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 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
72New |
$12.1K - $13.1K
|
72
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71+ 3.54% |
$12K - $12.9K
|
2.07K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
68+ 0.13% |
$11.4K - $12.4K
|
51.9K
$9.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 1.25% |
$11.4K - $12.4K
|
5.49K
$968K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 2.68% |
$11.3K - $12.2K
|
2.56K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
64+ 0.27% |
$10.8K - $11.6K
|
23.4K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
64New |
$10.8K - $11.6K
|
64
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 2.17% |
$10.6K - $11.5K
|
2.97K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
62+ 0.59% |
$10.4K - $11.3K
|
10.6K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
62+ 2.11% |
$10.4K - $11.3K
|
3.01K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62+ 0.34% |
$10.4K - $11.3K
|
18.3K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 0.95% |
$10.1K - $10.9K
|
6.35K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
58+ 4.8% |
$9.76K - $10.5K
|
1.27K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
58+ 1.69% |
$9.76K - $10.5K
|
3.49K
$615K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
57+ 2.11% |
$9.59K - $10.4K
|
2.76K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
57+ 1.2% |
$9.59K - $10.4K
|
4.8K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
55+ 0.55% |
$9.26K - $10K
|
10K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 1.09% |
$9.09K - $9.82K
|
5.03K
$886K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
54+ 0.12% |
$9.09K - $9.82K
|
45.5K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
53+ 0.43% |
$8.92K - $9.64K
|
12.3K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.28% |
$8.75K - $9.46K
|
18.6K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 1.96% |
$8.58K - $9.28K
|
2.66K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
50+ 5.74% |
$8.42K - $9.09K
|
921
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
49+ 0.77% |
$8.25K - $8.91K
|
6.38K
$1.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 1.82% |
$7.91K - $8.55K
|
2.64K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
47+ 0.57% |
$7.91K - $8.55K
|
8.26K
$1.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.29% |
$7.74K - $8.37K
|
16K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 1.44% |
$7.57K - $8.18K
|
3.17K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 2.27% |
$7.57K - $8.18K
|
2.03K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
44+ 2.95% |
$7.41K - $8K
|
1.53K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
44+ 0.0% |
$7.41K - $8K
|
5.42M
$955M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
41+ 56.94% |
$6.9K - $7.46K
|
113
$19.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.79% |
$6.73K - $7.27K
|
5.13K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 56.34% |
$6.73K - $7.27K
|
111
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.27K
|
2.51K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
39+ 2.29% |
$6.56K - $7.09K
|
1.74K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
39+ 0.84% |
$6.56K - $7.09K
|
4.7K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38+ 0.76% |
$6.4K - $6.91K
|
5.01K
$882K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
38+ 0.87% |
$6.4K - $6.91K
|
4.39K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
38+ 1.22% |
$6.4K - $6.91K
|
3.16K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
38+ 0.84% |
$6.4K - $6.91K
|
4.54K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
37+ 0.54% |
$6.23K - $6.73K
|
6.93K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
35+ 0.46% |
$5.89K - $6.37K
|
7.58K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 0.83% |
$5.72K - $6.18K
|
4.15K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
34+ 1.69% |
$5.72K - $6.18K
|
2.05K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
34+ 0.83% |
$5.72K - $6.18K
|
4.14K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
33+ 2.41% |
$5.55K - $6K
|
1.4K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 0.3% |
$5.55K - $6K
|
11K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32+ 0.58% |
$5.39K - $5.82K
|
5.57K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31+ 0.41% |
$5.22K - $5.64K
|
7.63K
$1.34M
|