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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 20.81% |
$83.8K - $90.6K
|
1.9K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 2.04% |
$84.2K - $90.9K
|
24K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-503- 1.31% |
$84.7K - $91.5K
|
38K
$6.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-507- 2.57% |
$85.3K - $92.2K
|
19.2K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-514- 0.83% |
$86.5K - $93.5K
|
61.3K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-539- 3.07% |
$90.7K - $98K
|
17K
$3.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-550- 0.46% |
$92.6K - $100K
|
118K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-551- 2.39% |
$92.7K - $100K
|
22.5K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-555- 2.91% |
$93.4K - $101K
|
18.5K
$3.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-560- 8.39% |
$94.3K - $102K
|
6.11K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-563- 1.14% |
$94.8K - $102K
|
48.7K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-576- 28.17% |
$97K - $105K
|
1.47K
$260K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-590- 14.91% |
$99.3K - $107K
|
3.37K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-592- 11.92% |
$99.6K - $108K
|
4.37K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-602- 16.36% |
$101K - $109K
|
3.08K
$544K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-615- 1.29% |
$104K - $112K
|
47.2K
$8.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-625- 26.84% |
$105K - $114K
|
1.7K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 1.73% |
$105K - $114K
|
35.4K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-630- 14.06% |
$106K - $115K
|
3.85K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-640- 0.52% |
$108K - $116K
|
122K
$21.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-649- 34.99% |
$109K - $118K
|
1.21K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-653- 4.62% |
$110K - $119K
|
13.5K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-691- 1.45% |
$116K - $126K
|
46.9K
$8.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-700- 7.63% |
$118K - $127K
|
8.48K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-704- 2.62% |
$118K - $128K
|
26.2K
$4.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-729- 9.5% |
$123K - $133K
|
6.95K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-731- 5.61% |
$123K - $133K
|
12.3K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-731- 0.24% |
$123K - $133K
|
299K
$52.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-763- 1.81% |
$128K - $139K
|
41.5K
$7.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-764- 2.31% |
$129K - $139K
|
32.3K
$5.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-773- 15.17% |
$130K - $141K
|
4.32K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-777- 15.86% |
$131K - $141K
|
4.12K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-783- 0.46% |
$132K - $142K
|
169K
$29.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-793- 6.27% |
$133K - $144K
|
11.8K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-793- 3.4% |
$133K - $144K
|
22.6K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-796- 3.76% |
$134K - $145K
|
20.4K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 16.35% |
$137K - $148K
|
4.17K
$736K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-820- 15.38% |
$138K - $149K
|
4.51K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-845- 30.3% |
$142K - $154K
|
1.94K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-894- 10.6% |
$150K - $163K
|
7.54K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-917- 26.07% |
$154K - $167K
|
2.6K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-920- 13.3% |
$155K - $167K
|
6K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-943- 9.6% |
$159K - $172K
|
8.88K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-981- 2.72% |
$165K - $178K
|
35.1K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-987- 1.82% |
$166K - $180K
|
53.3K
$9.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-998- 0.76% |
$168K - $182K
|
130K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.03K- 6.19% |
$174K - $188K
|
15.6K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.04K- 8.68% |
$175K - $189K
|
10.9K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.06K- 2.3% |
$178K - $192K
|
44.8K
$7.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.88% |
$179K - $193K
|
120K
$21.1M
|