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 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.8KNew |
$640K - $691K
|
3.8K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 170.9% |
$639K - $691K
|
6.02K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.79K+ 13.55% |
$637K - $688K
|
31.7K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.77K+ 196.51% |
$635K - $686K
|
5.69K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.76KNew |
$633K - $684K
|
3.76K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 1.81% |
$627K - $677K
|
209K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.73KNew |
$627K - $677K
|
3.73K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.7K+ 2.61% |
$622K - $672K
|
145K
$25.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67K+ 2.18% |
$617K - $667K
|
172K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.66K+ 460.5% |
$616K - $666K
|
4.46K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3.66KNew |
$615K - $665K
|
3.66K
$651K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.65KNew |
$615K - $664K
|
3.65K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.64K+ 5.39% |
$612K - $661K
|
71.1K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.64K+ 6.34% |
$612K - $661K
|
61K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.63K+ 1.59% |
$611K - $660K
|
232K
$41.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.63K+ 11.39% |
$611K - $660K
|
35.5K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.63K+ 2.99% |
$611K - $660K
|
125K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.61KNew |
$607K - $656K
|
3.61K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.6K+ 9.37% |
$606K - $655K
|
42K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.58K+ 5.82% |
$603K - $651K
|
65.1K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.57KNew |
$600K - $649K
|
3.57K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.54K+ 252.24% |
$597K - $645K
|
4.95K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.5K+ 33.06% |
$590K - $637K
|
14.1K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.49K+ 10.95% |
$587K - $634K
|
35.3K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.48KNew |
$585K - $632K
|
3.48K
$619K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.46K+ 3.43% |
$582K - $629K
|
104K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45K+ 6.0% |
$580K - $627K
|
60.9K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
3.42K+ 10.52% |
$575K - $621K
|
35.9K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.4K+ 9.78% |
$572K - $618K
|
38.2K
$6.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.4KNew |
$571K - $617K
|
3.4K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.37K+ 2.0% |
$567K - $613K
|
172K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35K+ 2.92% |
$564K - $610K
|
118K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 3.7% |
$562K - $607K
|
93.6K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.33KNew |
$560K - $605K
|
3.33K
$593K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.33K+ 8.33% |
$560K - $605K
|
43.2K
$7.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.31KNew |
$557K - $602K
|
3.31K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$554K - $599K
|
3.29K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$552K - $597K
|
3.28K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
3.25K+ 22.18% |
$547K - $591K
|
17.9K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.22KNew |
$542K - $585K
|
3.22K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 4.94% |
$541K - $585K
|
68.3K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.21KNew |
$540K - $584K
|
3.21K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.2K+ 227.36% |
$538K - $582K
|
4.61K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.2KNew |
$538K - $581K
|
3.2K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.19K+ 1.2% |
$538K - $581K
|
269K
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.19KNew |
$537K - $580K
|
3.19K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19K+ 45.69% |
$536K - $579K
|
10.2K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.19K+ 4.84% |
$536K - $579K
|
69.1K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.18KNew |
$535K - $579K
|
3.18K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.18KNew |
$535K - $578K
|
3.18K
$566K
|