Purchases and Sales Made in Q4 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.61MNew |
$1.28B - $1.38B
|
7.61M
$1.36B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.53M+ 15337.43% |
$426M - $461M
|
2.55M
$454M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.95M+ 1.65% |
$329M - $355M
|
120M
$21.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.82M+ 6.27% |
$306M - $331M
|
30.9M
$5.5B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67M+ 3.2% |
$281M - $304M
|
53.9M
$9.59B
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
1.41MNew |
$238M - $257M
|
1.41M
$252M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.05M+ 15840.74% |
$177M - $191M
|
1.06M
$188M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
901K+ 14.36% |
$152M - $164M
|
7.18M
$1.28B
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
602K+ 6.3% |
$101M - $109M
|
10.2M
$1.81B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
579K+ 16830.01% |
$97.5M - $105M
|
583K
$104M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
531K+ 14587.55% |
$89.4M - $96.6M
|
535K
$95.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
520KNew |
$87.4M - $94.5M
|
520K
$92.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
455K+ 50.63% |
$76.6M - $82.8M
|
1.35M
$241M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
389KNew |
$65.5M - $70.8M
|
389K
$69.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
354K+ 95.27% |
$59.7M - $64.5M
|
727K
$129M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 1.57% |
$52.5M - $56.7M
|
20.1M
$3.58B
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
295KNew |
$49.6M - $53.6M
|
295K
$52.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
274K+ 17.0% |
$46.1M - $49.8M
|
1.89M
$336M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252K+ 8.38% |
$42.5M - $45.9M
|
3.26M
$581M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
237K+ 8.16% |
$40M - $43.2M
|
3.15M
$561M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
229KNew |
$38.5M - $41.6M
|
229K
$40.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
226K+ 1.74% |
$38M - $41.1M
|
13.2M
$2.36B
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
226K+ 51.7% |
$38M - $41.1M
|
662K
$118M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
218KNew |
$36.7M - $39.7M
|
218K
$38.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
198KNew |
$33.4M - $36M
|
198K
$35.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
182K+ 4625.1% |
$30.7M - $33.1M
|
186K
$33.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182K+ 5.53% |
$30.6M - $33.1M
|
3.47M
$618M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
175K+ 3.28% |
$29.4M - $31.8M
|
5.51M
$981M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 7.62% |
$29.2M - $31.6M
|
2.45M
$437M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
169K+ 427.11% |
$28.4M - $30.7M
|
208K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
162K+ 133.52% |
$27.3M - $29.5M
|
284K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 3.15% |
$27M - $29.2M
|
5.26M
$936M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
159K+ 4.74% |
$26.8M - $28.9M
|
3.51M
$625M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
156K+ 45.28% |
$26.3M - $28.4M
|
501K
$89.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 1.64% |
$25.9M - $28M
|
9.54M
$1.7B
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131K+ 20.58% |
$22.1M - $23.9M
|
769K
$137M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131K+ 8.25% |
$22M - $23.8M
|
1.72M
$306M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
126KNew |
$21.2M - $22.9M
|
126K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
124K+ 8.25% |
$20.9M - $22.6M
|
1.63M
$291M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
121K+ 24.3% |
$20.4M - $22.1M
|
621K
$111M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
119KNew |
$20M - $21.6M
|
119K
$21.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
113K+ 17.52% |
$19.1M - $20.6M
|
761K
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
112K+ 23.5% |
$18.9M - $20.4M
|
590K
$105M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
110K+ 1070.72% |
$18.6M - $20.1M
|
121K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
107K+ 490.66% |
$18M - $19.5M
|
129K
$22.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
107K+ 60.66% |
$17.9M - $19.4M
|
282K
$50.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
104K+ 6329.79% |
$17.5M - $18.9M
|
106K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102K+ 556.66% |
$17.2M - $18.5M
|
120K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
101K+ 62.5% |
$17M - $18.3M
|
262K
$46.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
92.9K+ 7.6% |
$15.6M - $16.9M
|
1.32M
$234M
|