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 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
220+ 9.2% |
$37K - $40K
|
2.61K
$465K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
218+ 13.63% |
$36.7K - $39.6K
|
1.82K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
217+ 2.29% |
$36.5K - $39.5K
|
9.71K
$1.73M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
214+ 17.02% |
$36K - $38.9K
|
1.47K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
209+ 1.35% |
$35.2K - $38K
|
15.7K
$2.8M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
208New |
$35K - $37.8K
|
208
$37.1K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
205New |
$34.5K - $37.3K
|
205
$36.5K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
204+ 1.42% |
$34.3K - $37.1K
|
14.6K
$2.6M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
204+ 0.72% |
$34.3K - $37.1K
|
28.5K
$5.08M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
203+ 4.5% |
$34.2K - $36.9K
|
4.72K
$840K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
203New |
$34.2K - $36.9K
|
203
$36.2K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
197+ 1.38% |
$33.2K - $35.8K
|
14.5K
$2.58M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
196+ 6.4% |
$33K - $35.6K
|
3.26K
$580K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
195+ 6.18% |
$32.8K - $35.5K
|
3.35K
$597K
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
192+ 0.24% |
$32.3K - $34.9K
|
79.3K
$14.1M
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
192+ 3.99% |
$32.3K - $34.9K
|
5.01K
$892K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
190New |
$32K - $34.6K
|
190
$33.8K
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
188+ 4.69% |
$31.6K - $34.2K
|
4.2K
$748K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
181+ 3.71% |
$30.5K - $32.9K
|
5.06K
$901K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
180New |
$30.3K - $32.7K
|
180
$32.1K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
180+ 4.33% |
$30.3K - $32.7K
|
4.34K
$772K
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
180+ 11.11% |
$30.3K - $32.7K
|
1.8K
$321K
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
175+ 0.83% |
$29.5K - $31.8K
|
21.2K
$3.78M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
173+ 1.91% |
$29.1K - $31.5K
|
9.22K
$1.64M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
171+ 2.75% |
$28.8K - $31.1K
|
6.38K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
170+ 5.36% |
$28.6K - $30.9K
|
3.34K
$595K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
169+ 1.01% |
$28.4K - $30.7K
|
16.9K
$3.02M
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
168+ 2.47% |
$28.3K - $30.6K
|
6.96K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 15.26% |
$27.9K - $30.2K
|
1.25K
$223K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 7.95% |
$27.9K - $30.2K
|
2.25K
$402K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
164+ 3.88% |
$27.6K - $29.8K
|
4.4K
$783K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
164+ 3.72% |
$27.6K - $29.8K
|
4.58K
$815K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
161+ 0.57% |
$27.1K - $29.3K
|
28.4K
$5.06M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
161New |
$27.1K - $29.3K
|
161
$28.7K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
160+ 0.47% |
$26.9K - $29.1K
|
34.3K
$6.11M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
157+ 0.82% |
$26.4K - $28.6K
|
19.3K
$3.44M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
156+ 1.27% |
$26.3K - $28.4K
|
12.4K
$2.22M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
155+ 2.58% |
$26.1K - $28.2K
|
6.16K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
155+ 0.64% |
$26.1K - $28.2K
|
24.4K
$4.35M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
152+ 10.94% |
$25.6K - $27.6K
|
1.54K
$274K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150New |
$25.2K - $27.3K
|
150
$26.7K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
149+ 11.0% |
$25.1K - $27.1K
|
1.5K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
148+ 1.7% |
$24.9K - $26.9K
|
8.87K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
142+ 0.57% |
$23.9K - $25.8K
|
25K
$4.45M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
142+ 0.96% |
$23.9K - $25.8K
|
14.9K
$2.65M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140+ 33.57% |
$23.6K - $25.5K
|
557
$99.2K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
138+ 9.03% |
$23.2K - $25.1K
|
1.67K
$297K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
138+ 1.16% |
$23.2K - $25.1K
|
12K
$2.14M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
136+ 8.81% |
$22.9K - $24.7K
|
1.68K
$299K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
135+ 0.53% |
$22.7K - $24.6K
|
25.8K
$4.59M
|