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 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.09K- 11.18% |
$520K - $562K
|
24.5K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.1K- 21.01% |
$522K - $564K
|
11.7K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 10.64% |
$525K - $567K
|
26.2K
$4.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.18K- 3.24% |
$535K - $578K
|
95K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.97% |
$561K - $606K
|
166K
$29.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.39K- 4.22% |
$570K - $616K
|
76.9K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.44K- 5.16% |
$579K - $626K
|
63.2K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.5K- 4.7% |
$589K - $637K
|
71K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.53K- 0.76% |
$594K - $642K
|
459K
$81.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.59K- 10.53% |
$604K - $653K
|
30.5K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.68K- 16.5% |
$619K - $669K
|
18.6K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.1K- 11.7% |
$690K - $745K
|
30.9K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.1K- 1.81% |
$690K - $746K
|
223K
$39.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-4.32K- 4.1% |
$728K - $786K
|
101K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.5K- 0.79% |
$757K - $818K
|
568K
$100M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.51K- 1.18% |
$759K - $820K
|
378K
$66.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.57K- 48.73% |
$768K - $830K
|
4.8K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.68K- 6.38% |
$787K - $850K
|
68.5K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.78K- 12.09% |
$805K - $870K
|
34.8K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.89K- 9.24% |
$822K - $888K
|
48K
$8.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-5.01K- 6.83% |
$843K - $911K
|
68.3K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.2K- 11.89% |
$874K - $945K
|
38.5K
$6.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.26K- 3.75% |
$885K - $956K
|
135K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 33.97% |
$893K - $965K
|
10.3K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 12.19% |
$894K - $966K
|
38.3K
$6.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.59K- 1.82% |
$940K - $1.02M
|
301K
$53.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.63K- 10.91% |
$948K - $1.02M
|
46K
$8.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.72K- 15.52% |
$962K - $1.04M
|
31.1K
$5.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.79K- 1.43% |
$974K - $1.05M
|
399K
$70.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-5.81K- 96.67% |
$978K - $1.06M
|
200
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-5.84K- 10.79% |
$983K - $1.06M
|
48.3K
$8.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94K- 99.92% |
$1M - $1.08M
|
5
$884
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.97K- 12.16% |
$1M - $1.08M
|
43.1K
$7.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.02K- 1.91% |
$1.01M - $1.09M
|
310K
$54.7M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6.17K- 68.24% |
$1.04M - $1.12M
|
2.87K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-7.26K- 2.07% |
$1.22M - $1.32M
|
343K
$60.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.36K- 18.41% |
$1.24M - $1.34M
|
32.6K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.36K- 16.8% |
$1.24M - $1.34M
|
36.4K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7.44K- 4.06% |
$1.25M - $1.35M
|
176K
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.46K- 35.14% |
$1.25M - $1.36M
|
13.8K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.52K- 32.17% |
$1.27M - $1.37M
|
15.8K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.75K- 84.37% |
$1.31M - $1.41M
|
1.44K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.82K- 17.73% |
$1.32M - $1.42M
|
36.3K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.1K- 7.05% |
$1.36M - $1.47M
|
107K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.43K- 14.81% |
$1.42M - $1.53M
|
48.5K
$8.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.87K- 31.06% |
$1.49M - $1.61M
|
19.7K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-8.92K- 19.26% |
$1.5M - $1.62M
|
37.4K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-9K- 19.15% |
$1.51M - $1.64M
|
38K
$6.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-9.57K- 16.99% |
$1.61M - $1.74M
|
46.8K
$8.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 1.03% |
$2.02M - $2.18M
|
1.16M
$204M
|