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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
513New |
$86.3K - $93.3K
|
513
$90.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
510+ 3.0% |
$85.8K - $92.8K
|
17.5K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
496+ 54.51% |
$83.5K - $90.2K
|
1.41K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
485+ 12.72% |
$81.6K - $88.2K
|
4.3K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
443+ 0.22% |
$74.6K - $80.6K
|
198K
$34.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
437+ 5.31% |
$73.6K - $79.5K
|
8.67K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
430+ 1.5% |
$72.4K - $78.2K
|
29.1K
$5.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
430+ 0.15% |
$72.4K - $78.2K
|
284K
$50.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
428New |
$72K - $77.8K
|
428
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
426+ 9.35% |
$71.7K - $77.5K
|
4.98K
$881K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
426+ 1.36% |
$71.7K - $77.5K
|
31.8K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
425+ 5.46% |
$71.5K - $77.3K
|
8.21K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
419+ 25.06% |
$70.5K - $76.2K
|
2.09K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
403+ 0.3% |
$67.8K - $73.3K
|
133K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
394+ 2.47% |
$66.3K - $71.7K
|
16.3K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
391+ 1.91% |
$65.8K - $71.1K
|
20.9K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
389+ 8.41% |
$65.5K - $70.7K
|
5.02K
$886K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
379+ 9.97% |
$63.8K - $68.9K
|
4.18K
$739K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
377+ 91.5% |
$63.5K - $68.6K
|
789
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
377+ 10.27% |
$63.5K - $68.6K
|
4.05K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
376+ 48.89% |
$63.3K - $68.4K
|
1.15K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
373+ 6.62% |
$62.8K - $67.8K
|
6.01K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
359+ 14.14% |
$60.4K - $65.3K
|
2.9K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
358+ 0.78% |
$60.3K - $65.1K
|
46.1K
$8.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
350New |
$58.9K - $63.7K
|
350
$61.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
347+ 11.87% |
$58.4K - $63.1K
|
3.27K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
341+ 3.61% |
$57.4K - $62K
|
9.78K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
341+ 5.73% |
$57.4K - $62K
|
6.29K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
340New |
$57.2K - $61.8K
|
340
$60.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
337+ 3.6% |
$56.7K - $61.3K
|
9.7K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
331+ 3.27% |
$55.7K - $60.2K
|
10.5K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
330+ 3.18% |
$55.5K - $60K
|
10.7K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 1.97% |
$54.7K - $59.1K
|
16.8K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
321+ 5.12% |
$54K - $58.4K
|
6.59K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
320+ 1.92% |
$53.9K - $58.2K
|
17K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
317+ 2.23% |
$53.4K - $57.7K
|
14.5K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
315New |
$53K - $57.3K
|
315
$55.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
299+ 6.05% |
$50.3K - $54.4K
|
5.24K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
296+ 10.43% |
$49.8K - $53.8K
|
3.14K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
292+ 1.9% |
$49.1K - $53.1K
|
15.6K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
290New |
$48.8K - $52.7K
|
290
$51.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
286+ 21.97% |
$48.1K - $52K
|
1.59K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
284+ 21.73% |
$47.8K - $51.7K
|
1.59K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
284New |
$47.8K - $51.7K
|
284
$50.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
284+ 5.49% |
$47.8K - $51.7K
|
5.45K
$964K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
279+ 0.8% |
$47K - $50.7K
|
35.4K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
277+ 0.74% |
$46.6K - $50.4K
|
37.9K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
273+ 1.16% |
$46K - $49.7K
|
23.8K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
266+ 1.96% |
$44.8K - $48.4K
|
13.9K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
266+ 6.79% |
$44.8K - $48.4K
|
4.19K
$739K
|