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
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
650New |
$109K - $118K
|
650
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
642+ 3.82% |
$108K - $117K
|
17.5K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
642New |
$108K - $117K
|
642
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
640+ 7.47% |
$108K - $116K
|
9.21K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
635New |
$107K - $115K
|
635
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
634+ 2.96% |
$107K - $115K
|
22K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
632+ 0.54% |
$106K - $115K
|
117K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
622+ 37.36% |
$105K - $113K
|
2.29K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
621+ 3.64% |
$105K - $113K
|
17.7K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
617+ 3.55% |
$104K - $112K
|
18K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
609+ 7.48% |
$103K - $111K
|
8.75K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
608+ 4.96% |
$102K - $111K
|
12.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
605+ 29.58% |
$102K - $110K
|
2.65K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
599+ 34.21% |
$101K - $109K
|
2.35K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
599New |
$101K - $109K
|
599
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
599+ 2.0% |
$101K - $109K
|
30.6K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
596+ 0.69% |
$100K - $108K
|
86.9K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
592New |
$99.6K - $108K
|
592
$105K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
587+ 15.31% |
$98.8K - $107K
|
4.42K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
586+ 6.5% |
$98.6K - $107K
|
9.6K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
585+ 3.18% |
$98.5K - $106K
|
19K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
584+ 4.54% |
$98.3K - $106K
|
13.5K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
582+ 43.11% |
$98K - $106K
|
1.93K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
580+ 0.85% |
$97.6K - $105K
|
68.7K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
580New |
$97.6K - $105K
|
580
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
573+ 15.92% |
$96.4K - $104K
|
4.17K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
572+ 0.72% |
$96.3K - $104K
|
80.2K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
566+ 19.32% |
$95.3K - $103K
|
3.5K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
560+ 1.23% |
$94.3K - $102K
|
46K
$8.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
558+ 25.09% |
$93.9K - $101K
|
2.78K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
548+ 9.74% |
$92.2K - $99.7K
|
6.17K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
544+ 9.61% |
$91.6K - $98.9K
|
6.21K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
543+ 7757.14% |
$91.4K - $98.8K
|
550
$98K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
536+ 1.52% |
$90.2K - $97.5K
|
35.8K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
535+ 10.55% |
$90.1K - $97.3K
|
5.61K
$999K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 14.34% |
$88.4K - $95.5K
|
4.19K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
525New |
$88.4K - $95.5K
|
525
$93.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
524+ 11.5% |
$88.2K - $95.3K
|
5.08K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
513New |
$86.3K - $93.3K
|
513
$91.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
512+ 5.64% |
$86.2K - $93.1K
|
9.59K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
510+ 3.0% |
$85.8K - $92.8K
|
17.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
508+ 1.29% |
$85.5K - $92.4K
|
39.7K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
504+ 2.02% |
$84.8K - $91.7K
|
25.4K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
503+ 383.97% |
$84.7K - $91.5K
|
634
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
496+ 54.51% |
$83.5K - $90.2K
|
1.41K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
487+ 2.25% |
$82K - $88.6K
|
22.1K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
485+ 12.72% |
$81.6K - $88.2K
|
4.3K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
464+ 1.91% |
$78.1K - $84.4K
|
24.8K
$4.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
457New |
$76.9K - $83.1K
|
457
$81.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
455+ 9.49% |
$76.6K - $82.8K
|
5.25K
$935K
|