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 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
897+ 17.0% |
$151K - $163K
|
6.17K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
897+ 58.51% |
$151K - $163K
|
2.43K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
894+ 60.73% |
$150K - $163K
|
2.37K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
886+ 24.83% |
$149K - $161K
|
4.45K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
875+ 4.82% |
$147K - $159K
|
19K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
870+ 16.85% |
$146K - $158K
|
6.03K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
870+ 3.42% |
$146K - $158K
|
26.3K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
856New |
$144K - $156K
|
856
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 5.08% |
$143K - $155K
|
17.6K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
817+ 4.01% |
$138K - $149K
|
21.2K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
817+ 1.5% |
$138K - $149K
|
55.4K
$9.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
802+ 4.34% |
$135K - $146K
|
19.3K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
778+ 3.8% |
$131K - $141K
|
21.3K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
777+ 3700.0% |
$131K - $141K
|
798
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
775+ 1.12% |
$130K - $141K
|
69.9K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
773+ 4.59% |
$130K - $141K
|
17.6K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
755+ 10.1% |
$127K - $137K
|
8.23K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 0.59% |
$124K - $134K
|
125K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
734+ 7.86% |
$124K - $133K
|
10.1K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
731+ 2.25% |
$123K - $133K
|
33.2K
$5.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
727+ 4.92% |
$122K - $132K
|
15.5K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
720+ 2.24% |
$121K - $131K
|
32.8K
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
704+ 45.07% |
$118K - $128K
|
2.27K
$400K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
694+ 0.77% |
$117K - $126K
|
90.9K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
689+ 20.54% |
$116K - $125K
|
4.04K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
689+ 0.42% |
$116K - $125K
|
164K
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
687+ 1.91% |
$116K - $125K
|
36.6K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
686+ 1.29% |
$115K - $125K
|
53.8K
$9.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
674+ 28.95% |
$113K - $123K
|
3K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
672+ 8.07% |
$113K - $122K
|
9K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
658+ 1.23% |
$111K - $120K
|
54.3K
$9.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
655+ 1.03% |
$110K - $119K
|
64.2K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
654+ 12.05% |
$110K - $119K
|
6.08K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
653+ 0.46% |
$110K - $119K
|
143K
$25.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
653New |
$110K - $119K
|
653
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
642+ 3.82% |
$108K - $117K
|
17.5K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
635New |
$107K - $115K
|
635
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
617+ 3.55% |
$104K - $112K
|
18K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
609+ 7.48% |
$103K - $111K
|
8.75K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
608+ 4.96% |
$102K - $111K
|
12.9K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
605+ 29.58% |
$102K - $110K
|
2.65K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
599+ 34.21% |
$101K - $109K
|
2.35K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
596+ 0.69% |
$100K - $108K
|
86.9K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
585+ 3.18% |
$98.5K - $106K
|
19K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
566+ 19.32% |
$95.3K - $103K
|
3.5K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
560+ 1.23% |
$94.3K - $102K
|
46K
$8.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
558+ 25.09% |
$93.9K - $101K
|
2.78K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
544+ 9.61% |
$91.6K - $98.9K
|
6.21K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
543+ 7757.14% |
$91.4K - $98.8K
|
550
$97.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 14.34% |
$88.4K - $95.5K
|
4.19K
$740K
|