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 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-226- 3.88% |
$37.9K - $40.5K
|
5.61K
$999K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-230- 0.88% |
$38.6K - $41.2K
|
26K
$4.64M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-230- 4.65% |
$38.6K - $41.2K
|
4.72K
$841K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-233- 6.68% |
$39.1K - $41.8K
|
3.26K
$580K
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-239- 7.35% |
$40.1K - $42.8K
|
3.01K
$536K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-240- 1.45% |
$40.3K - $43K
|
16.3K
$2.9M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-243- 16.52% |
$40.8K - $43.5K
|
1.23K
$219K
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-244- 15.43% |
$40.9K - $43.7K
|
1.34K
$238K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-245- 5.12% |
$41.1K - $43.9K
|
4.54K
$809K
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-245- 7.22% |
$41.1K - $43.9K
|
3.15K
$561K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-246- 15.19% |
$41.3K - $44.1K
|
1.37K
$245K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-248- 12.36% |
$41.6K - $44.4K
|
1.76K
$313K
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-249- 4.16% |
$41.8K - $44.6K
|
5.74K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-251- 10.68% |
$42.1K - $45K
|
2.1K
$374K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-251- 5.16% |
$42.1K - $45K
|
4.62K
$822K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-254- 18.05% |
$42.6K - $45.5K
|
1.15K
$205K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-255- 1.79% |
$42.8K - $45.7K
|
14K
$2.49M
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-256- 0.23% |
$42.9K - $45.9K
|
110K
$19.6M
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-257- 9.22% |
$43.1K - $46.1K
|
2.53K
$451K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-257- 16.15% |
$43.1K - $46.1K
|
1.33K
$238K
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-258- 2.21% |
$43.3K - $46.2K
|
11.4K
$2.03M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-264- 3.48% |
$44.3K - $47.3K
|
7.32K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-266- 6.36% |
$44.6K - $47.7K
|
3.92K
$698K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-266- 4.9% |
$44.6K - $47.7K
|
5.16K
$919K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-268- 1.19% |
$45K - $48K
|
22.2K
$3.96M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-270- 0.54% |
$45.3K - $48.4K
|
49.9K
$8.88M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-272- 1.87% |
$45.6K - $48.7K
|
14.2K
$2.54M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-273- 6.27% |
$45.8K - $48.9K
|
4.08K
$727K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-276- 1.36% |
$46.3K - $49.5K
|
20K
$3.56M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-278- 16.37% |
$46.6K - $49.8K
|
1.42K
$253K
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-279- 2.03% |
$46.8K - $50K
|
13.5K
$2.4M
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-280- 8.51% |
$47K - $50.2K
|
3.01K
$537K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-281- 1.97% |
$47.1K - $50.4K
|
14K
$2.49M
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 17.96% |
$47.3K - $50.5K
|
1.29K
$229K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-284- 2.62% |
$47.6K - $50.9K
|
10.6K
$1.88M
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-284- 5.67% |
$47.6K - $50.9K
|
4.72K
$842K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-284- 26.72% |
$47.6K - $50.9K
|
779
$139K
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-285- 10.33% |
$47.8K - $51.1K
|
2.48K
$441K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-286- 7.07% |
$48K - $51.3K
|
3.76K
$670K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-287- 0.08% |
$48.1K - $51.4K
|
376K
$67.1M
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-290- 0.83% |
$48.6K - $52K
|
34.5K
$6.15M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-295- 3.42% |
$49.5K - $52.9K
|
8.34K
$1.49M
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-295- 7.9% |
$49.5K - $52.9K
|
3.44K
$612K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-295- 8.29% |
$49.5K - $52.9K
|
3.27K
$582K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-296- 14.9% |
$49.6K - $53K
|
1.69K
$301K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-301- 5.42% |
$50.5K - $53.9K
|
5.25K
$935K
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-303- 12.12% |
$50.8K - $54.3K
|
2.2K
$391K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-303- 5.84% |
$50.8K - $54.3K
|
4.89K
$871K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-306- 96.84% |
$51.3K - $54.8K
|
10
$1.78K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-308- 12.59% |
$51.7K - $55.2K
|
2.14K
$381K
|