Purchases and Sales Made in Q1 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
67.8K+ 5.13% |
$9.99M - $11M
|
1.39M
$244M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
67.3K+ 6.57% |
$9.92M - $11M
|
1.09M
$192M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
66.2K+ 194.65% |
$9.76M - $10.8M
|
100K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
64.6K+ 186.62% |
$9.52M - $10.5M
|
99.2K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
64.3K+ 91.11% |
$9.48M - $10.5M
|
135K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
62.5K+ 9.03% |
$9.22M - $10.2M
|
755K
$133M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.1K+ 775.12% |
$8.87M - $9.79M
|
67.9K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
59K+ 32.21% |
$8.69M - $9.6M
|
242K
$42.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
58.4K+ 20.07% |
$8.6M - $9.5M
|
349K
$61.4M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
58.2K+ 36.17% |
$8.58M - $9.47M
|
219K
$38.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
57.5K+ 158.52% |
$8.48M - $9.36M
|
93.7K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.8K+ 13.88% |
$8.38M - $9.25M
|
466K
$82M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$8.32M - $9.19M
|
56.5K
$9.93M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
56.1K+ 0.45% |
$8.28M - $9.14M
|
12.5M
$2.2B
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
53.9K+ 1.09% |
$7.95M - $8.78M
|
4.98M
$876M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53.2K+ 24.08% |
$7.85M - $8.67M
|
274K
$48.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.8K+ 13.65% |
$7.79M - $8.6M
|
440K
$77.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
51.4K+ 443.08% |
$7.58M - $8.37M
|
63K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
51.1K+ 80.23% |
$7.53M - $8.32M
|
115K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51K+ 532.05% |
$7.51M - $8.3M
|
60.5K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
50.5K+ 93.0% |
$7.45M - $8.22M
|
105K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.8KNew |
$7.34M - $8.1M
|
49.8K
$8.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
49.4KNew |
$7.28M - $8.04M
|
49.4K
$8.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.7K+ 4.06% |
$7.04M - $7.77M
|
1.22M
$215M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
46.6K+ 93.93% |
$6.88M - $7.6M
|
96.3K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.4K+ 3.72% |
$6.84M - $7.56M
|
1.29M
$228M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
46.4K+ 40.8% |
$6.84M - $7.56M
|
160K
$28.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
46.2K+ 3153.72% |
$6.81M - $7.52M
|
47.7K
$8.39M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.9KNew |
$6.77M - $7.47M
|
45.9K
$8.08M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43.8K+ 3.21% |
$6.46M - $7.13M
|
1.41M
$248M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.3K+ 4.64% |
$6.39M - $7.06M
|
977K
$172M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.7K+ 363.56% |
$6.3M - $6.96M
|
54.5K
$9.59M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42.2KNew |
$6.23M - $6.88M
|
42.2K
$7.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
41.1K+ 136993.33% |
$6.06M - $6.69M
|
41.1K
$7.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 4.77% |
$6.06M - $6.69M
|
902K
$159M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
41.1KNew |
$6.05M - $6.69M
|
41.1K
$7.22M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.1K+ 4.91% |
$5.91M - $6.53M
|
856K
$151M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
39.9K+ 27.32% |
$5.88M - $6.5M
|
186K
$32.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39.4K+ 6.01% |
$5.81M - $6.42M
|
696K
$122M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
37.6K+ 7.7% |
$5.54M - $6.12M
|
525K
$92.5M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
37.5KNew |
$5.53M - $6.11M
|
37.5K
$6.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 7.9% |
$5.28M - $5.84M
|
490K
$86.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
34K+ 406.0% |
$5.02M - $5.54M
|
42.4K
$7.47M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
33.6KNew |
$4.96M - $5.47M
|
33.6K
$5.91M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.6K+ 98.47% |
$4.95M - $5.47M
|
67.7K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.9K+ 4.92% |
$4.85M - $5.36M
|
702K
$124M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
30.8K+ 7.9% |
$4.54M - $5.02M
|
421K
$74M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30.6K+ 6.94% |
$4.51M - $4.99M
|
472K
$83.1M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
29.7K+ 525.17% |
$4.38M - $4.84M
|
35.4K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
29.5KNew |
$4.35M - $4.8M
|
29.5K
$5.19M
|