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
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.23KNew |
$711K - $769K
|
4.23K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.22K+ 8.71% |
$710K - $768K
|
52.7K
$9.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.21K+ 80.23% |
$708K - $765K
|
9.45K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.2K+ 27.55% |
$706K - $763K
|
19.4K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.12KNew |
$693K - $748K
|
4.12K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.09K+ 158.66% |
$688K - $743K
|
6.66K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 8.53% |
$687K - $742K
|
51.9K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
4.07K+ 3.78% |
$684K - $739K
|
112K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.03KNew |
$677K - $732K
|
4.03K
$690K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.01K+ 5.27% |
$674K - $728K
|
80K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
3.97KNew |
$669K - $722K
|
3.97K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.92KNew |
$660K - $713K
|
3.92K
$672K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3.9KNew |
$656K - $709K
|
3.9K
$668K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.88K+ 60.16% |
$654K - $706K
|
10.3K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.88K+ 110.36% |
$652K - $705K
|
7.39K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.86K+ 5.98% |
$650K - $703K
|
68.5K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 1.46% |
$650K - $702K
|
269K
$46.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.85K+ 2.12% |
$648K - $700K
|
185K
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.84K+ 3.04% |
$646K - $698K
|
130K
$22.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.83K+ 80.21% |
$645K - $697K
|
8.61K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.82KNew |
$643K - $695K
|
3.82K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.82K+ 28.3% |
$642K - $694K
|
17.3K
$2.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.8KNew |
$640K - $691K
|
3.8K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 170.9% |
$639K - $691K
|
6.02K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.79K+ 13.55% |
$637K - $688K
|
31.7K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.77K+ 196.51% |
$635K - $686K
|
5.69K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.76KNew |
$633K - $684K
|
3.76K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 1.81% |
$627K - $677K
|
209K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.73KNew |
$627K - $677K
|
3.73K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.7K+ 2.61% |
$622K - $672K
|
145K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67K+ 2.18% |
$617K - $667K
|
172K
$29.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.66K+ 460.5% |
$616K - $666K
|
4.46K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3.66KNew |
$615K - $665K
|
3.66K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.65KNew |
$615K - $664K
|
3.65K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.64K+ 5.39% |
$612K - $661K
|
71.1K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.64K+ 6.34% |
$612K - $661K
|
61K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.63K+ 1.59% |
$611K - $660K
|
232K
$39.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.63K+ 11.39% |
$611K - $660K
|
35.5K
$6.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.63K+ 2.99% |
$611K - $660K
|
125K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.61KNew |
$607K - $656K
|
3.61K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.6K+ 9.37% |
$606K - $655K
|
42K
$7.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.58K+ 5.82% |
$603K - $651K
|
65.1K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.57KNew |
$600K - $649K
|
3.57K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.54K+ 252.24% |
$597K - $645K
|
4.95K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.5K+ 33.06% |
$590K - $637K
|
14.1K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.49K+ 10.95% |
$587K - $634K
|
35.3K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.48KNew |
$585K - $632K
|
3.48K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.46K+ 3.43% |
$582K - $629K
|
104K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45K+ 6.0% |
$580K - $627K
|
60.9K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
3.42K+ 10.52% |
$575K - $621K
|
35.9K
$6.15M
|