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 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-85- 3.21% |
$12.5K - $13.8K
|
2.56K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-85- 4.16% |
$12.5K - $13.8K
|
1.96K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85- 1.48% |
$12.5K - $13.8K
|
5.66K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-86- 1.92% |
$12.7K - $14K
|
4.39K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-86- 5.57% |
$12.7K - $14K
|
1.46K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-88- 2.03% |
$13K - $14.3K
|
4.25K
$753K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 6.23% |
$13K - $14.3K
|
1.33K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-89- 3.71% |
$13.1K - $14.5K
|
2.31K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-89- 0.69% |
$13.1K - $14.5K
|
12.8K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-90- 51.43% |
$13.3K - $14.7K
|
85
$15.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 5.94% |
$13.4K - $14.8K
|
1.44K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-91- 4.84% |
$13.4K - $14.8K
|
1.79K
$317K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-92- 1.97% |
$13.6K - $15K
|
4.59K
$813K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-93- 33.21% |
$13.7K - $15.1K
|
187
$33.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 2.78% |
$14.7K - $16.3K
|
3.5K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 8.09% |
$14.7K - $16.3K
|
1.14K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-100- 7.43% |
$14.7K - $16.3K
|
1.25K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 1.49% |
$14.7K - $16.3K
|
6.59K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 0.85% |
$14.7K - $16.3K
|
11.7K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 5.59% |
$14.7K - $16.3K
|
1.69K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-100- 1.02% |
$14.7K - $16.3K
|
9.75K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-102- 0.71% |
$15K - $16.6K
|
14.2K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-102- 18.55% |
$15K - $16.6K
|
448
$79.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-103- 6.04% |
$15.2K - $16.8K
|
1.6K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-106- 0.67% |
$15.6K - $17.3K
|
15.8K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-107- 4.83% |
$15.8K - $17.4K
|
2.11K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-107- 0.88% |
$15.8K - $17.4K
|
12.1K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-108- 2.14% |
$15.9K - $17.6K
|
4.94K
$875K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-111- 0.69% |
$16.4K - $18.1K
|
16K
$2.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-111- 0.64% |
$16.4K - $18.1K
|
17.3K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-112- 3.39% |
$16.5K - $18.2K
|
3.19K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-113- 0.39% |
$16.7K - $18.4K
|
28.9K
$5.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-113- 0.88% |
$16.7K - $18.4K
|
12.8K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-114- 7.32% |
$16.8K - $18.6K
|
1.44K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-115- 3.83% |
$17K - $18.7K
|
2.89K
$512K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-120- 2.74% |
$17.7K - $19.5K
|
4.26K
$756K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-120- 7.84% |
$17.7K - $19.5K
|
1.41K
$250K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-120- 7.01% |
$17.7K - $19.5K
|
1.59K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-124- 0.54% |
$18.3K - $20.2K
|
22.7K
$4.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-125- 0.21% |
$18.4K - $20.4K
|
60.5K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-125- 0.12% |
$18.4K - $20.4K
|
107K
$19M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-125- 1.81% |
$18.4K - $20.4K
|
6.8K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-126- 27.69% |
$18.6K - $20.5K
|
329
$58.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-126- 6.37% |
$18.6K - $20.5K
|
1.85K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-128- 1.57% |
$18.9K - $20.8K
|
8.02K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-128- 4.23% |
$18.9K - $20.8K
|
2.9K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-129- 32.66% |
$19K - $21K
|
266
$47.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-132- 7.52% |
$19.5K - $21.5K
|
1.62K
$288K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-133- 6.34% |
$19.6K - $21.7K
|
1.96K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-133- 58.33% |
$19.6K - $21.7K
|
95
$16.8K
|