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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-97- 1.8% |
$16.3K - $17.4K
|
5.29K
$942K
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-97- 1.34% |
$16.3K - $17.4K
|
7.16K
$1.27M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-99- 0.35% |
$16.6K - $17.7K
|
28K
$4.99M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-99- 0.5% |
$16.6K - $17.7K
|
19.6K
$3.49M
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 49.02% |
$16.8K - $17.9K
|
104
$18.5K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-100- 4.25% |
$16.8K - $17.9K
|
2.26K
$402K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.39% |
$16.8K - $17.9K
|
4.08K
$727K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 1.74% |
$16.8K - $17.9K
|
5.64K
$1M
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-101- 4.09% |
$16.9K - $18.1K
|
2.37K
$422K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-102- 1.35% |
$17.1K - $18.3K
|
7.43K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-103- 0.31% |
$17.3K - $18.5K
|
33K
$5.88M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-103- 6.76% |
$17.3K - $18.5K
|
1.42K
$253K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-105- 8.37% |
$17.6K - $18.8K
|
1.15K
$205K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-105- 1.81% |
$17.6K - $18.8K
|
5.7K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-105- 1.18% |
$17.6K - $18.8K
|
8.83K
$1.57M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-106- 4.02% |
$17.8K - $19K
|
2.53K
$451K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-107- 7.11% |
$17.9K - $19.2K
|
1.4K
$249K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-109- 0.67% |
$18.3K - $19.5K
|
16.2K
$2.89M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-110- 1.46% |
$18.5K - $19.7K
|
7.43K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-111- 0.1% |
$18.6K - $19.9K
|
110K
$19.6M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-111- 4.0% |
$18.6K - $19.9K
|
2.67K
$475K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-113- 2.81% |
$19K - $20.3K
|
3.91K
$696K
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-113- 1.07% |
$19K - $20.3K
|
10.4K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-113- 8.55% |
$19K - $20.3K
|
1.21K
$215K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115- 9.92% |
$19.3K - $20.6K
|
1.04K
$186K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-116- 0.36% |
$19.5K - $20.8K
|
32K
$5.71M
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-117- 2.05% |
$19.6K - $21K
|
5.58K
$994K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-118- 0.96% |
$19.8K - $21.1K
|
12.2K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-119- 0.7% |
$20K - $21.3K
|
16.8K
$2.99M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-120- 8.37% |
$20.1K - $21.5K
|
1.31K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 1.13% |
$20.1K - $21.5K
|
10.5K
$1.87M
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-122- 2.6% |
$20.5K - $21.9K
|
4.57K
$815K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-123- 9.56% |
$20.6K - $22K
|
1.16K
$207K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-123- 6.46% |
$20.6K - $22K
|
1.78K
$317K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-124- 7.43% |
$20.8K - $22.2K
|
1.54K
$275K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-126- 0.88% |
$21.1K - $22.6K
|
14.2K
$2.53M
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-126- 3.43% |
$21.1K - $22.6K
|
3.55K
$632K
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-126- 0.62% |
$21.1K - $22.6K
|
20.3K
$3.61M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-126- 0.23% |
$21.1K - $22.6K
|
55.7K
$9.93M
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-127- 3.92% |
$21.3K - $22.8K
|
3.11K
$554K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-130- 3.59% |
$21.8K - $23.3K
|
3.49K
$622K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-134- 8.0% |
$22.5K - $24K
|
1.54K
$274K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-135- 10.1% |
$22.6K - $24.2K
|
1.2K
$214K
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-137- 7.92% |
$23K - $24.6K
|
1.59K
$284K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-138- 2.9% |
$23.1K - $24.7K
|
4.62K
$823K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-139- 1.26% |
$23.3K - $24.9K
|
10.9K
$1.94M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-141- 1.27% |
$23.6K - $25.3K
|
10.9K
$1.95M
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-142- 10.57% |
$23.8K - $25.4K
|
1.2K
$214K
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-143- 0.47% |
$24K - $25.6K
|
30.2K
$5.39M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.55% |
$24.3K - $26K
|
26K
$4.64M
|