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
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
37.9KNew |
$6.38M - $6.9M
|
37.9K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.3K+ 6.4% |
$6.29M - $6.79M
|
621K
$111M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
36.6KNew |
$6.16M - $6.66M
|
36.6K
$6.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$5.94M - $6.42M
|
35.3K
$6.29M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
35.1KNew |
$5.91M - $6.39M
|
35.1K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
34.6KNew |
$5.82M - $6.29M
|
34.6K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
33.7KNew |
$5.67M - $6.12M
|
33.7K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
33.5KNew |
$5.64M - $6.1M
|
33.5K
$5.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 0.99% |
$5.55M - $6M
|
3.38M
$602M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
33K+ 383.68% |
$5.55M - $6M
|
41.6K
$7.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
32.7K+ 25.59% |
$5.5M - $5.94M
|
160K
$28.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
32.6KNew |
$5.49M - $5.93M
|
32.6K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
32.6KNew |
$5.48M - $5.93M
|
32.6K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.4K+ 128.5% |
$5.45M - $5.89M
|
57.6K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
32.2KNew |
$5.42M - $5.86M
|
32.2K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.2K+ 9.56% |
$5.25M - $5.67M
|
357K
$63.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 8.73% |
$5.18M - $5.59M
|
383K
$68.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30K+ 10.36% |
$5.06M - $5.46M
|
320K
$57M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
29.4KNew |
$4.94M - $5.34M
|
29.4K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
29.3KNew |
$4.92M - $5.32M
|
29.3K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28.5K+ 9.57% |
$4.79M - $5.18M
|
326K
$58.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
28.4K+ 6.53% |
$4.78M - $5.16M
|
463K
$82.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
28.3K+ 7.07% |
$4.76M - $5.14M
|
428K
$76.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.2K+ 150.3% |
$4.74M - $5.12M
|
46.9K
$8.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.2K+ 7.2% |
$4.74M - $5.12M
|
419K
$74.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
27.9KNew |
$4.69M - $5.07M
|
27.9K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
27.2K+ 1.24% |
$4.58M - $4.95M
|
2.23M
$397M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
27KNew |
$4.55M - $4.91M
|
27K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27K+ 28.48% |
$4.54M - $4.9M
|
122K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
26.4KNew |
$4.45M - $4.81M
|
26.4K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25.9K+ 26.54% |
$4.36M - $4.71M
|
124K
$22M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
25.9KNew |
$4.36M - $4.71M
|
25.9K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
25.6KNew |
$4.31M - $4.66M
|
25.6K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
24.9KNew |
$4.19M - $4.53M
|
24.9K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
24.9K+ 7.07% |
$4.19M - $4.52M
|
377K
$67.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24K+ 1.75% |
$4.03M - $4.36M
|
1.39M
$248M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23.9KNew |
$4.02M - $4.35M
|
23.9K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
23.8KNew |
$4M - $4.32M
|
23.8K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
23.3KNew |
$3.92M - $4.24M
|
23.3K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23K+ 28.31% |
$3.87M - $4.18M
|
104K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 100.55% |
$3.76M - $4.06M
|
44.5K
$7.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.2K+ 3.23% |
$3.73M - $4.03M
|
709K
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22K+ 9.02% |
$3.71M - $4M
|
266K
$47.4M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8KNew |
$3.67M - $3.97M
|
21.8K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21.4K+ 3.88% |
$3.61M - $3.9M
|
573K
$102M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21KNew |
$3.53M - $3.81M
|
21K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
20.2KNew |
$3.41M - $3.68M
|
20.2K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
20.2KNew |
$3.39M - $3.67M
|
20.2K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20K+ 68.52% |
$3.37M - $3.64M
|
49.2K
$8.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 61.47% |
$3.32M - $3.59M
|
51.9K
$9.24M
|