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 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
7.44K+ 30.76% |
$1.25M - $1.35M
|
31.6K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 20.29% |
$1.24M - $1.34M
|
43.8K
$7.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.33K+ 15.22% |
$1.23M - $1.33M
|
55.5K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7.31K+ 1.94% |
$1.23M - $1.33M
|
384K
$65.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.21K+ 2.45% |
$1.21M - $1.31M
|
302K
$51.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.2K+ 2.44% |
$1.21M - $1.31M
|
302K
$51.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
7.14KNew |
$1.2M - $1.3M
|
7.14K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.09KNew |
$1.19M - $1.29M
|
7.09K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.07K+ 13.84% |
$1.19M - $1.29M
|
58.1K
$9.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.02KNew |
$1.18M - $1.28M
|
7.02K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.01K+ 6.8% |
$1.18M - $1.27M
|
110K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 14.36% |
$1.17M - $1.27M
|
55.4K
$9.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.92K+ 26.25% |
$1.17M - $1.26M
|
33.3K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
6.92K+ 218.85% |
$1.16M - $1.26M
|
10.1K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
6.81K+ 210.05% |
$1.15M - $1.24M
|
10.1K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.73KNew |
$1.13M - $1.22M
|
6.73K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.72K+ 5.81% |
$1.13M - $1.22M
|
123K
$21M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.68K+ 0.62% |
$1.12M - $1.21M
|
1.08M
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.63K+ 9.14% |
$1.12M - $1.21M
|
79.1K
$13.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.6KNew |
$1.11M - $1.2M
|
6.6K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.57K+ 4.49% |
$1.11M - $1.19M
|
153K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.56K+ 10.64% |
$1.1M - $1.19M
|
68.2K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.51K+ 9.1% |
$1.1M - $1.18M
|
78.1K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
6.5K+ 47.92% |
$1.09M - $1.18M
|
20.1K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6.46KNew |
$1.09M - $1.17M
|
6.46K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.45KNew |
$1.08M - $1.17M
|
6.45K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.42K+ 5.08% |
$1.08M - $1.17M
|
133K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
6.42KNew |
$1.08M - $1.17M
|
6.42K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
6.4K+ 38.3% |
$1.08M - $1.16M
|
23.1K
$3.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
6.33K+ 7.73% |
$1.07M - $1.15M
|
88.2K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
6.33KNew |
$1.06M - $1.15M
|
6.33K
$1.08M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6.3KNew |
$1.06M - $1.14M
|
6.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
6.28KNew |
$1.06M - $1.14M
|
6.28K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6.27KNew |
$1.05M - $1.14M
|
6.27K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.2K+ 420.84% |
$1.04M - $1.13M
|
7.67K
$1.31M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.17K+ 17.5% |
$1.04M - $1.12M
|
41.5K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.09KNew |
$1.03M - $1.11M
|
6.09K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.02KNew |
$1.01M - $1.1M
|
6.02K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.01K+ 15.92% |
$1.01M - $1.09M
|
43.8K
$7.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.95K+ 46.41% |
$1M - $1.08M
|
18.8K
$3.22M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.91KNew |
$994K - $1.07M
|
5.91K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
5.86KNew |
$987K - $1.07M
|
5.86K
$1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.81KNew |
$978K - $1.06M
|
5.81K
$996K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.8K+ 6.6% |
$975K - $1.05M
|
93.6K
$16M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.7KNew |
$959K - $1.04M
|
5.7K
$976K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
5.69K+ 0.9% |
$958K - $1.04M
|
638K
$109M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.68K+ 10.96% |
$955K - $1.03M
|
57.4K
$9.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
5.57K+ 11.34% |
$938K - $1.01M
|
54.7K
$9.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.56K+ 5.16% |
$935K - $1.01M
|
113K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.54K+ 1.96% |
$933K - $1.01M
|
288K
$49.3M
|