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 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.03KNew |
$173K - $187K
|
1.03K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$171K - $184K
|
1.01K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.01KNew |
$170K - $183K
|
1.01K
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.01K+ 14.99% |
$169K - $183K
|
7.71K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.01K+ 0.2% |
$169K - $183K
|
503K
$86.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
997+ 16.85% |
$168K - $181K
|
6.91K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
995+ 58.53% |
$167K - $181K
|
2.7K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
991+ 70.04% |
$167K - $180K
|
2.41K
$412K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
985+ 16.24% |
$166K - $179K
|
7.05K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
983+ 6.02% |
$165K - $179K
|
17.3K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
981+ 11.37% |
$165K - $178K
|
9.61K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
980+ 20.72% |
$165K - $178K
|
5.71K
$979K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
969+ 1.07% |
$163K - $176K
|
91.3K
$15.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
965+ 1.53% |
$162K - $176K
|
64.2K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
958+ 75.02% |
$161K - $174K
|
2.24K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
958+ 0.89% |
$161K - $174K
|
109K
$18.6M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
958+ 39.54% |
$161K - $174K
|
3.38K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
957+ 2.59% |
$161K - $174K
|
37.9K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951+ 302.87% |
$160K - $173K
|
1.27K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
950+ 95000.0% |
$160K - $173K
|
951
$163K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
950+ 0.84% |
$160K - $173K
|
114K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
949+ 14.69% |
$160K - $173K
|
7.41K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
945+ 1.71% |
$159K - $172K
|
56.1K
$9.61M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
925+ 40.1% |
$156K - $168K
|
3.23K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
921New |
$155K - $168K
|
921
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
904+ 6.26% |
$152K - $164K
|
15.4K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
897+ 17.0% |
$151K - $163K
|
6.17K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
897+ 58.51% |
$151K - $163K
|
2.43K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
894+ 60.73% |
$150K - $163K
|
2.37K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
887+ 4.4% |
$149K - $161K
|
21.1K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
886+ 24.83% |
$149K - $161K
|
4.45K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
875+ 4.82% |
$147K - $159K
|
19K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
870+ 16.85% |
$146K - $158K
|
6.03K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
870+ 3.42% |
$146K - $158K
|
26.3K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
867+ 9.59% |
$146K - $158K
|
9.91K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
864+ 3.2% |
$145K - $157K
|
27.8K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
856New |
$144K - $156K
|
856
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 5.08% |
$143K - $155K
|
17.6K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
846+ 6.51% |
$142K - $154K
|
13.8K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
844+ 0.76% |
$142K - $153K
|
112K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
836+ 3.74% |
$141K - $152K
|
23.2K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
826+ 7.92% |
$139K - $150K
|
11.3K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
825New |
$139K - $150K
|
825
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
817+ 4.01% |
$138K - $149K
|
21.2K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
817+ 1.5% |
$138K - $149K
|
55.4K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
809New |
$136K - $147K
|
809
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
802+ 4.34% |
$135K - $146K
|
19.3K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
800New |
$135K - $145K
|
800
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
793+ 16.05% |
$133K - $144K
|
5.74K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
782+ 1.46% |
$132K - $142K
|
54.2K
$9.3M
|