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 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.06K- 5.42% |
$178K - $192K
|
18.4K
$3.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.88% |
$179K - $193K
|
120K
$21.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.06K- 4.17% |
$179K - $193K
|
24.4K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 0.46% |
$179K - $193K
|
231K
$41.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 1.34% |
$179K - $194K
|
78.5K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 11.58% |
$179K - $194K
|
8.13K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.08K- 1.15% |
$182K - $197K
|
92.7K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.09K- 10.9% |
$184K - $199K
|
8.93K
$1.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 27.75% |
$185K - $200K
|
2.86K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.15K- 2.38% |
$193K - $209K
|
47K
$8.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.17K- 6.79% |
$196K - $212K
|
16K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 16.7% |
$198K - $214K
|
5.86K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 6.17% |
$198K - $214K
|
17.9K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.23K- 50.93% |
$207K - $224K
|
1.18K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 0.84% |
$209K - $225K
|
147K
$26.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.88% |
$210K - $227K
|
140K
$25M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.27K- 6.48% |
$213K - $230K
|
18.2K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.27K- 23.0% |
$214K - $231K
|
4.25K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.27K- 18.45% |
$214K - $231K
|
5.62K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.29K- 10.61% |
$217K - $234K
|
10.9K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.29K- 3.4% |
$218K - $235K
|
36.7K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.3K- 5.76% |
$219K - $237K
|
21.3K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.31K- 2.29% |
$220K - $238K
|
55.6K
$9.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.33K- 3.65% |
$224K - $242K
|
35.1K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.36K- 14.81% |
$228K - $246K
|
7.8K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.37K- 24.78% |
$230K - $249K
|
4.15K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.37K- 4.12% |
$230K - $249K
|
31.9K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.39K- 1.0% |
$233K - $252K
|
137K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.39K- 1.76% |
$233K - $252K
|
77.4K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.41K- 1.39% |
$237K - $256K
|
99.7K
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.43K- 10.39% |
$240K - $259K
|
12.3K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.43K- 29.89% |
$241K - $260K
|
3.36K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.43K- 38.01% |
$241K - $261K
|
2.34K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-1.46K- 8.55% |
$245K - $265K
|
15.6K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.48K- 18.57% |
$250K - $270K
|
6.5K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.49K- 19.66% |
$251K - $271K
|
6.08K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.49K- 14.21% |
$251K - $271K
|
9K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.49K- 34.92% |
$251K - $272K
|
2.78K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.53K- 0.8% |
$258K - $278K
|
190K
$33.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 2.65% |
$259K - $280K
|
56.5K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.56K- 10.85% |
$262K - $283K
|
12.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.56K- 5.61% |
$262K - $284K
|
26.2K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.56K- 15.34% |
$263K - $284K
|
8.61K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 0.17% |
$264K - $285K
|
942K
$168M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.57K- 6.44% |
$265K - $286K
|
22.9K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.58K- 2.13% |
$265K - $287K
|
72.3K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.59K- 1.32% |
$267K - $289K
|
119K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.62K- 13.7% |
$272K - $294K
|
10.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.67K- 29.34% |
$281K - $304K
|
4.02K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.68K- 2.36% |
$282K - $305K
|
69.4K
$12.4M
|