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
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 13.41% |
$2.08M - $2.24M
|
79.7K
$14.1M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-14.2K- 28.74% |
$2.38M - $2.57M
|
35.1K
$6.2M
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.8K- 18.31% |
$2.49M - $2.69M
|
66.1K
$11.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 0.5% |
$2.55M - $2.75M
|
3M
$530M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.7K- 22.76% |
$2.65M - $2.86M
|
53.4K
$9.44M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18K- 3.3% |
$3.03M - $3.28M
|
527K
$93.2M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-18.7K- 21.72% |
$3.14M - $3.39M
|
67.2K
$11.9M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-21.6K- 10.59% |
$3.63M - $3.93M
|
182K
$32.2M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 91.74% |
$3.86M - $4.17M
|
2.07K
$365K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 19.02% |
$3.92M - $4.24M
|
99.3K
$17.5M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-25.5K- 42.74% |
$4.3M - $4.64M
|
34.2K
$6.04M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.3K- 36.76% |
$5.11M - $5.52M
|
52.2K
$9.22M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-32.7K- 15.87% |
$5.51M - $5.95M
|
173K
$30.6M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36.3K- 2.94% |
$6.11M - $6.6M
|
1.2M
$212M
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-36.3K- 39.75% |
$6.11M - $6.6M
|
55K
$9.72M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-40.3K- 19.52% |
$6.78M - $7.33M
|
166K
$29.4M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-41.3K- 16.38% |
$6.95M - $7.51M
|
211K
$37.2M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-47.9K- 2.31% |
$8.06M - $8.71M
|
2.02M
$357M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-52.7K- 71.59% |
$8.87M - $9.58M
|
20.9K
$3.7M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-55.8K- 77.25% |
$9.4M - $10.2M
|
16.4K
$2.91M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56.8K- 4.77% |
$9.56M - $10.3M
|
1.13M
$200M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-77.1K- 4.28% |
$13M - $14M
|
1.73M
$305M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-199K- 98.06% |
$33.6M - $36.3M
|
3.94K
$696K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-335K- 62.57% |
$56.3M - $60.9M
|
200K
$35.4M
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-435K- 54.92% |
$73.3M - $79.2M
|
357K
$63.1M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-542K- 40.21% |
$91.3M - $98.6M
|
806K
$142M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.53M- 99.31% |
$426M - $460M
|
17.6K
$3.11M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.3M- 99.94% |
$3.42B - $3.69B
|
12.5K
$2.22M
|