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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-52.7K- 71.59% |
$8.87M - $9.58M
|
20.9K
$3.73M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-53.6K- 71.6% |
$9.02M - $9.75M
|
21.3K
$3.79M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-55.8K- 77.25% |
$9.4M - $10.2M
|
16.4K
$2.93M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56.8K- 4.77% |
$9.56M - $10.3M
|
1.13M
$202M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-61.4K- 86.55% |
$10.3M - $11.2M
|
9.54K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-74.1K- 93.22% |
$12.5M - $13.5M
|
5.39K
$961K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77.1K- 25.81% |
$13M - $14M
|
222K
$39.5M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-77.1K- 4.28% |
$13M - $14M
|
1.73M
$307M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-84.8K- 1.34% |
$14.3M - $15.4M
|
6.23M
$1.11B
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-86.2K- 33.23% |
$14.5M - $15.7M
|
173K
$30.8M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-89.7K- 94.68% |
$15.1M - $16.3M
|
5.03K
$897K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-97.5K- 8.77% |
$16.4M - $17.7M
|
1.01M
$181M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-101K- 5.78% |
$17M - $18.3M
|
1.64M
$293M
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-104K- 98.42% |
$17.5M - $18.9M
|
1.68K
$299K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-104K- 8.82% |
$17.6M - $19M
|
1.08M
$192M
|
|
Feb 05, 2025
Q4 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-106K- 30.39% |
$17.8M - $19.3M
|
243K
$43.3M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-121K- 87.41% |
$20.4M - $22.1M
|
17.5K
$3.11M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-199K- 98.06% |
$33.6M - $36.3M
|
3.94K
$702K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-202K- 54.06% |
$33.9M - $36.7M
|
171K
$30.5M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-260K- 9.49% |
$43.8M - $47.3M
|
2.48M
$442M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-315K- 99.98% |
$53M - $57.2M
|
54
$9.62K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-317K- 85.73% |
$53.3M - $57.6M
|
52.7K
$9.38M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-335K- 62.57% |
$56.3M - $60.9M
|
200K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-341K- 5.88% |
$57.3M - $61.9M
|
5.45M
$971M
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-354K- 48.79% |
$59.7M - $64.5M
|
372K
$66.3M
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-435K- 54.92% |
$73.3M - $79.2M
|
357K
$63.7M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-456K- 91.76% |
$76.7M - $82.9M
|
40.9K
$7.29M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-531K- 99.32% |
$89.4M - $96.6M
|
3.64K
$648K
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-542K- 40.21% |
$91.3M - $98.6M
|
806K
$144M
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-579K- 99.41% |
$97.5M - $105M
|
3.44K
$613K
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.05M- 99.41% |
$177M - $191M
|
6.24K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.53M- 99.31% |
$426M - $460M
|
17.6K
$3.14M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.3M- 99.94% |
$3.42B - $3.69B
|
12.5K
$2.23M
|