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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 13.96% |
$197K - $212K
|
9.54K
$1.68M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.17K+ 28.6% |
$196K - $212K
|
5.25K
$925K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.17K+ 14.32% |
$196K - $212K
|
9.3K
$1.64M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 11.64% |
$193K - $209K
|
11K
$1.94M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.1K+ 2.38% |
$185K - $200K
|
47.4K
$8.35M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.1K+ 15.33% |
$184K - $199K
|
8.24K
$1.45M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.09K+ 2.55% |
$184K - $199K
|
44K
$7.75M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.09KNew |
$183K - $198K
|
1.09K
$192K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.08K+ 1.64% |
$182K - $196K
|
66.9K
$11.8M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 4.33% |
$180K - $195K
|
25.9K
$4.56M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 0.32% |
$180K - $194K
|
339K
$59.8M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.07K+ 20.72% |
$180K - $194K
|
6.22K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.06K+ 5.1% |
$178K - $193K
|
21.8K
$3.85M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.06K+ 1.07% |
$178K - $192K
|
100K
$17.6M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 17.03% |
$177K - $192K
|
7.24K
$1.28M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.05K+ 10.78% |
$177K - $191K
|
10.8K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 5.76% |
$176K - $190K
|
19.2K
$3.38M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.04KNew |
$176K - $190K
|
1.04K
$184K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.03KNew |
$173K - $187K
|
1.03K
$181K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$171K - $184K
|
1.01K
$179K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.01KNew |
$170K - $183K
|
1.01K
$178K
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
997+ 16.85% |
$168K - $181K
|
6.91K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
995+ 58.53% |
$167K - $181K
|
2.7K
$475K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
991+ 70.04% |
$167K - $180K
|
2.41K
$424K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
983+ 6.02% |
$165K - $179K
|
17.3K
$3.05M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
981+ 11.37% |
$165K - $178K
|
9.61K
$1.69M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
980+ 20.72% |
$165K - $178K
|
5.71K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
969+ 1.07% |
$163K - $176K
|
91.3K
$16.1M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
958+ 75.02% |
$161K - $174K
|
2.24K
$394K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
958+ 0.89% |
$161K - $174K
|
109K
$19.2M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
957+ 2.59% |
$161K - $174K
|
37.9K
$6.67M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
950+ 95000.0% |
$160K - $173K
|
951
$168K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
945+ 1.71% |
$159K - $172K
|
56.1K
$9.88M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
925+ 40.1% |
$156K - $168K
|
3.23K
$569K
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
897+ 17.0% |
$151K - $163K
|
6.17K
$1.09M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
897+ 58.51% |
$151K - $163K
|
2.43K
$428K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
894+ 60.73% |
$150K - $163K
|
2.37K
$417K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
886+ 24.83% |
$149K - $161K
|
4.45K
$785K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
875+ 4.82% |
$147K - $159K
|
19K
$3.35M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
870+ 16.85% |
$146K - $158K
|
6.03K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
870+ 3.42% |
$146K - $158K
|
26.3K
$4.63M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
867+ 9.59% |
$146K - $158K
|
9.91K
$1.75M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
856New |
$144K - $156K
|
856
$151K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
851+ 5.08% |
$143K - $155K
|
17.6K
$3.1M
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
836+ 3.74% |
$141K - $152K
|
23.2K
$4.08M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
826+ 7.92% |
$139K - $150K
|
11.3K
$1.98M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
825New |
$139K - $150K
|
825
$145K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
817+ 4.01% |
$138K - $149K
|
21.2K
$3.74M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
817+ 1.5% |
$138K - $149K
|
55.4K
$9.77M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
802+ 4.34% |
$135K - $146K
|
19.3K
$3.4M
|