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 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
816+ 5.76% |
$125K - $144K
|
15K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
802+ 20.21% |
$123K - $142K
|
4.77K
$850K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
787+ 0.57% |
$121K - $139K
|
140K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
786+ 3.88% |
$121K - $139K
|
21K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
768+ 15.12% |
$118K - $136K
|
5.85K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
740+ 1.51% |
$114K - $131K
|
49.6K
$8.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
716+ 0.53% |
$110K - $127K
|
135K
$24M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
631+ 14.15% |
$97K - $112K
|
5.09K
$907K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
620+ 28.09% |
$95.3K - $110K
|
2.83K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
616New |
$94.7K - $109K
|
616
$110K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
610+ 2.84% |
$93.7K - $108K
|
22.1K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
588+ 72.77% |
$90.4K - $104K
|
1.4K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
530+ 181.51% |
$81.4K - $93.7K
|
822
$146K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
526+ 5.31% |
$80.8K - $93K
|
10.4K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
488+ 27.93% |
$75K - $86.2K
|
2.24K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
486+ 1.1% |
$74.7K - $85.9K
|
44.8K
$7.98M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
480+ 3.69% |
$73.8K - $84.8K
|
13.5K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
465+ 7.63% |
$71.5K - $82.2K
|
6.56K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
462+ 3.05% |
$71K - $81.7K
|
15.6K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
445+ 1.62% |
$68.4K - $78.6K
|
28K
$4.98M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
430+ 37.42% |
$66.1K - $76K
|
1.58K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
418+ 9.21% |
$64.2K - $73.9K
|
4.96K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
406+ 3.14% |
$62.4K - $71.8K
|
13.3K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
403+ 9.57% |
$61.9K - $71.2K
|
4.62K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
400+ 2.92% |
$61.5K - $70.7K
|
14.1K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
395+ 11.54% |
$60.7K - $69.8K
|
3.82K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
386+ 14.54% |
$59.3K - $68.2K
|
3.04K
$542K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
376+ 1.61% |
$57.8K - $66.5K
|
23.7K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
361+ 8.7% |
$55.5K - $63.8K
|
4.51K
$804K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
334+ 2.09% |
$51.3K - $59K
|
16.3K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
322+ 0.98% |
$49.5K - $56.9K
|
33.1K
$5.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
317New |
$48.7K - $56K
|
317
$56.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
308+ 85.79% |
$47.3K - $54.4K
|
667
$119K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
304+ 5.22% |
$46.7K - $53.7K
|
6.13K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
299+ 3.93% |
$45.9K - $52.8K
|
7.92K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
291+ 0.99% |
$44.7K - $51.4K
|
29.8K
$5.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
286+ 7.37% |
$43.9K - $50.5K
|
4.17K
$742K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
275+ 14.19% |
$42.3K - $48.6K
|
2.21K
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
271+ 1.89% |
$41.6K - $47.9K
|
14.6K
$2.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
265+ 5.63% |
$40.7K - $46.8K
|
4.98K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
253+ 0.4% |
$38.9K - $44.7K
|
62.9K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250+ 5.28% |
$38.4K - $44.2K
|
4.99K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
234+ 6.07% |
$36K - $41.4K
|
4.09K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
227+ 7.34% |
$34.9K - $40.1K
|
3.32K
$592K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
227New |
$34.9K - $40.1K
|
227
$40.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
222+ 2.63% |
$34.1K - $39.2K
|
8.65K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
191+ 0.59% |
$29.4K - $33.8K
|
32.6K
$5.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
180+ 0.22% |
$27.7K - $31.8K
|
81.4K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$26.9K - $30.9K
|
175
$31.2K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
173+ 0.69% |
$26.6K - $30.6K
|
25.2K
$4.49M
|