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
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
793+ 16.05% |
$133K - $144K
|
5.74K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
782+ 1.46% |
$132K - $142K
|
54.2K
$9.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
778+ 3.8% |
$131K - $141K
|
21.3K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
778+ 4.36% |
$131K - $141K
|
18.6K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
777+ 3700.0% |
$131K - $141K
|
798
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
775+ 1.12% |
$130K - $141K
|
69.9K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
773+ 4.59% |
$130K - $141K
|
17.6K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
764+ 1.42% |
$129K - $139K
|
54.7K
$9.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
755+ 10.1% |
$127K - $137K
|
8.23K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
746+ 25.25% |
$126K - $136K
|
3.7K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 0.59% |
$124K - $134K
|
125K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
734+ 7.86% |
$124K - $133K
|
10.1K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
731+ 2.25% |
$123K - $133K
|
33.2K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
727+ 4.92% |
$122K - $132K
|
15.5K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
720+ 2.24% |
$121K - $131K
|
32.8K
$5.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
705New |
$119K - $128K
|
705
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
704+ 45.07% |
$118K - $128K
|
2.27K
$399K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
694+ 0.77% |
$117K - $126K
|
90.9K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
689+ 20.54% |
$116K - $125K
|
4.04K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
689+ 0.42% |
$116K - $125K
|
164K
$28.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
687+ 1.91% |
$116K - $125K
|
36.6K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 1.29% |
$115K - $125K
|
53.8K
$9.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
676+ 6.38% |
$114K - $123K
|
11.3K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
674+ 28.95% |
$113K - $123K
|
3K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
672+ 8.07% |
$113K - $122K
|
9K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
671+ 1.7% |
$113K - $122K
|
40.2K
$7.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
658+ 1.23% |
$111K - $120K
|
54.3K
$9.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
658+ 85.45% |
$111K - $120K
|
1.43K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
655+ 1.03% |
$110K - $119K
|
64.2K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
654+ 12.05% |
$110K - $119K
|
6.08K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
653New |
$110K - $119K
|
653
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
653+ 0.46% |
$110K - $119K
|
143K
$25.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
650New |
$109K - $118K
|
650
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
642+ 3.82% |
$108K - $117K
|
17.5K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
635New |
$107K - $115K
|
635
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
632+ 0.54% |
$106K - $115K
|
117K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
617+ 3.55% |
$104K - $112K
|
18K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
609+ 7.48% |
$103K - $111K
|
8.75K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
608+ 4.96% |
$102K - $111K
|
12.9K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
605+ 29.58% |
$102K - $110K
|
2.65K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
599+ 34.21% |
$101K - $109K
|
2.35K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
596+ 0.69% |
$100K - $108K
|
86.9K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
592New |
$99.6K - $108K
|
592
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
586+ 6.5% |
$98.6K - $107K
|
9.6K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
585+ 3.18% |
$98.5K - $106K
|
19K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
584+ 4.54% |
$98.3K - $106K
|
13.5K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
580+ 0.85% |
$97.6K - $105K
|
68.7K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
566+ 19.32% |
$95.3K - $103K
|
3.5K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
560+ 1.23% |
$94.3K - $102K
|
46K
$8.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
558+ 25.09% |
$93.9K - $101K
|
2.78K
$490K
|