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 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-382- 64.53% |
$64.3K - $69.5K
|
210
$37.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-384- 2.93% |
$64.6K - $69.8K
|
12.7K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.9% |
$65.3K - $70.6K
|
9.55K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-390- 1.82% |
$65.6K - $70.9K
|
21K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-393- 0.65% |
$66.1K - $71.5K
|
60.4K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-394- 1.32% |
$66.3K - $71.7K
|
29.5K
$5.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-398- 3.11% |
$67K - $72.4K
|
12.4K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-411- 10.2% |
$69.2K - $74.7K
|
3.62K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-413- 23.0% |
$69.5K - $75.1K
|
1.38K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-417- 5.37% |
$70.2K - $75.8K
|
7.35K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-417- 4.07% |
$70.2K - $75.8K
|
9.82K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-419- 9.18% |
$70.5K - $76.2K
|
4.14K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-429- 2.32% |
$72.2K - $78K
|
18.1K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-431- 5.61% |
$72.5K - $78.4K
|
7.25K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-433- 3.26% |
$72.9K - $78.7K
|
12.9K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-441- 27.56% |
$74.2K - $80.2K
|
1.16K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-444- 1.65% |
$74.7K - $80.8K
|
26.5K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-454- 3.33% |
$76.4K - $82.6K
|
13.2K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-455- 14.84% |
$76.6K - $82.8K
|
2.61K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-458- 8.29% |
$77.1K - $83.3K
|
5.07K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-458- 0.1% |
$77.1K - $83.3K
|
471K
$84.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-458- 4.11% |
$77.1K - $83.3K
|
10.7K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-461- 12.01% |
$77.6K - $83.8K
|
3.38K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-465- 10.44% |
$78.3K - $84.6K
|
3.99K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-465- 16.75% |
$78.3K - $84.6K
|
2.31K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-466- 0.78% |
$78.4K - $84.8K
|
58.9K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-471- 0.15% |
$79.3K - $85.7K
|
307K
$54.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-473- 0.48% |
$79.6K - $86K
|
97.5K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 4.28% |
$80K - $86.4K
|
10.6K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-475- 30.03% |
$80K - $86.4K
|
1.11K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-476- 1.54% |
$80.1K - $86.6K
|
30.4K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-479- 1.65% |
$80.6K - $87.1K
|
28.5K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-486- 3.3% |
$81.8K - $88.4K
|
14.2K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-486- 7.8% |
$81.8K - $88.4K
|
5.75K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-490- 19.62% |
$82.5K - $89.1K
|
2.01K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-495- 7.86% |
$83.3K - $90K
|
5.8K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 20.81% |
$83.8K - $90.6K
|
1.9K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-499- 10.85% |
$84K - $90.8K
|
4.1K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 2.04% |
$84.2K - $90.9K
|
24K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-500- 1.6% |
$84.2K - $90.9K
|
30.7K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-501- 48.97% |
$84.3K - $91.1K
|
522
$93.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-501- 1.67% |
$84.3K - $91.1K
|
29.5K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-503- 1.31% |
$84.7K - $91.5K
|
38K
$6.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-507- 2.57% |
$85.3K - $92.2K
|
19.2K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-514- 0.83% |
$86.5K - $93.5K
|
61.3K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-529- 4.04% |
$89K - $96.2K
|
12.6K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-535- 9.82% |
$90.1K - $97.3K
|
4.91K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-539- 3.07% |
$90.7K - $98K
|
17K
$3.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-550- 0.46% |
$92.6K - $100K
|
118K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-551- 2.39% |
$92.7K - $100K
|
22.5K
$4.03M
|