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 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 0.2% |
$2.19K - $2.36K
|
6.62K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 0.28% |
$2.02K - $2.18K
|
4.35K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.18% |
$2.02K - $2.18K
|
6.72K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11+ 0.87% |
$1.85K - $2K
|
1.28K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.09% |
$1.85K - $2K
|
12.4K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
11+ 0.79% |
$1.85K - $2K
|
1.4K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.44% |
$1.85K - $2K
|
2.5K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
11+ 0.06% |
$1.85K - $2K
|
17.2K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.85K - $2K
|
4.17K
$675K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$1.85K - $2K
|
11
$1.78K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 2.93% |
$1.68K - $1.82K
|
351
$56.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.24% |
$1.68K - $1.82K
|
4.2K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.28% |
$1.68K - $1.82K
|
3.63K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.39% |
$1.68K - $1.82K
|
2.6K
$420K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 5.14% |
$1.51K - $1.64K
|
184
$29.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9+ 0.6% |
$1.51K - $1.64K
|
1.52K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
9+ 0.52% |
$1.51K - $1.64K
|
1.74K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$1.51K - $1.64K
|
1.54K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9+ 0.56% |
$1.51K - $1.64K
|
1.63K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9+ 0.6% |
$1.51K - $1.64K
|
1.51K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8+ 0.44% |
$1.35K - $1.45K
|
1.81K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.64% |
$1.35K - $1.45K
|
1.26K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.55% |
$1.35K - $1.45K
|
1.46K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 1.93% |
$1.35K - $1.45K
|
423
$68.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 0.6% |
$1.35K - $1.45K
|
1.33K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.48% |
$1.18K - $1.27K
|
1.47K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.18K - $1.27K
|
3.27K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.29% |
$1.18K - $1.27K
|
2.39K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.26% |
$1.18K - $1.27K
|
2.7K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.37% |
$1.18K - $1.27K
|
1.92K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
7+ 0.57% |
$1.18K - $1.27K
|
1.24K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7+ 0.2% |
$1.18K - $1.27K
|
3.43K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.28% |
$1.18K - $1.27K
|
2.47K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7+ 0.24% |
$1.18K - $1.27K
|
2.87K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.16% |
$1.18K - $1.27K
|
4.42K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.11% |
$1.18K - $1.27K
|
6.53K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7+ 0.9% |
$1.18K - $1.27K
|
785
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6+ 0.35% |
$1.01K - $1.09K
|
1.74K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 0.48% |
$1.01K - $1.09K
|
1.25K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.13% |
$1.01K - $1.09K
|
4.7K
$760K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 2.42% |
$1.01K - $1.09K
|
254
$41.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6+ 0.39% |
$1.01K - $1.09K
|
1.54K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.37% |
$1.01K - $1.09K
|
1.64K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
6+ 0.46% |
$1.01K - $1.09K
|
1.3K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
6+ 0.24% |
$1.01K - $1.09K
|
2.53K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.2% |
$1.01K - $1.09K
|
2.99K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
5+ 0.32% |
$842 - $909
|
1.59K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5+ 0.09% |
$842 - $909
|
5.59K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5+ 0.04% |
$842 - $909
|
13.8K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5+ 0.24% |
$842 - $909
|
2.08K
$336K
|