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 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.33KNew |
$224K - $242K
|
1.33K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.33K+ 16.26% |
$223K - $241K
|
9.49K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$223K - $241K
|
1.33K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.32KNew |
$223K - $240K
|
1.32K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.32K+ 1.7% |
$222K - $240K
|
79K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.32K+ 16.36% |
$222K - $239K
|
9.36K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.32KNew |
$222K - $239K
|
1.32K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$220K - $238K
|
1.31K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.31K+ 7.1% |
$220K - $238K
|
19.7K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.3KNew |
$219K - $237K
|
1.3K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.3K+ 0.81% |
$219K - $237K
|
163K
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.29KNew |
$218K - $235K
|
1.29K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.12% |
$217K - $234K
|
42.6K
$7.6M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.29KNew |
$217K - $234K
|
1.29K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.29KNew |
$216K - $234K
|
1.29K
$229K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.28KNew |
$216K - $233K
|
1.28K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.27K+ 1.18% |
$214K - $231K
|
109K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.27K+ 24.01% |
$214K - $231K
|
6.56K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 0.09% |
$213K - $230K
|
1.36M
$242M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.26K+ 8.14% |
$212K - $229K
|
16.7K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 2.96% |
$211K - $228K
|
43.6K
$7.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 0.12% |
$210K - $227K
|
1.03M
$183M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.24K+ 9.78% |
$208K - $225K
|
13.9K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 0.7% |
$208K - $225K
|
178K
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.12% |
$207K - $224K
|
111K
$19.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 1.83% |
$207K - $224K
|
68.6K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.23K+ 2.1% |
$207K - $223K
|
59.7K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.22K+ 20.1% |
$206K - $222K
|
7.3K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.22KNew |
$206K - $222K
|
1.22K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.22KNew |
$205K - $222K
|
1.22K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.22K+ 4.53% |
$205K - $222K
|
28.1K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.21K+ 1.64% |
$204K - $220K
|
74.8K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.21KNew |
$203K - $220K
|
1.21K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.21KNew |
$203K - $220K
|
1.21K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.21KNew |
$203K - $220K
|
1.21K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.21KNew |
$203K - $219K
|
1.21K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.21K+ 67.0% |
$203K - $219K
|
3.01K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 1.78% |
$203K - $219K
|
68.9K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.2K+ 8.38% |
$202K - $218K
|
15.5K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.2KNew |
$202K - $218K
|
1.2K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.2K+ 0.74% |
$202K - $218K
|
164K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.19KNew |
$200K - $216K
|
1.19K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.19K+ 44.17% |
$199K - $216K
|
3.87K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.18K+ 30.54% |
$199K - $215K
|
5.05K
$900K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 13.96% |
$197K - $212K
|
9.54K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.17K+ 28.6% |
$196K - $212K
|
5.25K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.17K+ 14.32% |
$196K - $212K
|
9.3K
$1.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 11.64% |
$193K - $209K
|
11K
$1.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.1K+ 2.38% |
$185K - $200K
|
47.4K
$8.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 4.53% |
$184K - $199K
|
25.3K
$4.5M
|