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
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-413- 23.0% |
$69.5K - $75.1K
|
1.38K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-417- 5.37% |
$70.2K - $75.8K
|
7.35K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-417- 4.07% |
$70.2K - $75.8K
|
9.82K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-419- 9.18% |
$70.5K - $76.2K
|
4.14K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-429- 2.32% |
$72.2K - $78K
|
18.1K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-431- 5.61% |
$72.5K - $78.4K
|
7.25K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-433- 3.26% |
$72.9K - $78.7K
|
12.9K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-444- 1.65% |
$74.7K - $80.8K
|
26.5K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-454- 3.33% |
$76.4K - $82.6K
|
13.2K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-455- 14.84% |
$76.6K - $82.8K
|
2.61K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-458- 8.29% |
$77.1K - $83.3K
|
5.07K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-458- 0.1% |
$77.1K - $83.3K
|
471K
$82.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-458- 4.11% |
$77.1K - $83.3K
|
10.7K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-465- 10.44% |
$78.3K - $84.6K
|
3.99K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-465- 16.75% |
$78.3K - $84.6K
|
2.31K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-466- 0.78% |
$78.4K - $84.8K
|
58.9K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-473- 0.48% |
$79.6K - $86K
|
97.5K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 4.28% |
$80K - $86.4K
|
10.6K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-476- 1.54% |
$80.1K - $86.6K
|
30.4K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-479- 1.65% |
$80.6K - $87.1K
|
28.5K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-495- 7.86% |
$83.3K - $90K
|
5.8K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 20.81% |
$83.8K - $90.6K
|
1.9K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 2.04% |
$84.2K - $90.9K
|
24K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-503- 1.31% |
$84.7K - $91.5K
|
38K
$6.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-507- 2.57% |
$85.3K - $92.2K
|
19.2K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-514- 0.83% |
$86.5K - $93.5K
|
61.3K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-535- 9.82% |
$90.1K - $97.3K
|
4.91K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-539- 3.07% |
$90.7K - $98K
|
17K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-550- 0.46% |
$92.6K - $100K
|
118K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-551- 2.39% |
$92.7K - $100K
|
22.5K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-552- 1.19% |
$92.9K - $100K
|
45.7K
$8.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-555- 2.91% |
$93.4K - $101K
|
18.5K
$3.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-560- 8.39% |
$94.3K - $102K
|
6.11K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-563- 1.14% |
$94.8K - $102K
|
48.7K
$8.59M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-576- 28.17% |
$97K - $105K
|
1.47K
$259K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-590- 14.91% |
$99.3K - $107K
|
3.37K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-592- 11.92% |
$99.6K - $108K
|
4.37K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-602- 16.36% |
$101K - $109K
|
3.08K
$542K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-615- 1.29% |
$104K - $112K
|
47.2K
$8.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-625- 26.84% |
$105K - $114K
|
1.7K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 1.73% |
$105K - $114K
|
35.4K
$6.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-630- 14.06% |
$106K - $115K
|
3.85K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-640- 0.52% |
$108K - $116K
|
122K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-649- 34.99% |
$109K - $118K
|
1.21K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-653- 4.62% |
$110K - $119K
|
13.5K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-690- 1.45% |
$116K - $125K
|
46.9K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-691- 1.45% |
$116K - $126K
|
46.9K
$8.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-691- 3.66% |
$116K - $126K
|
18.2K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-700- 7.63% |
$118K - $127K
|
8.48K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-700- 31.04% |
$118K - $127K
|
1.56K
$274K
|