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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$380K - $411K
|
2.26K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.24K+ 6.89% |
$377K - $407K
|
34.7K
$5.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.23K+ 6.37% |
$376K - $406K
|
37.3K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.23KNew |
$376K - $406K
|
2.23K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.21K+ 7.01% |
$371K - $401K
|
33.7K
$5.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.2K+ 12.33% |
$370K - $400K
|
20.1K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.19K+ 168.36% |
$369K - $399K
|
3.49K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$368K - $397K
|
2.18K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.18K+ 3.39% |
$368K - $397K
|
66.6K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.18KNew |
$366K - $396K
|
2.18K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.16K+ 13.89% |
$364K - $394K
|
17.7K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.15KNew |
$362K - $392K
|
2.15K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.14K+ 29.38% |
$361K - $390K
|
9.44K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 6.77% |
$359K - $388K
|
33.6K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.13K+ 47.21% |
$358K - $386K
|
6.63K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.12KNew |
$357K - $386K
|
2.12K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$357K - $385K
|
2.12K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.1K+ 4.33% |
$353K - $382K
|
50.6K
$8.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1K+ 1.25% |
$353K - $382K
|
170K
$29.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.09KNew |
$352K - $380K
|
2.09K
$359K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.09K+ 0.52% |
$351K - $379K
|
400K
$68.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.08K+ 25.78% |
$349K - $378K
|
10.1K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.08K+ 76.55% |
$349K - $378K
|
4.79K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.07KNew |
$349K - $377K
|
2.07K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.07KNew |
$348K - $376K
|
2.07K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.07KNew |
$348K - $376K
|
2.07K
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.06K+ 3.11% |
$347K - $375K
|
68.4K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.06K+ 15.49% |
$347K - $375K
|
15.4K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
2.06KNew |
$347K - $375K
|
2.06K
$353K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$346K - $374K
|
2.06K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.05K+ 2.24% |
$344K - $372K
|
93.2K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.05KNew |
$344K - $372K
|
2.05K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.01K+ 15.43% |
$339K - $366K
|
15.1K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.01K+ 62.89% |
$338K - $366K
|
5.21K
$892K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$338K - $365K
|
119K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.01K+ 2.82% |
$338K - $365K
|
73.1K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2K+ 3.43% |
$336K - $364K
|
60.3K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.99K+ 36.81% |
$335K - $362K
|
7.39K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.98K+ 1.61% |
$334K - $360K
|
125K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 2.02% |
$333K - $360K
|
99.9K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 2.86% |
$330K - $356K
|
70.5K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.96K+ 12.9% |
$330K - $356K
|
17.1K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.96K+ 128.92% |
$329K - $356K
|
3.48K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.96K+ 4.49% |
$329K - $356K
|
45.5K
$7.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.96KNew |
$329K - $356K
|
1.96K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.95KNew |
$328K - $355K
|
1.95K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95KNew |
$328K - $355K
|
1.95K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.95K+ 3.07% |
$328K - $354K
|
65.4K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.92KNew |
$324K - $350K
|
1.92K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.91KNew |
$321K - $347K
|
1.91K
$327K
|