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 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-309- 0.8% |
$45.6K - $50.3K
|
38.5K
$6.6M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-310- 4.02% |
$45.7K - $50.5K
|
7.4K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-312- 3.33% |
$46K - $50.8K
|
9.05K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-321- 20.63% |
$47.3K - $52.3K
|
1.24K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-322- 0.19% |
$47.5K - $52.4K
|
170K
$29.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-325- 19.66% |
$47.9K - $52.9K
|
1.33K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-327- 5.94% |
$48.2K - $53.3K
|
5.17K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-328- 45.68% |
$48.4K - $53.4K
|
390
$66.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-336- 4.83% |
$49.5K - $54.7K
|
6.63K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-336- 9.55% |
$49.5K - $54.7K
|
3.18K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-339- 4.52% |
$50K - $55.2K
|
7.16K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-346- 2.21% |
$51K - $56.3K
|
15.3K
$2.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-348- 11.55% |
$51.3K - $56.7K
|
2.67K
$457K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-352- 2.7% |
$51.9K - $57.3K
|
12.7K
$2.17M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-354- 4.4% |
$52.2K - $57.7K
|
7.69K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-355- 8.29% |
$52.3K - $57.8K
|
3.93K
$673K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-355- 15.27% |
$52.3K - $57.8K
|
1.97K
$338K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-355- 18.74% |
$52.3K - $57.8K
|
1.54K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-356- 2.16% |
$52.5K - $58K
|
16.2K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-357- 3.04% |
$52.6K - $58.1K
|
11.4K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-363- 3.1% |
$53.5K - $59.1K
|
11.4K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-366- 2.85% |
$54K - $59.6K
|
12.5K
$2.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-368- 5.81% |
$54.3K - $59.9K
|
5.97K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-372- 2.95% |
$54.9K - $60.6K
|
12.2K
$2.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-378- 5.69% |
$55.7K - $61.6K
|
6.27K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-379- 2.86% |
$55.9K - $61.7K
|
12.9K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-384- 2.5% |
$56.6K - $62.5K
|
15K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-387- 2.43% |
$57.1K - $63K
|
15.6K
$2.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-390- 9.63% |
$57.5K - $63.5K
|
3.66K
$627K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-406- 16.98% |
$59.9K - $66.1K
|
1.99K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-408- 6.82% |
$60.2K - $66.4K
|
5.57K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-415- 10.68% |
$61.2K - $67.6K
|
3.47K
$595K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-416- 0.26% |
$61.3K - $67.7K
|
158K
$27.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-416- 40.55% |
$61.3K - $67.7K
|
610
$105K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-421- 1.05% |
$62.1K - $68.6K
|
39.6K
$6.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-426- 1.37% |
$62.8K - $69.4K
|
30.7K
$5.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-427- 86.61% |
$63K - $69.5K
|
66
$11.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-429- 4.94% |
$63.3K - $69.9K
|
8.26K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-433- 3.39% |
$63.9K - $70.5K
|
12.4K
$2.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-436- 7.58% |
$64.3K - $71K
|
5.32K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-439- 55.15% |
$64.7K - $71.5K
|
357
$61.2K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-439- 9.08% |
$64.7K - $71.5K
|
4.4K
$754K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-441- 0.28% |
$65K - $71.8K
|
158K
$27.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-445- 18.12% |
$65.6K - $72.5K
|
2.01K
$345K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-445- 3.97% |
$65.6K - $72.5K
|
10.8K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-445- 38.59% |
$65.6K - $72.5K
|
708
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-447- 11.37% |
$65.9K - $72.8K
|
3.49K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 21.26% |
$66.4K - $73.3K
|
1.67K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-466- 16.18% |
$68.7K - $75.9K
|
2.41K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-476- 0.34% |
$70.2K - $77.5K
|
140K
$24M
|