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 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$3.24M - $3.5M
|
19.3K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$3.23M - $3.49M
|
1.02M
$182M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.6K+ 8.27% |
$3.13M - $3.38M
|
243K
$43.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.5K+ 7.37% |
$3.12M - $3.37M
|
270K
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 13.96% |
$3.09M - $3.33M
|
150K
$26.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.9K+ 4.92% |
$3.01M - $3.25M
|
381K
$67.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.9KNew |
$3.01M - $3.25M
|
17.9K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.8K+ 20.74% |
$2.99M - $3.23M
|
103K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.6K+ 3.41% |
$2.97M - $3.21M
|
535K
$95.4M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.3KNew |
$2.9M - $3.14M
|
17.3K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.3% |
$2.9M - $3.13M
|
768K
$137M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.2K+ 70.71% |
$2.89M - $3.13M
|
41.5K
$7.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.8KNew |
$2.83M - $3.06M
|
16.8K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.6K+ 3.84% |
$2.79M - $3.02M
|
449K
$80M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.6K+ 40.86% |
$2.79M - $3.02M
|
57.2K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 0.99% |
$2.74M - $2.96M
|
1.66M
$295M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 6.24% |
$2.73M - $2.95M
|
276K
$49.1M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
15.7KNew |
$2.64M - $2.85M
|
15.7K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.6K+ 205.55% |
$2.62M - $2.83M
|
23.2K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
15.5KNew |
$2.61M - $2.82M
|
15.5K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 6.95% |
$2.58M - $2.78M
|
236K
$42M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15.1K+ 2.25% |
$2.55M - $2.75M
|
689K
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15K+ 2.35% |
$2.53M - $2.73M
|
653K
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 1.47% |
$2.52M - $2.73M
|
1.03M
$184M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
14.9K+ 6.28% |
$2.51M - $2.72M
|
253K
$45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
14.7KNew |
$2.47M - $2.67M
|
14.7K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
14.6KNew |
$2.46M - $2.66M
|
14.6K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.3KNew |
$2.41M - $2.6M
|
14.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.1K+ 5.18% |
$2.37M - $2.56M
|
285K
$50.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14KNew |
$2.36M - $2.55M
|
14K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14K+ 403.59% |
$2.35M - $2.54M
|
17.4K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.9K+ 1.22% |
$2.34M - $2.52M
|
1.15M
$204M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
13.8K+ 6.14% |
$2.32M - $2.51M
|
238K
$42.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.8K+ 3.6% |
$2.32M - $2.5M
|
396K
$70.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.7K+ 7.9% |
$2.31M - $2.5M
|
188K
$33.4M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
13.6K+ 201.77% |
$2.29M - $2.47M
|
20.3K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
13.5KNew |
$2.27M - $2.46M
|
13.5K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.5KNew |
$2.27M - $2.45M
|
13.5K
$2.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 149.77% |
$2.24M - $2.42M
|
22.2K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
13.3KNew |
$2.24M - $2.42M
|
13.3K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.3KNew |
$2.23M - $2.41M
|
13.3K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 1.55% |
$2.23M - $2.41M
|
868K
$155M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2K+ 31.27% |
$2.22M - $2.4M
|
55.4K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.8K+ 7.96% |
$2.16M - $2.33M
|
174K
$31M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$2.12M - $2.29M
|
12.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$2.11M - $2.28M
|
12.5K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
12.4KNew |
$2.09M - $2.26M
|
12.4K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.4K+ 9.09% |
$2.09M - $2.25M
|
149K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.4K+ 9.75% |
$2.08M - $2.25M
|
139K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
12.3KNew |
$2.07M - $2.24M
|
12.3K
$2.19M
|