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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 2.85% |
$341K - $392K
|
80.1K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.2KNew |
$338K - $389K
|
2.2K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.89K+ 2.58% |
$290K - $333K
|
75K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.88K+ 8.89% |
$289K - $332K
|
23K
$4.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.86KNew |
$286K - $329K
|
1.86K
$332K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.84KNew |
$282K - $324K
|
1.84K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.78K+ 16.83% |
$273K - $314K
|
12.3K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.72K+ 42975.0% |
$264K - $304K
|
1.72K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7K+ 31.54% |
$261K - $300K
|
7.07K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.65K+ 43.71% |
$254K - $292K
|
5.43K
$967K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.59K+ 5.71% |
$244K - $281K
|
29.4K
$5.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.53K+ 12.05% |
$235K - $271K
|
14.2K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.53K+ 14.8% |
$235K - $270K
|
11.9K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1.52K+ 6.39% |
$234K - $269K
|
25.3K
$4.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.47K+ 2.24% |
$226K - $260K
|
67.2K
$12M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1.41KNew |
$217K - $249K
|
1.41K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.41K+ 3.38% |
$216K - $249K
|
43K
$7.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.4KNew |
$215K - $247K
|
1.4K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.4K+ 1.82% |
$215K - $247K
|
78K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.36KNew |
$209K - $240K
|
1.36K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.33K+ 4.41% |
$205K - $236K
|
31.6K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.32K+ 8.28% |
$203K - $234K
|
17.3K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
1.31K+ 65.77% |
$202K - $232K
|
3.31K
$590K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.31K+ 4.27% |
$201K - $231K
|
31.9K
$5.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.29K+ 1.58% |
$199K - $229K
|
83K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.28K+ 0.76% |
$197K - $227K
|
170K
$30.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26K+ 11.94% |
$193K - $222K
|
11.8K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.25KNew |
$193K - $222K
|
1.25K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.24K+ 57.25% |
$190K - $218K
|
3.4K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.24K+ 69.07% |
$190K - $218K
|
3.02K
$539K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.23KNew |
$189K - $217K
|
1.23K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2K+ 13.9% |
$184K - $212K
|
9.83K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.17K+ 1.28% |
$179K - $206K
|
92.3K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
1.14KNew |
$176K - $202K
|
1.14K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.1K+ 3.93% |
$169K - $195K
|
29.2K
$5.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.08K+ 4.7% |
$166K - $191K
|
24.1K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.07K+ 41.99% |
$164K - $188K
|
3.61K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.06K+ 2.78% |
$163K - $188K
|
39.3K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 5.78% |
$163K - $187K
|
19.4K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.02K+ 0.75% |
$156K - $180K
|
137K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1K+ 2.1% |
$154K - $177K
|
48.9K
$8.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
994+ 33.0% |
$153K - $176K
|
4.01K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
988+ 76.35% |
$152K - $175K
|
2.28K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
976+ 4.65% |
$150K - $172K
|
22K
$3.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
919+ 2.64% |
$141K - $162K
|
35.7K
$6.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
903+ 0.53% |
$139K - $160K
|
171K
$30.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
890+ 1.93% |
$137K - $157K
|
46.9K
$8.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
885+ 14.79% |
$136K - $156K
|
6.87K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
863+ 1.34% |
$133K - $153K
|
65.2K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
829+ 45.62% |
$127K - $147K
|
2.65K
$471K
|