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 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.51K+ 2.2% |
$927K - $1M
|
256K
$43.9M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.51KNew |
$927K - $1M
|
5.51K
$944K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.39KNew |
$908K - $981K
|
5.39K
$924K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.36K+ 25.69% |
$902K - $975K
|
26.2K
$4.5M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
5.32KNew |
$895K - $967K
|
5.32K
$911K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5.24K+ 26.15% |
$881K - $952K
|
25.3K
$4.33M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.22K+ 3.32% |
$878K - $949K
|
162K
$27.8M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
5.14K+ 7.16% |
$865K - $934K
|
76.9K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.11K+ 2.02% |
$860K - $929K
|
258K
$44.3M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.1K+ 10.18% |
$859K - $928K
|
55.2K
$9.46M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5.09K+ 63.02% |
$856K - $925K
|
13.2K
$2.25M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.07K+ 7.13% |
$854K - $923K
|
76.2K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.04K+ 3.18% |
$848K - $916K
|
164K
$28M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5K+ 5.86% |
$841K - $908K
|
90.3K
$15.5M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.98K+ 1.46% |
$838K - $905K
|
345K
$59.1M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.98K+ 39.26% |
$838K - $905K
|
17.7K
$3.03M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.97K+ 0.67% |
$836K - $903K
|
742K
$127M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.96K+ 9.33% |
$835K - $902K
|
58.1K
$9.96M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 1.74% |
$825K - $891K
|
287K
$49.1M
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
4.89KNew |
$824K - $890K
|
4.89K
$839K
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.84K+ 13.16% |
$814K - $880K
|
41.6K
$7.13M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.84K+ 1.41% |
$814K - $880K
|
347K
$59.5M
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.79KNew |
$806K - $871K
|
4.79K
$821K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 2.69% |
$802K - $866K
|
182K
$31.2M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.74K+ 8.73% |
$797K - $861K
|
59K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 74.67% |
$796K - $861K
|
11.1K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
4.73KNew |
$795K - $860K
|
4.73K
$810K
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.69K+ 22.05% |
$790K - $853K
|
26K
$4.45M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4.69KNew |
$789K - $853K
|
4.69K
$804K
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.69K+ 3.59% |
$789K - $852K
|
135K
$23.2M
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.68K+ 372.29% |
$787K - $850K
|
5.93K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.66K+ 172.48% |
$784K - $847K
|
7.36K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.65KNew |
$782K - $845K
|
4.65K
$796K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.63KNew |
$779K - $842K
|
4.63K
$793K
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.57K+ 9.74% |
$770K - $832K
|
51.5K
$8.83M
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.45KNew |
$748K - $809K
|
4.45K
$762K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.45K+ 4.62% |
$748K - $808K
|
101K
$17.2M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.36K+ 0.81% |
$733K - $792K
|
545K
$93.4M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.34K+ 4.01% |
$730K - $788K
|
113K
$19.3M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.32K+ 12.56% |
$728K - $786K
|
38.7K
$6.64M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.32KNew |
$727K - $786K
|
4.32K
$741K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.31K+ 4.69% |
$726K - $785K
|
96.3K
$16.5M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.3KNew |
$724K - $782K
|
4.3K
$737K
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.3KNew |
$723K - $782K
|
4.3K
$737K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.3K+ 3.66% |
$723K - $781K
|
122K
$20.9M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.29KNew |
$723K - $781K
|
4.29K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.26K+ 50.33% |
$717K - $774K
|
12.7K
$2.18M
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
4.25K+ 7.55% |
$715K - $773K
|
60.5K
$10.4M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.24K+ 52.63% |
$714K - $772K
|
12.3K
$2.11M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.24K+ 6.51% |
$713K - $770K
|
69.3K
$11.9M
|