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 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.24% |
$922 - $1.06K
|
2.52K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
5+ 0.31% |
$768 - $884
|
1.6K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.2% |
$461 - $530
|
1.5K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$461 - $530
|
3
$535
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.17% |
$461 - $530
|
1.75K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 0.11% |
$307 - $353
|
1.89K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $177
|
27.3K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$154 - $177
|
591
$105K
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 2.08% |
$154 - $177
|
47
$8.37K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$307 - $353
|
4.36K
$776K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$307 - $353
|
3.64K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2- 0.14% |
$307 - $353
|
1.38K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3- 0.18% |
$461 - $530
|
1.67K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6- 0.24% |
$922 - $1.06K
|
2.5K
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-7- 0.02% |
$1.08K - $1.24K
|
32.3K
$5.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-9- 0.53% |
$1.38K - $1.59K
|
1.7K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9- 0.1% |
$1.38K - $1.59K
|
8.8K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.14% |
$1.38K - $1.59K
|
6.24K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-11- 1.15% |
$1.69K - $1.94K
|
944
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11- 0.31% |
$1.69K - $1.94K
|
3.48K
$620K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-13- 4.38% |
$2K - $2.3K
|
284
$50.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17- 1.03% |
$2.61K - $3K
|
1.64K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 1.48% |
$3.07K - $3.53K
|
1.33K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-20- 0.88% |
$3.07K - $3.53K
|
2.25K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22- 0.37% |
$3.38K - $3.89K
|
5.94K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-23- 0.55% |
$3.53K - $4.07K
|
4.17K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-23- 1.9% |
$3.53K - $4.07K
|
1.19K
$212K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-25- 0.29% |
$3.84K - $4.42K
|
8.66K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-25- 0.68% |
$3.84K - $4.42K
|
3.68K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 1.81% |
$3.84K - $4.42K
|
1.36K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-32- 4.86% |
$4.92K - $5.66K
|
627
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32- 0.79% |
$4.92K - $5.66K
|
4K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-33- 0.02% |
$5.07K - $5.83K
|
217K
$38.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-34- 0.54% |
$5.22K - $6.01K
|
6.26K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-39- 0.78% |
$5.99K - $6.89K
|
4.97K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-41- 0.73% |
$6.3K - $7.25K
|
5.59K
$995K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-43- 0.71% |
$6.61K - $7.6K
|
6K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-46- 0.89% |
$7.07K - $8.13K
|
5.11K
$911K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-51- 1.44% |
$7.84K - $9.01K
|
3.5K
$623K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-56- 1.21% |
$8.61K - $9.9K
|
4.56K
$813K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-61- 0.98% |
$9.37K - $10.8K
|
6.15K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-66- 4.99% |
$10.1K - $11.7K
|
1.26K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-68- 3.86% |
$10.4K - $12K
|
1.69K
$302K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-73- 0.72% |
$11.2K - $12.9K
|
10K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-73- 2.54% |
$11.2K - $12.9K
|
2.8K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-74- 5.54% |
$11.4K - $13.1K
|
1.26K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-78- 0.7% |
$12K - $13.8K
|
11.1K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-80- 4.16% |
$12.3K - $14.1K
|
1.84K
$328K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-87- 5.49% |
$13.4K - $15.4K
|
1.5K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-96- 1.18% |
$14.8K - $17K
|
8.03K
$1.43M
|