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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-770- 31.47% |
$114K - $125K
|
1.68K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-777- 14.23% |
$115K - $127K
|
4.68K
$827K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-787- 0.88% |
$116K - $128K
|
88.4K
$15.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-791- 32.01% |
$117K - $129K
|
1.68K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-793- 1.93% |
$117K - $129K
|
40.2K
$7.11M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-795- 4.62% |
$117K - $129K
|
16.4K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-800- 28.75% |
$118K - $130K
|
1.98K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-801- 6.04% |
$118K - $130K
|
12.5K
$2.2M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-804- 10.93% |
$119K - $131K
|
6.55K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-807- 27.65% |
$119K - $131K
|
2.11K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-808- 14.71% |
$119K - $132K
|
4.68K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-809- 4.18% |
$119K - $132K
|
18.5K
$3.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-812- 13.49% |
$120K - $132K
|
5.21K
$920K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-812- 56.08% |
$120K - $132K
|
636
$112K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-817- 14.58% |
$120K - $133K
|
4.79K
$846K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-825- 6.56% |
$122K - $134K
|
11.7K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-825- 35.87% |
$122K - $134K
|
1.48K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-834- 0.82% |
$123K - $136K
|
101K
$17.9M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-855- 13.03% |
$126K - $139K
|
5.71K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-861- 19.85% |
$127K - $140K
|
3.48K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-885- 6.38% |
$131K - $144K
|
13K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-893- 16.57% |
$132K - $145K
|
4.5K
$794K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-897- 13.44% |
$132K - $146K
|
5.78K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-913- 1.27% |
$135K - $149K
|
70.8K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-914- 6.86% |
$135K - $149K
|
12.4K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-916- 24.86% |
$135K - $149K
|
2.77K
$489K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-922- 8.28% |
$136K - $150K
|
10.2K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-928- 53.27% |
$137K - $151K
|
814
$144K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-931- 14.24% |
$137K - $152K
|
5.61K
$991K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-934- 2.99% |
$138K - $152K
|
30.3K
$5.35M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-936- 29.42% |
$138K - $152K
|
2.25K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-942- 40.41% |
$139K - $153K
|
1.39K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-945- 8.15% |
$139K - $154K
|
10.7K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-953- 0.23% |
$141K - $155K
|
417K
$73.7M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-956- 1.42% |
$141K - $156K
|
66.4K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-961- 14.4% |
$142K - $157K
|
5.71K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-968- 9.41% |
$143K - $158K
|
9.32K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-976- 11.15% |
$144K - $159K
|
7.78K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-986- 20.96% |
$145K - $161K
|
3.72K
$657K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-993- 2.73% |
$146K - $162K
|
35.3K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-995- 5.33% |
$147K - $162K
|
17.7K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-998- 1.59% |
$147K - $163K
|
61.6K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1K- 17.43% |
$147K - $163K
|
4.74K
$837K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1K- 32.91% |
$148K - $163K
|
2.04K
$361K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.57% |
$148K - $164K
|
38.1K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.01K- 10.05% |
$149K - $164K
|
9.04K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1.02K- 2.6% |
$151K - $167K
|
38.4K
$6.78M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.03K- 36.81% |
$152K - $168K
|
1.78K
$314K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.04K- 3.3% |
$153K - $169K
|
30.3K
$5.36M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.04K- 0.88% |
$154K - $170K
|
118K
$20.8M
|