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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 4.49% |
$318K - $344K
|
44K
$7.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.89K+ 9.81% |
$317K - $343K
|
21.1K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.88KNew |
$317K - $342K
|
1.88K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88K+ 2.5% |
$316K - $342K
|
77K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 4.11% |
$315K - $340K
|
47.3K
$8.11M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.86KNew |
$313K - $339K
|
1.86K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.86K+ 3.84% |
$312K - $338K
|
50.2K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.85K+ 3.39% |
$311K - $336K
|
56.4K
$9.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.83K+ 8.16% |
$308K - $333K
|
24.2K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.82KNew |
$306K - $331K
|
1.82K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.82K+ 2.65% |
$306K - $331K
|
70.5K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.81K+ 6.9% |
$305K - $330K
|
28.1K
$4.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.81KNew |
$304K - $328K
|
1.81K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.79K+ 46.82% |
$302K - $326K
|
5.63K
$964K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.79K+ 3.66% |
$302K - $326K
|
50.8K
$8.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.78KNew |
$300K - $324K
|
1.78K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.78K+ 1.85% |
$300K - $324K
|
97.8K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.77KNew |
$298K - $322K
|
1.77K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$298K - $322K
|
1.77K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 2.66% |
$296K - $320K
|
67.9K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$296K - $320K
|
1.76K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.73K+ 9.98% |
$291K - $314K
|
19K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.72K+ 3.8% |
$290K - $313K
|
47K
$8.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.72K+ 35.26% |
$290K - $313K
|
6.6K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.72KNew |
$289K - $312K
|
1.72K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.71KNew |
$288K - $312K
|
1.71K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.71K+ 8.21% |
$288K - $311K
|
22.6K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.71K+ 110.33% |
$288K - $311K
|
3.26K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.71KNew |
$287K - $310K
|
1.71K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.7K+ 3.73% |
$286K - $310K
|
47.3K
$8.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.7KNew |
$286K - $309K
|
1.7K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 9.61% |
$284K - $307K
|
19.2K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67K+ 25.5% |
$282K - $304K
|
8.23K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
1.66KNew |
$279K - $302K
|
1.66K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.66K+ 37.89% |
$279K - $302K
|
6.04K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.66K+ 19.42% |
$279K - $301K
|
10.2K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 1.4% |
$278K - $300K
|
120K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.64KNew |
$276K - $298K
|
1.64K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.63K+ 0.95% |
$275K - $297K
|
174K
$29.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.62KNew |
$273K - $295K
|
1.62K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.62K+ 2.73% |
$272K - $294K
|
61K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.62KNew |
$272K - $294K
|
1.62K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.61K+ 4.2% |
$271K - $293K
|
40K
$6.86M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.61K+ 41.5% |
$271K - $293K
|
5.49K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.61K+ 15.02% |
$271K - $293K
|
12.3K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$270K - $292K
|
1.6K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.6KNew |
$270K - $291K
|
1.6K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.6K+ 0.89% |
$269K - $291K
|
181K
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 105.26% |
$269K - $291K
|
3.12K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.59KNew |
$267K - $289K
|
1.59K
$272K
|