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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 12.19% |
$894K - $966K
|
38.3K
$6.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.59K- 1.82% |
$940K - $1.02M
|
301K
$53M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.63K- 10.91% |
$948K - $1.02M
|
46K
$8.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.72K- 15.52% |
$962K - $1.04M
|
31.1K
$5.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.79K- 1.43% |
$974K - $1.05M
|
399K
$70.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-5.81K- 96.67% |
$978K - $1.06M
|
200
$35.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-5.84K- 10.79% |
$983K - $1.06M
|
48.3K
$8.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.94K- 99.92% |
$1M - $1.08M
|
5
$881
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.97K- 12.16% |
$1M - $1.08M
|
43.1K
$7.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.02K- 1.91% |
$1.01M - $1.09M
|
310K
$54.6M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6.17K- 68.24% |
$1.04M - $1.12M
|
2.87K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.44K- 0.7% |
$1.08M - $1.17M
|
915K
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-7.26K- 2.07% |
$1.22M - $1.32M
|
343K
$60.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.36K- 18.41% |
$1.24M - $1.34M
|
32.6K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.36K- 16.8% |
$1.24M - $1.34M
|
36.4K
$6.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7.44K- 4.06% |
$1.25M - $1.35M
|
176K
$31M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.46K- 35.14% |
$1.25M - $1.36M
|
13.8K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.52K- 32.17% |
$1.27M - $1.37M
|
15.8K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.75K- 84.37% |
$1.31M - $1.41M
|
1.44K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.77K- 36.1% |
$1.31M - $1.41M
|
13.7K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.82K- 17.73% |
$1.32M - $1.42M
|
36.3K
$6.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.06K- 2.77% |
$1.36M - $1.47M
|
283K
$49.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.1K- 7.05% |
$1.36M - $1.47M
|
107K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-8.18K- 82.94% |
$1.38M - $1.49M
|
1.68K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.43K- 14.81% |
$1.42M - $1.53M
|
48.5K
$8.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-8.78K- 2.26% |
$1.48M - $1.6M
|
379K
$66.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.87K- 31.06% |
$1.49M - $1.61M
|
19.7K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-8.92K- 19.26% |
$1.5M - $1.62M
|
37.4K
$6.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-9K- 19.15% |
$1.51M - $1.64M
|
38K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.54K- 29.45% |
$1.61M - $1.74M
|
22.9K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-9.57K- 16.99% |
$1.61M - $1.74M
|
46.8K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.83K- 2.68% |
$1.65M - $1.79M
|
356K
$62.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 1.03% |
$2.02M - $2.18M
|
1.16M
$204M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 13.41% |
$2.08M - $2.24M
|
79.7K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 2.96% |
$2.13M - $2.3M
|
414K
$73M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.8K- 2.31% |
$2.15M - $2.33M
|
541K
$95.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.9K- 17.5% |
$2.17M - $2.35M
|
60.8K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-13.5K- 1.66% |
$2.27M - $2.45M
|
800K
$141M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-14.2K- 28.74% |
$2.38M - $2.57M
|
35.1K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.8K- 18.31% |
$2.49M - $2.69M
|
66.1K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 0.5% |
$2.55M - $2.75M
|
3M
$528M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.7K- 22.76% |
$2.65M - $2.86M
|
53.4K
$9.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18K- 3.3% |
$3.03M - $3.28M
|
527K
$92.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-18.7K- 21.72% |
$3.14M - $3.39M
|
67.2K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-21.6K- 10.59% |
$3.63M - $3.93M
|
182K
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.2K- 3.25% |
$3.74M - $4.04M
|
661K
$116M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 91.74% |
$3.86M - $4.17M
|
2.07K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 19.02% |
$3.92M - $4.24M
|
99.3K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-24.4K- 92.36% |
$4.11M - $4.45M
|
2.02K
$356K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-25.5K- 42.74% |
$4.3M - $4.64M
|
34.2K
$6.03M
|