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 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.23% |
$503 - $538
|
1.31K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-3- 0.1% |
$503 - $538
|
3.12K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3- 0.01% |
$503 - $538
|
28.5K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.16% |
$503 - $538
|
1.89K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-4- 0.06% |
$671 - $717
|
6.29K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-4- 0.43% |
$671 - $717
|
926
$165K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.19% |
$671 - $717
|
2.11K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4- 0.13% |
$671 - $717
|
2.99K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5- 0.36% |
$839 - $896
|
1.38K
$246K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-5- 0.15% |
$839 - $896
|
3.3K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-5- 0.39% |
$839 - $896
|
1.29K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.17% |
$1.01K - $1.08K
|
3.47K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6- 0.1% |
$1.01K - $1.08K
|
5.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.12% |
$1.01K - $1.08K
|
5.07K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7- 0.02% |
$1.17K - $1.25K
|
45.5K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 0.3% |
$1.34K - $1.43K
|
2.65K
$473K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-9- 0.04% |
$1.51K - $1.61K
|
23.8K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-9- 0.04% |
$1.51K - $1.61K
|
24.9K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-9- 0.04% |
$1.51K - $1.61K
|
25.4K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-10- 0.68% |
$1.68K - $1.79K
|
1.46K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-11- 2.02% |
$1.85K - $1.97K
|
534
$95.1K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-11- 0.91% |
$1.85K - $1.97K
|
1.2K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-12- 0.1% |
$2.01K - $2.15K
|
11.5K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$2.18K - $2.33K
|
23.6K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-13- 0.94% |
$2.18K - $2.33K
|
1.36K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13- 0.06% |
$2.18K - $2.33K
|
22.6K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-14- 0.09% |
$2.35K - $2.51K
|
16K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-14- 1.18% |
$2.35K - $2.51K
|
1.17K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-14- 0.11% |
$2.35K - $2.51K
|
12.9K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-14- 0.85% |
$2.35K - $2.51K
|
1.64K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-15- 0.39% |
$2.52K - $2.69K
|
3.88K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-16- 0.23% |
$2.68K - $2.87K
|
6.91K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-17- 0.17% |
$2.85K - $3.05K
|
10.1K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-18- 0.82% |
$3.02K - $3.23K
|
2.19K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 0.7% |
$3.35K - $3.58K
|
2.85K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.16% |
$3.35K - $3.58K
|
12.2K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-21- 0.4% |
$3.52K - $3.76K
|
5.22K
$930K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 0.12% |
$3.52K - $3.76K
|
18.2K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21- 0.15% |
$3.52K - $3.76K
|
13.9K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-21- 1.16% |
$3.52K - $3.76K
|
1.79K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-22- 0.17% |
$3.69K - $3.94K
|
12.8K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22- 0.1% |
$3.69K - $3.94K
|
21.3K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-22- 0.1% |
$3.69K - $3.94K
|
21.3K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.59% |
$3.86K - $4.12K
|
3.9K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-23- 1.26% |
$3.86K - $4.12K
|
1.81K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-23- 0.69% |
$3.86K - $4.12K
|
3.32K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-23- 0.85% |
$3.86K - $4.12K
|
2.7K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.19% |
$3.86K - $4.12K
|
11.8K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-24- 1.15% |
$4.03K - $4.3K
|
2.06K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-24- 82.76% |
$4.03K - $4.3K
|
5
$891
|