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 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
28+ 0.77% |
$4.71K - $5.09K
|
3.67K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 1.11% |
$4.71K - $5.09K
|
2.54K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28+ 0.49% |
$4.71K - $5.09K
|
5.73K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
27+ 0.31% |
$4.54K - $4.91K
|
8.69K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
27+ 0.13% |
$4.54K - $4.91K
|
20.2K
$3.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
27+ 1.09% |
$4.54K - $4.91K
|
2.5K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.28% |
$4.38K - $4.73K
|
9.27K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 2.0% |
$4.38K - $4.73K
|
1.33K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26+ 1.29% |
$4.38K - $4.73K
|
2.05K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25+ 0.3% |
$4.21K - $4.55K
|
8.44K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
25+ 0.83% |
$4.21K - $4.55K
|
3.05K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
24+ 0.08% |
$4.04K - $4.36K
|
29.9K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
24+ 1.22% |
$4.04K - $4.36K
|
1.99K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 0.11% |
$3.87K - $4.18K
|
21.8K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.15% |
$3.87K - $4.18K
|
15.5K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
22+ 0.11% |
$3.7K - $4K
|
21K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 1.26% |
$3.7K - $4K
|
1.76K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$3.53K - $3.82K
|
21
$3.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20+ 1.41% |
$3.37K - $3.64K
|
1.43K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.23% |
$3.37K - $3.64K
|
8.71K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
20+ 1.54% |
$3.37K - $3.64K
|
1.32K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
20+ 0.35% |
$3.37K - $3.64K
|
5.75K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
19+ 0.27% |
$3.2K - $3.46K
|
7.19K
$1.27M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 90.0% |
$3.03K - $3.27K
|
38
$6.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.59% |
$3.03K - $3.27K
|
3.06K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.56% |
$3.03K - $3.27K
|
3.24K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18+ 0.49% |
$3.03K - $3.27K
|
3.68K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.21% |
$2.86K - $3.09K
|
7.99K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16+ 0.09% |
$2.69K - $2.91K
|
16.9K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$2.52K - $2.73K
|
12.2K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.57% |
$2.52K - $2.73K
|
2.65K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
15+ 0.46% |
$2.52K - $2.73K
|
3.31K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
15+ 0.32% |
$2.52K - $2.73K
|
4.7K
$828K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 2.42% |
$2.36K - $2.55K
|
592
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.46% |
$2.36K - $2.55K
|
3.04K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.21% |
$2.36K - $2.55K
|
6.65K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
13+ 0.6% |
$2.19K - $2.36K
|
2.2K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
13+ 0.33% |
$2.19K - $2.36K
|
3.92K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 0.28% |
$2.02K - $2.18K
|
4.35K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11+ 0.87% |
$1.85K - $2K
|
1.28K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.09% |
$1.85K - $2K
|
12.4K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
11+ 0.79% |
$1.85K - $2K
|
1.4K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.44% |
$1.85K - $2K
|
2.5K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
11+ 0.06% |
$1.85K - $2K
|
17.2K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.85K - $2K
|
4.17K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$1.85K - $2K
|
11
$1.94K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 2.93% |
$1.68K - $1.82K
|
351
$61.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.24% |
$1.68K - $1.82K
|
4.2K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.28% |
$1.68K - $1.82K
|
3.63K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.39% |
$1.68K - $1.82K
|
2.6K
$458K
|