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 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
778+ 3.8% |
$131K - $141K
|
21.3K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
778+ 4.36% |
$131K - $141K
|
18.6K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
777+ 3700.0% |
$131K - $141K
|
798
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
775+ 1.12% |
$130K - $141K
|
69.9K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
773+ 4.59% |
$130K - $141K
|
17.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
769+ 12.51% |
$129K - $140K
|
6.92K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
768+ 0.79% |
$129K - $140K
|
97.4K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
764+ 1.42% |
$129K - $139K
|
54.7K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
760+ 61.04% |
$128K - $138K
|
2.01K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
755+ 10.1% |
$127K - $137K
|
8.23K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
746+ 25.25% |
$126K - $136K
|
3.7K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 0.59% |
$124K - $134K
|
125K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
734+ 7.86% |
$124K - $133K
|
10.1K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
731+ 2.25% |
$123K - $133K
|
33.2K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730+ 46.11% |
$123K - $133K
|
2.31K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
729+ 30.58% |
$123K - $133K
|
3.11K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
727+ 4.92% |
$122K - $132K
|
15.5K
$2.66M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
725+ 4.15% |
$122K - $132K
|
18.2K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
720+ 2.24% |
$121K - $131K
|
32.8K
$5.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
705New |
$119K - $128K
|
705
$121K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
704+ 45.07% |
$118K - $128K
|
2.27K
$388K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
694+ 0.77% |
$117K - $126K
|
90.9K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
689+ 20.54% |
$116K - $125K
|
4.04K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
689+ 0.42% |
$116K - $125K
|
164K
$28.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
687+ 1.91% |
$116K - $125K
|
36.6K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 1.29% |
$115K - $125K
|
53.8K
$9.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
676+ 6.38% |
$114K - $123K
|
11.3K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
674+ 28.95% |
$113K - $123K
|
3K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
672+ 8.07% |
$113K - $122K
|
9K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
671+ 1.7% |
$113K - $122K
|
40.2K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
670+ 3.79% |
$113K - $122K
|
18.4K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
660+ 40.44% |
$111K - $120K
|
2.29K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
658+ 1.23% |
$111K - $120K
|
54.3K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
658+ 85.45% |
$111K - $120K
|
1.43K
$245K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
655+ 1.03% |
$110K - $119K
|
64.2K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
654+ 12.05% |
$110K - $119K
|
6.08K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
654+ 9.14% |
$110K - $119K
|
7.81K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
653New |
$110K - $119K
|
653
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
653+ 0.46% |
$110K - $119K
|
143K
$24.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
650New |
$109K - $118K
|
650
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
642+ 3.82% |
$108K - $117K
|
17.5K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
642New |
$108K - $117K
|
642
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
640+ 7.47% |
$108K - $116K
|
9.21K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
635New |
$107K - $115K
|
635
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
634+ 2.96% |
$107K - $115K
|
22K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
632+ 0.54% |
$106K - $115K
|
117K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
622+ 37.36% |
$105K - $113K
|
2.29K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
621+ 3.64% |
$105K - $113K
|
17.7K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
617+ 3.55% |
$104K - $112K
|
18K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
609+ 7.48% |
$103K - $111K
|
8.75K
$1.5M
|