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 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-455- 14.84% |
$76.6K - $82.8K
|
2.61K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-458- 8.29% |
$77.1K - $83.3K
|
5.07K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-458- 0.1% |
$77.1K - $83.3K
|
471K
$83.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-458- 4.11% |
$77.1K - $83.3K
|
10.7K
$1.9M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-459- 17.15% |
$77.3K - $83.5K
|
2.22K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-461- 12.01% |
$77.6K - $83.8K
|
3.38K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-465- 10.44% |
$78.3K - $84.6K
|
3.99K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-465- 16.75% |
$78.3K - $84.6K
|
2.31K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-466- 0.78% |
$78.4K - $84.8K
|
58.9K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-471- 0.15% |
$79.3K - $85.7K
|
307K
$54.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-473- 0.48% |
$79.6K - $86K
|
97.5K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-475- 4.28% |
$80K - $86.4K
|
10.6K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-475- 30.03% |
$80K - $86.4K
|
1.11K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-476- 1.54% |
$80.1K - $86.6K
|
30.4K
$5.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-479- 1.65% |
$80.6K - $87.1K
|
28.5K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-486- 3.3% |
$81.8K - $88.4K
|
14.2K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-486- 7.8% |
$81.8K - $88.4K
|
5.75K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-490- 19.62% |
$82.5K - $89.1K
|
2.01K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-495- 7.86% |
$83.3K - $90K
|
5.8K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 20.81% |
$83.8K - $90.6K
|
1.9K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-499- 10.85% |
$84K - $90.8K
|
4.1K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 2.04% |
$84.2K - $90.9K
|
24K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-500- 1.6% |
$84.2K - $90.9K
|
30.7K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-501- 48.97% |
$84.3K - $91.1K
|
522
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-501- 1.67% |
$84.3K - $91.1K
|
29.5K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-503- 1.31% |
$84.7K - $91.5K
|
38K
$6.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-507- 2.57% |
$85.3K - $92.2K
|
19.2K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-514- 0.83% |
$86.5K - $93.5K
|
61.3K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-529- 4.04% |
$89K - $96.2K
|
12.6K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-535- 9.82% |
$90.1K - $97.3K
|
4.91K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-539- 3.07% |
$90.7K - $98K
|
17K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-550- 0.46% |
$92.6K - $100K
|
118K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-551- 2.39% |
$92.7K - $100K
|
22.5K
$4.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-552- 1.19% |
$92.9K - $100K
|
45.7K
$8.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-555- 2.91% |
$93.4K - $101K
|
18.5K
$3.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-560- 8.39% |
$94.3K - $102K
|
6.11K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-563- 1.14% |
$94.8K - $102K
|
48.7K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-576- 28.17% |
$97K - $105K
|
1.47K
$262K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-590- 14.91% |
$99.3K - $107K
|
3.37K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-592- 11.92% |
$99.6K - $108K
|
4.37K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-602- 16.36% |
$101K - $109K
|
3.08K
$548K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-615- 1.29% |
$104K - $112K
|
47.2K
$8.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-617- 1.83% |
$104K - $112K
|
33.1K
$5.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-625- 26.84% |
$105K - $114K
|
1.7K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 1.73% |
$105K - $114K
|
35.4K
$6.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-630- 14.06% |
$106K - $115K
|
3.85K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-640- 0.52% |
$108K - $116K
|
122K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-649- 34.99% |
$109K - $118K
|
1.21K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-653- 4.62% |
$110K - $119K
|
13.5K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-655- 1.34% |
$110K - $119K
|
48.2K
$8.59M
|