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 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
468+ 3.31% |
$69K - $76.2K
|
14.6K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
466+ 16.58% |
$68.7K - $75.9K
|
3.28K
$562K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
460+ 1.63% |
$67.8K - $74.9K
|
28.7K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
458+ 1.65% |
$67.5K - $74.6K
|
28.2K
$4.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
455+ 1.77% |
$67.1K - $74.1K
|
26.2K
$4.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
453+ 7.74% |
$66.8K - $73.8K
|
6.3K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
452+ 2.16% |
$66.7K - $73.6K
|
21.4K
$3.66M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
451+ 4.05% |
$66.5K - $73.4K
|
11.6K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
448+ 26.91% |
$66.1K - $73K
|
2.11K
$362K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
448+ 31.89% |
$66.1K - $73K
|
1.85K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
445+ 2.03% |
$65.6K - $72.5K
|
22.4K
$3.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
444+ 17.85% |
$65.5K - $72.3K
|
2.93K
$502K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
442+ 9.0% |
$65.2K - $72K
|
5.35K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
437+ 9.83% |
$64.4K - $71.2K
|
4.88K
$837K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
436+ 6.87% |
$64.3K - $71K
|
6.78K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
434New |
$64K - $70.7K
|
434
$74.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
432+ 11.68% |
$63.7K - $70.4K
|
4.13K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
432New |
$63.7K - $70.4K
|
432
$74K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
426+ 2.6% |
$62.8K - $69.4K
|
16.8K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
426+ 2.78% |
$62.8K - $69.4K
|
15.8K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
426New |
$62.8K - $69.4K
|
426
$73K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
422+ 4.11% |
$62.2K - $68.7K
|
10.7K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
419+ 3.91% |
$61.8K - $68.2K
|
11.1K
$1.91M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
412+ 1.1% |
$60.8K - $67.1K
|
37.8K
$6.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
410+ 7.09% |
$60.5K - $66.8K
|
6.19K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
409+ 16.83% |
$60.3K - $66.6K
|
2.84K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
406+ 7.91% |
$59.9K - $66.1K
|
5.54K
$949K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
401+ 0.98% |
$59.1K - $65.3K
|
41.5K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
394+ 17.31% |
$58.1K - $64.2K
|
2.67K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
387+ 2.81% |
$57.1K - $63K
|
14.2K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
387+ 0.58% |
$57.1K - $63K
|
66.6K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
385+ 5.66% |
$56.8K - $62.7K
|
7.18K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
382+ 1.03% |
$56.3K - $62.2K
|
37.3K
$6.39M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
373+ 3.65% |
$55K - $60.7K
|
10.6K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
365+ 10.15% |
$53.8K - $59.4K
|
3.96K
$679K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
365+ 12.59% |
$53.8K - $59.4K
|
3.27K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
363New |
$53.5K - $59.1K
|
363
$62.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
363+ 6.38% |
$53.5K - $59.1K
|
6.05K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
359+ 0.91% |
$52.9K - $58.5K
|
39.7K
$6.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
357+ 0.64% |
$52.6K - $58.1K
|
56.4K
$9.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
350+ 1.86% |
$51.6K - $57K
|
19.2K
$3.29M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
349+ 2.02% |
$51.5K - $56.8K
|
17.6K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
345+ 4.74% |
$50.9K - $56.2K
|
7.62K
$1.31M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
343New |
$50.6K - $55.9K
|
343
$58.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
338+ 23.92% |
$49.8K - $55K
|
1.75K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
336+ 2.13% |
$49.5K - $54.7K
|
16.1K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
330+ 1.35% |
$48.7K - $53.7K
|
24.8K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
330+ 2.43% |
$48.7K - $53.7K
|
13.9K
$2.38M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
330+ 0.6% |
$48.7K - $53.7K
|
55.5K
$9.5M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
325+ 22.14% |
$47.9K - $52.9K
|
1.79K
$307K
|