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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.88KNew |
$485K - $524K
|
2.88K
$494K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.86K+ 1.73% |
$482K - $521K
|
168K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.86K+ 5.51% |
$481K - $520K
|
54.7K
$9.38M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.83KNew |
$477K - $515K
|
2.83K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.81K+ 4.72% |
$473K - $511K
|
62.4K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.81K+ 26.15% |
$473K - $511K
|
13.6K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.77K+ 4.83% |
$465K - $503K
|
60K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 32.08% |
$462K - $500K
|
11.3K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.74KNew |
$461K - $498K
|
2.74K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.7K+ 39.36% |
$454K - $491K
|
9.56K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.69K+ 5.52% |
$453K - $490K
|
51.5K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.69KNew |
$452K - $489K
|
2.69K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.68K+ 2.96% |
$452K - $488K
|
93.4K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.68K+ 17.29% |
$451K - $487K
|
18.2K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.67K+ 7.23% |
$449K - $485K
|
39.5K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2.65KNew |
$446K - $482K
|
2.65K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$440K - $476K
|
2.62K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.58KNew |
$434K - $469K
|
2.58K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.54K+ 8.07% |
$428K - $462K
|
34K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.52KNew |
$424K - $458K
|
2.52K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.52K+ 82.16% |
$424K - $458K
|
5.59K
$957K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.52K+ 20.95% |
$424K - $458K
|
14.5K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52K+ 8.29% |
$424K - $458K
|
32.9K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.51K+ 16.69% |
$422K - $456K
|
17.5K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 127.51% |
$417K - $451K
|
4.43K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 4.81% |
$413K - $446K
|
53.4K
$9.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.43K+ 6.07% |
$409K - $442K
|
42.5K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.4K+ 1.97% |
$403K - $436K
|
124K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.39K+ 19.39% |
$403K - $435K
|
14.7K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.38KNew |
$401K - $433K
|
2.38K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.38KNew |
$400K - $432K
|
2.38K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.38K+ 1.42% |
$400K - $432K
|
170K
$29.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.37K+ 17.2% |
$399K - $431K
|
16.1K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.37KNew |
$399K - $431K
|
2.37K
$406K
|
|
|
May 15, 2025
Q4 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.37K+ 22.24% |
$398K - $430K
|
13K
$2.23M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.36KNew |
$396K - $428K
|
2.36K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
2.35KNew |
$395K - $427K
|
2.35K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$394K - $426K
|
2.34K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.32K+ 20.19% |
$391K - $422K
|
13.8K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.32KNew |
$390K - $422K
|
2.32K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.31K+ 0.8% |
$389K - $420K
|
292K
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.31K+ 11.52% |
$388K - $420K
|
22.3K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.31KNew |
$388K - $419K
|
2.31K
$395K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.3KNew |
$387K - $418K
|
2.3K
$394K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.3KNew |
$387K - $418K
|
2.3K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.3K+ 1.17% |
$387K - $418K
|
199K
$34.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.3KNew |
$386K - $418K
|
2.3K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.28KNew |
$384K - $415K
|
2.28K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.27K+ 102.52% |
$383K - $414K
|
4.49K
$770K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.27KNew |
$382K - $413K
|
2.27K
$389K
|