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 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-310- 2.74% |
$52K - $55.6K
|
11K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-311- 11.18% |
$52.2K - $55.7K
|
2.47K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-313- 14.84% |
$52.5K - $56.1K
|
1.8K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-315- 14.21% |
$52.8K - $56.5K
|
1.9K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-319- 0.82% |
$53.5K - $57.2K
|
38.7K
$6.9M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-320- 6.81% |
$53.7K - $57.3K
|
4.38K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 14.05% |
$54K - $57.7K
|
1.97K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-330- 6.19% |
$55.4K - $59.1K
|
5.01K
$892K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-330- 12.5% |
$55.4K - $59.1K
|
2.31K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-330- 5.48% |
$55.4K - $59.1K
|
5.69K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-331- 13.9% |
$55.5K - $59.3K
|
2.05K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-334- 12.6% |
$56K - $59.9K
|
2.32K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-335- 0.74% |
$56.2K - $60K
|
45.2K
$8.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-336- 98.82% |
$56.4K - $60.2K
|
4
$713
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-339- 16.37% |
$56.9K - $60.8K
|
1.73K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-351- 20.86% |
$58.9K - $62.9K
|
1.33K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-355- 8.6% |
$59.5K - $63.6K
|
3.78K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-359- 12.39% |
$60.2K - $64.3K
|
2.54K
$452K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-363- 2.01% |
$60.9K - $65.1K
|
17.7K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-365- 21.61% |
$61.2K - $65.4K
|
1.32K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-373- 9.01% |
$62.6K - $66.8K
|
3.77K
$672K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-375- 1.09% |
$62.9K - $67.2K
|
33.9K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-375- 5.68% |
$62.9K - $67.2K
|
6.23K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-377- 0.67% |
$63.2K - $67.6K
|
56K
$9.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-381- 1.88% |
$63.9K - $68.3K
|
19.9K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-381- 19.07% |
$63.9K - $68.3K
|
1.62K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-382- 16.7% |
$64.1K - $68.5K
|
1.91K
$339K
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-384- 9.95% |
$64.4K - $68.8K
|
3.48K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-386- 7.67% |
$64.7K - $69.2K
|
4.65K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-386- 4.29% |
$64.7K - $69.2K
|
8.61K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-389- 1.3% |
$65.2K - $69.7K
|
29.5K
$5.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-392- 1.85% |
$65.8K - $70.3K
|
20.8K
$3.71M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-393- 1.55% |
$65.9K - $70.4K
|
25K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-394- 0.89% |
$66.1K - $70.6K
|
43.7K
$7.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-398- 1.07% |
$66.8K - $71.3K
|
36.7K
$6.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-403- 0.34% |
$67.6K - $72.2K
|
119K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-407- 22.24% |
$68.3K - $72.9K
|
1.42K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-409- 5.37% |
$68.6K - $73.3K
|
7.21K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-410- 27.17% |
$68.8K - $73.5K
|
1.1K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 14.53% |
$69.6K - $74.4K
|
2.44K
$435K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-416- 1.84% |
$69.8K - $74.6K
|
22.1K
$3.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-419- 4.29% |
$70.3K - $75.1K
|
9.36K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-424- 18.71% |
$71.1K - $76K
|
1.84K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-425- 85.69% |
$71.3K - $76.2K
|
71
$12.7K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-426- 7.46% |
$71.5K - $76.3K
|
5.29K
$942K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-426- 21.57% |
$71.5K - $76.3K
|
1.55K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-433- 0.21% |
$72.6K - $77.6K
|
208K
$37M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-434- 7.74% |
$72.8K - $77.8K
|
5.17K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-439- 12.17% |
$73.6K - $78.7K
|
3.17K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-442- 10.67% |
$74.1K - $79.2K
|
3.7K
$659K
|