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
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.08% |
$2.18K - $2.33K
|
16.6K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13+ 0.05% |
$2.18K - $2.33K
|
27.7K
$4.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12+ 0.27% |
$2.01K - $2.15K
|
4.41K
$785K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.57% |
$2.01K - $2.15K
|
2.14K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
11New |
$1.85K - $1.97K
|
11
$1.96K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.85K - $1.97K
|
4.18K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11+ 0.6% |
$1.85K - $1.97K
|
1.84K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11+ 0.42% |
$1.85K - $1.97K
|
2.61K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
11+ 0.93% |
$1.85K - $1.97K
|
1.2K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$1.85K - $1.97K
|
15.4K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
BUY
|
- |
10+ 0.32% |
$1.68K - $1.79K
|
3.14K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.24% |
$1.68K - $1.79K
|
4.21K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 0.57% |
$1.68K - $1.79K
|
1.77K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.03% |
$1.51K - $1.61K
|
28.9K
$5.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9+ 0.63% |
$1.51K - $1.61K
|
1.44K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
9+ 0.08% |
$1.51K - $1.61K
|
11.8K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9+ 0.21% |
$1.51K - $1.61K
|
4.33K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.16% |
$1.51K - $1.61K
|
5.6K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.2% |
$1.51K - $1.61K
|
4.43K
$788K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8+ 0.49% |
$1.34K - $1.43K
|
1.64K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.3% |
$1.34K - $1.43K
|
2.71K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.55% |
$1.34K - $1.43K
|
1.47K
$262K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.06% |
$1.34K - $1.43K
|
14.2K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7+ 0.08% |
$1.17K - $1.25K
|
8.38K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7+ 0.01% |
$1.17K - $1.25K
|
47K
$8.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.29% |
$1.17K - $1.25K
|
2.4K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.08% |
$1.17K - $1.25K
|
8.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7+ 0.68% |
$1.17K - $1.25K
|
1.04K
$185K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7+ 0.2% |
$1.17K - $1.25K
|
3.43K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7+ 4.76% |
$1.17K - $1.25K
|
154
$27.4K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.28% |
$1.17K - $1.25K
|
2.48K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.53% |
$1.17K - $1.25K
|
1.34K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.31% |
$1.17K - $1.25K
|
2.24K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
7+ 0.43% |
$1.17K - $1.25K
|
1.64K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.55% |
$1.17K - $1.25K
|
1.27K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
7+ 0.3% |
$1.17K - $1.25K
|
2.31K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
7+ 0.57% |
$1.17K - $1.25K
|
1.24K
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6+ 0.01% |
$1.01K - $1.08K
|
73.1K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 0.15% |
$1.01K - $1.08K
|
3.99K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.76% |
$1.01K - $1.08K
|
791
$141K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.09% |
$1.01K - $1.08K
|
6.53K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.46% |
$839 - $896
|
1.1K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.35% |
$839 - $896
|
1.43K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 0.2% |
$839 - $896
|
2.49K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$839 - $896
|
4.98K
$887K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5+ 0.08% |
$839 - $896
|
6.22K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5+ 0.11% |
$839 - $896
|
4.74K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5New |
$839 - $896
|
5
$891
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.58% |
$839 - $896
|
863
$154K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5+ 0.54% |
$839 - $896
|
926
$165K
|