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 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.5KNew |
$849K - $899K
|
5.5K
$967K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.48K+ 24.95% |
$847K - $897K
|
27.4K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.47K+ 72.56% |
$845K - $895K
|
13K
$2.29M
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
5.46K+ 7.69% |
$844K - $894K
|
76.5K
$13.5M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.44K+ 101.59% |
$841K - $891K
|
10.8K
$1.9M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.42K+ 0.76% |
$838K - $887K
|
715K
$126M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.4KNew |
$835K - $884K
|
5.4K
$950K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.39KNew |
$832K - $881K
|
5.39K
$948K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.32K+ 46.18% |
$822K - $870K
|
16.8K
$2.96M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.29K+ 24.18% |
$818K - $866K
|
27.2K
$4.78M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.25K+ 9.08% |
$811K - $859K
|
63K
$11.1M
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.21K+ 1.41% |
$805K - $852K
|
374K
$65.9M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.16KNew |
$798K - $845K
|
5.16K
$909K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.15K+ 0.91% |
$796K - $843K
|
569K
$100M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.07K+ 3.21% |
$784K - $830K
|
163K
$28.7M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.07K+ 1.53% |
$784K - $830K
|
337K
$59.3M
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.06K+ 24.79% |
$782K - $828K
|
25.5K
$4.48M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.05K+ 49.95% |
$780K - $826K
|
15.2K
$2.67M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.91K+ 10.43% |
$758K - $803K
|
51.9K
$9.14M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.91K+ 3.61% |
$758K - $803K
|
141K
$24.8M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.9K+ 0.86% |
$758K - $802K
|
578K
$102M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.88K+ 7.08% |
$754K - $799K
|
73.8K
$13M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.86K+ 1.05% |
$751K - $795K
|
467K
$82.1M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
4.85K+ 11.66% |
$749K - $793K
|
46.4K
$8.17M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.74K+ 17.87% |
$733K - $776K
|
31.3K
$5.5M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74K+ 219.66% |
$732K - $775K
|
6.9K
$1.21M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.62K+ 1.71% |
$714K - $756K
|
275K
$48.3M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.6KNew |
$710K - $752K
|
4.6K
$809K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.58K+ 93.66% |
$708K - $750K
|
9.48K
$1.67M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55K+ 11.83% |
$704K - $745K
|
43.1K
$7.58M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.55K+ 7.43% |
$703K - $744K
|
65.7K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.52K+ 14.07% |
$699K - $740K
|
36.7K
$6.45M
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.47K+ 89.79% |
$691K - $731K
|
9.44K
$1.66M
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.45K+ 188.87% |
$688K - $728K
|
6.8K
$1.2M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.45K+ 188.87% |
$688K - $728K
|
6.8K
$1.2M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.44K+ 15.47% |
$686K - $726K
|
33.1K
$5.83M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.36K+ 81.14% |
$674K - $714K
|
9.74K
$1.71M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.27K+ 0.5% |
$660K - $698K
|
860K
$151M
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$657K - $695K
|
4.25K
$748K
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
4.24KNew |
$655K - $693K
|
4.24K
$745K
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.23K+ 11.45% |
$654K - $693K
|
41.2K
$7.25M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.23K+ 7.57% |
$653K - $692K
|
60.1K
$10.6M
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
4.21K+ 6.32% |
$650K - $688K
|
70.8K
$12.5M
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.08K+ 3.1% |
$630K - $667K
|
135K
$23.8M
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.02K+ 12.56% |
$621K - $657K
|
36K
$6.33M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.99K+ 7.45% |
$616K - $652K
|
57.5K
$10.1M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.95K+ 4.6% |
$611K - $647K
|
89.9K
$15.8M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 96.08% |
$609K - $645K
|
8.05K
$1.42M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 7.44% |
$608K - $644K
|
56.8K
$10M
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.93K+ 7.58% |
$607K - $643K
|
55.8K
$9.82M
|