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
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.4K+ 9.78% |
$572K - $618K
|
38.2K
$6.54M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.4KNew |
$571K - $617K
|
3.4K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.37K+ 2.0% |
$567K - $613K
|
172K
$29.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35K+ 2.92% |
$564K - $610K
|
118K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 3.7% |
$562K - $607K
|
93.6K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.33KNew |
$560K - $605K
|
3.33K
$571K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.33K+ 8.33% |
$560K - $605K
|
43.2K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.31KNew |
$557K - $602K
|
3.31K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$554K - $599K
|
3.29K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$552K - $597K
|
3.28K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
3.25K+ 22.18% |
$547K - $591K
|
17.9K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.22KNew |
$542K - $585K
|
3.22K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 4.94% |
$541K - $585K
|
68.3K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.21KNew |
$540K - $584K
|
3.21K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.2K+ 227.36% |
$538K - $582K
|
4.61K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.2KNew |
$538K - $581K
|
3.2K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.19K+ 1.2% |
$538K - $581K
|
269K
$46.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.19KNew |
$537K - $580K
|
3.19K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19K+ 45.69% |
$536K - $579K
|
10.2K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.19K+ 4.84% |
$536K - $579K
|
69.1K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.18KNew |
$535K - $579K
|
3.18K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.18KNew |
$535K - $578K
|
3.18K
$545K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.14K+ 2.45% |
$529K - $572K
|
131K
$22.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.14K+ 2.41% |
$528K - $571K
|
133K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.11K+ 7.87% |
$523K - $565K
|
42.6K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 24.21% |
$523K - $565K
|
16K
$2.73M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
3.11KNew |
$523K - $565K
|
3.11K
$533K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.11K+ 7.87% |
$523K - $565K
|
42.6K
$7.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 31.89% |
$521K - $563K
|
12.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.09K+ 7.03% |
$519K - $561K
|
47K
$8.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.08K+ 17.87% |
$518K - $559K
|
20.3K
$3.48M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.07KNew |
$517K - $558K
|
3.07K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.06K+ 48.84% |
$514K - $556K
|
9.31K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.05K+ 1.65% |
$513K - $555K
|
188K
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.04K+ 8.82% |
$511K - $552K
|
37.4K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.02K+ 5.58% |
$509K - $550K
|
57.2K
$9.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.02KNew |
$508K - $549K
|
3.02K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
3K+ 7.23% |
$506K - $546K
|
44.6K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3K+ 1.21% |
$505K - $546K
|
252K
$43.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.98K+ 6.94% |
$502K - $543K
|
46K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.98K+ 7.75% |
$501K - $542K
|
41.4K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 45.79% |
$501K - $541K
|
9.48K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.97K+ 24.78% |
$500K - $540K
|
15K
$2.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.95K+ 2.06% |
$496K - $536K
|
146K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.94KNew |
$495K - $535K
|
2.94K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.92K+ 2.28% |
$492K - $531K
|
131K
$22.4M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.92K+ 2.22% |
$491K - $531K
|
134K
$23M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.92KNew |
$491K - $531K
|
2.92K
$500K
|