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
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-355- 8.29% |
$52.3K - $57.8K
|
3.93K
$696K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-355- 15.27% |
$52.3K - $57.8K
|
1.97K
$349K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-355- 18.74% |
$52.3K - $57.8K
|
1.54K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-356- 2.16% |
$52.5K - $58K
|
16.2K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-357- 3.04% |
$52.6K - $58.1K
|
11.4K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-363- 3.1% |
$53.5K - $59.1K
|
11.4K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-366- 2.85% |
$54K - $59.6K
|
12.5K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-368- 5.81% |
$54.3K - $59.9K
|
5.97K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-372- 2.95% |
$54.9K - $60.6K
|
12.2K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-378- 5.69% |
$55.7K - $61.6K
|
6.27K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-379- 2.86% |
$55.9K - $61.7K
|
12.9K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-384- 2.5% |
$56.6K - $62.5K
|
15K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-387- 2.43% |
$57.1K - $63K
|
15.6K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-390- 9.63% |
$57.5K - $63.5K
|
3.66K
$649K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-406- 16.98% |
$59.9K - $66.1K
|
1.99K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-408- 6.82% |
$60.2K - $66.4K
|
5.57K
$988K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-415- 10.68% |
$61.2K - $67.6K
|
3.47K
$615K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-416- 0.26% |
$61.3K - $67.7K
|
158K
$28.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-416- 40.55% |
$61.3K - $67.7K
|
610
$108K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-421- 1.05% |
$62.1K - $68.6K
|
39.6K
$7.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-426- 1.37% |
$62.8K - $69.4K
|
30.7K
$5.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-427- 86.61% |
$63K - $69.5K
|
66
$11.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-429- 4.94% |
$63.3K - $69.9K
|
8.26K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-433- 3.39% |
$63.9K - $70.5K
|
12.4K
$2.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-436- 7.58% |
$64.3K - $71K
|
5.32K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-439- 55.15% |
$64.7K - $71.5K
|
357
$63.3K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-439- 9.08% |
$64.7K - $71.5K
|
4.4K
$780K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-445- 18.12% |
$65.6K - $72.5K
|
2.01K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-445- 3.97% |
$65.6K - $72.5K
|
10.8K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-445- 38.59% |
$65.6K - $72.5K
|
708
$126K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-447- 11.37% |
$65.9K - $72.8K
|
3.49K
$618K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 21.26% |
$66.4K - $73.3K
|
1.67K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-466- 16.18% |
$68.7K - $75.9K
|
2.41K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-476- 0.34% |
$70.2K - $77.5K
|
140K
$24.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-478- 8.38% |
$70.5K - $77.8K
|
5.23K
$926K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-484- 8.85% |
$71.4K - $78.8K
|
4.98K
$884K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-492- 3.3% |
$72.6K - $80.1K
|
14.4K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-499- 12.08% |
$73.6K - $81.3K
|
3.63K
$644K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-500- 28.69% |
$73.7K - $81.4K
|
1.24K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-507- 12.12% |
$74.8K - $82.6K
|
3.68K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-517- 1.35% |
$76.2K - $84.2K
|
37.9K
$6.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-518- 1.49% |
$76.4K - $84.4K
|
34.2K
$6.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-519- 26.64% |
$76.5K - $84.5K
|
1.43K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-520- 2.15% |
$76.7K - $84.7K
|
23.7K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-521- 8.09% |
$76.8K - $84.9K
|
5.92K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-525- 2.44% |
$77.4K - $85.5K
|
21K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-525- 8.36% |
$77.4K - $85.5K
|
5.76K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 2.17% |
$77.7K - $85.8K
|
23.8K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-528- 2.39% |
$77.9K - $86K
|
21.5K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-530- 22.48% |
$78.2K - $86.3K
|
1.83K
$324K
|