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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.67K+ 3.94% |
$1.63M - $1.76M
|
255K
$43.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.66KNew |
$1.63M - $1.76M
|
9.66K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 158.23% |
$1.62M - $1.75M
|
15.7K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.64KNew |
$1.62M - $1.75M
|
9.64K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.62K+ 2.13% |
$1.62M - $1.75M
|
461K
$79M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.58K+ 206.95% |
$1.61M - $1.74M
|
14.2K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
9.52KNew |
$1.6M - $1.73M
|
9.52K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.51K+ 1.72% |
$1.6M - $1.73M
|
564K
$96.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.5K+ 1.11% |
$1.6M - $1.73M
|
867K
$149M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.4K+ 7.58% |
$1.58M - $1.71M
|
133K
$22.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.38KNew |
$1.58M - $1.71M
|
9.38K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9.37K+ 13.98% |
$1.58M - $1.7M
|
76.4K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.36K+ 15.66% |
$1.58M - $1.7M
|
69.1K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
9.26KNew |
$1.56M - $1.68M
|
9.26K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
9.2K+ 1.46% |
$1.55M - $1.67M
|
639K
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.07KNew |
$1.53M - $1.65M
|
9.07K
$1.55M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.07KNew |
$1.53M - $1.65M
|
9.07K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
9.06K+ 5.03% |
$1.53M - $1.65M
|
189K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
9.06KNew |
$1.52M - $1.65M
|
9.06K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
9.03KNew |
$1.52M - $1.64M
|
9.03K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.99K+ 110.42% |
$1.51M - $1.63M
|
17.1K
$2.94M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.91KNew |
$1.5M - $1.62M
|
8.91K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
8.85K+ 15.71% |
$1.49M - $1.61M
|
65.2K
$11.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.83K+ 42.39% |
$1.49M - $1.61M
|
29.7K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
8.6K+ 12.33% |
$1.45M - $1.56M
|
78.3K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.57K+ 1.34% |
$1.44M - $1.56M
|
649K
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.53KNew |
$1.44M - $1.55M
|
8.53K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.52K+ 32.68% |
$1.43M - $1.55M
|
34.6K
$5.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.5KNew |
$1.43M - $1.55M
|
8.5K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.37KNew |
$1.41M - $1.52M
|
8.37K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.32K+ 29.32% |
$1.4M - $1.51M
|
36.7K
$6.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8.31KNew |
$1.4M - $1.51M
|
8.31K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.3K+ 8.22% |
$1.4M - $1.51M
|
109K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.24K+ 36.11% |
$1.39M - $1.5M
|
31K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.16KNew |
$1.37M - $1.48M
|
8.16K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.1K+ 3.43% |
$1.36M - $1.47M
|
244K
$41.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
8.09K+ 376.68% |
$1.36M - $1.47M
|
10.2K
$1.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.04KNew |
$1.35M - $1.46M
|
8.04K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.01K+ 30.78% |
$1.35M - $1.46M
|
34K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.92K+ 76.79% |
$1.33M - $1.44M
|
18.2K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7.92K+ 85.3% |
$1.33M - $1.44M
|
17.2K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.88K+ 3.75% |
$1.33M - $1.43M
|
218K
$37.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.67K+ 12.2% |
$1.29M - $1.39M
|
70.5K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62KNew |
$1.28M - $1.39M
|
7.62K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
7.61K+ 7.8% |
$1.28M - $1.38M
|
105K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.6K+ 403.51% |
$1.28M - $1.38M
|
9.48K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7.56K+ 112.76% |
$1.27M - $1.37M
|
14.3K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.55K+ 5.31% |
$1.27M - $1.37M
|
150K
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.48K+ 8.6% |
$1.26M - $1.36M
|
94.5K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.47K+ 18.15% |
$1.26M - $1.36M
|
48.6K
$8.34M
|