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 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.22K- 9.48% |
$188K - $216K
|
11.7K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.24K- 38.15% |
$191K - $220K
|
2.02K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 1.1% |
$192K - $221K
|
112K
$20M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.31K- 2.21% |
$201K - $231K
|
57.8K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.34K- 1.83% |
$206K - $237K
|
72.1K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-1.44K- 1.31% |
$222K - $255K
|
109K
$19.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.5K- 19.3% |
$230K - $265K
|
6.27K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.55K- 15.88% |
$238K - $274K
|
8.22K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.7K- 7.7% |
$261K - $300K
|
20.3K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.76K- 2.61% |
$270K - $311K
|
65.5K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.77K- 54.15% |
$272K - $312K
|
1.5K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-1.91K- 46.72% |
$293K - $337K
|
2.18K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.91K- 56.13% |
$293K - $337K
|
1.49K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.95K- 27.25% |
$300K - $345K
|
5.21K
$927K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-2.01K- 10.88% |
$308K - $355K
|
16.4K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.15K- 7.52% |
$330K - $379K
|
26.4K
$4.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.18K- 6.17% |
$335K - $386K
|
33.2K
$5.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.24K- 1.84% |
$344K - $396K
|
119K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.37K- 2.3% |
$365K - $419K
|
101K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.39K- 46.32% |
$368K - $423K
|
2.77K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.41K- 5.95% |
$370K - $426K
|
38.1K
$6.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.78% |
$409K - $470K
|
93K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.78K- 33.36% |
$428K - $492K
|
5.56K
$991K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.02K- 6.35% |
$463K - $533K
|
44.5K
$7.92M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.17K- 9.74% |
$487K - $560K
|
29.4K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.38K- 9.5% |
$519K - $597K
|
32.2K
$5.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.62K- 28.27% |
$556K - $639K
|
9.18K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-3.62K- 1.41% |
$557K - $641K
|
254K
$45.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.63K- 0.58% |
$558K - $642K
|
624K
$111M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.7K- 58.56% |
$568K - $653K
|
2.62K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.71K- 4.85% |
$570K - $656K
|
72.7K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.36K- 14.56% |
$669K - $770K
|
25.6K
$4.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.42K- 6.65% |
$680K - $782K
|
62.1K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.7K- 0.4% |
$722K - $830K
|
1.17M
$209M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.3K- 27.47% |
$814K - $936K
|
14K
$2.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-6.34K- 3.23% |
$975K - $1.12M
|
190K
$33.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-6.5K- 28.88% |
$998K - $1.15M
|
16K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-6.99K- 3.53% |
$1.07M - $1.24M
|
191K
$34M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.01K- 2.36% |
$1.08M - $1.24M
|
290K
$51.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7.13K- 2.65% |
$1.1M - $1.26M
|
262K
$46.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-7.71K- 6.87% |
$1.18M - $1.36M
|
104K
$18.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-9.86K- 84.27% |
$1.52M - $1.74M
|
1.84K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-10.5K- 5.54% |
$1.61M - $1.85M
|
178K
$31.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-10.7K- 17.71% |
$1.65M - $1.89M
|
49.8K
$8.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-13.6K- 15.05% |
$2.09M - $2.4M
|
76.6K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-14.9K- 22.23% |
$2.3M - $2.64M
|
52.3K
$9.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15.4K- 90.43% |
$2.37M - $2.72M
|
1.63K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-16.9K- 13.3% |
$2.6M - $2.98M
|
110K
$19.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-19.1K- 39.17% |
$2.94M - $3.38M
|
29.7K
$5.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.2K- 56.55% |
$2.96M - $3.4M
|
14.8K
$2.63M
|