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
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-75- 0.6% |
$11.1K - $12.2K
|
12.4K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-75- 0.96% |
$11.1K - $12.2K
|
7.76K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-75- 0.84% |
$11.1K - $12.2K
|
8.84K
$1.52M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-77- 0.48% |
$11.4K - $12.5K
|
15.9K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-79- 4.45% |
$11.6K - $12.9K
|
1.7K
$291K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-80- 0.69% |
$11.8K - $13K
|
11.6K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-80- 15.24% |
$11.8K - $13K
|
445
$76.3K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-80- 3.44% |
$11.8K - $13K
|
2.25K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-81- 0.8% |
$11.9K - $13.2K
|
9.99K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-81- 5.93% |
$11.9K - $13.2K
|
1.28K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-81- 0.12% |
$11.9K - $13.2K
|
66.3K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-83- 4.5% |
$12.2K - $13.5K
|
1.76K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-83- 0.27% |
$12.2K - $13.5K
|
30.7K
$5.26M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-84- 0.49% |
$12.4K - $13.7K
|
16.9K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-85- 3.21% |
$12.5K - $13.8K
|
2.56K
$439K
|
|
|
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
$335K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85- 1.48% |
$12.5K - $13.8K
|
5.66K
$970K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-86- 1.92% |
$12.7K - $14K
|
4.39K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-86- 5.57% |
$12.7K - $14K
|
1.46K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-88- 2.03% |
$13K - $14.3K
|
4.25K
$728K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 6.23% |
$13K - $14.3K
|
1.33K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-89- 3.71% |
$13.1K - $14.5K
|
2.31K
$396K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-89- 0.69% |
$13.1K - $14.5K
|
12.8K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-90- 51.43% |
$13.3K - $14.7K
|
85
$14.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 5.94% |
$13.4K - $14.8K
|
1.44K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-91- 4.84% |
$13.4K - $14.8K
|
1.79K
$307K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-92- 1.97% |
$13.6K - $15K
|
4.59K
$786K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-93- 33.21% |
$13.7K - $15.1K
|
187
$32K
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-93- 2.14% |
$13.7K - $15.1K
|
4.25K
$728K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 2.78% |
$14.7K - $16.3K
|
3.5K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 8.09% |
$14.7K - $16.3K
|
1.14K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-100- 7.43% |
$14.7K - $16.3K
|
1.25K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 1.49% |
$14.7K - $16.3K
|
6.59K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 0.85% |
$14.7K - $16.3K
|
11.7K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 5.59% |
$14.7K - $16.3K
|
1.69K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-100- 1.02% |
$14.7K - $16.3K
|
9.75K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-102- 0.71% |
$15K - $16.6K
|
14.2K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-102- 18.55% |
$15K - $16.6K
|
448
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-103- 6.04% |
$15.2K - $16.8K
|
1.6K
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-106- 0.67% |
$15.6K - $17.3K
|
15.8K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-107- 4.83% |
$15.8K - $17.4K
|
2.11K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-107- 0.88% |
$15.8K - $17.4K
|
12.1K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-108- 2.14% |
$15.9K - $17.6K
|
4.94K
$846K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-111- 0.69% |
$16.4K - $18.1K
|
16K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-111- 0.64% |
$16.4K - $18.1K
|
17.3K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-112- 3.39% |
$16.5K - $18.2K
|
3.19K
$547K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-113- 0.39% |
$16.7K - $18.4K
|
28.9K
$4.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-113- 0.88% |
$16.7K - $18.4K
|
12.8K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-114- 7.32% |
$16.8K - $18.6K
|
1.44K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-115- 3.83% |
$17K - $18.7K
|
2.89K
$494K
|