Purchases and Sales Made in Q4 2025 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
513K+ 41.95% |
$93.7M - $97.2M
|
1.73M
$325M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
168K+ 267.37% |
$30.8M - $31.9M
|
231K
$43.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
148K+ 10.14% |
$27M - $28M
|
1.6M
$300M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
97.9K+ 53.05% |
$17.9M - $18.6M
|
282K
$52.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
93.1K+ 103.2% |
$17M - $17.7M
|
183K
$34.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
72.3K+ 7.49% |
$13.2M - $13.7M
|
1.04M
$194M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
70.5KNew |
$12.9M - $13.4M
|
70.5K
$13.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
66.8K+ 4.41% |
$12.2M - $12.7M
|
1.58M
$296M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
62.4K+ 218.69% |
$11.4M - $11.8M
|
91K
$17M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
58.5K+ 7.76% |
$10.7M - $11.1M
|
813K
$152M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
57.8KNew |
$10.6M - $11M
|
57.8K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
47.6KNew |
$8.7M - $9.02M
|
47.6K
$8.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45.1K+ 17.1% |
$8.24M - $8.55M
|
309K
$57.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$6.12M - $6.35M
|
33.4K
$6.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.7K+ 3.84% |
$5.62M - $5.83M
|
832K
$156M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
21K+ 4.32% |
$3.84M - $3.98M
|
507K
$94.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
20.8K+ 25.38% |
$3.8M - $3.94M
|
103K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
19.7KNew |
$3.61M - $3.74M
|
19.7K
$3.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.6K+ 269.43% |
$3.58M - $3.72M
|
26.9K
$5.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 67.71% |
$3.56M - $3.7M
|
48.3K
$9.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.3K+ 6.61% |
$3.34M - $3.46M
|
294K
$55.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 5.84% |
$3.06M - $3.17M
|
303K
$56.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
16.7K+ 38.82% |
$3.06M - $3.17M
|
59.8K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
14.5KNew |
$2.65M - $2.75M
|
14.5K
$2.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
14KNew |
$2.56M - $2.65M
|
14K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$2.28M - $2.37M
|
12.5K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.4KNew |
$2.27M - $2.36M
|
12.4K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9K+ 309.65% |
$2.17M - $2.25M
|
15.7K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1K+ 5.08% |
$2.03M - $2.1M
|
230K
$43M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.9K+ 193.85% |
$2M - $2.07M
|
16.5K
$3.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10.7K+ 4.44% |
$1.96M - $2.03M
|
252K
$47.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.6K+ 4.62% |
$1.94M - $2.02M
|
240K
$45M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.1K+ 267.3% |
$1.85M - $1.92M
|
13.9K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.1KNew |
$1.85M - $1.92M
|
10.1K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
9.52K+ 191.82% |
$1.74M - $1.81M
|
14.5K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.31K+ 6.52% |
$1.7M - $1.77M
|
152K
$28.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
9.28K+ 12.0% |
$1.7M - $1.76M
|
86.7K
$16.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
9.26K+ 133.97% |
$1.69M - $1.76M
|
16.2K
$3.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.33K+ 68.08% |
$1.34M - $1.39M
|
18.1K
$3.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.22K+ 1.94% |
$1.32M - $1.37M
|
380K
$71M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
6.78K+ 16.63% |
$1.24M - $1.29M
|
47.5K
$8.89M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.55K+ 3.04% |
$1.2M - $1.24M
|
222K
$41.6M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.97K+ 4.57% |
$1.09M - $1.13M
|
136K
$25.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.79K+ 10.25% |
$1.06M - $1.1M
|
62.3K
$11.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.61K+ 14.84% |
$1.03M - $1.06M
|
43.4K
$8.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.43K+ 67925.0% |
$994K - $1.03M
|
5.44K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.43K+ 26.06% |
$993K - $1.03M
|
26.3K
$4.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.26K+ 8.12% |
$962K - $998K
|
70K
$13.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.23K+ 44.64% |
$957K - $992K
|
17K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.09K+ 0.53% |
$930K - $965K
|
971K
$182M
|
|