18K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
31+ 1.37% |
$5.2K - $5.56K
|
2.29K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
31+ 2.38% |
$5.2K - $5.56K
|
1.33K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$5.03K - $5.38K
|
1.76K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 176.47% |
$5.03K - $5.38K
|
47
$8.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.81% |
$4.86K - $5.2K
|
3.59K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
29+ 1.01% |
$4.86K - $5.2K
|
2.91K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 10.41% |
$4.7K - $5.02K
|
297
$52.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.55% |
$4.36K - $4.66K
|
4.72K
$842K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
25+ 0.45% |
$4.19K - $4.48K
|
5.64K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.12% |
$4.19K - $4.48K
|
20.3K
$3.61M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
24+ 3.78% |
$4.03K - $4.3K
|
659
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24+ 0.53% |
$4.03K - $4.3K
|
4.52K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
23+ 1.38% |
$3.86K - $4.12K
|
1.69K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
22+ 0.98% |
$3.69K - $3.94K
|
2.27K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.35% |
$3.69K - $3.94K
|
6.31K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 9.48% |
$3.69K - $3.94K
|
254
$45.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
22+ 48.89% |
$3.69K - $3.94K
|
67
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
22+ 1.01% |
$3.69K - $3.94K
|
2.21K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22+ 0.57% |
$3.69K - $3.94K
|
3.87K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
22+ 5.08% |
$3.69K - $3.94K
|
455
$81.1K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
22+ 40.74% |
$3.69K - $3.94K
|
76
$13.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21+ 1.15% |
$3.52K - $3.76K
|
1.84K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 1.79% |
$3.52K - $3.76K
|
1.2K
$213K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
21New |
$3.52K - $3.76K
|
21
$3.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 3.38% |
$3.35K - $3.58K
|
612
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 1.17% |
$3.35K - $3.58K
|
1.73K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$3.35K - $3.58K
|
20
$3.56K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.08% |
$3.35K - $3.58K
|
23.7K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$3.19K - $3.4K
|
48.2K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
19+ 0.6% |
$3.19K - $3.4K
|
3.19K
$569K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18+ 0.23% |
$3.02K - $3.23K
|
8.01K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.59% |
$3.02K - $3.23K
|
3.08K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
17+ 0.57% |
$2.85K - $3.05K
|
3.01K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.26% |
$2.85K - $3.05K
|
6.67K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
16+ 0.46% |
$2.68K - $2.87K
|
3.5K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16+ 25.0% |
$2.68K - $2.87K
|
80
$14.3K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.6% |
$2.68K - $2.87K
|
2.66K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 3.99% |
$2.35K - $2.51K
|
365
$65K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
14+ 0.49% |
$2.35K - $2.51K
|
2.85K
$507K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.32% |
$2.35K - $2.51K
|
4.44K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
14+ 0.18% |
$2.35K - $2.51K
|
7.83K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13+ 0.18% |
$2.18K - $2.33K
|
7.15K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
13+ 0.32% |
$2.18K - $2.33K
|
4.12K
$733K
|