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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-617- 1.83% |
$104K - $112K
|
33.1K
$5.87M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-625- 26.84% |
$105K - $114K
|
1.7K
$302K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 1.73% |
$105K - $114K
|
35.4K
$6.29M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-630- 14.06% |
$106K - $115K
|
3.85K
$683K
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-640- 0.52% |
$108K - $116K
|
122K
$21.6M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-649- 34.99% |
$109K - $118K
|
1.21K
$214K
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-653- 4.62% |
$110K - $119K
|
13.5K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-655- 1.34% |
$110K - $119K
|
48.2K
$8.55M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-657- 12.71% |
$111K - $119K
|
4.51K
$800K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-664- 2.07% |
$112K - $121K
|
31.4K
$5.58M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-665- 0.89% |
$112K - $121K
|
74.2K
$13.2M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-690- 1.45% |
$116K - $125K
|
46.9K
$8.32M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-691- 1.45% |
$116K - $126K
|
46.9K
$8.32M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-691- 3.66% |
$116K - $126K
|
18.2K
$3.23M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-700- 7.63% |
$118K - $127K
|
8.48K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-700- 31.04% |
$118K - $127K
|
1.56K
$276K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-704- 2.62% |
$118K - $128K
|
26.2K
$4.65M
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-711- 5.3% |
$120K - $129K
|
12.7K
$2.25M
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-712- 31.53% |
$120K - $129K
|
1.55K
$274K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-715- 11.96% |
$120K - $130K
|
5.27K
$934K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-717- 29.79% |
$121K - $130K
|
1.69K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-729- 9.5% |
$123K - $133K
|
6.95K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-729- 11.51% |
$123K - $133K
|
5.6K
$994K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-731- 0.24% |
$123K - $133K
|
299K
$53M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-731- 5.61% |
$123K - $133K
|
12.3K
$2.18M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-737- 6.8% |
$124K - $134K
|
10.1K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-744- 0.29% |
$125K - $135K
|
254K
$45.1M
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-763- 1.81% |
$128K - $139K
|
41.5K
$7.35M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-764- 2.31% |
$129K - $139K
|
32.3K
$5.72M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-765- 1.53% |
$129K - $139K
|
49.1K
$8.71M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-767- 1.05% |
$129K - $139K
|
72.5K
$12.9M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-772- 1.96% |
$130K - $140K
|
38.7K
$6.86M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-773- 15.17% |
$130K - $141K
|
4.32K
$767K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-777- 15.86% |
$131K - $141K
|
4.12K
$731K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-783- 0.46% |
$132K - $142K
|
169K
$29.9M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-788- 12.3% |
$133K - $143K
|
5.62K
$996K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-793- 3.4% |
$133K - $144K
|
22.6K
$4M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-793- 6.27% |
$133K - $144K
|
11.8K
$2.1M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-796- 3.76% |
$134K - $145K
|
20.4K
$3.62M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-813- 3.36% |
$137K - $148K
|
23.4K
$4.14M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 16.35% |
$137K - $148K
|
4.17K
$739K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-820- 15.38% |
$138K - $149K
|
4.51K
$800K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-836- 4.85% |
$141K - $152K
|
16.4K
$2.91M
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-845- 30.3% |
$142K - $154K
|
1.94K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-854- 1.93% |
$144K - $155K
|
43.3K
$7.68M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-874- 8.6% |
$147K - $159K
|
9.29K
$1.65M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-874- 1.04% |
$147K - $159K
|
83K
$14.7M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-875- 6.93% |
$147K - $159K
|
11.8K
$2.09M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-894- 10.6% |
$150K - $163K
|
7.54K
$1.34M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 17.14% |
$152K - $165K
|
4.38K
$776K
|