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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11K- 3.14% |
$1.84M - $1.99M
|
338K
$59.5M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 46.65% |
$2.54M - $2.74M
|
17.2K
$3.04M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 22.76% |
$3.02M - $3.26M
|
60.8K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18K- 3.3% |
$3.03M - $3.28M
|
527K
$92.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.6K- 30.44% |
$3.13M - $3.38M
|
42.5K
$7.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-18.7K- 21.72% |
$3.14M - $3.39M
|
67.2K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.3K- 4.93% |
$3.42M - $3.69M
|
391K
$68.9M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-26.6K- 23.73% |
$4.48M - $4.84M
|
85.4K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-28.2K- 84.34% |
$4.75M - $5.13M
|
5.24K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.9K- 1.63% |
$4.86M - $5.25M
|
1.75M
$308M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.3K- 36.76% |
$5.11M - $5.52M
|
52.2K
$9.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 17.27% |
$5.29M - $5.72M
|
151K
$26.5M
|
|
|
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
$211M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-36.3K- 39.75% |
$6.11M - $6.6M
|
55K
$9.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-40.3K- 19.52% |
$6.78M - $7.33M
|
166K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.5K- 3.48% |
$6.82M - $7.37M
|
1.12M
$198M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-41.3K- 16.38% |
$6.95M - $7.51M
|
211K
$37.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-47.9K- 2.31% |
$8.06M - $8.71M
|
2.02M
$356M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-52.7K- 71.59% |
$8.87M - $9.58M
|
20.9K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-53.6K- 71.6% |
$9.02M - $9.75M
|
21.3K
$3.75M
|