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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.11% |
$7.07K - $7.64K
|
39.5K
$7.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
41+ 56.94% |
$6.9K - $7.46K
|
113
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.79% |
$6.73K - $7.27K
|
5.13K
$914K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 56.34% |
$6.73K - $7.27K
|
111
$19.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.27K
|
2.51K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
39+ 2.29% |
$6.56K - $7.09K
|
1.74K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
39+ 0.84% |
$6.56K - $7.09K
|
4.7K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
39+ 1.42% |
$6.56K - $7.09K
|
2.79K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38+ 0.76% |
$6.4K - $6.91K
|
5.01K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
38+ 0.87% |
$6.4K - $6.91K
|
4.39K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
38+ 1.22% |
$6.4K - $6.91K
|
3.16K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
38+ 0.84% |
$6.4K - $6.91K
|
4.54K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
37+ 0.54% |
$6.23K - $6.73K
|
6.93K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
35+ 0.46% |
$5.89K - $6.37K
|
7.58K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 0.83% |
$5.72K - $6.18K
|
4.15K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
34+ 1.69% |
$5.72K - $6.18K
|
2.05K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34+ 0.83% |
$5.72K - $6.18K
|
4.14K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
33+ 2.41% |
$5.55K - $6K
|
1.4K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 0.3% |
$5.55K - $6K
|
11K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32+ 0.58% |
$5.39K - $5.82K
|
5.57K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
32+ 0.97% |
$5.39K - $5.82K
|
3.34K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31+ 0.41% |
$5.22K - $5.64K
|
7.63K
$1.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
31+ 0.5% |
$5.22K - $5.64K
|
6.18K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 1.29% |
$5.05K - $5.46K
|
2.35K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
29+ 0.23% |
$4.88K - $5.27K
|
12.4K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
29New |
$4.88K - $5.27K
|
29
$5.17K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
28New |
$4.71K - $5.09K
|
28
$4.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
28+ 0.77% |
$4.71K - $5.09K
|
3.67K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 1.11% |
$4.71K - $5.09K
|
2.54K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28+ 0.49% |
$4.71K - $5.09K
|
5.73K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
27+ 0.31% |
$4.54K - $4.91K
|
8.69K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
27+ 0.13% |
$4.54K - $4.91K
|
20.2K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
27+ 1.09% |
$4.54K - $4.91K
|
2.5K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.28% |
$4.38K - $4.73K
|
9.27K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 2.0% |
$4.38K - $4.73K
|
1.33K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26+ 1.29% |
$4.38K - $4.73K
|
2.05K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25+ 0.3% |
$4.21K - $4.55K
|
8.44K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
25+ 0.83% |
$4.21K - $4.55K
|
3.05K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 2.15% |
$4.21K - $4.55K
|
1.19K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
24+ 0.08% |
$4.04K - $4.36K
|
29.9K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
24+ 1.22% |
$4.04K - $4.36K
|
1.99K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 0.11% |
$3.87K - $4.18K
|
21.8K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.15% |
$3.87K - $4.18K
|
15.5K
$2.76M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
23+ 1.19% |
$3.87K - $4.18K
|
1.96K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
22+ 0.11% |
$3.7K - $4K
|
21K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 1.26% |
$3.7K - $4K
|
1.76K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$3.53K - $3.82K
|
21
$3.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20+ 1.41% |
$3.37K - $3.64K
|
1.43K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.23% |
$3.37K - $3.64K
|
8.71K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
20+ 1.54% |
$3.37K - $3.64K
|
1.32K
$235K
|