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 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
20+ 0.35% |
$3.37K - $3.64K
|
5.75K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
19+ 0.27% |
$3.2K - $3.46K
|
7.19K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
19New |
$3.2K - $3.46K
|
19
$3.38K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 90.0% |
$3.03K - $3.27K
|
38
$6.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.59% |
$3.03K - $3.27K
|
3.06K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.56% |
$3.03K - $3.27K
|
3.24K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18+ 0.49% |
$3.03K - $3.27K
|
3.68K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.21% |
$2.86K - $3.09K
|
7.99K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.09% |
$2.69K - $2.91K
|
16.9K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.58% |
$2.69K - $2.91K
|
2.77K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$2.52K - $2.73K
|
12.2K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.57% |
$2.52K - $2.73K
|
2.65K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
15+ 0.46% |
$2.52K - $2.73K
|
3.31K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
15+ 0.32% |
$2.52K - $2.73K
|
4.7K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15+ 0.25% |
$2.52K - $2.73K
|
6.1K
$1.09M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.15% |
$2.52K - $2.73K
|
9.88K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 2.42% |
$2.36K - $2.55K
|
592
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.46% |
$2.36K - $2.55K
|
3.04K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.21% |
$2.36K - $2.55K
|
6.65K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
13+ 0.6% |
$2.19K - $2.36K
|
2.2K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
13+ 0.33% |
$2.19K - $2.36K
|
3.92K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 0.2% |
$2.19K - $2.36K
|
6.62K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 0.28% |
$2.02K - $2.18K
|
4.35K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.18% |
$2.02K - $2.18K
|
6.72K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11+ 0.87% |
$1.85K - $2K
|
1.28K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.09% |
$1.85K - $2K
|
12.4K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
11+ 0.79% |
$1.85K - $2K
|
1.4K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.44% |
$1.85K - $2K
|
2.5K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
11+ 0.06% |
$1.85K - $2K
|
17.2K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.85K - $2K
|
4.17K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$1.85K - $2K
|
11
$1.96K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 2.93% |
$1.68K - $1.82K
|
351
$62.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.24% |
$1.68K - $1.82K
|
4.2K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.28% |
$1.68K - $1.82K
|
3.63K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.39% |
$1.68K - $1.82K
|
2.6K
$463K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 5.14% |
$1.51K - $1.64K
|
184
$32.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9+ 0.6% |
$1.51K - $1.64K
|
1.52K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
9+ 0.52% |
$1.51K - $1.64K
|
1.74K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$1.51K - $1.64K
|
1.54K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9+ 0.56% |
$1.51K - $1.64K
|
1.63K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9+ 0.6% |
$1.51K - $1.64K
|
1.51K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8+ 0.44% |
$1.35K - $1.45K
|
1.81K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.64% |
$1.35K - $1.45K
|
1.26K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.55% |
$1.35K - $1.45K
|
1.46K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 1.93% |
$1.35K - $1.45K
|
423
$75.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 0.6% |
$1.35K - $1.45K
|
1.33K
$237K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.48% |
$1.18K - $1.27K
|
1.47K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.18K - $1.27K
|
3.27K
$582K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.29% |
$1.18K - $1.27K
|
2.39K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.26% |
$1.18K - $1.27K
|
2.7K
$481K
|