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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.43K+ 53.32% |
$801K - $884K
|
15.6K
$2.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.39K+ 4.28% |
$795K - $878K
|
131K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.39K+ 151.7% |
$795K - $878K
|
8.94K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
5.27K+ 8.97% |
$777K - $858K
|
64K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.93K+ 6.32% |
$727K - $803K
|
82.9K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.83K+ 10.01% |
$712K - $786K
|
53K
$8.9M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.78K+ 58.33% |
$705K - $779K
|
13K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.78K+ 6.45% |
$705K - $778K
|
78.9K
$13.2M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.73K+ 2.96% |
$698K - $770K
|
165K
$27.6M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.71KNew |
$695K - $767K
|
4.71K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.67K+ 0.74% |
$689K - $761K
|
638K
$107M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.65K+ 5.06% |
$686K - $758K
|
96.6K
$16.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.61K+ 3.34% |
$680K - $751K
|
143K
$24M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.56K+ 7.4% |
$673K - $743K
|
66.2K
$11.1M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.5K+ 78.88% |
$663K - $732K
|
10.2K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.5K+ 9.66% |
$663K - $732K
|
51K
$8.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.48K+ 12.37% |
$661K - $730K
|
40.7K
$6.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.45K+ 2.56% |
$656K - $725K
|
178K
$29.9M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.44K+ 51.4% |
$655K - $724K
|
13.1K
$2.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.43K+ 8.5% |
$653K - $721K
|
56.6K
$9.49M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.42K+ 8.6% |
$652K - $720K
|
55.8K
$9.37M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.38K+ 1.28% |
$646K - $713K
|
347K
$58.3M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
4.38KNew |
$645K - $713K
|
4.38K
$734K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
4.37K+ 8.14% |
$645K - $712K
|
58K
$9.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.33K+ 5.87% |
$639K - $706K
|
78.2K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.33K+ 184.9% |
$639K - $706K
|
6.68K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.32KNew |
$636K - $703K
|
4.32K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
4.31KNew |
$635K - $702K
|
4.31K
$723K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.3K+ 1.26% |
$634K - $700K
|
346K
$58.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
4.19K+ 10.94% |
$618K - $683K
|
42.5K
$7.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
4.15K+ 4.24% |
$612K - $676K
|
102K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.14K+ 15.19% |
$610K - $674K
|
31.4K
$5.26M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.13K+ 2.56% |
$609K - $673K
|
166K
$27.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.09KNew |
$603K - $665K
|
4.09K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4.08K+ 11.04% |
$602K - $665K
|
41.1K
$6.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.03K+ 6.33% |
$594K - $656K
|
67.6K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.02KNew |
$593K - $655K
|
4.02K
$674K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.01K+ 13.66% |
$591K - $653K
|
33.4K
$5.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.89K+ 6.8% |
$574K - $634K
|
61.2K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.89K+ 17.75% |
$574K - $634K
|
25.8K
$4.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.83K+ 32.78% |
$564K - $623K
|
15.5K
$2.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.79K+ 14.76% |
$558K - $617K
|
29.4K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.76K+ 16.52% |
$555K - $613K
|
26.5K
$4.45M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.73K+ 8.6% |
$549K - $607K
|
47K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.7K+ 3.35% |
$545K - $602K
|
114K
$19.1M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.66KNew |
$540K - $596K
|
3.66K
$614K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.61K+ 3.57% |
$532K - $587K
|
105K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.57K+ 11.93% |
$526K - $581K
|
33.5K
$5.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.54K+ 4.43% |
$522K - $577K
|
83.4K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.47K+ 5.33% |
$512K - $566K
|
68.7K
$11.5M
|