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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
11KNew |
$1.85M - $2M
|
11K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.9K+ 18.23% |
$1.84M - $1.99M
|
70.9K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 5.27% |
$1.83M - $1.98M
|
218K
$38.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 4.48% |
$1.83M - $1.97M
|
253K
$44.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10.7K+ 6.56% |
$1.79M - $1.94M
|
173K
$30.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 2.15% |
$1.74M - $1.88M
|
491K
$86.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.02% |
$1.72M - $1.86M
|
138K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 30.29% |
$1.7M - $1.84M
|
43.5K
$7.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10K+ 9.89% |
$1.69M - $1.82M
|
111K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.87K+ 14.96% |
$1.66M - $1.79M
|
75.8K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.67K+ 3.94% |
$1.63M - $1.76M
|
255K
$45.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.58K+ 206.95% |
$1.61M - $1.74M
|
14.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.51K+ 1.72% |
$1.6M - $1.73M
|
564K
$99.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.38KNew |
$1.58M - $1.71M
|
9.38K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
9.26KNew |
$1.56M - $1.68M
|
9.26K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
9.06K+ 5.03% |
$1.53M - $1.65M
|
189K
$33.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
8.85K+ 15.71% |
$1.49M - $1.61M
|
65.2K
$11.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.83K+ 42.39% |
$1.49M - $1.61M
|
29.7K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.57K+ 1.34% |
$1.44M - $1.56M
|
649K
$115M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.5KNew |
$1.43M - $1.55M
|
8.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.37KNew |
$1.41M - $1.52M
|
8.37K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.3K+ 8.22% |
$1.4M - $1.51M
|
109K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.16KNew |
$1.37M - $1.48M
|
8.16K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.1K+ 3.43% |
$1.36M - $1.47M
|
244K
$43.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.01K+ 30.78% |
$1.35M - $1.46M
|
34K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.92K+ 76.79% |
$1.33M - $1.44M
|
18.2K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.67K+ 12.2% |
$1.29M - $1.39M
|
70.5K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62KNew |
$1.28M - $1.39M
|
7.62K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
7.61K+ 7.8% |
$1.28M - $1.38M
|
105K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.48K+ 8.6% |
$1.26M - $1.36M
|
94.5K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
7.44K+ 30.76% |
$1.25M - $1.35M
|
31.6K
$5.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 20.29% |
$1.24M - $1.34M
|
43.8K
$7.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.33K+ 15.22% |
$1.23M - $1.33M
|
55.5K
$9.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7.31K+ 1.94% |
$1.23M - $1.33M
|
384K
$67.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.21K+ 2.45% |
$1.21M - $1.31M
|
302K
$53.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.2K+ 2.44% |
$1.21M - $1.31M
|
302K
$53.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.02KNew |
$1.18M - $1.28M
|
7.02K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.01K+ 6.8% |
$1.18M - $1.27M
|
110K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 14.36% |
$1.17M - $1.27M
|
55.4K
$9.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
6.92K+ 218.85% |
$1.16M - $1.26M
|
10.1K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
6.81K+ 210.05% |
$1.15M - $1.24M
|
10.1K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.73KNew |
$1.13M - $1.22M
|
6.73K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.57K+ 4.49% |
$1.11M - $1.19M
|
153K
$27M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.56K+ 10.64% |
$1.1M - $1.19M
|
68.2K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
6.5K+ 47.92% |
$1.09M - $1.18M
|
20.1K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
6.42KNew |
$1.08M - $1.17M
|
6.42K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
6.4K+ 38.3% |
$1.08M - $1.16M
|
23.1K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.09KNew |
$1.03M - $1.11M
|
6.09K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.01K+ 15.92% |
$1.01M - $1.09M
|
43.8K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
5.86KNew |
$987K - $1.07M
|
5.86K
$1.04M
|