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 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.03KNew |
$677K - $732K
|
4.03K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.92KNew |
$660K - $713K
|
3.92K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3.9KNew |
$656K - $709K
|
3.9K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.88K+ 110.36% |
$652K - $705K
|
7.39K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.86K+ 5.98% |
$650K - $703K
|
68.5K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 1.46% |
$650K - $702K
|
269K
$47.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.85K+ 2.12% |
$648K - $700K
|
185K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.84K+ 3.04% |
$646K - $698K
|
130K
$22.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.83K+ 80.21% |
$645K - $697K
|
8.61K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.82KNew |
$643K - $695K
|
3.82K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 170.9% |
$639K - $691K
|
6.02K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.79K+ 13.55% |
$637K - $688K
|
31.7K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 1.81% |
$627K - $677K
|
209K
$36.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67K+ 2.18% |
$617K - $667K
|
172K
$30.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.66K+ 460.5% |
$616K - $666K
|
4.46K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3.66KNew |
$615K - $665K
|
3.66K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.65KNew |
$615K - $664K
|
3.65K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.64K+ 5.39% |
$612K - $661K
|
71.1K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.64K+ 6.34% |
$612K - $661K
|
61K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.63K+ 1.59% |
$611K - $660K
|
232K
$41M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.63K+ 11.39% |
$611K - $660K
|
35.5K
$6.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.63K+ 2.99% |
$611K - $660K
|
125K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.6K+ 9.37% |
$606K - $655K
|
42K
$7.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.58K+ 5.82% |
$603K - $651K
|
65.1K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.57KNew |
$600K - $649K
|
3.57K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.5K+ 33.06% |
$590K - $637K
|
14.1K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.48KNew |
$585K - $632K
|
3.48K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.46K+ 3.43% |
$582K - $629K
|
104K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.4K+ 9.78% |
$572K - $618K
|
38.2K
$6.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.37K+ 2.0% |
$567K - $613K
|
172K
$30.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35K+ 2.92% |
$564K - $610K
|
118K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 3.7% |
$562K - $607K
|
93.6K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.33KNew |
$560K - $605K
|
3.33K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.31KNew |
$557K - $602K
|
3.31K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$554K - $599K
|
3.29K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28KNew |
$552K - $597K
|
3.28K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
3.25K+ 22.18% |
$547K - $591K
|
17.9K
$3.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.22KNew |
$542K - $585K
|
3.22K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 4.94% |
$541K - $585K
|
68.3K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.19K+ 45.69% |
$536K - $579K
|
10.2K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.18KNew |
$535K - $578K
|
3.18K
$560K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.14K+ 2.45% |
$529K - $572K
|
131K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.11K+ 7.87% |
$523K - $565K
|
42.6K
$7.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 24.21% |
$523K - $565K
|
16K
$2.81M
|
|
|
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
$3.57M
|
|
|
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
|