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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.05K+ 2.24% |
$344K - $372K
|
93.2K
$16.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.01K+ 15.43% |
$339K - $366K
|
15.1K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.01K+ 62.89% |
$338K - $366K
|
5.21K
$917K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$338K - $365K
|
119K
$21M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.01K+ 2.82% |
$338K - $365K
|
73.1K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2K+ 3.43% |
$336K - $364K
|
60.3K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.99K+ 36.81% |
$335K - $362K
|
7.39K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.98K+ 1.61% |
$334K - $360K
|
125K
$22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 2.02% |
$333K - $360K
|
99.9K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 2.86% |
$330K - $356K
|
70.5K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.96K+ 128.92% |
$329K - $356K
|
3.48K
$612K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.96KNew |
$329K - $356K
|
1.96K
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.95KNew |
$328K - $355K
|
1.95K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.95K+ 3.07% |
$328K - $354K
|
65.4K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.91KNew |
$321K - $347K
|
1.91K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 4.49% |
$318K - $344K
|
44K
$7.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.89K+ 9.81% |
$317K - $343K
|
21.1K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 4.11% |
$315K - $340K
|
47.3K
$8.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.86K+ 3.84% |
$312K - $338K
|
50.2K
$8.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.85K+ 3.39% |
$311K - $336K
|
56.4K
$9.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.83K+ 8.16% |
$308K - $333K
|
24.2K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.82KNew |
$306K - $331K
|
1.82K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.81K+ 6.9% |
$305K - $330K
|
28.1K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.81KNew |
$304K - $328K
|
1.81K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.79K+ 3.66% |
$302K - $326K
|
50.8K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.78KNew |
$300K - $324K
|
1.78K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$298K - $322K
|
1.77K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 2.66% |
$296K - $320K
|
67.9K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$296K - $320K
|
1.76K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.73K+ 9.98% |
$291K - $314K
|
19K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.72K+ 3.8% |
$290K - $313K
|
47K
$8.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.72K+ 35.26% |
$290K - $313K
|
6.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.72KNew |
$289K - $312K
|
1.72K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.71K+ 110.33% |
$288K - $311K
|
3.26K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.71KNew |
$287K - $310K
|
1.71K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.7K+ 3.73% |
$286K - $310K
|
47.3K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.7KNew |
$286K - $309K
|
1.7K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.66K+ 19.42% |
$279K - $301K
|
10.2K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 1.4% |
$278K - $300K
|
120K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.64KNew |
$276K - $298K
|
1.64K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.62KNew |
$273K - $295K
|
1.62K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.62KNew |
$272K - $294K
|
1.62K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.61K+ 4.2% |
$271K - $293K
|
40K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.61K+ 41.5% |
$271K - $293K
|
5.49K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$270K - $292K
|
1.6K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.6K+ 0.89% |
$269K - $291K
|
181K
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 105.26% |
$269K - $291K
|
3.12K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.57K+ 1.35% |
$264K - $285K
|
117K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.57KNew |
$264K - $285K
|
1.57K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.56KNew |
$262K - $283K
|
1.56K
$274K
|