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
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-704- 2.62% |
$118K - $128K
|
26.2K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-711- 5.3% |
$120K - $129K
|
12.7K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-712- 31.53% |
$120K - $129K
|
1.55K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-715- 11.96% |
$120K - $130K
|
5.27K
$928K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-729- 9.5% |
$123K - $133K
|
6.95K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-729- 11.51% |
$123K - $133K
|
5.6K
$987K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-731- 0.24% |
$123K - $133K
|
299K
$52.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-731- 5.61% |
$123K - $133K
|
12.3K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-737- 6.8% |
$124K - $134K
|
10.1K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-763- 1.81% |
$128K - $139K
|
41.5K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-764- 2.31% |
$129K - $139K
|
32.3K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-767- 1.05% |
$129K - $139K
|
72.5K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-772- 1.96% |
$130K - $140K
|
38.7K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-773- 15.17% |
$130K - $141K
|
4.32K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-777- 15.86% |
$131K - $141K
|
4.12K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-783- 0.46% |
$132K - $142K
|
169K
$29.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-793- 3.4% |
$133K - $144K
|
22.6K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-793- 6.27% |
$133K - $144K
|
11.8K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-796- 3.76% |
$134K - $145K
|
20.4K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-813- 3.36% |
$137K - $148K
|
23.4K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-814- 16.35% |
$137K - $148K
|
4.17K
$734K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-820- 15.38% |
$138K - $149K
|
4.51K
$795K
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-845- 30.3% |
$142K - $154K
|
1.94K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-874- 8.6% |
$147K - $159K
|
9.29K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-894- 10.6% |
$150K - $163K
|
7.54K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 17.14% |
$152K - $165K
|
4.38K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-917- 26.07% |
$154K - $167K
|
2.6K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-920- 13.3% |
$155K - $167K
|
6K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-933- 0.98% |
$157K - $170K
|
94.7K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-943- 9.6% |
$159K - $172K
|
8.88K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-956- 2.21% |
$161K - $174K
|
42.4K
$7.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-981- 2.72% |
$165K - $178K
|
35.1K
$6.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-987- 1.82% |
$166K - $180K
|
53.3K
$9.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-998- 0.76% |
$168K - $182K
|
130K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.03K- 6.19% |
$174K - $188K
|
15.6K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.04K- 8.68% |
$175K - $189K
|
10.9K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.06K- 2.3% |
$178K - $192K
|
44.8K
$7.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.88% |
$179K - $193K
|
120K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.06K- 4.17% |
$179K - $193K
|
24.4K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 1.34% |
$179K - $194K
|
78.5K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 11.58% |
$179K - $194K
|
8.13K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.08K- 1.15% |
$182K - $197K
|
92.7K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.09K- 10.9% |
$184K - $199K
|
8.93K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.15K- 2.38% |
$193K - $209K
|
47K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 16.7% |
$198K - $214K
|
5.86K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 6.17% |
$198K - $214K
|
17.9K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 0.84% |
$209K - $225K
|
147K
$25.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.88% |
$210K - $227K
|
140K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.27K- 6.48% |
$213K - $230K
|
18.2K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.27K- 23.0% |
$214K - $231K
|
4.25K
$750K
|