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 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-9- 0.53% |
$1.39K - $1.47K
|
1.7K
$301K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10- 0.29% |
$1.55K - $1.64K
|
3.44K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 21.74% |
$1.55K - $1.64K
|
36
$6.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 10.53% |
$1.55K - $1.64K
|
85
$15.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-11- 0.78% |
$1.7K - $1.8K
|
1.39K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-11- 0.1% |
$1.7K - $1.8K
|
10.7K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12- 50.0% |
$1.85K - $1.96K
|
12
$2.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.27% |
$1.85K - $1.96K
|
4.41K
$782K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.99% |
$2.01K - $2.13K
|
1.31K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-13- 0.97% |
$2.01K - $2.13K
|
1.33K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-13- 0.28% |
$2.01K - $2.13K
|
4.67K
$828K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-14- 0.08% |
$2.16K - $2.29K
|
17.2K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-14- 10.69% |
$2.16K - $2.29K
|
117
$20.7K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-15- 29.41% |
$2.32K - $2.45K
|
36
$6.38K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-15- 0.09% |
$2.32K - $2.45K
|
16.1K
$2.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-15- 0.98% |
$2.32K - $2.45K
|
1.51K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$2.32K - $2.45K
|
3.52K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-15- 0.19% |
$2.32K - $2.45K
|
7.74K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 0.22% |
$2.32K - $2.45K
|
6.8K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.28% |
$2.32K - $2.45K
|
5.34K
$946K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 0.48% |
$2.32K - $2.45K
|
3.11K
$552K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-17- 0.61% |
$2.63K - $2.78K
|
2.77K
$491K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.73% |
$2.78K - $2.95K
|
2.46K
$436K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-19- 0.55% |
$2.94K - $3.11K
|
3.45K
$612K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-19- 0.32% |
$2.94K - $3.11K
|
5.94K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-20- 1.06% |
$3.09K - $3.27K
|
1.86K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20- 0.75% |
$3.09K - $3.27K
|
2.66K
$471K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20- 0.62% |
$3.09K - $3.27K
|
3.21K
$569K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 1.04% |
$3.25K - $3.44K
|
1.99K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-21- 1.37% |
$3.25K - $3.44K
|
1.51K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21- 0.88% |
$3.25K - $3.44K
|
2.36K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-22- 1.46% |
$3.4K - $3.6K
|
1.49K
$264K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-22- 0.7% |
$3.4K - $3.6K
|
3.13K
$554K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 0.22% |
$3.4K - $3.6K
|
9.84K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-22- 0.98% |
$3.4K - $3.6K
|
2.22K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-23- 0.75% |
$3.56K - $3.76K
|
3.04K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-24- 0.68% |
$3.71K - $3.93K
|
3.52K
$623K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-25- 7.1% |
$3.86K - $4.09K
|
327
$58K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.12% |
$3.86K - $4.09K
|
20.9K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-25- 0.16% |
$3.86K - $4.09K
|
15.9K
$2.81M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 6.19% |
$4.02K - $4.25K
|
394
$69.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26- 19.4% |
$4.02K - $4.25K
|
108
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-27- 1.08% |
$4.17K - $4.42K
|
2.47K
$438K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28- 0.2% |
$4.33K - $4.58K
|
13.8K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-28- 96.55% |
$4.33K - $4.58K
|
1
$177
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-29- 76.32% |
$4.48K - $4.75K
|
9
$1.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-29- 1.15% |
$4.48K - $4.75K
|
2.49K
$442K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-30- 0.69% |
$4.64K - $4.91K
|
4.29K
$761K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-31- 0.51% |
$4.79K - $5.07K
|
6.02K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-31- 2.86% |
$4.79K - $5.07K
|
1.05K
$187K
|