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 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.41K- 23.73% |
$208K - $230K
|
4.54K
$799K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.42K- 1.08% |
$209K - $231K
|
129K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 47.49% |
$209K - $231K
|
1.57K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.43K- 47.67% |
$210K - $232K
|
1.56K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 3.51% |
$211K - $233K
|
39.3K
$6.92M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 0.7% |
$217K - $240K
|
207K
$36.5M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.48K- 1.9% |
$218K - $240K
|
76.1K
$13.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.5K- 8.23% |
$221K - $244K
|
16.7K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 2.26% |
$227K - $251K
|
66.5K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.56K- 2.19% |
$229K - $253K
|
69.4K
$12.2M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.57K- 24.37% |
$232K - $256K
|
4.88K
$858K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.62K- 25.7% |
$238K - $263K
|
4.67K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.62K- 4.35% |
$239K - $264K
|
35.5K
$6.25M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.62K- 10.97% |
$239K - $264K
|
13.2K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.64KClosed |
$241K - $266K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.65K- 47.63% |
$243K - $268K
|
1.81K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.66K- 43.36% |
$245K - $270K
|
2.17K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.66K- 9.6% |
$245K - $271K
|
15.7K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.68K- 2.56% |
$247K - $273K
|
63.9K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.71K- 5.62% |
$252K - $279K
|
28.7K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.72K- 8.81% |
$253K - $280K
|
17.8K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.72K- 16.59% |
$254K - $280K
|
8.65K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.74K- 20.12% |
$257K - $284K
|
6.92K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.74K- 28.59% |
$257K - $284K
|
4.36K
$766K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.76K- 22.95% |
$260K - $287K
|
5.92K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.78K- 1.5% |
$262K - $289K
|
117K
$20.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 38.95% |
$263K - $290K
|
2.8K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$263K - $291K
|
247K
$43.5M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.81K- 22.03% |
$267K - $295K
|
6.41K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.82K- 3.06% |
$269K - $297K
|
57.8K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.83K- 1.62% |
$270K - $298K
|
111K
$19.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.86K- 4.38% |
$274K - $303K
|
40.6K
$7.15M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.87K- 1.97% |
$275K - $304K
|
93K
$16.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.87K- 2.67% |
$276K - $305K
|
68.4K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.87K- 18.82% |
$276K - $305K
|
8.08K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.88K- 6.28% |
$277K - $306K
|
28.1K
$4.94M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.88K- 7.63% |
$278K - $307K
|
22.8K
$4.01M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.9K- 5.73% |
$280K - $310K
|
31.3K
$5.51M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.92K- 0.59% |
$283K - $313K
|
325K
$57.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.94K- 1.06% |
$285K - $315K
|
181K
$31.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2K- 3.37% |
$294K - $325K
|
57.2K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-2.02K- 21.58% |
$297K - $328K
|
7.33K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.09K- 2.57% |
$308K - $340K
|
79.3K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-2.1K- 43.63% |
$309K - $342K
|
2.71K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 17.43% |
$313K - $346K
|
10.1K
$1.77M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-2.13KClosed |
$314K - $347K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.15K- 3.97% |
$316K - $349K
|
51.9K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.16K- 59.43% |
$318K - $351K
|
1.47K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.2K- 15.01% |
$324K - $358K
|
12.4K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.23K- 37.62% |
$329K - $364K
|
3.7K
$651K
|