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 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
4.89KNew |
$824K - $890K
|
4.89K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.84K+ 13.16% |
$814K - $880K
|
41.6K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.84K+ 1.41% |
$814K - $880K
|
347K
$61.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.79KNew |
$806K - $871K
|
4.79K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 2.69% |
$802K - $866K
|
182K
$32.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.74K+ 8.73% |
$797K - $861K
|
59K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 74.67% |
$796K - $861K
|
11.1K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
4.73KNew |
$795K - $860K
|
4.73K
$842K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.69K+ 22.05% |
$790K - $853K
|
26K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.69K+ 3.59% |
$789K - $852K
|
135K
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.68K+ 372.29% |
$787K - $850K
|
5.93K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.66K+ 172.48% |
$784K - $847K
|
7.36K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.65KNew |
$782K - $845K
|
4.65K
$827K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.63KNew |
$779K - $842K
|
4.63K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.45KNew |
$748K - $809K
|
4.45K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.45K+ 4.62% |
$748K - $808K
|
101K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.36K+ 0.81% |
$733K - $792K
|
545K
$97.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.34K+ 4.01% |
$730K - $788K
|
113K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.32K+ 12.56% |
$728K - $786K
|
38.7K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.32KNew |
$727K - $786K
|
4.32K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.31K+ 4.69% |
$726K - $785K
|
96.3K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.3KNew |
$724K - $782K
|
4.3K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.3KNew |
$723K - $782K
|
4.3K
$766K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.3K+ 3.66% |
$723K - $781K
|
122K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.29KNew |
$723K - $781K
|
4.29K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.26K+ 50.33% |
$717K - $774K
|
12.7K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
4.25K+ 7.55% |
$715K - $773K
|
60.5K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.24K+ 52.63% |
$714K - $772K
|
12.3K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.24K+ 6.51% |
$713K - $770K
|
69.3K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.23KNew |
$711K - $769K
|
4.23K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.22K+ 8.71% |
$710K - $768K
|
52.7K
$9.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.21K+ 80.23% |
$708K - $765K
|
9.45K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.2K+ 27.55% |
$706K - $763K
|
19.4K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.12KNew |
$693K - $748K
|
4.12K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.09K+ 158.66% |
$688K - $743K
|
6.66K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 8.53% |
$687K - $742K
|
51.9K
$9.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
4.07K+ 3.78% |
$684K - $739K
|
112K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.03KNew |
$677K - $732K
|
4.03K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
3.97KNew |
$669K - $722K
|
3.97K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.92KNew |
$660K - $713K
|
3.92K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3.9KNew |
$656K - $709K
|
3.9K
$695K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.88K+ 60.16% |
$654K - $706K
|
10.3K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.88K+ 110.36% |
$652K - $705K
|
7.39K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.86K+ 5.98% |
$650K - $703K
|
68.5K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 1.46% |
$650K - $702K
|
269K
$47.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.85K+ 2.12% |
$648K - $700K
|
185K
$33M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.84K+ 3.04% |
$646K - $698K
|
130K
$23.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.83K+ 80.21% |
$645K - $697K
|
8.61K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.82KNew |
$643K - $695K
|
3.82K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.82K+ 28.3% |
$642K - $694K
|
17.3K
$3.08M
|