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
|
S.A. Mason LLC
|
SELL
|
- |
-100- 4.81% |
$15.4K - $17.7K
|
1.98K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-100- 4.68% |
$15.4K - $17.7K
|
2.04K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-104- 1.12% |
$16K - $18.4K
|
9.2K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-105- 5.1% |
$16.1K - $18.6K
|
1.95K
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-114- 3.56% |
$17.5K - $20.1K
|
3.09K
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-115- 2.2% |
$17.7K - $20.3K
|
5.1K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-117- 6.15% |
$18K - $20.7K
|
1.79K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-119- 9.19% |
$18.3K - $21K
|
1.18K
$210K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-132- 2.24% |
$20.3K - $23.3K
|
5.76K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-132- 9.84% |
$20.3K - $23.3K
|
1.21K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-133- 0.62% |
$20.4K - $23.5K
|
21.2K
$3.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-141- 0.87% |
$21.7K - $24.9K
|
16.1K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-142- 4.66% |
$21.8K - $25.1K
|
2.91K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-142- 1.57% |
$21.8K - $25.1K
|
8.93K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-146- 1.8% |
$22.4K - $25.8K
|
7.98K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-150- 6.75% |
$23.1K - $26.5K
|
2.07K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-150- 0.09% |
$23.1K - $26.5K
|
166K
$29.6M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-153- 0.75% |
$23.5K - $27K
|
20.2K
$3.59M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-162- 3.25% |
$24.9K - $28.6K
|
4.82K
$859K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-165- 5.31% |
$25.4K - $29.2K
|
2.94K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-171- 0.77% |
$26.3K - $30.2K
|
22.1K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-173- 2.08% |
$26.6K - $30.6K
|
8.13K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-182- 0.24% |
$28K - $32.2K
|
74.9K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-186- 6.17% |
$28.6K - $32.9K
|
2.83K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-187- 0.94% |
$28.7K - $33.1K
|
19.8K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-194- 0.91% |
$29.8K - $34.3K
|
21.1K
$3.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-197- 14.79% |
$30.3K - $34.8K
|
1.14K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-198- 4.96% |
$30.4K - $35K
|
3.8K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-200- 12.19% |
$30.7K - $35.3K
|
1.44K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-202- 1.93% |
$31K - $35.7K
|
10.2K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-205- 2.97% |
$31.5K - $36.2K
|
6.7K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-216- 9.46% |
$33.2K - $38.2K
|
2.07K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-221- 1.89% |
$34K - $39.1K
|
11.5K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-223- 6.42% |
$34.3K - $39.4K
|
3.25K
$579K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-224- 3.74% |
$34.4K - $39.6K
|
5.76K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-225- 0.52% |
$34.6K - $39.8K
|
43K
$7.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-236- 7.53% |
$36.3K - $41.7K
|
2.9K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-247- 5.47% |
$38K - $43.7K
|
4.27K
$761K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-249- 7.15% |
$38.3K - $44K
|
3.23K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-250- 2.27% |
$38.4K - $44.2K
|
10.8K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-258- 1.6% |
$39.6K - $45.6K
|
15.9K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-263- 13.99% |
$40.4K - $46.5K
|
1.62K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-268- 0.09% |
$41.2K - $47.4K
|
295K
$52.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-272- 3.6% |
$41.8K - $48.1K
|
7.28K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-274- 1.81% |
$42.1K - $48.4K
|
14.9K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-279- 42.92% |
$42.9K - $49.3K
|
371
$66.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-287- 1.76% |
$44.1K - $50.7K
|
16K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-290- 18.78% |
$44.6K - $51.3K
|
1.25K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-291- 21.12% |
$44.7K - $51.4K
|
1.09K
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-293- 25.3% |
$45K - $51.8K
|
865
$154K
|