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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.69K- 9.83% |
$285K - $308K
|
15.5K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.72K- 14.47% |
$289K - $312K
|
10.1K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.72K- 6.89% |
$290K - $313K
|
23.2K
$4.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.73K- 8.6% |
$291K - $315K
|
18.4K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.76K- 3.78% |
$297K - $321K
|
44.9K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.79K- 18.15% |
$301K - $326K
|
8.07K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.82K- 11.27% |
$306K - $331K
|
14.3K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.84K- 10.3% |
$309K - $334K
|
16K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.85K- 26.46% |
$312K - $337K
|
5.15K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.88K- 36.62% |
$316K - $342K
|
3.25K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 14.67% |
$320K - $346K
|
11.1K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.9K- 1.91% |
$320K - $346K
|
97.8K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 0.42% |
$321K - $347K
|
448K
$79.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.94K- 1.35% |
$326K - $352K
|
142K
$25.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 1.47% |
$329K - $356K
|
131K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.96K- 81.85% |
$329K - $356K
|
434
$77.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.97K- 3.82% |
$332K - $358K
|
49.6K
$8.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.85% |
$334K - $361K
|
31.9K
$5.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.99K- 20.03% |
$334K - $361K
|
7.93K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.99K- 4.12% |
$334K - $361K
|
46.3K
$8.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.01K- 34.9% |
$338K - $365K
|
3.75K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.11K- 10.04% |
$355K - $383K
|
18.9K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.11K- 27.34% |
$355K - $383K
|
5.6K
$998K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.12K- 44.57% |
$357K - $386K
|
2.64K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 10.24% |
$373K - $403K
|
19.4K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.24K- 43.35% |
$376K - $407K
|
2.92K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.24K- 7.65% |
$377K - $408K
|
27.1K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.25K- 18.61% |
$379K - $410K
|
9.85K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.32K- 6.25% |
$391K - $422K
|
34.8K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.32K- 10.39% |
$391K - $422K
|
20K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.37K- 12.54% |
$398K - $430K
|
16.5K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 2.23% |
$400K - $432K
|
104K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.41K- 1.83% |
$406K - $439K
|
129K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.45K- 4.85% |
$413K - $446K
|
48.1K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.49K- 2.3% |
$418K - $452K
|
105K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.49K- 6.29% |
$419K - $453K
|
37.1K
$6.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.52K- 3.67% |
$424K - $458K
|
66.1K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.53K- 18.28% |
$426K - $460K
|
11.3K
$2.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 44.83% |
$430K - $464K
|
3.14K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.59K- 83.81% |
$436K - $471K
|
500
$89.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.61K- 1.91% |
$438K - $474K
|
134K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.67K- 1.94% |
$449K - $485K
|
134K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.68K- 0.74% |
$450K - $487K
|
359K
$64M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.69K- 40.95% |
$453K - $490K
|
3.88K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.87K- 3.52% |
$484K - $523K
|
78.8K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 9.79% |
$493K - $533K
|
27K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.98K- 6.33% |
$502K - $542K
|
44.1K
$7.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.01K- 45.07% |
$506K - $547K
|
3.67K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.01K- 12.05% |
$507K - $548K
|
22K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.09K- 11.18% |
$520K - $562K
|
24.5K
$4.37M
|