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 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-712- 31.53% |
$120K - $129K
|
1.55K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-715- 11.96% |
$120K - $130K
|
5.27K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-717- 29.79% |
$121K - $130K
|
1.69K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-729- 9.5% |
$123K - $133K
|
6.95K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-729- 11.51% |
$123K - $133K
|
5.6K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-731- 0.24% |
$123K - $133K
|
299K
$53.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-731- 5.61% |
$123K - $133K
|
12.3K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-737- 6.8% |
$124K - $134K
|
10.1K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-744- 0.29% |
$125K - $135K
|
254K
$45.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-763- 1.81% |
$128K - $139K
|
41.5K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-764- 2.31% |
$129K - $139K
|
32.3K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-765- 1.53% |
$129K - $139K
|
49.1K
$8.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-767- 1.05% |
$129K - $139K
|
72.5K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-772- 1.96% |
$130K - $140K
|
38.7K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-773- 15.17% |
$130K - $141K
|
4.32K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-777- 15.86% |
$131K - $141K
|
4.12K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-783- 0.46% |
$132K - $142K
|
169K
$30M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-788- 12.3% |
$133K - $143K
|
5.62K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-793- 3.4% |
$133K - $144K
|
22.6K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-793- 6.27% |
$133K - $144K
|
11.8K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-796- 3.76% |
$134K - $145K
|
20.4K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-813- 3.36% |
$137K - $148K
|
23.4K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 16.35% |
$137K - $148K
|
4.17K
$742K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-820- 15.38% |
$138K - $149K
|
4.51K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-836- 4.85% |
$141K - $152K
|
16.4K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-845- 30.3% |
$142K - $154K
|
1.94K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-854- 1.93% |
$144K - $155K
|
43.3K
$7.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-874- 8.6% |
$147K - $159K
|
9.29K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-874- 1.04% |
$147K - $159K
|
83K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-875- 6.93% |
$147K - $159K
|
11.8K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-894- 10.6% |
$150K - $163K
|
7.54K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 17.14% |
$152K - $165K
|
4.38K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-917- 26.07% |
$154K - $167K
|
2.6K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-917- 0.56% |
$154K - $167K
|
163K
$29M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-920- 13.3% |
$155K - $167K
|
6K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-933- 0.98% |
$157K - $170K
|
94.7K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-943- 9.6% |
$159K - $172K
|
8.88K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-956- 2.21% |
$161K - $174K
|
42.4K
$7.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-979- 0.99% |
$165K - $178K
|
97.6K
$17.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-981- 2.72% |
$165K - $178K
|
35.1K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-987- 1.82% |
$166K - $180K
|
53.3K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-995- 11.09% |
$167K - $181K
|
7.97K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-998- 0.76% |
$168K - $182K
|
130K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1K- 40.0% |
$168K - $182K
|
1.5K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.01K- 0.83% |
$169K - $183K
|
120K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 6.84% |
$169K - $183K
|
13.7K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.01K- 15.78% |
$170K - $184K
|
5.39K
$959K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.03K- 6.19% |
$174K - $188K
|
15.6K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.04K- 8.68% |
$175K - $189K
|
10.9K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.06K- 2.3% |
$178K - $192K
|
44.8K
$7.98M
|