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 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
322+ 2.49% |
$54.2K - $58.6K
|
13.2K
$2.36M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
321+ 5.12% |
$54K - $58.4K
|
6.59K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
320+ 1.92% |
$53.9K - $58.2K
|
17K
$3.02M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
317+ 2.23% |
$53.4K - $57.7K
|
14.5K
$2.59M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
316New |
$53.2K - $57.5K
|
316
$56.3K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
315New |
$53K - $57.3K
|
315
$56.1K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
308+ 8.11% |
$51.8K - $56K
|
4.11K
$731K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
300+ 4.72% |
$50.5K - $54.6K
|
6.66K
$1.19M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
299+ 6.05% |
$50.3K - $54.4K
|
5.24K
$933K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
298+ 10.67% |
$50.2K - $54.2K
|
3.09K
$551K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
296+ 10.43% |
$49.8K - $53.8K
|
3.14K
$558K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
296+ 3.82% |
$49.8K - $53.8K
|
8.05K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
292+ 1.9% |
$49.1K - $53.1K
|
15.6K
$2.79M
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
291+ 0.39% |
$49K - $52.9K
|
75.3K
$13.4M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
290New |
$48.8K - $52.7K
|
290
$51.7K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
286+ 21.97% |
$48.1K - $52K
|
1.59K
$283K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
284+ 5.49% |
$47.8K - $51.7K
|
5.45K
$971K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
284+ 21.73% |
$47.8K - $51.7K
|
1.59K
$283K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
284New |
$47.8K - $51.7K
|
284
$50.6K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
280+ 80.0% |
$47.1K - $50.9K
|
630
$112K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
280+ 7.37% |
$47.1K - $50.9K
|
4.08K
$727K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
279+ 0.8% |
$47K - $50.7K
|
35.4K
$6.3M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
278+ 4.35% |
$46.8K - $50.6K
|
6.67K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
278+ 1.2% |
$46.8K - $50.6K
|
23.5K
$4.19M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
277+ 0.74% |
$46.6K - $50.4K
|
37.9K
$6.75M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
273+ 1.16% |
$46K - $49.7K
|
23.8K
$4.25M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
272+ 11.39% |
$45.8K - $49.5K
|
2.66K
$474K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
266+ 1.96% |
$44.8K - $48.4K
|
13.9K
$2.47M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
266+ 6.79% |
$44.8K - $48.4K
|
4.19K
$745K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
264+ 0.65% |
$44.4K - $48K
|
40.9K
$7.29M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
260+ 0.55% |
$43.8K - $47.3K
|
47.8K
$8.51M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
258+ 0.33% |
$43.4K - $46.9K
|
79.1K
$14.1M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
257New |
$43.3K - $46.7K
|
257
$45.8K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
256+ 0.87% |
$43.1K - $46.6K
|
29.6K
$5.28M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
256+ 12.7% |
$43.1K - $46.6K
|
2.27K
$405K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
255+ 7.5% |
$42.9K - $46.4K
|
3.66K
$651K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
250+ 11.38% |
$42.1K - $45.5K
|
2.45K
$436K
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
248+ 6.0% |
$41.7K - $45.1K
|
4.38K
$780K
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
247+ 0.82% |
$41.6K - $44.9K
|
30.6K
$5.44M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
247+ 0.64% |
$41.6K - $44.9K
|
39K
$6.95M
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
245+ 7.76% |
$41.2K - $44.6K
|
3.4K
$606K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
244New |
$41.1K - $44.4K
|
244
$43.5K
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
238+ 1.15% |
$40.1K - $43.3K
|
21K
$3.74M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
236+ 2.51% |
$39.7K - $42.9K
|
9.65K
$1.72M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
236+ 7.4% |
$39.7K - $42.9K
|
3.43K
$610K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
236+ 3.42% |
$39.7K - $42.9K
|
7.14K
$1.27M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
230+ 1.11% |
$38.7K - $41.8K
|
21K
$3.73M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
225+ 38.33% |
$37.9K - $40.9K
|
812
$145K
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
224+ 5.08% |
$37.7K - $40.7K
|
4.63K
$825K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
221+ 13.69% |
$37.2K - $40.2K
|
1.84K
$327K
|