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
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-530- 22.48% |
$78.2K - $86.3K
|
1.83K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-540- 1.47% |
$79.6K - $87.9K
|
36.1K
$6.37M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-540- 13.15% |
$79.6K - $87.9K
|
3.57K
$630K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-549- 11.12% |
$81K - $89.4K
|
4.39K
$775K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-550- 3.72% |
$81.1K - $89.6K
|
14.2K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-556- 0.99% |
$82K - $90.6K
|
55.4K
$9.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-559- 25.49% |
$82.4K - $91K
|
1.63K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-561- 2.47% |
$82.7K - $91.4K
|
22.2K
$3.92M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-565- 2.71% |
$83.3K - $92K
|
20.3K
$3.59M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.16% |
$84.1K - $92.8K
|
362K
$63.9M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-579- 1.03% |
$85.4K - $94.3K
|
55.8K
$9.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-584- 9.83% |
$86.1K - $95.1K
|
5.36K
$946K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-588- 12.95% |
$86.7K - $95.8K
|
3.95K
$698K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-594- 28.79% |
$87.6K - $96.7K
|
1.47K
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-602- 0.66% |
$88.8K - $98K
|
90K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-625- 1.66% |
$92.2K - $102K
|
37K
$6.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-630- 2.86% |
$92.9K - $103K
|
21.4K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-652- 9.89% |
$96.1K - $106K
|
5.94K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-657- 10.15% |
$96.9K - $107K
|
5.82K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-664- 11.48% |
$97.9K - $108K
|
5.12K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-665- 4.61% |
$98.1K - $108K
|
13.8K
$2.43M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-668- 8.93% |
$98.5K - $109K
|
6.82K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-674- 34.62% |
$99.4K - $110K
|
1.27K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-676- 15.81% |
$99.7K - $110K
|
3.6K
$636K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-683- 34.78% |
$101K - $111K
|
1.28K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-684- 16.2% |
$101K - $111K
|
3.54K
$625K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-687- 13.07% |
$101K - $112K
|
4.57K
$808K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-688- 32.93% |
$101K - $112K
|
1.4K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-688- 3.07% |
$101K - $112K
|
21.7K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-691- 0.41% |
$102K - $113K
|
166K
$29.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-697- 13.64% |
$103K - $114K
|
4.41K
$780K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-705- 3.08% |
$104K - $115K
|
22.2K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-709- 10.71% |
$105K - $115K
|
5.91K
$1.04M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-709- 1.84% |
$105K - $115K
|
37.8K
$6.68M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-714- 9.35% |
$105K - $116K
|
6.92K
$1.22M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-714- 9.35% |
$105K - $116K
|
6.92K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-717- 13.75% |
$106K - $117K
|
4.5K
$795K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-718- 1.42% |
$106K - $117K
|
49.8K
$8.81M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-719- 2.79% |
$106K - $117K
|
25.1K
$4.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-721- 8.21% |
$106K - $117K
|
8.06K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-724- 25.47% |
$107K - $118K
|
2.12K
$374K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-727- 2.71% |
$107K - $118K
|
26.1K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-732- 32.36% |
$108K - $119K
|
1.53K
$270K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-737- 19.08% |
$109K - $120K
|
3.13K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-740- 2.28% |
$109K - $121K
|
31.8K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-740- 1.47% |
$109K - $121K
|
49.6K
$8.76M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-748- 3.47% |
$110K - $122K
|
20.8K
$3.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-753- 2.92% |
$111K - $123K
|
25K
$4.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-754- 2.17% |
$111K - $123K
|
33.9K
$5.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-768- 6.64% |
$113K - $125K
|
10.8K
$1.91M
|