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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 3.7% |
$562K - $607K
|
93.6K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.31KNew |
$557K - $602K
|
3.31K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$554K - $599K
|
3.29K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$552K - $597K
|
3.28K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
3.25K+ 22.18% |
$547K - $591K
|
17.9K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.22KNew |
$542K - $585K
|
3.22K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 4.94% |
$541K - $585K
|
68.3K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.18KNew |
$535K - $578K
|
3.18K
$562K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.14K+ 2.45% |
$529K - $572K
|
131K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.11K+ 7.87% |
$523K - $565K
|
42.6K
$7.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 31.89% |
$521K - $563K
|
12.8K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.08K+ 17.87% |
$518K - $559K
|
20.3K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.05K+ 1.65% |
$513K - $555K
|
188K
$33.1M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.02K+ 5.58% |
$509K - $550K
|
57.2K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.02KNew |
$508K - $549K
|
3.02K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
3K+ 7.23% |
$506K - $546K
|
44.6K
$7.88M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.98K+ 6.94% |
$502K - $543K
|
46K
$8.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.92K+ 2.28% |
$492K - $531K
|
131K
$23.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.86K+ 1.73% |
$482K - $521K
|
168K
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.86K+ 5.51% |
$481K - $520K
|
54.7K
$9.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.81K+ 26.15% |
$473K - $511K
|
13.6K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.81K+ 4.72% |
$473K - $511K
|
62.4K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 32.08% |
$462K - $500K
|
11.3K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.7K+ 39.36% |
$454K - $491K
|
9.56K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.69KNew |
$452K - $489K
|
2.69K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.68K+ 2.96% |
$452K - $488K
|
93.4K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$440K - $476K
|
2.62K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52K+ 8.29% |
$424K - $458K
|
32.9K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.51K+ 16.69% |
$422K - $456K
|
17.5K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 127.51% |
$417K - $451K
|
4.43K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 4.81% |
$413K - $446K
|
53.4K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.43K+ 6.07% |
$409K - $442K
|
42.5K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.4K+ 1.97% |
$403K - $436K
|
124K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.38KNew |
$401K - $433K
|
2.38K
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.37K+ 17.2% |
$399K - $431K
|
16.1K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.37KNew |
$399K - $431K
|
2.37K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.32KNew |
$390K - $422K
|
2.32K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.31K+ 0.8% |
$389K - $420K
|
292K
$51.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.27KNew |
$382K - $413K
|
2.27K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$380K - $411K
|
2.26K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.23K+ 6.37% |
$376K - $406K
|
37.3K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.2K+ 12.33% |
$370K - $400K
|
20.1K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.14K+ 29.38% |
$361K - $390K
|
9.44K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.09KNew |
$352K - $380K
|
2.09K
$370K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.09K+ 0.52% |
$351K - $379K
|
400K
$70.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.08K+ 25.78% |
$349K - $378K
|
10.1K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.08K+ 76.55% |
$349K - $378K
|
4.79K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.07KNew |
$348K - $376K
|
2.07K
$365K
|