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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.14K+ 2.45% |
$529K - $572K
|
131K
$23.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.14K+ 2.41% |
$528K - $571K
|
133K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.11K+ 7.87% |
$523K - $565K
|
42.6K
$7.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 24.21% |
$523K - $565K
|
16K
$2.84M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
3.11KNew |
$523K - $565K
|
3.11K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 31.89% |
$521K - $563K
|
12.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.09K+ 7.03% |
$519K - $561K
|
47K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.08K+ 17.87% |
$518K - $559K
|
20.3K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.06K+ 48.84% |
$514K - $556K
|
9.31K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.05K+ 1.65% |
$513K - $555K
|
188K
$33.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.04K+ 8.82% |
$511K - $552K
|
37.4K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.02K+ 5.58% |
$509K - $550K
|
57.2K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.02KNew |
$508K - $549K
|
3.02K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
3K+ 7.23% |
$506K - $546K
|
44.6K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3K+ 1.21% |
$505K - $546K
|
252K
$44.9M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.98K+ 6.94% |
$502K - $543K
|
46K
$8.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.98K+ 7.75% |
$501K - $542K
|
41.4K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 45.79% |
$501K - $541K
|
9.48K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.97K+ 24.78% |
$500K - $540K
|
15K
$2.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.95K+ 2.06% |
$496K - $536K
|
146K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.94KNew |
$495K - $535K
|
2.94K
$524K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.92K+ 2.28% |
$492K - $531K
|
131K
$23.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.92KNew |
$491K - $531K
|
2.92K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.88KNew |
$485K - $524K
|
2.88K
$513K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.86K+ 1.73% |
$482K - $521K
|
168K
$30M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.86K+ 5.51% |
$481K - $520K
|
54.7K
$9.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.81K+ 4.72% |
$473K - $511K
|
62.4K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.81K+ 26.15% |
$473K - $511K
|
13.6K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.77K+ 4.83% |
$465K - $503K
|
60K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 32.08% |
$462K - $500K
|
11.3K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.74KNew |
$461K - $498K
|
2.74K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.7K+ 39.36% |
$454K - $491K
|
9.56K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.69K+ 5.52% |
$453K - $490K
|
51.5K
$9.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.69KNew |
$452K - $489K
|
2.69K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.68K+ 2.96% |
$452K - $488K
|
93.4K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.68K+ 17.29% |
$451K - $487K
|
18.2K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.67K+ 7.23% |
$449K - $485K
|
39.5K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2.65KNew |
$446K - $482K
|
2.65K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$440K - $476K
|
2.62K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.58KNew |
$434K - $469K
|
2.58K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.54K+ 8.07% |
$428K - $462K
|
34K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.52KNew |
$424K - $458K
|
2.52K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.52K+ 82.16% |
$424K - $458K
|
5.59K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.52K+ 20.95% |
$424K - $458K
|
14.5K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52K+ 8.29% |
$424K - $458K
|
32.9K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.51K+ 16.69% |
$422K - $456K
|
17.5K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 127.51% |
$417K - $451K
|
4.43K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 4.81% |
$413K - $446K
|
53.4K
$9.52M
|