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
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
112+ 40.14% |
$16.5K - $18.2K
|
391
$69.3K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
109+ 6.78% |
$16.1K - $17.8K
|
1.72K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 99.08% |
$15.9K - $17.6K
|
217
$38.5K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
108+ 1.96% |
$15.9K - $17.6K
|
5.62K
$996K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
107+ 12.12% |
$15.8K - $17.4K
|
990
$175K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
106+ 0.34% |
$15.6K - $17.3K
|
31K
$5.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
104+ 6.68% |
$15.3K - $16.9K
|
1.66K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
103+ 1.91% |
$15.2K - $16.8K
|
5.49K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
103+ 7.8% |
$15.2K - $16.8K
|
1.42K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
97+ 2.06% |
$14.3K - $15.8K
|
4.8K
$850K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
96+ 5.21% |
$14.2K - $15.6K
|
1.94K
$344K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
95+ 0.4% |
$14K - $15.5K
|
23.6K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
94+ 3.17% |
$13.9K - $15.3K
|
3.06K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
94+ 11.65% |
$13.9K - $15.3K
|
901
$160K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
94+ 1.44% |
$13.9K - $15.3K
|
6.61K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
93+ 0.21% |
$13.7K - $15.1K
|
43.6K
$7.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
93+ 4.63% |
$13.7K - $15.1K
|
2.1K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
91+ 2.17% |
$13.4K - $14.8K
|
4.28K
$758K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
90+ 2.27% |
$13.3K - $14.7K
|
4.06K
$720K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
88+ 1.3% |
$13K - $14.3K
|
6.85K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
88+ 3.44% |
$13K - $14.3K
|
2.65K
$469K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
87+ 0.88% |
$12.8K - $14.2K
|
9.92K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
87+ 1.7% |
$12.8K - $14.2K
|
5.21K
$924K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
86+ 6.09% |
$12.7K - $14K
|
1.5K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
84+ 0.35% |
$12.4K - $13.7K
|
24K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84New |
$12.4K - $13.7K
|
84
$14.9K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
83+ 2.26% |
$12.2K - $13.5K
|
3.76K
$666K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
83+ 5.76% |
$12.2K - $13.5K
|
1.53K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
82+ 12.67% |
$12.1K - $13.4K
|
729
$129K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
80+ 250.0% |
$11.8K - $13K
|
112
$19.9K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
80+ 5.09% |
$11.8K - $13K
|
1.65K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
77+ 0.37% |
$11.4K - $12.5K
|
20.9K
$3.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
76+ 0.88% |
$11.2K - $12.4K
|
8.7K
$1.54M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
76+ 2.61% |
$11.2K - $12.4K
|
2.98K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
75+ 3.25% |
$11.1K - $12.2K
|
2.39K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
75+ 0.79% |
$11.1K - $12.2K
|
9.56K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
74+ 0.69% |
$10.9K - $12.1K
|
10.9K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
73+ 2.13% |
$10.8K - $11.9K
|
3.5K
$621K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
72+ 0.15% |
$10.6K - $11.7K
|
47.6K
$8.44M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
71New |
$10.5K - $11.6K
|
71
$12.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
69+ 1.02% |
$10.2K - $11.2K
|
6.8K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
69+ 2.45% |
$10.2K - $11.2K
|
2.89K
$512K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68+ 4.53% |
$10K - $11.1K
|
1.57K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67+ 0.71% |
$9.88K - $10.9K
|
9.51K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
63+ 1.68% |
$9.29K - $10.3K
|
3.81K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
62+ 0.57% |
$9.14K - $10.1K
|
11K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.62% |
$9K - $9.93K
|
9.82K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
58+ 1.19% |
$8.55K - $9.45K
|
4.93K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 3.53% |
$7.82K - $8.63K
|
1.55K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$7.52K - $8.31K
|
40.7K
$7.22M
|