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 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 0.14% |
$1.24K - $1.31K
|
5.67K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.18% |
$1.24K - $1.31K
|
4.37K
$773K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.42% |
$1.08K - $1.15K
|
1.67K
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.29% |
$1.08K - $1.15K
|
2.46K
$435K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 0.96% |
$1.08K - $1.15K
|
736
$130K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6+ 0.94% |
$927 - $982
|
645
$114K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.1% |
$927 - $982
|
5.97K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$773 - $818
|
1.95K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4+ 0.05% |
$618 - $655
|
7.57K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 1.04% |
$618 - $655
|
389
$68.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 0.92% |
$618 - $655
|
438
$77.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.01% |
$618 - $655
|
28.2K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$464 - $491
|
20.9K
$3.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$464 - $491
|
6.77K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 1.03% |
$464 - $491
|
294
$51.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.66% |
$464 - $491
|
459
$81.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.38% |
$155 - $164
|
267
$47.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$155 - $164
|
18.2K
$3.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.01% |
$155 - $164
|
16.3K
$2.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.08% |
$155 - $164
|
1.29K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$155 - $164
|
31.1K
$5.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1- 0.06% |
$155 - $164
|
1.67K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.03% |
$155 - $164
|
2.95K
$521K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.25% |
$309 - $327
|
812
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.09% |
$309 - $327
|
2.13K
$376K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.11% |
$309 - $327
|
1.9K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2- 0.06% |
$309 - $327
|
3.17K
$560K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3- 0.24% |
$464 - $491
|
1.26K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.05% |
$464 - $491
|
6.27K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-3- 0.13% |
$464 - $491
|
2.28K
$402K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-3- 0.07% |
$464 - $491
|
4.56K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-4- 0.09% |
$618 - $655
|
4.31K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 0.22% |
$618 - $655
|
1.83K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.09% |
$773 - $818
|
5.87K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5- 0.36% |
$773 - $818
|
1.4K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5- 0.19% |
$773 - $818
|
2.56K
$453K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 0.28% |
$927 - $982
|
2.11K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.14% |
$927 - $982
|
4.43K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 0.03% |
$927 - $982
|
22.5K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6- 0.3% |
$927 - $982
|
1.98K
$350K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-7- 0.42% |
$1.08K - $1.15K
|
1.67K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-7- 0.07% |
$1.08K - $1.15K
|
10.6K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8- 2.43% |
$1.24K - $1.31K
|
321
$56.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-8- 0.03% |
$1.24K - $1.31K
|
26.4K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8- 0.18% |
$1.24K - $1.31K
|
4.38K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-8- 0.52% |
$1.24K - $1.31K
|
1.52K
$269K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-8- 0.41% |
$1.24K - $1.31K
|
1.95K
$344K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.06% |
$1.39K - $1.47K
|
14.2K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 19.57% |
$1.39K - $1.47K
|
37
$6.54K
|