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 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.76K- 1.59% |
$702K - $776K
|
294K
$51.7M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.78K- 9.3% |
$705K - $779K
|
46.6K
$8.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.87K- 21.44% |
$718K - $793K
|
17.8K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.88K- 2.68% |
$719K - $795K
|
177K
$31.2M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.89K- 59.85% |
$720K - $796K
|
3.28K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.02K- 16.89% |
$741K - $818K
|
24.7K
$4.35M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 53.85% |
$777K - $859K
|
4.52K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.34K- 0.94% |
$788K - $870K
|
564K
$99.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.35K- 4.47% |
$789K - $871K
|
114K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.42K- 39.06% |
$799K - $882K
|
8.45K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.43K- 12.37% |
$801K - $885K
|
38.5K
$6.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.47K- 10.36% |
$807K - $891K
|
47.3K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-5.5K- 4.35% |
$812K - $896K
|
121K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.58K- 2.35% |
$823K - $908K
|
232K
$40.8M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.66K- 3.91% |
$834K - $922K
|
139K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-5.69K- 80.94% |
$838K - $926K
|
1.34K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.85K- 23.12% |
$863K - $953K
|
19.5K
$3.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.91K- 1.51% |
$872K - $963K
|
386K
$67.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-6K- 23.08% |
$885K - $977K
|
20K
$3.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.08K- 14.91% |
$896K - $990K
|
34.7K
$6.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-6.2K- 3.38% |
$914K - $1.01M
|
177K
$31.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.23K- 2.53% |
$919K - $1.01M
|
240K
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.25K- 4.3% |
$922K - $1.02M
|
139K
$24.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.46K- 27.6% |
$952K - $1.05M
|
16.9K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.63K- 2.53% |
$978K - $1.08M
|
255K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-6.67K- 75.77% |
$984K - $1.09M
|
2.13K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 2.77% |
$994K - $1.1M
|
237K
$41.6M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-6.8K- 57.63% |
$1M - $1.11M
|
5K
$880K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.89K- 3.4% |
$1.02M - $1.12M
|
196K
$34.4M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.92K- 9.35% |
$1.02M - $1.13M
|
67.1K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.97K- 7.85% |
$1.03M - $1.14M
|
81.9K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7.11K- 1.41% |
$1.05M - $1.16M
|
499K
$87.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.16K- 3.58% |
$1.06M - $1.17M
|
193K
$34M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-7.39K- 79.5% |
$1.09M - $1.2M
|
1.9K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.39K- 2.79% |
$1.09M - $1.2M
|
258K
$45.3M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.57K- 19.59% |
$1.12M - $1.23M
|
31.1K
$5.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.6K- 6.42% |
$1.12M - $1.24M
|
111K
$19.5M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.65K- 53.66% |
$1.13M - $1.25M
|
6.61K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.66K- 5.37% |
$1.13M - $1.25M
|
135K
$23.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7.77K- 23.12% |
$1.15M - $1.27M
|
25.9K
$4.55M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.91K- 12.77% |
$1.17M - $1.29M
|
54K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.14K- 33.56% |
$1.2M - $1.33M
|
16.1K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-8.17K- 16.86% |
$1.2M - $1.33M
|
40.3K
$7.08M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8.48K- 7.03% |
$1.25M - $1.38M
|
112K
$19.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-8.63K- 0.35% |
$1.27M - $1.41M
|
2.48M
$437M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.68K- 9.82% |
$1.28M - $1.41M
|
79.7K
$14M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-8.79K- 11.78% |
$1.3M - $1.43M
|
65.8K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-9.14K- 72.93% |
$1.35M - $1.49M
|
3.39K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.26K- 4.07% |
$1.36M - $1.51M
|
218K
$38.4M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.5K- 13.3% |
$1.4M - $1.55M
|
61.9K
$10.9M
|