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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 8.73% |
$5.18M - $5.59M
|
383K
$67.5M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
29.4KNew |
$4.94M - $5.34M
|
29.4K
$5.17M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28.5K+ 9.57% |
$4.79M - $5.18M
|
326K
$57.5M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
28.4K+ 6.53% |
$4.78M - $5.16M
|
463K
$81.6M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
27.9KNew |
$4.69M - $5.07M
|
27.9K
$4.91M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
27.2K+ 1.24% |
$4.58M - $4.95M
|
2.23M
$392M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
27KNew |
$4.55M - $4.91M
|
27K
$4.76M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27K+ 28.48% |
$4.54M - $4.9M
|
122K
$21.4M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
24.9KNew |
$4.19M - $4.53M
|
24.9K
$4.39M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
24.9K+ 7.07% |
$4.19M - $4.52M
|
377K
$66.4M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
23.3KNew |
$3.92M - $4.24M
|
23.3K
$4.11M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 100.55% |
$3.76M - $4.06M
|
44.5K
$7.85M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21.4K+ 3.88% |
$3.61M - $3.9M
|
573K
$101M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21KNew |
$3.53M - $3.81M
|
21K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
20.2KNew |
$3.39M - $3.67M
|
20.2K
$3.55M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 61.47% |
$3.32M - $3.59M
|
51.9K
$9.14M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.8K+ 20.74% |
$2.99M - $3.23M
|
103K
$18.2M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.6K+ 3.41% |
$2.97M - $3.21M
|
535K
$94.3M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.3% |
$2.9M - $3.13M
|
768K
$135M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.2K+ 70.71% |
$2.89M - $3.13M
|
41.5K
$7.31M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.8KNew |
$2.83M - $3.06M
|
16.8K
$2.97M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.6K+ 3.84% |
$2.79M - $3.02M
|
449K
$79.1M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 0.99% |
$2.74M - $2.96M
|
1.66M
$292M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 6.24% |
$2.73M - $2.95M
|
276K
$48.6M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
15.7KNew |
$2.64M - $2.85M
|
15.7K
$2.76M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.6K+ 205.55% |
$2.62M - $2.83M
|
23.2K
$4.08M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 6.95% |
$2.58M - $2.78M
|
236K
$41.5M
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
14.9K+ 6.28% |
$2.51M - $2.72M
|
253K
$44.5M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
14.7KNew |
$2.47M - $2.67M
|
14.7K
$2.58M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
14.6KNew |
$2.46M - $2.66M
|
14.6K
$2.58M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14K+ 403.59% |
$2.35M - $2.54M
|
17.4K
$3.07M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$2.12M - $2.29M
|
12.6K
$2.22M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.4K+ 9.09% |
$2.09M - $2.25M
|
149K
$26.2M
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
11.9KNew |
$2.01M - $2.17M
|
11.9K
$2.1M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
11.9KNew |
$2M - $2.16M
|
11.9K
$2.09M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.8K+ 20.56% |
$1.99M - $2.15M
|
69.4K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 3.28% |
$1.98M - $2.14M
|
370K
$65.3M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7K+ 5.07% |
$1.96M - $2.12M
|
242K
$42.6M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11.2K+ 17.21% |
$1.89M - $2.04M
|
76.3K
$13.4M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
11KNew |
$1.85M - $2M
|
11K
$1.94M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.9K+ 18.23% |
$1.84M - $1.99M
|
70.9K
$12.5M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 5.27% |
$1.83M - $1.98M
|
218K
$38.3M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 4.48% |
$1.83M - $1.97M
|
253K
$44.6M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 6.56% |
$1.79M - $1.94M
|
173K
$30.5M
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$1.79M - $1.94M
|
10.6K
$1.88M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 2.15% |
$1.74M - $1.88M
|
491K
$86.5M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 1.02% |
$1.73M - $1.87M
|
1.01M
$179M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.02% |
$1.72M - $1.86M
|
138K
$24.3M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.29% |
$1.7M - $1.84M
|
43.5K
$7.67M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10K+ 9.89% |
$1.69M - $1.82M
|
111K
$19.6M
|