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 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-35- 0.51% |
$5.16K - $5.7K
|
6.78K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-35- 0.91% |
$5.16K - $5.7K
|
3.81K
$652K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-35- 0.34% |
$5.16K - $5.7K
|
10.2K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-36- 0.74% |
$5.31K - $5.86K
|
4.85K
$831K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-37- 0.13% |
$5.46K - $6.03K
|
29.3K
$5.03M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38- 2.12% |
$5.6K - $6.19K
|
1.76K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-39- 2.65% |
$5.75K - $6.35K
|
1.44K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-40- 1.19% |
$5.9K - $6.51K
|
3.31K
$567K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-40- 1.7% |
$5.9K - $6.51K
|
2.31K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-40- 0.46% |
$5.9K - $6.51K
|
8.74K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-40- 57.97% |
$5.9K - $6.51K
|
29
$4.97K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-42- 2.91% |
$6.19K - $6.84K
|
1.4K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-43- 1.35% |
$6.34K - $7K
|
3.15K
$540K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-43- 0.48% |
$6.34K - $7K
|
8.95K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-43- 0.16% |
$6.34K - $7K
|
27.4K
$4.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-45- 0.76% |
$6.64K - $7.33K
|
5.87K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-45- 0.81% |
$6.64K - $7.33K
|
5.53K
$948K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-45- 0.04% |
$6.64K - $7.33K
|
108K
$18.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-47- 1.02% |
$6.93K - $7.65K
|
4.54K
$778K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-48- 2.91% |
$7.08K - $7.82K
|
1.6K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-48- 0.28% |
$7.08K - $7.82K
|
17.2K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-48- 1.1% |
$7.08K - $7.82K
|
4.31K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-48- 3.52% |
$7.08K - $7.82K
|
1.32K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 2.35% |
$7.37K - $8.14K
|
2.08K
$356K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-52- 2.11% |
$7.67K - $8.47K
|
2.41K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-53- 1.44% |
$7.82K - $8.63K
|
3.62K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-54- 9.22% |
$7.96K - $8.79K
|
532
$91.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-55- 0.36% |
$8.11K - $8.96K
|
15.4K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-55- 0.38% |
$8.11K - $8.96K
|
14.4K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-56- 2.19% |
$8.26K - $9.12K
|
2.5K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-59- 3.73% |
$8.7K - $9.61K
|
1.52K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-61- 3.15% |
$9K - $9.93K
|
1.88K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-61- 3.78% |
$9K - $9.93K
|
1.55K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-63- 1.29% |
$9.29K - $10.3K
|
4.8K
$823K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-64- 2.23% |
$9.44K - $10.4K
|
2.8K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-64- 0.6% |
$9.44K - $10.4K
|
10.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-64- 0.6% |
$9.44K - $10.4K
|
10.7K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-65- 2.81% |
$9.58K - $10.6K
|
2.25K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-66- 0.72% |
$9.73K - $10.7K
|
9.13K
$1.56M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-68- 32.23% |
$10K - $11.1K
|
143
$24.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-68- 1.58% |
$10K - $11.1K
|
4.23K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.46% |
$10K - $11.1K
|
14.7K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-69- 3.85% |
$10.2K - $11.2K
|
1.72K
$295K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.5% |
$10.3K - $11.4K
|
2.73K
$467K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-71- 1.53% |
$10.5K - $11.6K
|
4.57K
$784K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-71- 1.5% |
$10.5K - $11.6K
|
4.67K
$800K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-72- 1.25% |
$10.6K - $11.7K
|
5.71K
$978K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-73- 1.54% |
$10.8K - $11.9K
|
4.65K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-73- 7.97% |
$10.8K - $11.9K
|
843
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-74- 4.09% |
$10.9K - $12.1K
|
1.74K
$298K
|