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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.61MNew |
$1.28B - $1.38B
|
7.61M
$1.34B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.53M+ 15337.43% |
$426M - $461M
|
2.55M
$449M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67M+ 3.2% |
$281M - $304M
|
53.9M
$9.49B
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
1.41MNew |
$238M - $257M
|
1.41M
$249M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
579K+ 16830.01% |
$97.5M - $105M
|
583K
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
531K+ 14587.55% |
$89.4M - $96.6M
|
535K
$94.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
455K+ 50.63% |
$76.6M - $82.8M
|
1.35M
$239M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
389KNew |
$65.5M - $70.8M
|
389K
$68.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
274K+ 17.0% |
$46.1M - $49.8M
|
1.89M
$332M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
229KNew |
$38.5M - $41.6M
|
229K
$40.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
198KNew |
$33.4M - $36M
|
198K
$34.9M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
182K+ 4625.1% |
$30.7M - $33.1M
|
186K
$32.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 7.62% |
$29.2M - $31.6M
|
2.45M
$432M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131K+ 20.58% |
$22.1M - $23.9M
|
769K
$135M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
126KNew |
$21.2M - $22.9M
|
126K
$22.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
124K+ 8.25% |
$20.9M - $22.6M
|
1.63M
$287M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
119KNew |
$20M - $21.6M
|
119K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
110K+ 1070.72% |
$18.6M - $20.1M
|
121K
$21.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
107K+ 60.66% |
$17.9M - $19.4M
|
282K
$49.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102K+ 556.66% |
$17.2M - $18.5M
|
120K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
92.9K+ 7.6% |
$15.6M - $16.9M
|
1.32M
$232M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
84.6KNew |
$14.2M - $15.4M
|
84.6K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
80.2K+ 10.06% |
$13.5M - $14.6M
|
878K
$155M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
78.3K+ 14.92% |
$13.2M - $14.2M
|
603K
$106M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73.6K+ 56.42% |
$12.4M - $13.4M
|
204K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
71.5KNew |
$12M - $13M
|
71.5K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
71KNew |
$12M - $12.9M
|
71K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
70.9KNew |
$11.9M - $12.9M
|
70.9K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
69.4K+ 1.38% |
$11.7M - $12.6M
|
5.11M
$901M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
60.5KNew |
$10.2M - $11M
|
60.5K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
59.6KNew |
$10M - $10.8M
|
59.6K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
54.9K+ 2.6% |
$9.24M - $9.99M
|
2.16M
$381M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
52.5KNew |
$8.84M - $9.56M
|
52.5K
$9.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51.3K+ 22.8% |
$8.64M - $9.34M
|
276K
$48.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
50.5KNew |
$8.5M - $9.19M
|
50.5K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
48.1KNew |
$8.1M - $8.75M
|
48.1K
$8.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
47.9K+ 1.9% |
$8.06M - $8.71M
|
2.56M
$452M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47K+ 480.27% |
$7.91M - $8.55M
|
56.8K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.9K+ 52.16% |
$7.38M - $7.98M
|
128K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42.1K+ 126.6% |
$7.09M - $7.66M
|
75.4K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
41.2KNew |
$6.94M - $7.5M
|
41.2K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
38.5KNew |
$6.48M - $7M
|
38.5K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
38.1K+ 6.2% |
$6.41M - $6.93M
|
653K
$115M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
36.6KNew |
$6.16M - $6.66M
|
36.6K
$6.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$5.94M - $6.42M
|
35.3K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
33.7KNew |
$5.67M - $6.12M
|
33.7K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
32.7K+ 25.59% |
$5.5M - $5.94M
|
160K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.4K+ 128.5% |
$5.45M - $5.89M
|
57.6K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
32.2KNew |
$5.42M - $5.86M
|
32.2K
$5.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.2K+ 9.56% |
$5.25M - $5.67M
|
357K
$63M
|