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 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.9K- 17.5% |
$2.17M - $2.35M
|
60.8K
$10.8M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-13.5K- 1.66% |
$2.27M - $2.45M
|
800K
$143M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-13.6K- 5.51% |
$2.29M - $2.48M
|
234K
$41.6M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.7K- 90.73% |
$2.31M - $2.5M
|
1.4K
$250K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-14.2K- 28.74% |
$2.38M - $2.57M
|
35.1K
$6.25M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14.3K- 6.44% |
$2.42M - $2.61M
|
208K
$37.1M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.4K- 46.77% |
$2.43M - $2.62M
|
16.4K
$2.93M
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-14.5K- 12.61% |
$2.43M - $2.63M
|
100K
$17.8M
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.8K- 18.31% |
$2.49M - $2.69M
|
66.1K
$11.8M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.9K- 65.63% |
$2.5M - $2.7M
|
7.78K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 46.65% |
$2.54M - $2.74M
|
17.2K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15.1K- 6.5% |
$2.54M - $2.75M
|
217K
$38.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 0.5% |
$2.55M - $2.75M
|
3M
$534M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.7K- 22.76% |
$2.65M - $2.86M
|
53.4K
$9.52M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.3K- 74.14% |
$2.74M - $2.97M
|
5.69K
$1.01M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 22.76% |
$3.02M - $3.26M
|
60.8K
$10.8M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18K- 3.3% |
$3.03M - $3.28M
|
527K
$94M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.6K- 30.44% |
$3.13M - $3.38M
|
42.5K
$7.56M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-18.7K- 21.72% |
$3.14M - $3.39M
|
67.2K
$12M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.3K- 4.93% |
$3.42M - $3.69M
|
391K
$69.7M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-20.8K- 15.82% |
$3.51M - $3.79M
|
111K
$19.8M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-21.6K- 10.59% |
$3.63M - $3.93M
|
182K
$32.5M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.2K- 3.25% |
$3.74M - $4.04M
|
661K
$118M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-22.3K- 3.93% |
$3.75M - $4.05M
|
544K
$96.9M
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-22.9K- 3.14% |
$3.85M - $4.16M
|
707K
$126M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 91.74% |
$3.86M - $4.17M
|
2.07K
$368K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 19.02% |
$3.92M - $4.24M
|
99.3K
$17.7M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-23.4K- 27.22% |
$3.93M - $4.25M
|
62.4K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 8.14% |
$3.94M - $4.26M
|
265K
$47.1M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-24.4K- 92.36% |
$4.11M - $4.45M
|
2.02K
$360K
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-25.5K- 42.74% |
$4.3M - $4.64M
|
34.2K
$6.09M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-26.6K- 23.73% |
$4.48M - $4.84M
|
85.4K
$15.2M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-28.2K- 84.34% |
$4.75M - $5.13M
|
5.24K
$934K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.9K- 1.63% |
$4.86M - $5.25M
|
1.75M
$311M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.8K- 99.93% |
$5.01M - $5.42M
|
20
$3.56K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.3K- 36.76% |
$5.11M - $5.52M
|
52.2K
$9.3M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 17.27% |
$5.29M - $5.72M
|
151K
$26.8M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-32.7K- 15.87% |
$5.51M - $5.95M
|
173K
$30.9M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36.3K- 2.94% |
$6.11M - $6.6M
|
1.2M
$213M
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-36.3K- 39.75% |
$6.11M - $6.6M
|
55K
$9.8M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-36.5K- 28.62% |
$6.15M - $6.65M
|
91.1K
$16.2M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-37.4K- 6.44% |
$6.29M - $6.8M
|
543K
$96.7M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-40.3K- 19.52% |
$6.78M - $7.33M
|
166K
$29.6M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.5K- 3.48% |
$6.82M - $7.37M
|
1.12M
$200M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-41.3K- 16.38% |
$6.95M - $7.51M
|
211K
$37.5M
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-42.2K- 88.67% |
$7.11M - $7.68M
|
5.4K
$961K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 90.85% |
$7.46M - $8.06M
|
4.47K
$796K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-45.4K- 28.68% |
$7.63M - $8.25M
|
113K
$20.1M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-47.9K- 2.31% |
$8.06M - $8.71M
|
2.02M
$360M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-49K- 22.14% |
$8.25M - $8.91M
|
172K
$30.7M
|