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 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 10.24% |
$373K - $403K
|
19.4K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.24K- 43.35% |
$376K - $407K
|
2.92K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.24K- 7.65% |
$377K - $408K
|
27.1K
$4.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.25K- 18.61% |
$379K - $410K
|
9.85K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.32K- 6.25% |
$391K - $422K
|
34.8K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.32K- 10.39% |
$391K - $422K
|
20K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.37K- 12.54% |
$398K - $430K
|
16.5K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 2.23% |
$400K - $432K
|
104K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.41K- 1.83% |
$406K - $439K
|
129K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.45K- 4.85% |
$413K - $446K
|
48.1K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.49K- 2.3% |
$418K - $452K
|
105K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.49K- 6.29% |
$419K - $453K
|
37.1K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.53K- 18.28% |
$426K - $460K
|
11.3K
$2.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 44.83% |
$430K - $464K
|
3.14K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.59K- 83.81% |
$436K - $471K
|
500
$89.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.61K- 1.91% |
$438K - $474K
|
134K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.67K- 1.94% |
$449K - $485K
|
134K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.68K- 0.74% |
$450K - $487K
|
359K
$64.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.69K- 40.95% |
$453K - $490K
|
3.88K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.87K- 3.52% |
$484K - $523K
|
78.8K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 9.79% |
$493K - $533K
|
27K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.98K- 6.33% |
$502K - $542K
|
44.1K
$7.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.01K- 45.07% |
$506K - $547K
|
3.67K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.01K- 12.05% |
$507K - $548K
|
22K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.09K- 11.18% |
$520K - $562K
|
24.5K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-3.1K- 21.01% |
$522K - $564K
|
11.7K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 10.64% |
$525K - $567K
|
26.2K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.18K- 3.24% |
$535K - $578K
|
95K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.2K- 2.36% |
$538K - $582K
|
132K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-3.22K- 27.66% |
$543K - $586K
|
8.43K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31K- 1.84% |
$557K - $602K
|
176K
$31.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.97% |
$561K - $606K
|
166K
$29.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.39K- 4.22% |
$570K - $616K
|
76.9K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.44K- 5.16% |
$579K - $626K
|
63.2K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.5K- 4.7% |
$589K - $637K
|
71K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.53K- 0.76% |
$594K - $642K
|
459K
$81.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.59K- 10.53% |
$604K - $653K
|
30.5K
$5.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.64K- 74.33% |
$612K - $661K
|
1.26K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.68K- 16.5% |
$619K - $669K
|
18.6K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.68K- 3.84% |
$619K - $669K
|
92.2K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.78K- 6.88% |
$636K - $687K
|
51.1K
$9.12M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-3.88K- 2.44% |
$653K - $706K
|
155K
$27.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.9K- 0.09% |
$656K - $709K
|
4.16M
$742M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.95K- 19.2% |
$664K - $718K
|
16.6K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.97K- 2.75% |
$668K - $722K
|
140K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.1K- 11.7% |
$690K - $745K
|
30.9K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.1K- 1.81% |
$690K - $746K
|
223K
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-4.17K- 2.35% |
$701K - $757K
|
173K
$30.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-4.32K- 4.1% |
$728K - $786K
|
101K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.49K- 0.77% |
$755K - $816K
|
579K
$103M
|