Purchases and Sales Made in Q2 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
665+ 3.37% |
$103K - $109K
|
20.4K
$3.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
665+ 36.72% |
$103K - $109K
|
2.48K
$436K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
664+ 12.41% |
$103K - $109K
|
6.01K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
658+ 6.92% |
$102K - $108K
|
10.2K
$1.79M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
641New |
$99.1K - $105K
|
641
$113K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
639+ 33.35% |
$98.8K - $105K
|
2.56K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
638+ 1.61% |
$98.6K - $104K
|
40.3K
$7.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
638+ 35.66% |
$98.6K - $104K
|
2.43K
$428K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
635+ 1.13% |
$98.2K - $104K
|
57K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
620+ 25.11% |
$95.8K - $101K
|
3.09K
$544K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
616+ 0.6% |
$95.2K - $101K
|
103K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
612+ 33.26% |
$94.6K - $100K
|
2.45K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
603+ 18.9% |
$93.2K - $98.7K
|
3.79K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
602+ 1.45% |
$93.1K - $98.5K
|
42.1K
$7.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
600+ 3.36% |
$92.7K - $98.2K
|
18.4K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
600+ 1.46% |
$92.7K - $98.2K
|
41.7K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
599+ 14.46% |
$92.6K - $98K
|
4.74K
$835K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
597+ 3.79% |
$92.3K - $97.7K
|
16.3K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
595+ 11.41% |
$92K - $97.4K
|
5.81K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
594+ 9.74% |
$91.8K - $97.2K
|
6.69K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
592New |
$91.5K - $96.9K
|
592
$104K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
589+ 3.52% |
$91K - $96.4K
|
17.3K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
586+ 5.29% |
$90.6K - $95.9K
|
11.7K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
585+ 14.53% |
$90.4K - $95.7K
|
4.61K
$812K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
573+ 1.42% |
$88.6K - $93.8K
|
40.8K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
570+ 11.4% |
$88.1K - $93.3K
|
5.57K
$982K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
568+ 17.61% |
$87.8K - $93K
|
3.79K
$669K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
567+ 40.36% |
$87.6K - $92.8K
|
1.97K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 0.55% |
$86.9K - $92K
|
103K
$18.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
558+ 10.08% |
$86.3K - $91.3K
|
6.1K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
558New |
$86.3K - $91.3K
|
558
$98.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
550+ 6.21% |
$85K - $90K
|
9.41K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
550+ 29.47% |
$85K - $90K
|
2.42K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
532+ 1.34% |
$82.2K - $87.1K
|
40.2K
$7.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
526+ 39.34% |
$81.3K - $86.1K
|
1.86K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
526+ 29.92% |
$81.3K - $86.1K
|
2.28K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
507+ 1.93% |
$78.4K - $83K
|
26.8K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
501+ 32.85% |
$77.4K - $82K
|
2.03K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
500+ 17.02% |
$77.3K - $81.8K
|
3.44K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
500+ 1.72% |
$77.3K - $81.8K
|
29.6K
$5.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
499+ 1.18% |
$77.1K - $81.7K
|
42.7K
$7.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
495+ 33.95% |
$76.5K - $81K
|
1.95K
$344K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
491+ 0.88% |
$75.9K - $80.4K
|
56.2K
$9.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
487+ 0.88% |
$75.3K - $79.7K
|
55.7K
$9.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
481+ 16.67% |
$74.3K - $78.7K
|
3.37K
$593K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
479+ 10.92% |
$74K - $78.4K
|
4.87K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
478+ 133.89% |
$73.9K - $78.2K
|
835
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
470+ 14.29% |
$72.6K - $76.9K
|
3.76K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
470+ 23.93% |
$72.6K - $76.9K
|
2.43K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
467+ 30.05% |
$72.2K - $76.4K
|
2.02K
$356K
|