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 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-72- 1.26% |
$11.1K - $11.8K
|
5.64K
$999K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-74- 1.41% |
$11.4K - $12.1K
|
5.17K
$916K
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-76- 1.43% |
$11.7K - $12.4K
|
5.24K
$929K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-76- 0.21% |
$11.7K - $12.4K
|
35.8K
$6.35M
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-77- 1.52% |
$11.9K - $12.6K
|
4.98K
$882K
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-79- 0.31% |
$12.2K - $12.9K
|
25.7K
$4.56M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-79- 0.45% |
$12.2K - $12.9K
|
17.5K
$3.1M
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-79- 4.05% |
$12.2K - $12.9K
|
1.87K
$332K
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-81- 3.04% |
$12.5K - $13.3K
|
2.58K
$458K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-82- 3.42% |
$12.7K - $13.4K
|
2.31K
$410K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-83- 38.25% |
$12.8K - $13.6K
|
134
$23.8K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-85- 5.68% |
$13.1K - $13.9K
|
1.41K
$250K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-85- 0.51% |
$13.1K - $13.9K
|
16.5K
$2.92M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 3.4% |
$13.3K - $14.1K
|
2.44K
$433K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-87- 0.56% |
$13.4K - $14.2K
|
15.5K
$2.75M
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-88- 0.16% |
$13.6K - $14.4K
|
56.5K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-88- 4.83% |
$13.6K - $14.4K
|
1.74K
$308K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-89- 0.7% |
$13.8K - $14.6K
|
12.6K
$2.23M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 1.37% |
$13.9K - $14.7K
|
6.5K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-90- 6.61% |
$13.9K - $14.7K
|
1.27K
$226K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-92- 5.41% |
$14.2K - $15.1K
|
1.61K
$285K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-92- 2.26% |
$14.2K - $15.1K
|
3.97K
$704K
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-92- 2.47% |
$14.2K - $15.1K
|
3.64K
$645K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-92- 1.59% |
$14.2K - $15.1K
|
5.68K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-94- 5.14% |
$14.5K - $15.4K
|
1.73K
$307K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-94- 0.7% |
$14.5K - $15.4K
|
13.3K
$2.36M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-97- 0.84% |
$15K - $15.9K
|
11.5K
$2.04M
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-97- 0.63% |
$15K - $15.9K
|
15.2K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-97- 0.25% |
$15K - $15.9K
|
39.5K
$7M
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-98- 3.61% |
$15.1K - $16K
|
2.62K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-98- 6.89% |
$15.1K - $16K
|
1.33K
$235K
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-98- 24.08% |
$15.1K - $16K
|
309
$54.8K
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-98- 24.08% |
$15.1K - $16K
|
309
$54.8K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 5.57% |
$15.5K - $16.4K
|
1.7K
$301K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-102- 3.69% |
$15.8K - $16.7K
|
2.66K
$472K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-102- 1.79% |
$15.8K - $16.7K
|
5.6K
$994K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-105- 2.02% |
$16.2K - $17.2K
|
5.11K
$905K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-105- 11.56% |
$16.2K - $17.2K
|
803
$142K
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-107- 3.93% |
$16.5K - $17.5K
|
2.62K
$464K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-112- 9.59% |
$17.3K - $18.3K
|
1.06K
$187K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-113- 3.4% |
$17.5K - $18.5K
|
3.21K
$570K
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-113- 3.07% |
$17.5K - $18.5K
|
3.56K
$632K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-113- 28.9% |
$17.5K - $18.5K
|
278
$49.3K
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-114- 0.24% |
$17.6K - $18.7K
|
47.5K
$8.42M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-114- 0.1% |
$17.6K - $18.7K
|
115K
$20.3M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-115- 1.39% |
$17.8K - $18.8K
|
8.19K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-115- 7.54% |
$17.8K - $18.8K
|
1.41K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-115- 0.18% |
$17.8K - $18.8K
|
63.8K
$11.3M
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-117- 0.23% |
$18.1K - $19.1K
|
51.5K
$9.14M
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-117- 4.56% |
$18.1K - $19.1K
|
2.45K
$434K
|