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
|
Cohen Investment Advisors LLC
|
BUY
|
- |
50+ 1.0% |
$7.37K - $8.14K
|
5.05K
$896K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50+ 714.29% |
$7.37K - $8.14K
|
57
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
49+ 1.99% |
$7.23K - $7.98K
|
2.51K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
46+ 0.14% |
$6.78K - $7.49K
|
32.2K
$5.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 0.37% |
$6.49K - $7.17K
|
12.1K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 1.24% |
$6.49K - $7.17K
|
3.6K
$637K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
44+ 2.23% |
$6.49K - $7.17K
|
2.02K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44+ 19.64% |
$6.49K - $7.17K
|
268
$47.5K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
44+ 1.39% |
$6.49K - $7.17K
|
3.21K
$570K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
42+ 0.04% |
$6.19K - $6.84K
|
95.9K
$17M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
41+ 0.23% |
$6.05K - $6.68K
|
17.6K
$3.11M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
39+ 0.63% |
$5.75K - $6.35K
|
6.2K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
38+ 0.64% |
$5.6K - $6.19K
|
6.02K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 0.15% |
$5.46K - $6.03K
|
24.7K
$4.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
36+ 2.1% |
$5.31K - $5.86K
|
1.75K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
36+ 0.63% |
$5.31K - $5.86K
|
5.8K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
35+ 0.14% |
$5.16K - $5.7K
|
24.2K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
35+ 0.13% |
$5.16K - $5.7K
|
27.4K
$4.85M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
33+ 1.33% |
$4.87K - $5.37K
|
2.52K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
32New |
$4.72K - $5.21K
|
32
$5.67K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
32+ 1.64% |
$4.72K - $5.21K
|
1.98K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
32+ 1.13% |
$4.72K - $5.21K
|
2.88K
$510K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.22% |
$4.57K - $5.05K
|
13.8K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$4.42K - $4.89K
|
30
$5.32K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
28+ 1.22% |
$4.13K - $4.56K
|
2.32K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28+ 0.54% |
$4.13K - $4.56K
|
5.24K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
28+ 1.72% |
$4.13K - $4.56K
|
1.66K
$294K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
27+ 0.36% |
$3.98K - $4.4K
|
7.47K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27+ 0.89% |
$3.98K - $4.4K
|
3.06K
$543K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27+ 1.51% |
$3.98K - $4.4K
|
1.82K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 1.32% |
$3.98K - $4.4K
|
2.07K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
27+ 1.22% |
$3.98K - $4.4K
|
2.24K
$397K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
27+ 1.91% |
$3.98K - $4.4K
|
1.44K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
26+ 0.89% |
$3.83K - $4.23K
|
2.95K
$523K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
26+ 0.59% |
$3.83K - $4.23K
|
4.46K
$790K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.33% |
$3.83K - $4.23K
|
7.85K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.78% |
$3.69K - $4.07K
|
3.23K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24New |
$3.54K - $3.91K
|
24
$4.25K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24+ 0.94% |
$3.54K - $3.91K
|
2.57K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.34% |
$3.54K - $3.91K
|
6.98K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.68% |
$3.54K - $3.91K
|
3.54K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
23+ 0.46% |
$3.39K - $3.75K
|
5.07K
$899K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
22+ 2.61% |
$3.24K - $3.58K
|
866
$153K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
22+ 1.3% |
$3.24K - $3.58K
|
1.72K
$305K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.1% |
$3.24K - $3.58K
|
21.4K
$3.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21+ 1.46% |
$3.1K - $3.42K
|
1.46K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
20+ 0.17% |
$2.95K - $3.26K
|
11.5K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20New |
$2.95K - $3.26K
|
20
$3.55K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
20+ 0.84% |
$2.95K - $3.26K
|
2.41K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
20New |
$2.95K - $3.26K
|
20
$3.55K
|