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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66K+ 7.32% |
$10.2M - $10.8M
|
968K
$170M
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
64.2K+ 292.16% |
$9.92M - $10.5M
|
86.1K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
64K+ 78.32% |
$9.89M - $10.5M
|
146K
$25.6M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
63.3KNew |
$9.79M - $10.4M
|
63.3K
$11.1M
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
58.8K+ 12.01% |
$9.09M - $9.63M
|
548K
$96.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.6K+ 7.01% |
$9.06M - $9.6M
|
895K
$158M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
57.6K+ 21.72% |
$8.9M - $9.42M
|
323K
$56.8M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
56.6K+ 1.07% |
$8.74M - $9.26M
|
5.35M
$941M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
55.1K+ 6.12% |
$8.52M - $9.02M
|
955K
$168M
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
50KNew |
$7.72M - $8.18M
|
50K
$8.79M
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
49.9KNew |
$7.72M - $8.17M
|
49.9K
$8.79M
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
48.6KNew |
$7.51M - $7.95M
|
48.6K
$8.55M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
47.6K+ 25.36% |
$7.36M - $7.79M
|
235K
$41.4M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46K+ 19.42% |
$7.1M - $7.52M
|
283K
$49.7M
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
45.1K+ 47.57% |
$6.97M - $7.38M
|
140K
$24.6M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
44.5K+ 36.77% |
$6.88M - $7.29M
|
166K
$29.2M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44.1K+ 213.52% |
$6.82M - $7.22M
|
64.8K
$11.4M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.1K+ 5.69% |
$6.67M - $7.06M
|
801K
$141M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
42.5K+ 25.61% |
$6.58M - $6.96M
|
209K
$36.7M
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
41.2KNew |
$6.37M - $6.75M
|
41.2K
$7.25M
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
41K+ 102.01% |
$6.33M - $6.7M
|
81.1K
$14.3M
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
40.7K+ 8.96% |
$6.29M - $6.66M
|
495K
$87M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
40.3K+ 2.2% |
$6.24M - $6.6M
|
1.87M
$329M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
39.8KNew |
$6.15M - $6.51M
|
39.8K
$7M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
39.7K+ 3.25% |
$6.14M - $6.5M
|
1.26M
$222M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.1K+ 7.76% |
$6.05M - $6.4M
|
544K
$95.7M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
38.4K+ 17.54% |
$5.94M - $6.29M
|
257K
$45.3M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38K+ 2.8% |
$5.87M - $6.21M
|
1.39M
$245M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
37.4KNew |
$5.78M - $6.11M
|
37.4K
$6.57M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.2K+ 1.46% |
$5.74M - $6.08M
|
2.59M
$456M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
36.6K+ 10.4% |
$5.65M - $5.98M
|
388K
$68.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.7K+ 1.42% |
$5.52M - $5.84M
|
2.55M
$448M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
35.4KNew |
$5.48M - $5.8M
|
35.4K
$6.24M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
34.8K+ 2.5% |
$5.37M - $5.69M
|
1.42M
$250M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.7K+ 1.9% |
$5.21M - $5.51M
|
1.81M
$318M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
33.6K+ 277.09% |
$5.19M - $5.49M
|
45.7K
$8.04M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
33.1K+ 15.29% |
$5.12M - $5.42M
|
250K
$43.9M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
33.1K+ 51.24% |
$5.12M - $5.42M
|
97.7K
$17.2M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.9K+ 108.84% |
$5.09M - $5.39M
|
63.2K
$11.1M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.9K+ 20.77% |
$5.09M - $5.39M
|
192K
$33.7M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
32.3K+ 29.19% |
$5M - $5.29M
|
143K
$25.2M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
32.3K+ 47.0% |
$4.99M - $5.28M
|
101K
$17.8M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
31.8K+ 4.57% |
$4.92M - $5.21M
|
727K
$128M
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
31.2K+ 195.36% |
$4.82M - $5.1M
|
47.1K
$8.29M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.2K+ 12.25% |
$4.82M - $5.1M
|
285K
$50.2M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31.1K+ 11.97% |
$4.81M - $5.09M
|
291K
$51.2M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.1KNew |
$4.81M - $5.09M
|
31.1K
$5.47M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29.8K+ 4.25% |
$4.61M - $4.88M
|
732K
$129M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
29.4KNew |
$4.55M - $4.81M
|
29.4K
$5.18M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29.1K+ 23.98% |
$4.5M - $4.76M
|
150K
$26.5M
|