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 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-164- 23.13% |
$27.6K - $29.8K
|
545
$96.3K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-164- 0.53% |
$27.6K - $29.8K
|
30.6K
$5.4M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 0.89% |
$27.8K - $30K
|
18.4K
$3.25M
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-166- 0.15% |
$27.9K - $30.2K
|
111K
$19.5M
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-169- 4.81% |
$28.4K - $30.7K
|
3.34K
$590K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-169- 1.29% |
$28.4K - $30.7K
|
12.9K
$2.28M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-171- 1.16% |
$28.8K - $31.1K
|
14.6K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-179- 3.13% |
$30.1K - $32.6K
|
5.55K
$981K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-184- 1.76% |
$31K - $33.5K
|
10.3K
$1.82M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-193- 13.04% |
$32.5K - $35.1K
|
1.29K
$227K
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-195- 0.66% |
$32.8K - $35.5K
|
29.5K
$5.22M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-197- 12.37% |
$33.2K - $35.8K
|
1.4K
$246K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-198- 0.31% |
$33.3K - $36K
|
62.8K
$11.1M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-209- 1.25% |
$35.2K - $38K
|
16.5K
$2.92M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-215- 0.29% |
$36.2K - $39.1K
|
75K
$13.3M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-217- 0.7% |
$36.5K - $39.5K
|
30.9K
$5.46M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-219- 16.64% |
$36.9K - $39.8K
|
1.1K
$194K
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-228- 57.87% |
$38.4K - $41.5K
|
166
$29.3K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230- 0.64% |
$38.7K - $41.8K
|
35.7K
$6.3M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-235- 2.05% |
$39.6K - $42.7K
|
11.2K
$1.99M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237- 8.36% |
$39.9K - $43.1K
|
2.6K
$459K
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-239- 3.89% |
$40.2K - $43.5K
|
5.9K
$1.04M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-240- 3.64% |
$40.4K - $43.6K
|
6.35K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-245- 0.52% |
$41.2K - $44.6K
|
46.7K
$8.25M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-246- 2.77% |
$41.4K - $44.7K
|
8.64K
$1.53M
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-256- 2.22% |
$43.1K - $46.6K
|
11.3K
$1.99M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-265- 15.62% |
$44.6K - $48.2K
|
1.43K
$253K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-266- 4.75% |
$44.8K - $48.4K
|
5.34K
$943K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-272- 2.24% |
$45.8K - $49.5K
|
11.9K
$2.1M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-272- 14.68% |
$45.8K - $49.5K
|
1.58K
$279K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-277- 15.01% |
$46.6K - $50.4K
|
1.57K
$277K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-280- 0.31% |
$47.1K - $50.9K
|
89K
$15.7M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-282- 10.02% |
$47.5K - $51.3K
|
2.53K
$447K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-306- 3.21% |
$51.5K - $55.7K
|
9.23K
$1.63M
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-312- 1.09% |
$52.5K - $56.7K
|
28.2K
$4.98M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-317- 6.08% |
$53.4K - $57.7K
|
4.89K
$865K
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-321- 0.57% |
$54K - $58.4K
|
55.8K
$9.87M
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-322- 0.86% |
$54.2K - $58.6K
|
37.1K
$6.55M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-328- 13.01% |
$55.2K - $59.7K
|
2.19K
$388K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-328- 1.96% |
$55.2K - $59.7K
|
16.4K
$2.89M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-337- 0.63% |
$56.7K - $61.3K
|
53K
$9.36M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-341- 11.39% |
$57.4K - $62K
|
2.65K
$469K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-363- 5.53% |
$61.1K - $66K
|
6.2K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-365- 0.15% |
$61.4K - $66.4K
|
248K
$43.8M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-366- 4.07% |
$61.6K - $66.6K
|
8.63K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-375- 2.57% |
$63.1K - $68.2K
|
14.2K
$2.52M
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 15.1% |
$63.1K - $68.2K
|
2.11K
$373K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-381- 1.3% |
$64.1K - $69.3K
|
28.9K
$5.11M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.9% |
$65.3K - $70.6K
|
9.55K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-393- 0.65% |
$66.1K - $71.5K
|
60.4K
$10.7M
|