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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-714- 9.35% |
$105K - $116K
|
6.92K
$1.19M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-714- 9.35% |
$105K - $116K
|
6.92K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-717- 13.75% |
$106K - $117K
|
4.5K
$771K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-718- 1.42% |
$106K - $117K
|
49.8K
$8.54M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-719- 2.79% |
$106K - $117K
|
25.1K
$4.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-721- 8.21% |
$106K - $117K
|
8.06K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-724- 25.47% |
$107K - $118K
|
2.12K
$363K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-726- 7.25% |
$107K - $118K
|
9.29K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-727- 2.71% |
$107K - $118K
|
26.1K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-732- 32.36% |
$108K - $119K
|
1.53K
$262K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-737- 19.08% |
$109K - $120K
|
3.13K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-740- 2.28% |
$109K - $121K
|
31.8K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-740- 1.47% |
$109K - $121K
|
49.6K
$8.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-748- 3.47% |
$110K - $122K
|
20.8K
$3.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-753- 2.92% |
$111K - $123K
|
25K
$4.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-754- 2.17% |
$111K - $123K
|
33.9K
$5.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-768- 6.64% |
$113K - $125K
|
10.8K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-770- 31.47% |
$114K - $125K
|
1.68K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-777- 14.23% |
$115K - $127K
|
4.68K
$803K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-787- 0.88% |
$116K - $128K
|
88.4K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-791- 32.01% |
$117K - $129K
|
1.68K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-793- 1.93% |
$117K - $129K
|
40.2K
$6.89M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-795- 4.62% |
$117K - $129K
|
16.4K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-800- 28.75% |
$118K - $130K
|
1.98K
$340K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-801- 6.04% |
$118K - $130K
|
12.5K
$2.14M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-804- 10.93% |
$119K - $131K
|
6.55K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-807- 27.65% |
$119K - $131K
|
2.11K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-808- 14.71% |
$119K - $132K
|
4.68K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-809- 4.18% |
$119K - $132K
|
18.5K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-812- 13.49% |
$120K - $132K
|
5.21K
$893K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-812- 56.08% |
$120K - $132K
|
636
$109K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-817- 14.58% |
$120K - $133K
|
4.79K
$820K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-825- 6.56% |
$122K - $134K
|
11.7K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-825- 35.87% |
$122K - $134K
|
1.48K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-834- 0.82% |
$123K - $136K
|
101K
$17.4M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-855- 13.03% |
$126K - $139K
|
5.71K
$978K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-861- 19.85% |
$127K - $140K
|
3.48K
$596K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-885- 6.38% |
$131K - $144K
|
13K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-893- 16.57% |
$132K - $145K
|
4.5K
$771K
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-893- 4.27% |
$132K - $145K
|
20K
$3.44M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-897- 13.44% |
$132K - $146K
|
5.78K
$990K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-913- 1.27% |
$135K - $149K
|
70.8K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-914- 6.86% |
$135K - $149K
|
12.4K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-916- 24.86% |
$135K - $149K
|
2.77K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-922- 8.28% |
$136K - $150K
|
10.2K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-928- 53.27% |
$137K - $151K
|
814
$140K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-931- 14.24% |
$137K - $152K
|
5.61K
$961K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-934- 2.99% |
$138K - $152K
|
30.3K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-936- 29.42% |
$138K - $152K
|
2.25K
$385K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-942- 40.41% |
$139K - $153K
|
1.39K
$238K
|