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 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.21K- 46.42% |
$1.21M - $1.29M
|
8.32K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-7.24K- 51.68% |
$1.21M - $1.3M
|
6.76K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.66K- 25.97% |
$1.28M - $1.37M
|
21.8K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.75K- 2.74% |
$1.3M - $1.39M
|
275K
$49.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7.9K- 1.39% |
$1.33M - $1.42M
|
560K
$99.8M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.92K- 18.74% |
$1.33M - $1.42M
|
34.4K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.03K- 2.88% |
$1.35M - $1.44M
|
271K
$48.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 2.51% |
$1.35M - $1.44M
|
312K
$55.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8.05K- 3.3% |
$1.35M - $1.44M
|
236K
$42.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.09K- 14.31% |
$1.36M - $1.45M
|
48.4K
$8.63M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.19K- 2.36% |
$1.37M - $1.47M
|
339K
$60.4M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.55K- 49.08% |
$1.43M - $1.53M
|
8.87K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.61K- 8.27% |
$1.44M - $1.54M
|
95.5K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.15K- 64.34% |
$1.53M - $1.64M
|
5.07K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.19K- 53.67% |
$1.54M - $1.65M
|
7.94K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9.66K- 25.85% |
$1.62M - $1.73M
|
27.7K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9.72K- 10.23% |
$1.63M - $1.74M
|
85.2K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.74K- 22.26% |
$1.63M - $1.75M
|
34K
$6.06M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.2K- 21.06% |
$1.71M - $1.82M
|
38.1K
$6.8M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-10.4K- 81.72% |
$1.74M - $1.86M
|
2.32K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-10.4K- 21.7% |
$1.75M - $1.87M
|
37.6K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.1K- 52.83% |
$1.85M - $1.98M
|
9.87K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11.3K- 65.41% |
$1.89M - $2.02M
|
5.95K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-11.6K- 27.42% |
$1.95M - $2.08M
|
30.8K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-12K- 46.74% |
$2.01M - $2.15M
|
13.7K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-12K- 77.78% |
$2.02M - $2.16M
|
3.44K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-12.1K- 26.19% |
$2.02M - $2.16M
|
34K
$6.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12.2K- 3.95% |
$2.05M - $2.19M
|
297K
$53M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.7K- 7.29% |
$2.12M - $2.27M
|
161K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-12.9K- 88.16% |
$2.16M - $2.31M
|
1.73K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-13K- 36.82% |
$2.18M - $2.33M
|
22.3K
$3.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-14.4K- 6.85% |
$2.42M - $2.59M
|
196K
$35M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-15.1K- 91.64% |
$2.53M - $2.7M
|
1.38K
$245K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-15.9K- 16.52% |
$2.67M - $2.85M
|
80.4K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.9K- 4.03% |
$2.67M - $2.86M
|
380K
$67.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-16.4K- 6.44% |
$2.75M - $2.94M
|
239K
$42.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-16.5K- 2.14% |
$2.76M - $2.95M
|
751K
$134M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-16.5K- 9.06% |
$2.77M - $2.96M
|
166K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17.5K- 6.12% |
$2.93M - $3.13M
|
268K
$47.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-17.6K- 91.26% |
$2.95M - $3.15M
|
1.68K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.8K- 22.71% |
$2.98M - $3.19M
|
60.5K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 44.55% |
$2.99M - $3.2M
|
22.2K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17.9K- 3.31% |
$3.01M - $3.22M
|
525K
$93.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-18K- 67.77% |
$3.02M - $3.22M
|
8.55K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-18K- 1.5% |
$3.02M - $3.23M
|
1.18M
$210M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-18.5K- 17.94% |
$3.11M - $3.32M
|
84.8K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-19.3K- 16.2% |
$3.24M - $3.46M
|
100K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.7K- 1.93% |
$3.31M - $3.53M
|
1M
$178M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-19.8K- 0.92% |
$3.32M - $3.55M
|
2.14M
$382M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-20.6K- 73.2% |
$3.46M - $3.7M
|
7.56K
$1.35M
|