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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.7K+ 7.9% |
$2.31M - $2.5M
|
188K
$32.2M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
13.6K+ 201.77% |
$2.29M - $2.47M
|
20.3K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
13.5KNew |
$2.27M - $2.46M
|
13.5K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.5KNew |
$2.27M - $2.45M
|
13.5K
$2.31M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 149.77% |
$2.24M - $2.42M
|
22.2K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
13.3KNew |
$2.24M - $2.42M
|
13.3K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.3KNew |
$2.23M - $2.41M
|
13.3K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 1.55% |
$2.23M - $2.41M
|
868K
$149M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2K+ 31.27% |
$2.22M - $2.4M
|
55.4K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.8K+ 7.96% |
$2.16M - $2.33M
|
174K
$29.8M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12.6KNew |
$2.12M - $2.29M
|
12.6K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$2.11M - $2.28M
|
12.5K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
12.4KNew |
$2.09M - $2.26M
|
12.4K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.4K+ 9.09% |
$2.09M - $2.25M
|
149K
$25.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.4K+ 9.75% |
$2.08M - $2.25M
|
139K
$23.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
12.3KNew |
$2.07M - $2.24M
|
12.3K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$2.07M - $2.24M
|
12.3K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.3K+ 81.45% |
$2.06M - $2.23M
|
27.3K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 0.3% |
$2.03M - $2.19M
|
4.06M
$696M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
11.9KNew |
$2.01M - $2.17M
|
11.9K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
11.9KNew |
$2M - $2.16M
|
11.9K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.8K+ 20.56% |
$1.99M - $2.15M
|
69.4K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
11.8KNew |
$1.99M - $2.15M
|
11.8K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 3.28% |
$1.98M - $2.14M
|
370K
$63.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.7K+ 5.07% |
$1.96M - $2.12M
|
242K
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.5K+ 396.51% |
$1.93M - $2.09M
|
14.4K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.4KNew |
$1.92M - $2.07M
|
11.4K
$1.95M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11.2KNew |
$1.89M - $2.04M
|
11.2K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11.2KNew |
$1.89M - $2.04M
|
11.2K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11.2K+ 17.21% |
$1.89M - $2.04M
|
76.3K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
11KNew |
$1.85M - $2M
|
11K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.9K+ 18.23% |
$1.84M - $1.99M
|
70.9K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 5.27% |
$1.83M - $1.98M
|
218K
$37.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 4.48% |
$1.83M - $1.97M
|
253K
$43.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 6.56% |
$1.79M - $1.94M
|
173K
$29.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$1.79M - $1.94M
|
10.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 7.37% |
$1.77M - $1.91M
|
153K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.4K+ 550.32% |
$1.74M - $1.88M
|
12.2K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 2.15% |
$1.74M - $1.88M
|
491K
$84.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.3KNew |
$1.74M - $1.88M
|
10.3K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 1.02% |
$1.73M - $1.87M
|
1.01M
$174M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.02% |
$1.72M - $1.86M
|
138K
$23.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.29% |
$1.7M - $1.84M
|
43.5K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10K+ 9.89% |
$1.69M - $1.82M
|
111K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.98KNew |
$1.68M - $1.82M
|
9.98K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.88K+ 17.23% |
$1.66M - $1.8M
|
67.2K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.87K+ 14.96% |
$1.66M - $1.79M
|
75.8K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
9.84K+ 29.24% |
$1.66M - $1.79M
|
43.5K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.7K+ 40.51% |
$1.63M - $1.76M
|
33.7K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.7K+ 11.64% |
$1.63M - $1.76M
|
93K
$15.9M
|