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 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.1K- 21.01% |
$522K - $564K
|
11.7K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 10.64% |
$525K - $567K
|
26.2K
$4.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.18K- 3.24% |
$535K - $578K
|
95K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.2K- 2.36% |
$538K - $582K
|
132K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-3.22K- 27.66% |
$543K - $586K
|
8.43K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31K- 1.84% |
$557K - $602K
|
176K
$31.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.97% |
$561K - $606K
|
166K
$29.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.39K- 4.22% |
$570K - $616K
|
76.9K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.44K- 5.16% |
$579K - $626K
|
63.2K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.5K- 4.7% |
$589K - $637K
|
71K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.53K- 0.76% |
$594K - $642K
|
459K
$81.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.59K- 10.53% |
$604K - $653K
|
30.5K
$5.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.64K- 74.33% |
$612K - $661K
|
1.26K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.68K- 16.5% |
$619K - $669K
|
18.6K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.68K- 3.84% |
$619K - $669K
|
92.2K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.78K- 6.88% |
$636K - $687K
|
51.1K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-3.88K- 2.44% |
$653K - $706K
|
155K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.9K- 0.09% |
$656K - $709K
|
4.16M
$740M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.95K- 19.2% |
$664K - $718K
|
16.6K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.97K- 2.75% |
$668K - $722K
|
140K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.1K- 11.7% |
$690K - $745K
|
30.9K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.1K- 1.81% |
$690K - $746K
|
223K
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-4.17K- 2.35% |
$701K - $757K
|
173K
$30.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-4.32K- 4.1% |
$728K - $786K
|
101K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.49K- 0.77% |
$755K - $816K
|
579K
$103M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.5K- 0.79% |
$757K - $818K
|
568K
$101M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.51K- 1.18% |
$759K - $820K
|
378K
$67.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.57K- 48.73% |
$768K - $830K
|
4.8K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.57K- 28.87% |
$769K - $831K
|
11.3K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.63K- 3.29% |
$779K - $842K
|
136K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.68K- 6.38% |
$787K - $850K
|
68.5K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.7K- 28.83% |
$791K - $855K
|
11.6K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.78K- 12.09% |
$805K - $870K
|
34.8K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.8K- 1.52% |
$808K - $873K
|
312K
$55.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.89K- 9.24% |
$822K - $888K
|
48K
$8.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.89K- 6.0% |
$823K - $889K
|
76.6K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-5.01K- 6.83% |
$843K - $911K
|
68.3K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.2K- 11.89% |
$874K - $945K
|
38.5K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.26K- 3.75% |
$885K - $956K
|
135K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-5.28K- 3.38% |
$888K - $960K
|
151K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 33.97% |
$893K - $965K
|
10.3K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 12.19% |
$894K - $966K
|
38.3K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.59K- 1.82% |
$940K - $1.02M
|
301K
$53.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.63K- 10.91% |
$948K - $1.02M
|
46K
$8.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.72K- 15.52% |
$962K - $1.04M
|
31.1K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.76K- 2.17% |
$969K - $1.05M
|
260K
$46.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.79K- 1.43% |
$974K - $1.05M
|
399K
$71.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-5.81K- 96.67% |
$978K - $1.06M
|
200
$35.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-5.84K- 10.79% |
$983K - $1.06M
|
48.3K
$8.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94K- 99.92% |
$1M - $1.08M
|
5
$891
|