Purchases and Sales Made in Q2 2025 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.64K+ 30.29% |
$1.17M - $1.35M
|
32.8K
$5.85M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
7.5K+ 9.31% |
$1.15M - $1.32M
|
88K
$15.7M
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.32K+ 8.25% |
$1.13M - $1.29M
|
96.1K
$17.1M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.82K+ 10.84% |
$1.05M - $1.2M
|
69.7K
$12.4M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.69K+ 197.17% |
$1.03M - $1.18M
|
10.1K
$1.8M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.51K+ 3.97% |
$1M - $1.15M
|
171K
$30.4M
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.31K+ 16.29% |
$969K - $1.11M
|
45K
$8.02M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.28K+ 3.41% |
$964K - $1.11M
|
190K
$33.9M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.26K+ 3.29% |
$962K - $1.11M
|
196K
$35M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.69K+ 2.2% |
$874K - $1.01M
|
264K
$47.1M
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
5.65K+ 4.65% |
$868K - $999K
|
127K
$22.7M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.58K+ 12.37% |
$857K - $986K
|
50.7K
$9.03M
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
5.43K+ 7.64% |
$834K - $959K
|
76.5K
$13.6M
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5.15K+ 7.62% |
$791K - $910K
|
72.7K
$13M
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5.04K+ 10.47% |
$775K - $891K
|
53.2K
$9.48M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.89K+ 2.94% |
$752K - $864K
|
171K
$30.5M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.67K+ 17.77% |
$717K - $825K
|
30.9K
$5.51M
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
4.65K+ 2.05% |
$714K - $822K
|
232K
$41.3M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
4.64K+ 0.18% |
$713K - $820K
|
2.56M
$456M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.57K+ 46.55% |
$702K - $808K
|
14.4K
$2.56M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.51K+ 8.22% |
$692K - $796K
|
59.3K
$10.6M
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.35K+ 4.66% |
$668K - $768K
|
97.7K
$17.4M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.32K+ 2.94% |
$664K - $764K
|
152K
$27M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.29K+ 5.86% |
$660K - $759K
|
77.5K
$13.8M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4.12K+ 5.7% |
$633K - $728K
|
76.4K
$13.6M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 186.96% |
$610K - $702K
|
6.1K
$1.09M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.97K+ 3.13% |
$610K - $702K
|
131K
$23.3M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.96K+ 108.03% |
$608K - $699K
|
7.62K
$1.36M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.39K+ 40.88% |
$521K - $600K
|
11.7K
$2.08M
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$471K - $542K
|
3.06K
$546K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3K+ 6.24% |
$460K - $529K
|
51K
$9.09M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.91K+ 4.19% |
$447K - $514K
|
72.3K
$12.9M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 3.18% |
$439K - $505K
|
92.7K
$16.5M
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.83K+ 5.7% |
$434K - $499K
|
52.4K
$9.34M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.81K+ 25.62% |
$432K - $497K
|
13.8K
$2.46M
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 2.84% |
$429K - $494K
|
101K
$18M
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.69K+ 19.91% |
$413K - $475K
|
16.2K
$2.88M
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.67K+ 2.24% |
$410K - $471K
|
121K
$21.6M
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.59K+ 3.42% |
$399K - $458K
|
78.4K
$14M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.59K+ 3.12% |
$397K - $457K
|
85.4K
$15.2M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.57K+ 56.47% |
$395K - $454K
|
7.12K
$1.27M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
2.54K+ 9.77% |
$391K - $449K
|
28.6K
$5.09M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.51K+ 14.4% |
$385K - $443K
|
19.9K
$3.55M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.49K+ 8.63% |
$383K - $441K
|
31.4K
$5.6M
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.47K+ 2.32% |
$380K - $437K
|
109K
$19.4M
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.43K+ 1.76% |
$373K - $429K
|
140K
$24.9M
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.43K+ 1.81% |
$373K - $429K
|
136K
$24.3M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.41K+ 4.7% |
$370K - $426K
|
53.7K
$9.57M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.35K+ 16.87% |
$361K - $416K
|
16.3K
$2.9M
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
2.32K+ 3.86% |
$356K - $410K
|
62.4K
$11.1M
|