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
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-224- 2.75% |
$33K - $36.5K
|
7.93K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-224- 3.36% |
$33K - $36.5K
|
6.45K
$1.14M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-224- 2.75% |
$33K - $36.5K
|
7.93K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-227- 58.66% |
$33.5K - $37K
|
160
$28.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-233- 1.83% |
$34.4K - $37.9K
|
12.5K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-237- 13.79% |
$34.9K - $38.6K
|
1.48K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-238- 6.36% |
$35.1K - $38.8K
|
3.5K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-238- 8.79% |
$35.1K - $38.8K
|
2.47K
$438K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-241- 1.53% |
$35.5K - $39.2K
|
15.5K
$2.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-243- 8.66% |
$35.8K - $39.6K
|
2.56K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-246- 3.8% |
$36.3K - $40.1K
|
6.23K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-248- 6.71% |
$36.6K - $40.4K
|
3.45K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-248- 38.75% |
$36.6K - $40.4K
|
392
$69.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-251- 6.68% |
$37K - $40.9K
|
3.51K
$622K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-252- 11.47% |
$37.2K - $41K
|
1.95K
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-257- 0.75% |
$37.9K - $41.9K
|
34K
$6.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-258- 2.79% |
$38K - $42K
|
9K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-259- 0.52% |
$38.2K - $42.2K
|
49.8K
$8.83M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-260- 0.48% |
$38.3K - $42.3K
|
53.4K
$9.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-264- 1.53% |
$38.9K - $43K
|
17K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-267- 5.9% |
$39.4K - $43.5K
|
4.26K
$755K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-268- 1.1% |
$39.5K - $43.6K
|
24.1K
$4.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-270- 1.74% |
$39.8K - $44K
|
15.3K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-270- 0.92% |
$39.8K - $44K
|
29.1K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-270- 13.5% |
$39.8K - $44K
|
1.73K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-273- 2.58% |
$40.3K - $44.5K
|
10.3K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-278- 11.55% |
$41K - $45.3K
|
2.13K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-283- 2.83% |
$41.7K - $46.1K
|
9.7K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-297- 18.04% |
$43.8K - $48.4K
|
1.35K
$239K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-298- 52.84% |
$43.9K - $48.5K
|
266
$47.2K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-300- 1.44% |
$44.2K - $48.9K
|
20.5K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-301- 0.21% |
$44.4K - $49K
|
145K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-301- 10.94% |
$44.4K - $49K
|
2.45K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-304- 9.42% |
$44.8K - $49.5K
|
2.92K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-306- 3.89% |
$45.1K - $49.8K
|
7.57K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-309- 0.8% |
$45.6K - $50.3K
|
38.5K
$6.83M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-310- 4.02% |
$45.7K - $50.5K
|
7.4K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-312- 3.33% |
$46K - $50.8K
|
9.05K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-321- 20.63% |
$47.3K - $52.3K
|
1.24K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-322- 0.19% |
$47.5K - $52.4K
|
170K
$30.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-325- 19.66% |
$47.9K - $52.9K
|
1.33K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-327- 5.94% |
$48.2K - $53.3K
|
5.17K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-328- 45.68% |
$48.4K - $53.4K
|
390
$69.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-336- 4.83% |
$49.5K - $54.7K
|
6.63K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-336- 9.55% |
$49.5K - $54.7K
|
3.18K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-339- 4.52% |
$50K - $55.2K
|
7.16K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-346- 2.21% |
$51K - $56.3K
|
15.3K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-348- 11.55% |
$51.3K - $56.7K
|
2.67K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-352- 2.7% |
$51.9K - $57.3K
|
12.7K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-354- 4.4% |
$52.2K - $57.7K
|
7.69K
$1.36M
|