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 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 0.16% |
$4.19K - $4.48K
|
15.6K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-26- 1.96% |
$4.36K - $4.66K
|
1.3K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-27- 2.1% |
$4.53K - $4.84K
|
1.26K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-27- 0.04% |
$4.53K - $4.84K
|
76.6K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-28- 2.22% |
$4.7K - $5.02K
|
1.24K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-28- 1.92% |
$4.7K - $5.02K
|
1.43K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-28- 0.59% |
$4.7K - $5.02K
|
4.71K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-29- 2.31% |
$4.86K - $5.2K
|
1.23K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-30- 3.61% |
$5.03K - $5.38K
|
802
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-30- 2.1% |
$5.03K - $5.38K
|
1.4K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-30- 0.45% |
$5.03K - $5.38K
|
6.57K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-31- 2.15% |
$5.2K - $5.56K
|
1.41K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-32- 0.64% |
$5.37K - $5.73K
|
4.98K
$888K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-32- 0.1% |
$5.37K - $5.73K
|
32.8K
$5.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 1.48% |
$5.54K - $5.91K
|
2.19K
$391K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-33- 0.15% |
$5.54K - $5.91K
|
22.1K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-34- 1.51% |
$5.7K - $6.09K
|
2.21K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-34- 10.21% |
$5.7K - $6.09K
|
299
$53.3K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-34- 2.03% |
$5.7K - $6.09K
|
1.64K
$293K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35- 1.04% |
$5.87K - $6.27K
|
3.33K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-35- 1.48% |
$5.87K - $6.27K
|
2.33K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-35- 2.18% |
$5.87K - $6.27K
|
1.57K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-38- 3.0% |
$6.37K - $6.81K
|
1.23K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-39- 0.59% |
$6.54K - $6.99K
|
6.55K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-39- 1.34% |
$6.54K - $6.99K
|
2.87K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 2.32% |
$6.54K - $6.99K
|
1.64K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-40- 0.12% |
$6.71K - $7.17K
|
32.2K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.44% |
$6.71K - $7.17K
|
9.05K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-41- 1.54% |
$6.88K - $7.35K
|
2.62K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-42- 1.54% |
$7.04K - $7.53K
|
2.69K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-43- 1.13% |
$7.21K - $7.71K
|
3.78K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-44- 0.58% |
$7.38K - $7.89K
|
7.58K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-45- 2.61% |
$7.55K - $8.06K
|
1.68K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-45- 0.88% |
$7.55K - $8.06K
|
5.05K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 1.42% |
$8.05K - $8.6K
|
3.32K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-49- 1.42% |
$8.22K - $8.78K
|
3.39K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-49- 3.11% |
$8.22K - $8.78K
|
1.53K
$272K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 3.49% |
$8.39K - $8.96K
|
1.38K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 18.18% |
$8.39K - $8.96K
|
225
$40.1K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-50- 5.26% |
$8.39K - $8.96K
|
901
$161K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.7% |
$8.39K - $8.96K
|
7.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.25% |
$8.39K - $8.96K
|
3.95K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-51- 1.46% |
$8.55K - $9.14K
|
3.45K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-51- 1.14% |
$8.55K - $9.14K
|
4.41K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-51- 0.54% |
$8.55K - $9.14K
|
9.43K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-52- 0.41% |
$8.72K - $9.32K
|
12.7K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-53- 0.19% |
$8.89K - $9.5K
|
27.8K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-53- 3.3% |
$8.89K - $9.5K
|
1.55K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-53- 0.87% |
$8.89K - $9.5K
|
6.04K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-54- 4.14% |
$9.06K - $9.68K
|
1.25K
$223K
|