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 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-120- 2.74% |
$17.7K - $19.5K
|
4.26K
$730K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-120- 7.84% |
$17.7K - $19.5K
|
1.41K
$242K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-120- 7.01% |
$17.7K - $19.5K
|
1.59K
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-124- 0.54% |
$18.3K - $20.2K
|
22.7K
$3.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-125- 0.21% |
$18.4K - $20.4K
|
60.5K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-125- 0.12% |
$18.4K - $20.4K
|
107K
$18.4M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-125- 1.81% |
$18.4K - $20.4K
|
6.8K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-126- 27.69% |
$18.6K - $20.5K
|
329
$56.4K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-126- 6.37% |
$18.6K - $20.5K
|
1.85K
$318K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-128- 1.57% |
$18.9K - $20.8K
|
8.02K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-128- 4.23% |
$18.9K - $20.8K
|
2.9K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-129- 32.66% |
$19K - $21K
|
266
$45.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-132- 7.52% |
$19.5K - $21.5K
|
1.62K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-133- 6.34% |
$19.6K - $21.7K
|
1.96K
$337K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-133- 58.33% |
$19.6K - $21.7K
|
95
$16.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-136- 1.33% |
$20.1K - $22.1K
|
10.1K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-138- 5.06% |
$20.3K - $22.5K
|
2.59K
$444K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-140- 0.95% |
$20.6K - $22.8K
|
14.6K
$2.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-142- 1.32% |
$20.9K - $23.1K
|
10.6K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-143- 1.14% |
$21.1K - $23.3K
|
12.4K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-143- 1.76% |
$21.1K - $23.3K
|
7.97K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-145- 13.12% |
$21.4K - $23.6K
|
960
$165K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-149- 8.17% |
$22K - $24.3K
|
1.67K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-149- 4.29% |
$22K - $24.3K
|
3.33K
$570K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-150- 10.05% |
$22.1K - $24.4K
|
1.34K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-150- 0.88% |
$22.1K - $24.4K
|
16.8K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-154- 1.04% |
$22.7K - $25.1K
|
14.6K
$2.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-157- 9.58% |
$23.2K - $25.6K
|
1.48K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-162- 2.1% |
$23.9K - $26.4K
|
7.54K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-162- 0.34% |
$23.9K - $26.4K
|
48K
$8.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-162- 0.58% |
$23.9K - $26.4K
|
27.9K
$4.78M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-162- 0.03% |
$23.9K - $26.4K
|
644K
$110M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-164- 12.56% |
$24.2K - $26.7K
|
1.14K
$196K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-165- 1.59% |
$24.3K - $26.9K
|
10.2K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-168- 2.51% |
$24.8K - $27.4K
|
6.53K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-168- 2.18% |
$24.8K - $27.4K
|
7.54K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-170- 5.71% |
$25.1K - $27.7K
|
2.81K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-171- 3.36% |
$25.2K - $27.8K
|
4.92K
$844K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-172- 0.76% |
$25.4K - $28K
|
22.5K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-172- 11.68% |
$25.4K - $28K
|
1.3K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-175- 25.7% |
$25.8K - $28.5K
|
506
$86.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-182- 5.21% |
$26.8K - $29.6K
|
3.31K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-185- 1.36% |
$27.3K - $30.1K
|
13.4K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-190- 3.25% |
$28K - $30.9K
|
5.65K
$969K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-191- 5.03% |
$28.2K - $31.1K
|
3.61K
$618K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-192- 9.69% |
$28.3K - $31.3K
|
1.79K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-194- 1.99% |
$28.6K - $31.6K
|
9.56K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-196- 0.99% |
$28.9K - $31.9K
|
19.7K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-197- 0.53% |
$29K - $32.1K
|
37.3K
$6.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
SELL
|
- |
-198- 7.12% |
$29.2K - $32.2K
|
2.58K
$442K
|