Purchases and Sales Made in Q1 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.66M+ 8.4% |
$1.28B - $1.41B
|
112M
$18.8B
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.53MNew |
$373M - $412M
|
2.53M
$425M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 203.89% |
$216M - $239M
|
2.19M
$367M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.13M+ 184.18% |
$166M - $184M
|
1.74M
$292M
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
914KNew |
$135M - $149M
|
914K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
641K+ 2.27% |
$94.5M - $104M
|
28.9M
$4.85B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
641K+ 2.27% |
$94.5M - $104M
|
28.9M
$4.85B
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
582K+ 17.55% |
$85.9M - $94.9M
|
3.9M
$654M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
564KNew |
$83.2M - $91.8M
|
564K
$94.6M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
558K+ 37.23% |
$82.4M - $91M
|
2.06M
$345M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
532K+ 1.09% |
$78.5M - $86.7M
|
49.1M
$8.24B
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
450K+ 982.37% |
$66.3M - $73.2M
|
495K
$83.1M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
341K+ 6.88% |
$50.2M - $55.5M
|
5.29M
$888M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
314K+ 11720.59% |
$46.2M - $51.1M
|
316K
$53.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309K+ 26.27% |
$45.5M - $50.3M
|
1.48M
$249M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
300KNew |
$44.2M - $48.8M
|
300K
$50.3M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
243KNew |
$35.9M - $39.6M
|
243K
$40.8M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
243K+ 723.06% |
$35.8M - $39.6M
|
277K
$46.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
210K+ 319.1% |
$30.9M - $34.1M
|
275K
$46.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
205K+ 1.06% |
$30.3M - $33.4M
|
19.7M
$3.3B
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
204K+ 45.92% |
$30.1M - $33.2M
|
648K
$109M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
196KNew |
$29M - $32M
|
196K
$32.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
188K+ 4.95% |
$27.8M - $30.7M
|
3.99M
$669M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
181K+ 3.75% |
$26.7M - $29.5M
|
5M
$839M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
178K+ 9.26% |
$26.3M - $29.1M
|
2.11M
$353M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
178K+ 3.22% |
$26.3M - $29M
|
5.72M
$960M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
177K+ 63.96% |
$26.1M - $28.8M
|
454K
$76.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
141K+ 2.86% |
$20.8M - $23M
|
5.08M
$853M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
129K+ 7.26% |
$19M - $21M
|
1.91M
$320M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
125K+ 90.79% |
$18.5M - $20.4M
|
264K
$44.2M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
125K+ 29.88% |
$18.5M - $20.4M
|
544K
$91.3M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
125K+ 15.54% |
$18.5M - $20.4M
|
930K
$156M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
124K+ 4.12% |
$18.3M - $20.3M
|
3.14M
$527M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
123K+ 5.72% |
$18.1M - $20M
|
2.27M
$381M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
117K+ 101.44% |
$17.2M - $19M
|
232K
$38.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 90.54% |
$17M - $18.8M
|
243K
$40.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
110K+ 2.38% |
$16.3M - $18M
|
4.75M
$797M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 13.7% |
$16M - $17.7M
|
900K
$151M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
104K+ 1710.31% |
$15.4M - $17M
|
110K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104K+ 14.19% |
$15.3M - $16.9M
|
837K
$140M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
97.1K+ 191.75% |
$14.3M - $15.8M
|
148K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
89K+ 169.01% |
$13.1M - $14.5M
|
142K
$23.8M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
86K+ 183.13% |
$12.7M - $14M
|
133K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
85.8K+ 8.08% |
$12.7M - $14M
|
1.15M
$193M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
78.7K+ 470.35% |
$11.6M - $12.8M
|
95.5K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
77.4K+ 42.34% |
$11.4M - $12.6M
|
260K
$43.6M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
76.1K+ 86.95% |
$11.2M - $12.4M
|
164K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
73.8K+ 151.28% |
$10.9M - $12M
|
123K
$20.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
73.6KNew |
$10.9M - $12M
|
73.6K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
69K+ 18.19% |
$10.2M - $11.2M
|
449K
$75.2M
|