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 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-185- 2.31% |
$31.1K - $33.6K
|
7.82K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-186- 10.57% |
$31.3K - $33.8K
|
1.57K
$280K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-191- 2.45% |
$32.1K - $34.7K
|
7.61K
$1.36M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-192- 0.63% |
$32.3K - $34.9K
|
30.3K
$5.39M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-193- 13.04% |
$32.5K - $35.1K
|
1.29K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-194- 0.12% |
$32.7K - $35.3K
|
163K
$29.1M
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-195- 0.66% |
$32.8K - $35.5K
|
29.5K
$5.26M
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-195- 7.36% |
$32.8K - $35.5K
|
2.45K
$437K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-195- 0.3% |
$32.8K - $35.5K
|
64.8K
$11.5M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-197- 12.37% |
$33.2K - $35.8K
|
1.4K
$248K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-197- 5.81% |
$33.2K - $35.8K
|
3.19K
$569K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-198- 0.31% |
$33.3K - $36K
|
62.8K
$11.2M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-199- 3.98% |
$33.5K - $36.2K
|
4.8K
$854K
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-200- 5.32% |
$33.7K - $36.4K
|
3.56K
$634K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-206- 9.59% |
$34.7K - $37.5K
|
1.94K
$346K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-207- 1.49% |
$34.8K - $37.6K
|
13.7K
$2.44M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-209- 1.25% |
$35.2K - $38K
|
16.5K
$2.94M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-209- 25.68% |
$35.2K - $38K
|
605
$108K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-215- 0.29% |
$36.2K - $39.1K
|
75K
$13.4M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-217- 0.7% |
$36.5K - $39.5K
|
30.9K
$5.5M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-219- 16.64% |
$36.9K - $39.8K
|
1.1K
$195K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-225- 2.88% |
$37.9K - $40.9K
|
7.59K
$1.35M
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-226- 5.19% |
$38K - $41.1K
|
4.13K
$736K
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-227- 14.45% |
$38.2K - $41.3K
|
1.34K
$239K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 2.25% |
$38.2K - $41.3K
|
9.88K
$1.76M
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-228- 57.87% |
$38.4K - $41.5K
|
166
$29.6K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230- 0.64% |
$38.7K - $41.8K
|
35.7K
$6.35M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-232- 5.03% |
$39.1K - $42.2K
|
4.38K
$780K
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-235- 2.05% |
$39.6K - $42.7K
|
11.2K
$2M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-235- 1.33% |
$39.6K - $42.7K
|
17.4K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-236- 15.51% |
$39.7K - $42.9K
|
1.29K
$229K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-236- 3.38% |
$39.7K - $42.9K
|
6.74K
$1.2M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237- 8.36% |
$39.9K - $43.1K
|
2.6K
$463K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-238- 1.1% |
$40.1K - $43.3K
|
21.3K
$3.8M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-239- 3.89% |
$40.2K - $43.5K
|
5.9K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-240- 3.64% |
$40.4K - $43.6K
|
6.35K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-242- 3.94% |
$40.7K - $44K
|
5.89K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-245- 0.52% |
$41.2K - $44.6K
|
46.7K
$8.32M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-246- 2.77% |
$41.4K - $44.7K
|
8.64K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-247- 2.43% |
$41.6K - $44.9K
|
9.91K
$1.77M
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-256- 2.22% |
$43.1K - $46.6K
|
11.3K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-263- 13.47% |
$44.3K - $47.8K
|
1.69K
$301K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-265- 15.62% |
$44.6K - $48.2K
|
1.43K
$255K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-266- 4.75% |
$44.8K - $48.4K
|
5.34K
$950K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-272- 2.24% |
$45.8K - $49.5K
|
11.9K
$2.11M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-272- 14.68% |
$45.8K - $49.5K
|
1.58K
$282K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-277- 15.01% |
$46.6K - $50.4K
|
1.57K
$279K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-280- 0.31% |
$47.1K - $50.9K
|
89K
$15.8M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-282- 10.02% |
$47.5K - $51.3K
|
2.53K
$451K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-283- 2.34% |
$47.6K - $51.5K
|
11.8K
$2.1M
|