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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.06K+ 4.03% |
$319K - $337K
|
53.2K
$9.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.05K+ 31.02% |
$317K - $335K
|
8.65K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.04K+ 19.34% |
$316K - $334K
|
12.6K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.03K+ 71.66% |
$314K - $332K
|
4.86K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.03K+ 4.94% |
$314K - $332K
|
43.1K
$7.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.01K+ 4.66% |
$311K - $329K
|
45.2K
$7.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.01KNew |
$310K - $329K
|
2.01K
$355K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.01K+ 0.51% |
$310K - $328K
|
395K
$69.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.97K+ 1.47% |
$305K - $323K
|
136K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.96K+ 52.24% |
$303K - $321K
|
5.72K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 2.07% |
$300K - $318K
|
95.9K
$16.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.94K+ 13.28% |
$300K - $318K
|
16.6K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.92K+ 7.35% |
$297K - $314K
|
28K
$4.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.92KNew |
$297K - $314K
|
1.92K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.92KNew |
$297K - $314K
|
1.92K
$339K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.92K+ 2.68% |
$296K - $314K
|
73.3K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.91K+ 3.76% |
$296K - $313K
|
52.7K
$9.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.91K+ 3.71% |
$295K - $312K
|
53.3K
$9.43M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.89KNew |
$293K - $310K
|
1.89K
$334K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.88K+ 2.12% |
$290K - $307K
|
90.3K
$16M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.79K+ 24.13% |
$277K - $293K
|
9.23K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.78K+ 5.54% |
$275K - $291K
|
33.9K
$5.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 63.4% |
$274K - $290K
|
4.57K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.77KNew |
$273K - $289K
|
1.77K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.77K+ 23.15% |
$273K - $289K
|
9.4K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.77K+ 33.89% |
$273K - $289K
|
6.97K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.76K+ 1.0% |
$273K - $289K
|
178K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.74K+ 14.09% |
$270K - $285K
|
14.1K
$2.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.74KNew |
$269K - $285K
|
1.74K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.74K+ 2.9% |
$269K - $285K
|
61.8K
$10.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1.74K+ 22.58% |
$268K - $284K
|
9.43K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.74K+ 5.65% |
$268K - $284K
|
32.5K
$5.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73KNew |
$267K - $283K
|
1.73K
$305K
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
1.72K+ 1.68% |
$265K - $281K
|
104K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.7K+ 79.76% |
$263K - $279K
|
3.84K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.69K+ 128.41% |
$261K - $276K
|
3K
$530K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.69K+ 2.42% |
$260K - $276K
|
71.3K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.68KNew |
$260K - $275K
|
1.68K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.68K+ 1.31% |
$259K - $274K
|
129K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.66K+ 1.85% |
$257K - $272K
|
91.3K
$16.1M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.66KNew |
$257K - $272K
|
1.66K
$293K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.65K+ 2.38% |
$255K - $270K
|
71K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.64K+ 2.97% |
$254K - $269K
|
57.1K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.63K+ 77.0% |
$252K - $267K
|
3.75K
$662K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.62K+ 16.22% |
$251K - $266K
|
11.6K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.61K+ 9.15% |
$249K - $263K
|
19.2K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.6K+ 5.91% |
$247K - $262K
|
28.7K
$5.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.58K+ 1.22% |
$243K - $258K
|
131K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.57K+ 2.93% |
$243K - $257K
|
55.3K
$9.78M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.57K+ 32.23% |
$243K - $257K
|
6.45K
$1.14M
|