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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-263- 13.47% |
$44.3K - $47.8K
|
1.69K
$301K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-265- 15.62% |
$44.6K - $48.2K
|
1.43K
$255K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-266- 4.75% |
$44.8K - $48.4K
|
5.34K
$951K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-272- 2.24% |
$45.8K - $49.5K
|
11.9K
$2.11M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-272- 14.68% |
$45.8K - $49.5K
|
1.58K
$282K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-277- 15.01% |
$46.6K - $50.4K
|
1.57K
$279K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-280- 0.31% |
$47.1K - $50.9K
|
89K
$15.9M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-282- 10.02% |
$47.5K - $51.3K
|
2.53K
$451K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-283- 2.34% |
$47.6K - $51.5K
|
11.8K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-299- 1.02% |
$50.3K - $54.4K
|
28.9K
$5.16M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-306- 3.21% |
$51.5K - $55.7K
|
9.23K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-312- 1.09% |
$52.5K - $56.7K
|
28.2K
$5.02M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-317- 6.08% |
$53.4K - $57.7K
|
4.89K
$872K
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-321- 0.57% |
$54K - $58.4K
|
55.8K
$9.95M
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-322- 0.86% |
$54.2K - $58.6K
|
37.1K
$6.61M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-322- 1.47% |
$54.2K - $58.6K
|
21.6K
$3.84M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-325- 0.83% |
$54.7K - $59.1K
|
39K
$6.95M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-328- 13.01% |
$55.2K - $59.7K
|
2.19K
$391K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-328- 1.96% |
$55.2K - $59.7K
|
16.4K
$2.92M
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-329- 3.03% |
$55.4K - $59.8K
|
10.5K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-332- 0.56% |
$55.9K - $60.4K
|
59.2K
$10.6M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-337- 0.63% |
$56.7K - $61.3K
|
53K
$9.43M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-341- 11.39% |
$57.4K - $62K
|
2.65K
$473K
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-342- 4.31% |
$57.6K - $62.2K
|
7.59K
$1.35M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-357- 6.54% |
$60.1K - $64.9K
|
5.1K
$908K
|
|
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
$44.1M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-366- 4.07% |
$61.6K - $66.6K
|
8.63K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-373- 7.29% |
$62.8K - $67.8K
|
4.74K
$845K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-375- 15.1% |
$63.1K - $68.2K
|
2.11K
$376K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-375- 2.57% |
$63.1K - $68.2K
|
14.2K
$2.54M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-381- 1.3% |
$64.1K - $69.3K
|
28.9K
$5.16M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-382- 64.53% |
$64.3K - $69.5K
|
210
$37.4K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-384- 2.93% |
$64.6K - $69.8K
|
12.7K
$2.26M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.9% |
$65.3K - $70.6K
|
9.55K
$1.7M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-390- 1.82% |
$65.6K - $70.9K
|
21K
$3.75M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-393- 0.65% |
$66.1K - $71.5K
|
60.4K
$10.8M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-394- 1.32% |
$66.3K - $71.7K
|
29.5K
$5.26M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-398- 3.11% |
$67K - $72.4K
|
12.4K
$2.21M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-411- 10.2% |
$69.2K - $74.7K
|
3.62K
$645K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-413- 23.0% |
$69.5K - $75.1K
|
1.38K
$246K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-417- 5.37% |
$70.2K - $75.8K
|
7.35K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-417- 4.07% |
$70.2K - $75.8K
|
9.82K
$1.75M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-419- 9.18% |
$70.5K - $76.2K
|
4.14K
$738K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-429- 2.32% |
$72.2K - $78K
|
18.1K
$3.23M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-431- 5.61% |
$72.5K - $78.4K
|
7.25K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-433- 3.26% |
$72.9K - $78.7K
|
12.9K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-441- 27.56% |
$74.2K - $80.2K
|
1.16K
$206K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-444- 1.65% |
$74.7K - $80.8K
|
26.5K
$4.73M
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-454- 3.33% |
$76.4K - $82.6K
|
13.2K
$2.35M
|