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 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23K+ 28.31% |
$3.87M - $4.18M
|
104K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 100.55% |
$3.76M - $4.06M
|
44.5K
$7.64M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
22.3KNew |
$3.75M - $4.06M
|
22.3K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.2K+ 3.23% |
$3.73M - $4.03M
|
709K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22K+ 9.02% |
$3.71M - $4M
|
266K
$45.6M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8KNew |
$3.67M - $3.97M
|
21.8K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21.4K+ 3.88% |
$3.61M - $3.9M
|
573K
$98.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21KNew |
$3.53M - $3.81M
|
21K
$3.59M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20.4KNew |
$3.43M - $3.71M
|
20.4K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
20.2KNew |
$3.41M - $3.68M
|
20.2K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
20.2KNew |
$3.39M - $3.67M
|
20.2K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20K+ 68.52% |
$3.37M - $3.64M
|
49.2K
$8.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.7K+ 61.47% |
$3.32M - $3.59M
|
51.9K
$8.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$3.24M - $3.5M
|
19.3K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.2K+ 1.92% |
$3.23M - $3.49M
|
1.02M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.6K+ 8.27% |
$3.13M - $3.38M
|
243K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.5K+ 7.37% |
$3.12M - $3.37M
|
270K
$46.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 13.96% |
$3.09M - $3.33M
|
150K
$25.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.9K+ 4.92% |
$3.01M - $3.25M
|
381K
$65.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.9KNew |
$3.01M - $3.25M
|
17.9K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.8K+ 20.74% |
$2.99M - $3.23M
|
103K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.6K+ 3.41% |
$2.97M - $3.21M
|
535K
$91.8M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.3KNew |
$2.9M - $3.14M
|
17.3K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.3% |
$2.9M - $3.13M
|
768K
$132M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.2K+ 70.71% |
$2.89M - $3.13M
|
41.5K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.8KNew |
$2.83M - $3.06M
|
16.8K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.6K+ 3.84% |
$2.79M - $3.02M
|
449K
$77M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.6K+ 40.86% |
$2.79M - $3.02M
|
57.2K
$9.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 0.99% |
$2.74M - $2.96M
|
1.66M
$284M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 6.24% |
$2.73M - $2.95M
|
276K
$47.3M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
15.7KNew |
$2.64M - $2.85M
|
15.7K
$2.69M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
15.6KNew |
$2.63M - $2.85M
|
15.6K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.6K+ 205.55% |
$2.62M - $2.83M
|
23.2K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
15.5KNew |
$2.61M - $2.82M
|
15.5K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 6.95% |
$2.58M - $2.78M
|
236K
$40.4M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15.2K+ 1086.38% |
$2.56M - $2.77M
|
16.6K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15.1K+ 2.25% |
$2.55M - $2.75M
|
689K
$118M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15K+ 2.35% |
$2.53M - $2.73M
|
653K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 1.47% |
$2.52M - $2.73M
|
1.03M
$177M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
14.9K+ 6.28% |
$2.51M - $2.72M
|
253K
$43.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
14.7KNew |
$2.47M - $2.67M
|
14.7K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
14.6KNew |
$2.46M - $2.66M
|
14.6K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
14.3KNew |
$2.41M - $2.6M
|
14.3K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.1K+ 5.18% |
$2.37M - $2.56M
|
285K
$48.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14KNew |
$2.36M - $2.55M
|
14K
$2.4M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
14KNew |
$2.35M - $2.54M
|
14K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14K+ 403.59% |
$2.35M - $2.54M
|
17.4K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.9K+ 1.22% |
$2.34M - $2.52M
|
1.15M
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
13.8K+ 6.14% |
$2.32M - $2.51M
|
238K
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.8K+ 3.6% |
$2.32M - $2.5M
|
396K
$67.8M
|