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 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
9.06K+ 5.03% |
$1.53M - $1.65M
|
189K
$33.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
9.06KNew |
$1.52M - $1.65M
|
9.06K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
9.03KNew |
$1.52M - $1.64M
|
9.03K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.99K+ 110.42% |
$1.51M - $1.63M
|
17.1K
$3.05M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.91KNew |
$1.5M - $1.62M
|
8.91K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
8.85K+ 15.71% |
$1.49M - $1.61M
|
65.2K
$11.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.83K+ 42.39% |
$1.49M - $1.61M
|
29.7K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
8.6K+ 12.33% |
$1.45M - $1.56M
|
78.3K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.57K+ 1.34% |
$1.44M - $1.56M
|
649K
$116M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.53KNew |
$1.44M - $1.55M
|
8.53K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.52K+ 32.68% |
$1.43M - $1.55M
|
34.6K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.5KNew |
$1.43M - $1.55M
|
8.5K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.37KNew |
$1.41M - $1.52M
|
8.37K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.32K+ 29.32% |
$1.4M - $1.51M
|
36.7K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8.31KNew |
$1.4M - $1.51M
|
8.31K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.3K+ 8.22% |
$1.4M - $1.51M
|
109K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.24K+ 36.11% |
$1.39M - $1.5M
|
31K
$5.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.16KNew |
$1.37M - $1.48M
|
8.16K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.1K+ 3.43% |
$1.36M - $1.47M
|
244K
$43.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
8.09K+ 376.68% |
$1.36M - $1.47M
|
10.2K
$1.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.04KNew |
$1.35M - $1.46M
|
8.04K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.01K+ 30.78% |
$1.35M - $1.46M
|
34K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.92K+ 76.79% |
$1.33M - $1.44M
|
18.2K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7.92K+ 85.3% |
$1.33M - $1.44M
|
17.2K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.88K+ 3.75% |
$1.33M - $1.43M
|
218K
$38.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.67K+ 12.2% |
$1.29M - $1.39M
|
70.5K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62KNew |
$1.28M - $1.39M
|
7.62K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
7.61K+ 7.8% |
$1.28M - $1.38M
|
105K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.6K+ 403.51% |
$1.28M - $1.38M
|
9.48K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7.56K+ 112.76% |
$1.27M - $1.37M
|
14.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.55K+ 5.31% |
$1.27M - $1.37M
|
150K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.48K+ 8.6% |
$1.26M - $1.36M
|
94.5K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.47K+ 18.15% |
$1.26M - $1.36M
|
48.6K
$8.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
7.44K+ 30.76% |
$1.25M - $1.35M
|
31.6K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 20.29% |
$1.24M - $1.34M
|
43.8K
$7.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.33K+ 15.22% |
$1.23M - $1.33M
|
55.5K
$9.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7.31K+ 1.94% |
$1.23M - $1.33M
|
384K
$68.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.21K+ 2.45% |
$1.21M - $1.31M
|
302K
$53.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.2K+ 2.44% |
$1.21M - $1.31M
|
302K
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
7.14KNew |
$1.2M - $1.3M
|
7.14K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.09KNew |
$1.19M - $1.29M
|
7.09K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.07K+ 13.84% |
$1.19M - $1.29M
|
58.1K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.02KNew |
$1.18M - $1.28M
|
7.02K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.01K+ 6.8% |
$1.18M - $1.27M
|
110K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 14.36% |
$1.17M - $1.27M
|
55.4K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.92K+ 26.25% |
$1.17M - $1.26M
|
33.3K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
6.92K+ 218.85% |
$1.16M - $1.26M
|
10.1K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
6.81K+ 210.05% |
$1.15M - $1.24M
|
10.1K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.73KNew |
$1.13M - $1.22M
|
6.73K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.72K+ 5.81% |
$1.13M - $1.22M
|
123K
$21.8M
|