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 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
187+ 8.12% |
$27.6K - $30.5K
|
2.49K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
187+ 2.06% |
$27.6K - $30.5K
|
9.26K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
185New |
$27.3K - $30.1K
|
185
$32.7K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
184+ 8.32% |
$27.1K - $30K
|
2.4K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
182+ 0.13% |
$26.8K - $29.6K
|
145K
$25.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
181+ 4.26% |
$26.7K - $29.5K
|
4.43K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
181+ 0.06% |
$26.7K - $29.5K
|
315K
$55.6M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
178+ 7.58% |
$26.2K - $29K
|
2.53K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
175+ 0.53% |
$25.8K - $28.5K
|
33K
$5.83M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
175+ 0.57% |
$25.8K - $28.5K
|
31.1K
$5.5M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
174+ 3.08% |
$25.7K - $28.3K
|
5.82K
$1.03M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
173+ 1.24% |
$25.5K - $28.2K
|
14.2K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
170+ 6.33% |
$25.1K - $27.7K
|
2.86K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
170+ 2.54% |
$25.1K - $27.7K
|
6.88K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
170+ 0.94% |
$25.1K - $27.7K
|
18.3K
$3.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
170+ 2.53% |
$25.1K - $27.7K
|
6.89K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
163+ 6.76% |
$24K - $26.5K
|
2.58K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
163+ 97.02% |
$24K - $26.5K
|
331
$58.5K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
158+ 5.01% |
$23.3K - $25.7K
|
3.31K
$585K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
155+ 9.41% |
$22.9K - $25.2K
|
1.8K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
154+ 0.63% |
$22.7K - $25.1K
|
24.7K
$4.36M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
153+ 2.69% |
$22.6K - $24.9K
|
5.83K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
152+ 1.65% |
$22.4K - $24.8K
|
9.37K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
151+ 2.18% |
$22.3K - $24.6K
|
7.07K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
151+ 45.48% |
$22.3K - $24.6K
|
483
$85.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
147+ 0.65% |
$21.7K - $23.9K
|
22.6K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
147+ 2.3% |
$21.7K - $23.9K
|
6.54K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
143+ 8.88% |
$21.1K - $23.3K
|
1.75K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
141+ 1.18% |
$20.8K - $23K
|
12.1K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
141+ 2.94% |
$20.8K - $23K
|
4.94K
$873K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
139+ 0.11% |
$20.5K - $22.6K
|
123K
$21.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 3.79% |
$20.2K - $22.3K
|
3.75K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
135+ 0.79% |
$19.9K - $22K
|
17.3K
$3.05M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
134+ 0.46% |
$19.8K - $21.8K
|
29.2K
$5.17M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
134+ 1.98% |
$19.8K - $21.8K
|
6.89K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
134New |
$19.8K - $21.8K
|
134
$23.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134+ 18.33% |
$19.8K - $21.8K
|
865
$153K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
133+ 45.24% |
$19.6K - $21.7K
|
427
$75.5K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
131+ 1.29% |
$19.3K - $21.3K
|
10.2K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
130+ 4.58% |
$19.2K - $21.2K
|
2.97K
$524K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
127+ 1.53% |
$18.7K - $20.7K
|
8.44K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
120+ 2.13% |
$17.7K - $19.5K
|
5.76K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
120+ 3.61% |
$17.7K - $19.5K
|
3.44K
$608K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
119New |
$17.5K - $19.4K
|
119
$21K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
116+ 1.19% |
$17.1K - $18.9K
|
9.87K
$1.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
114+ 5.91% |
$16.8K - $18.6K
|
2.04K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
113+ 3.12% |
$16.7K - $18.4K
|
3.74K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
113+ 2.65% |
$16.7K - $18.4K
|
4.38K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
112+ 2.9% |
$16.5K - $18.2K
|
3.97K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
112+ 1.04% |
$16.5K - $18.2K
|
10.9K
$1.92M
|