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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 15.26% |
$27.9K - $30.2K
|
1.25K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
166+ 7.95% |
$27.9K - $30.2K
|
2.25K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
164+ 3.88% |
$27.6K - $29.8K
|
4.4K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
161+ 0.57% |
$27.1K - $29.3K
|
28.4K
$5.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
160+ 0.47% |
$26.9K - $29.1K
|
34.3K
$6.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
157+ 0.82% |
$26.4K - $28.6K
|
19.3K
$3.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
155+ 2.58% |
$26.1K - $28.2K
|
6.16K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
152+ 10.94% |
$25.6K - $27.6K
|
1.54K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150New |
$25.2K - $27.3K
|
150
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
149+ 11.0% |
$25.1K - $27.1K
|
1.5K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
140+ 33.57% |
$23.6K - $25.5K
|
557
$98.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
138+ 9.03% |
$23.2K - $25.1K
|
1.67K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
138+ 1.16% |
$23.2K - $25.1K
|
12K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
135+ 0.53% |
$22.7K - $24.6K
|
25.8K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
132+ 3.84% |
$22.2K - $24K
|
3.57K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
125+ 0.41% |
$21K - $22.7K
|
30.9K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
118+ 2.03% |
$19.9K - $21.5K
|
5.92K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
116+ 0.72% |
$19.5K - $21.1K
|
16.3K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
111+ 7.44% |
$18.7K - $20.2K
|
1.6K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
111+ 2.86% |
$18.7K - $20.2K
|
3.99K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
110+ 0.92% |
$18.5K - $20K
|
12K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
109+ 0.9% |
$18.3K - $19.8K
|
12.3K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
109+ 7.18% |
$18.3K - $19.8K
|
1.63K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
109+ 1.86% |
$18.3K - $19.8K
|
5.98K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
108+ 2.39% |
$18.2K - $19.6K
|
4.63K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
106+ 10.43% |
$17.8K - $19.3K
|
1.12K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105+ 8.88% |
$17.7K - $19.1K
|
1.29K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
105+ 0.31% |
$17.7K - $19.1K
|
34.2K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
103+ 7.25% |
$17.3K - $18.7K
|
1.52K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
102+ 4.47% |
$17.2K - $18.6K
|
2.39K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 1.98% |
$17K - $18.4K
|
5.19K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
101+ 1.76% |
$17K - $18.4K
|
5.85K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 9.47% |
$16.8K - $18.2K
|
1.16K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
94+ 140.3% |
$15.8K - $17.1K
|
161
$28.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
93+ 0.57% |
$15.7K - $16.9K
|
16.4K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 0.32% |
$15.5K - $16.7K
|
29K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
88New |
$14.8K - $16K
|
88
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
84+ 2.26% |
$14.1K - $15.3K
|
3.81K
$670K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
83+ 0.26% |
$14K - $15.1K
|
32.1K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
83+ 4.74% |
$14K - $15.1K
|
1.84K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
83+ 5.0% |
$14K - $15.1K
|
1.74K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
81+ 6.78% |
$13.6K - $14.7K
|
1.28K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81+ 0.28% |
$13.6K - $14.7K
|
29.4K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
80+ 0.66% |
$13.5K - $14.5K
|
12.3K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
80+ 1.94% |
$13.5K - $14.5K
|
4.21K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
74+ 2.44% |
$12.5K - $13.5K
|
3.1K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
74+ 0.31% |
$12.5K - $13.5K
|
23.6K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
74+ 0.77% |
$12.5K - $13.5K
|
9.7K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
73+ 2.43% |
$12.3K - $13.3K
|
3.08K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
73+ 1.51% |
$12.3K - $13.3K
|
4.92K
$867K
|