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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
960+ 5.1% |
$142K - $156K
|
19.8K
$3.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
957+ 2.18% |
$141K - $156K
|
44.9K
$7.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
953+ 69.87% |
$141K - $155K
|
2.32K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
949+ 5.32% |
$140K - $155K
|
18.8K
$3.33M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
945+ 49.42% |
$139K - $154K
|
2.86K
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
936+ 4.51% |
$138K - $152K
|
21.7K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
934+ 2.4% |
$138K - $152K
|
39.8K
$7.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
923+ 20.85% |
$136K - $150K
|
5.35K
$948K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
919+ 43.8% |
$136K - $150K
|
3.02K
$535K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
909+ 14.3% |
$134K - $148K
|
7.27K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
904+ 9.16% |
$133K - $147K
|
10.8K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
894+ 2.92% |
$132K - $146K
|
31.5K
$5.58M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
880+ 13.26% |
$130K - $143K
|
7.52K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
879+ 6.16% |
$130K - $143K
|
15.1K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
879+ 4.26% |
$130K - $143K
|
21.5K
$3.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
874+ 35.78% |
$129K - $142K
|
3.32K
$588K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
865+ 12.86% |
$128K - $141K
|
7.59K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
860+ 21.1% |
$127K - $140K
|
4.94K
$875K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
857+ 0.73% |
$126K - $140K
|
118K
$21M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
853+ 11.83% |
$126K - $139K
|
8.07K
$1.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
845+ 4.97% |
$125K - $138K
|
17.8K
$3.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
844+ 107.24% |
$124K - $137K
|
1.63K
$289K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
836+ 16.93% |
$123K - $136K
|
5.77K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
832+ 3.97% |
$123K - $135K
|
21.8K
$3.86M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
826+ 8.91% |
$122K - $135K
|
10.1K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
825+ 11.97% |
$122K - $134K
|
7.72K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
819+ 4.65% |
$121K - $133K
|
18.5K
$3.27M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
811+ 2.82% |
$120K - $132K
|
29.6K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
808+ 1.44% |
$119K - $132K
|
57.1K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
806+ 8.85% |
$119K - $131K
|
9.91K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
805+ 0.48% |
$119K - $131K
|
168K
$29.8M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
800+ 85.47% |
$118K - $130K
|
1.74K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
787+ 2.66% |
$116K - $128K
|
30.4K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
787+ 10.54% |
$116K - $128K
|
8.25K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
772+ 8.02% |
$114K - $126K
|
10.4K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
772+ 6.38% |
$114K - $126K
|
12.9K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
768+ 2.33% |
$113K - $125K
|
33.7K
$5.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
764+ 3.03% |
$113K - $124K
|
26K
$4.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
759+ 17.05% |
$112K - $124K
|
5.21K
$924K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
751+ 36.53% |
$111K - $122K
|
2.81K
$498K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
751+ 0.58% |
$111K - $122K
|
131K
$23.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
750+ 2.23% |
$111K - $122K
|
34.3K
$6.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
747+ 11.95% |
$110K - $122K
|
7K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
732+ 7.07% |
$108K - $119K
|
11.1K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
720+ 10.16% |
$106K - $117K
|
7.81K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 2.85% |
$104K - $115K
|
25.5K
$4.53M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
702+ 18.17% |
$104K - $114K
|
4.57K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
700New |
$103K - $114K
|
700
$124K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
679+ 2.64% |
$100K - $111K
|
26.4K
$4.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
665+ 3.28% |
$98.1K - $108K
|
21K
$3.72M
|