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
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
20+ 0.03% |
$2.95K - $3.26K
|
70.2K
$12.4M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19+ 0.26% |
$2.8K - $3.09K
|
7.24K
$1.28M
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
18+ 0.6% |
$2.65K - $2.93K
|
3.03K
$537K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
17+ 0.55% |
$2.51K - $2.77K
|
3.11K
$551K
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
17New |
$2.51K - $2.77K
|
17
$3.01K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17+ 0.42% |
$2.51K - $2.77K
|
4.03K
$714K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.62% |
$2.36K - $2.61K
|
2.6K
$461K
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
16+ 0.66% |
$2.36K - $2.61K
|
2.46K
$436K
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
15+ 0.64% |
$2.21K - $2.44K
|
2.35K
$417K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 5.43% |
$2.21K - $2.44K
|
291
$51.6K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.45% |
$2.06K - $2.28K
|
3.15K
$558K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14+ 0.63% |
$2.06K - $2.28K
|
2.24K
$397K
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 3.83% |
$1.92K - $2.12K
|
352
$62.4K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.3% |
$1.92K - $2.12K
|
4.39K
$779K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$1.92K - $2.12K
|
6.1K
$1.08M
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
12+ 0.53% |
$1.77K - $1.95K
|
2.28K
$405K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
12+ 0.05% |
$1.77K - $1.95K
|
22.5K
$3.99M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12+ 0.33% |
$1.77K - $1.95K
|
3.65K
$647K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
11+ 4.68% |
$1.62K - $1.79K
|
246
$43.6K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.62K - $1.79K
|
4.23K
$751K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.26% |
$1.62K - $1.79K
|
4.3K
$762K
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.46% |
$1.62K - $1.79K
|
2.4K
$425K
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.57% |
$1.47K - $1.63K
|
1.77K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
10+ 0.21% |
$1.47K - $1.63K
|
4.68K
$830K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10+ 0.0% |
$1.47K - $1.63K
|
383K
$67.9M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
10+ 13.89% |
$1.47K - $1.63K
|
82
$14.5K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 24.32% |
$1.33K - $1.47K
|
46
$8.16K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.43% |
$1.33K - $1.47K
|
2.1K
$371K
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9+ 0.3% |
$1.33K - $1.47K
|
2.97K
$526K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 4.43% |
$1.33K - $1.47K
|
212
$37.6K
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$1.18K - $1.3K
|
9.98K
$1.77M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8+ 0.53% |
$1.18K - $1.3K
|
1.52K
$269K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8+ 0.14% |
$1.18K - $1.3K
|
5.86K
$1.04M
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$1.03K - $1.14K
|
1.19K
$211K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.02% |
$1.03K - $1.14K
|
32.4K
$5.74M
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
7+ 0.58% |
$1.03K - $1.14K
|
1.22K
$215K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.5% |
$1.03K - $1.14K
|
1.4K
$248K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.25% |
$885 - $977
|
2.45K
$435K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.11% |
$885 - $977
|
5.51K
$977K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6+ 0.14% |
$885 - $977
|
4.42K
$784K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 0.2% |
$737 - $814
|
2.55K
$452K
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
5+ 0.21% |
$737 - $814
|
2.36K
$418K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 21.74% |
$737 - $814
|
28
$4.96K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.09% |
$737 - $814
|
5.54K
$982K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5+ 0.24% |
$737 - $814
|
2.06K
$365K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 1.11% |
$737 - $814
|
456
$80.8K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.28% |
$737 - $814
|
1.82K
$323K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.37% |
$590 - $651
|
1.09K
$192K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.31% |
$590 - $651
|
1.31K
$233K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4+ 0.03% |
$590 - $651
|
15.1K
$2.67M
|