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 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-219- 16.64% |
$36.9K - $39.8K
|
1.1K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-228- 57.87% |
$38.4K - $41.5K
|
166
$29.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230- 0.64% |
$38.7K - $41.8K
|
35.7K
$6.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-235- 2.05% |
$39.6K - $42.7K
|
11.2K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237- 8.36% |
$39.9K - $43.1K
|
2.6K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-239- 3.89% |
$40.2K - $43.5K
|
5.9K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-240- 3.64% |
$40.4K - $43.6K
|
6.35K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-245- 0.52% |
$41.2K - $44.6K
|
46.7K
$8.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-246- 2.77% |
$41.4K - $44.7K
|
8.64K
$1.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-256- 2.22% |
$43.1K - $46.6K
|
11.3K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-265- 15.62% |
$44.6K - $48.2K
|
1.43K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-266- 4.75% |
$44.8K - $48.4K
|
5.34K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-272- 2.24% |
$45.8K - $49.5K
|
11.9K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-277- 15.01% |
$46.6K - $50.4K
|
1.57K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-280- 0.31% |
$47.1K - $50.9K
|
89K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-282- 10.02% |
$47.5K - $51.3K
|
2.53K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-306- 3.21% |
$51.5K - $55.7K
|
9.23K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-312- 1.09% |
$52.5K - $56.7K
|
28.2K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-317- 6.08% |
$53.4K - $57.7K
|
4.89K
$865K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-321- 0.57% |
$54K - $58.4K
|
55.8K
$9.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-322- 0.86% |
$54.2K - $58.6K
|
37.1K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-328- 13.01% |
$55.2K - $59.7K
|
2.19K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-328- 1.96% |
$55.2K - $59.7K
|
16.4K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-337- 0.63% |
$56.7K - $61.3K
|
53K
$9.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-341- 11.39% |
$57.4K - $62K
|
2.65K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-363- 5.53% |
$61.1K - $66K
|
6.2K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-365- 0.15% |
$61.4K - $66.4K
|
248K
$43.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-366- 4.07% |
$61.6K - $66.6K
|
8.63K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 15.1% |
$63.1K - $68.2K
|
2.11K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-375- 2.57% |
$63.1K - $68.2K
|
14.2K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-381- 1.3% |
$64.1K - $69.3K
|
28.9K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.9% |
$65.3K - $70.6K
|
9.55K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-393- 0.65% |
$66.1K - $71.5K
|
60.4K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-398- 3.11% |
$67K - $72.4K
|
12.4K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-411- 10.2% |
$69.2K - $74.7K
|
3.62K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-413- 23.0% |
$69.5K - $75.1K
|
1.38K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-417- 5.37% |
$70.2K - $75.8K
|
7.35K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-419- 9.18% |
$70.5K - $76.2K
|
4.14K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-431- 5.61% |
$72.5K - $78.4K
|
7.25K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-433- 3.26% |
$72.9K - $78.7K
|
12.9K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-444- 1.65% |
$74.7K - $80.8K
|
26.5K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-455- 14.84% |
$76.6K - $82.8K
|
2.61K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-458- 8.29% |
$77.1K - $83.3K
|
5.07K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-458- 0.1% |
$77.1K - $83.3K
|
471K
$83.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-465- 10.44% |
$78.3K - $84.6K
|
3.99K
$705K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-465- 16.75% |
$78.3K - $84.6K
|
2.31K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-466- 0.78% |
$78.4K - $84.8K
|
58.9K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 4.28% |
$80K - $86.4K
|
10.6K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-476- 1.54% |
$80.1K - $86.6K
|
30.4K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-479- 1.65% |
$80.6K - $87.1K
|
28.5K
$5.04M
|