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 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$2.07M - $2.24M
|
12.3K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.3K+ 81.45% |
$2.06M - $2.23M
|
27.3K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 0.3% |
$2.03M - $2.19M
|
4.06M
$723M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
11.9KNew |
$2.01M - $2.17M
|
11.9K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
11.9KNew |
$2M - $2.16M
|
11.9K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.8K+ 20.56% |
$1.99M - $2.15M
|
69.4K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
11.8KNew |
$1.99M - $2.15M
|
11.8K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 3.28% |
$1.98M - $2.14M
|
370K
$66M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7K+ 5.07% |
$1.96M - $2.12M
|
242K
$43M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.5K+ 396.51% |
$1.93M - $2.09M
|
14.4K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.4KNew |
$1.92M - $2.07M
|
11.4K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11.2KNew |
$1.89M - $2.04M
|
11.2K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11.2K+ 17.21% |
$1.89M - $2.04M
|
76.3K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
11KNew |
$1.85M - $2M
|
11K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.9K+ 18.23% |
$1.84M - $1.99M
|
70.9K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 5.27% |
$1.83M - $1.98M
|
218K
$38.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 4.48% |
$1.83M - $1.97M
|
253K
$45.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 6.56% |
$1.79M - $1.94M
|
173K
$30.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$1.79M - $1.94M
|
10.6K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 7.37% |
$1.77M - $1.91M
|
153K
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.4K+ 550.32% |
$1.74M - $1.88M
|
12.2K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 2.15% |
$1.74M - $1.88M
|
491K
$87.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.3KNew |
$1.74M - $1.88M
|
10.3K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 1.02% |
$1.73M - $1.87M
|
1.01M
$181M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.02% |
$1.72M - $1.86M
|
138K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.29% |
$1.7M - $1.84M
|
43.5K
$7.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10K+ 9.89% |
$1.69M - $1.82M
|
111K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.98KNew |
$1.68M - $1.82M
|
9.98K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.88K+ 17.23% |
$1.66M - $1.8M
|
67.2K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.87K+ 14.96% |
$1.66M - $1.79M
|
75.8K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
9.84K+ 29.24% |
$1.66M - $1.79M
|
43.5K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.7K+ 40.51% |
$1.63M - $1.76M
|
33.7K
$6M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.7K+ 11.64% |
$1.63M - $1.76M
|
93K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.67K+ 3.94% |
$1.63M - $1.76M
|
255K
$45.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.66KNew |
$1.63M - $1.76M
|
9.66K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 158.23% |
$1.62M - $1.75M
|
15.7K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.64KNew |
$1.62M - $1.75M
|
9.64K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.62K+ 2.13% |
$1.62M - $1.75M
|
461K
$82.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.58K+ 206.95% |
$1.61M - $1.74M
|
14.2K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
9.52KNew |
$1.6M - $1.73M
|
9.52K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.51K+ 1.72% |
$1.6M - $1.73M
|
564K
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.5K+ 1.11% |
$1.6M - $1.73M
|
867K
$154M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.4K+ 7.58% |
$1.58M - $1.71M
|
133K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.38KNew |
$1.58M - $1.71M
|
9.38K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9.37K+ 13.98% |
$1.58M - $1.7M
|
76.4K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.36K+ 15.66% |
$1.58M - $1.7M
|
69.1K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
9.26KNew |
$1.56M - $1.68M
|
9.26K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
9.2K+ 1.46% |
$1.55M - $1.67M
|
639K
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.07KNew |
$1.53M - $1.65M
|
9.07K
$1.62M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.07KNew |
$1.53M - $1.65M
|
9.07K
$1.61M
|