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 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-820- 15.38% |
$138K - $149K
|
4.51K
$808K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-836- 4.85% |
$141K - $152K
|
16.4K
$2.94M
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-845- 30.3% |
$142K - $154K
|
1.94K
$348K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-854- 1.93% |
$144K - $155K
|
43.3K
$7.76M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-874- 8.6% |
$147K - $159K
|
9.29K
$1.66M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-874- 1.04% |
$147K - $159K
|
83K
$14.9M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-875- 6.93% |
$147K - $159K
|
11.8K
$2.11M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-894- 10.6% |
$150K - $163K
|
7.54K
$1.35M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-905- 17.14% |
$152K - $165K
|
4.38K
$784K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-917- 26.07% |
$154K - $167K
|
2.6K
$466K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-917- 0.56% |
$154K - $167K
|
163K
$29.2M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-920- 13.3% |
$155K - $167K
|
6K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-933- 0.98% |
$157K - $170K
|
94.7K
$17M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-943- 9.6% |
$159K - $172K
|
8.88K
$1.59M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-956- 2.21% |
$161K - $174K
|
42.4K
$7.59M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-979- 0.99% |
$165K - $178K
|
97.6K
$17.5M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-981- 2.72% |
$165K - $178K
|
35.1K
$6.3M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-987- 1.82% |
$166K - $180K
|
53.3K
$9.55M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-995- 11.09% |
$167K - $181K
|
7.97K
$1.43M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-998- 0.76% |
$168K - $182K
|
130K
$23.4M
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1K- 40.0% |
$168K - $182K
|
1.5K
$269K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.01K- 0.83% |
$169K - $183K
|
120K
$21.5M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 6.84% |
$169K - $183K
|
13.7K
$2.46M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.01K- 15.78% |
$170K - $184K
|
5.39K
$965K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.03K- 6.19% |
$174K - $188K
|
15.6K
$2.8M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.04K- 8.68% |
$175K - $189K
|
10.9K
$1.96M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.06K- 2.3% |
$178K - $192K
|
44.8K
$8.03M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.06K- 5.42% |
$178K - $192K
|
18.4K
$3.3M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.88% |
$179K - $193K
|
120K
$21.4M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.06K- 4.17% |
$179K - $193K
|
24.4K
$4.38M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 0.46% |
$179K - $193K
|
231K
$41.4M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 1.34% |
$179K - $194K
|
78.5K
$14.1M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 11.58% |
$179K - $194K
|
8.13K
$1.46M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.08K- 1.15% |
$182K - $197K
|
92.7K
$16.6M
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.09K- 10.9% |
$184K - $199K
|
8.93K
$1.6M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 27.75% |
$185K - $200K
|
2.86K
$512K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.15K- 2.38% |
$193K - $209K
|
47K
$8.42M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.17K- 6.79% |
$196K - $212K
|
16K
$2.86M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 16.7% |
$198K - $214K
|
5.86K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 6.17% |
$198K - $214K
|
17.9K
$3.21M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.23K- 50.93% |
$207K - $224K
|
1.18K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 0.84% |
$209K - $225K
|
147K
$26.3M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.88% |
$210K - $227K
|
140K
$25.1M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.27K- 6.48% |
$213K - $230K
|
18.2K
$3.27M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.27K- 23.0% |
$214K - $231K
|
4.25K
$762K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.27K- 18.45% |
$214K - $231K
|
5.62K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.29K- 10.61% |
$217K - $234K
|
10.9K
$1.94M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.29K- 3.4% |
$218K - $235K
|
36.7K
$6.58M
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.3K- 5.76% |
$219K - $237K
|
21.3K
$3.82M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.31K- 2.29% |
$220K - $238K
|
55.6K
$9.97M
|