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 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
921New |
$155K - $168K
|
921
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
904+ 6.26% |
$152K - $164K
|
15.4K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
897+ 17.0% |
$151K - $163K
|
6.17K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
897+ 58.51% |
$151K - $163K
|
2.43K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
894+ 60.73% |
$150K - $163K
|
2.37K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
887+ 4.4% |
$149K - $161K
|
21.1K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
886+ 24.83% |
$149K - $161K
|
4.45K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
875+ 4.82% |
$147K - $159K
|
19K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
870+ 16.85% |
$146K - $158K
|
6.03K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
870+ 3.42% |
$146K - $158K
|
26.3K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
867+ 9.59% |
$146K - $158K
|
9.91K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
864+ 3.2% |
$145K - $157K
|
27.8K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
856New |
$144K - $156K
|
856
$148K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 5.08% |
$143K - $155K
|
17.6K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
846+ 6.51% |
$142K - $154K
|
13.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
844+ 0.76% |
$142K - $153K
|
112K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
836+ 3.74% |
$141K - $152K
|
23.2K
$4.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
826+ 7.92% |
$139K - $150K
|
11.3K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
825New |
$139K - $150K
|
825
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
817+ 4.01% |
$138K - $149K
|
21.2K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
817+ 1.5% |
$138K - $149K
|
55.4K
$9.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
809New |
$136K - $147K
|
809
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
802+ 4.34% |
$135K - $146K
|
19.3K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
800New |
$135K - $145K
|
800
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
793+ 16.05% |
$133K - $144K
|
5.74K
$995K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
782+ 1.46% |
$132K - $142K
|
54.2K
$9.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
778+ 3.8% |
$131K - $141K
|
21.3K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
778+ 4.36% |
$131K - $141K
|
18.6K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
777+ 3700.0% |
$131K - $141K
|
798
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
775+ 1.12% |
$130K - $141K
|
69.9K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
773+ 4.59% |
$130K - $141K
|
17.6K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
769+ 12.51% |
$129K - $140K
|
6.92K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
768+ 0.79% |
$129K - $140K
|
97.4K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
764+ 1.42% |
$129K - $139K
|
54.7K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
760+ 61.04% |
$128K - $138K
|
2.01K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
755+ 10.1% |
$127K - $137K
|
8.23K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
746+ 25.25% |
$126K - $136K
|
3.7K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
735+ 0.59% |
$124K - $134K
|
125K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
734+ 7.86% |
$124K - $133K
|
10.1K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
731+ 2.25% |
$123K - $133K
|
33.2K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
730+ 46.11% |
$123K - $133K
|
2.31K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
729+ 30.58% |
$123K - $133K
|
3.11K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
727+ 4.92% |
$122K - $132K
|
15.5K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
720+ 2.24% |
$121K - $131K
|
32.8K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
705New |
$119K - $128K
|
705
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
704+ 45.07% |
$118K - $128K
|
2.27K
$393K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
694+ 0.77% |
$117K - $126K
|
90.9K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
689+ 20.54% |
$116K - $125K
|
4.04K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
689+ 0.42% |
$116K - $125K
|
164K
$28.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
687+ 1.91% |
$116K - $125K
|
36.6K
$6.35M
|