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
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 1.25% |
$11.4K - $12.4K
|
5.49K
$941K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 2.68% |
$11.3K - $12.2K
|
2.56K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
64+ 0.27% |
$10.8K - $11.6K
|
23.4K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
64New |
$10.8K - $11.6K
|
64
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
64+ 0.32% |
$10.8K - $11.6K
|
20.3K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 2.17% |
$10.6K - $11.5K
|
2.97K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
62+ 0.59% |
$10.4K - $11.3K
|
10.6K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
62+ 2.11% |
$10.4K - $11.3K
|
3.01K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62+ 0.34% |
$10.4K - $11.3K
|
18.3K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 0.95% |
$10.1K - $10.9K
|
6.35K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
60New |
$10.1K - $10.9K
|
60
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
59+ 2.21% |
$9.93K - $10.7K
|
2.73K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59+ 1.64% |
$9.93K - $10.7K
|
3.66K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
58+ 4.8% |
$9.76K - $10.5K
|
1.27K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
58+ 1.69% |
$9.76K - $10.5K
|
3.49K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
58+ 0.28% |
$9.76K - $10.5K
|
20.8K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
57+ 2.11% |
$9.59K - $10.4K
|
2.76K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
57+ 1.2% |
$9.59K - $10.4K
|
4.8K
$822K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57New |
$9.59K - $10.4K
|
57
$9.77K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
55+ 0.55% |
$9.26K - $10K
|
10K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
55+ 0.11% |
$9.26K - $10K
|
50.1K
$8.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
54+ 1.09% |
$9.09K - $9.82K
|
5.03K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
54+ 0.12% |
$9.09K - $9.82K
|
45.5K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
53+ 0.43% |
$8.92K - $9.64K
|
12.3K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
53+ 1.54% |
$8.92K - $9.64K
|
3.49K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
53+ 4.12% |
$8.92K - $9.64K
|
1.34K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.28% |
$8.75K - $9.46K
|
18.6K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
52New |
$8.75K - $9.46K
|
52
$8.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52+ 0.23% |
$8.75K - $9.46K
|
22.8K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 1.96% |
$8.58K - $9.28K
|
2.66K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
51+ 0.33% |
$8.58K - $9.28K
|
15.5K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
50+ 5.74% |
$8.42K - $9.09K
|
921
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$8.42K - $9.09K
|
50
$8.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
49+ 0.77% |
$8.25K - $8.91K
|
6.38K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
49+ 0.25% |
$8.25K - $8.91K
|
19.9K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
48+ 3.68% |
$8.08K - $8.73K
|
1.35K
$232K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 1.82% |
$7.91K - $8.55K
|
2.64K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
47+ 0.57% |
$7.91K - $8.55K
|
8.26K
$1.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.29% |
$7.74K - $8.37K
|
16K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 1.44% |
$7.57K - $8.18K
|
3.17K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 2.27% |
$7.57K - $8.18K
|
2.03K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
45New |
$7.57K - $8.18K
|
45
$7.71K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45New |
$7.57K - $8.18K
|
45
$7.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
44+ 2.95% |
$7.41K - $8K
|
1.53K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
44+ 0.0% |
$7.41K - $8K
|
5.42M
$929M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.11% |
$7.07K - $7.64K
|
39.5K
$6.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
41+ 56.94% |
$6.9K - $7.46K
|
113
$19.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.79% |
$6.73K - $7.27K
|
5.13K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 56.34% |
$6.73K - $7.27K
|
111
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.27K
|
2.51K
$430K
|