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 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.49K- 19.66% |
$251K - $271K
|
6.08K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.49K- 34.92% |
$251K - $272K
|
2.78K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.53K- 0.8% |
$258K - $278K
|
190K
$33.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 2.65% |
$259K - $280K
|
56.5K
$9.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.56K- 10.85% |
$262K - $283K
|
12.8K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.56K- 15.34% |
$263K - $284K
|
8.61K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.57K- 6.44% |
$265K - $286K
|
22.9K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.58K- 2.13% |
$265K - $287K
|
72.3K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.59K- 1.32% |
$267K - $289K
|
119K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.62K- 13.7% |
$272K - $294K
|
10.2K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.67K- 29.34% |
$281K - $304K
|
4.02K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.68K- 2.36% |
$282K - $305K
|
69.4K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.69K- 9.83% |
$285K - $308K
|
15.5K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.72K- 14.47% |
$289K - $312K
|
10.1K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.72K- 6.89% |
$290K - $313K
|
23.2K
$4.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.73K- 8.6% |
$291K - $315K
|
18.4K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.76K- 3.78% |
$297K - $321K
|
44.9K
$7.92M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.79K- 18.15% |
$301K - $326K
|
8.07K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.82K- 11.27% |
$306K - $331K
|
14.3K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.84K- 10.3% |
$309K - $334K
|
16K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.88K- 36.62% |
$316K - $342K
|
3.25K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 14.67% |
$320K - $346K
|
11.1K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.9K- 1.91% |
$320K - $346K
|
97.8K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.94K- 1.35% |
$326K - $352K
|
142K
$25M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 1.47% |
$329K - $356K
|
131K
$23.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.97K- 3.82% |
$332K - $358K
|
49.6K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.98K- 5.85% |
$334K - $361K
|
31.9K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.99K- 20.03% |
$334K - $361K
|
7.93K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.11K- 10.04% |
$355K - $383K
|
18.9K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.11K- 27.34% |
$355K - $383K
|
5.6K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.12K- 44.57% |
$357K - $386K
|
2.64K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 10.24% |
$373K - $403K
|
19.4K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.24K- 43.35% |
$376K - $407K
|
2.92K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.24K- 7.65% |
$377K - $408K
|
27.1K
$4.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.25K- 18.61% |
$379K - $410K
|
9.85K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.32K- 6.25% |
$391K - $422K
|
34.8K
$6.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.32K- 10.39% |
$391K - $422K
|
20K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.37K- 12.54% |
$398K - $430K
|
16.5K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 2.23% |
$400K - $432K
|
104K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.49K- 2.3% |
$418K - $452K
|
105K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.49K- 6.29% |
$419K - $453K
|
37.1K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.53K- 18.28% |
$426K - $460K
|
11.3K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.61K- 1.91% |
$438K - $474K
|
134K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.69K- 40.95% |
$453K - $490K
|
3.88K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.87K- 3.52% |
$484K - $523K
|
78.8K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.98K- 6.33% |
$502K - $542K
|
44.1K
$7.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.01K- 45.07% |
$506K - $547K
|
3.67K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.09K- 11.18% |
$520K - $562K
|
24.5K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.1K- 21.01% |
$522K - $564K
|
11.7K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 10.64% |
$525K - $567K
|
26.2K
$4.61M
|