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 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
29.3K+ 9.1% |
$4.32M - $4.77M
|
352K
$61.9M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
29.2KNew |
$4.31M - $4.76M
|
29.2K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
29.1K+ 12.92% |
$4.29M - $4.74M
|
254K
$44.8M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
29K+ 14.76% |
$4.27M - $4.72M
|
225K
$39.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
28.3KNew |
$4.17M - $4.61M
|
28.3K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 3.79% |
$3.94M - $4.35M
|
732K
$129M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 3.39% |
$3.66M - $4.04M
|
758K
$133M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24.7KNew |
$3.64M - $4.02M
|
24.7K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6K+ 28.78% |
$3.62M - $4M
|
110K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$3.61M - $3.99M
|
24.5K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.9K+ 1.87% |
$3.52M - $3.89M
|
1.3M
$229M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
23.6K+ 20.08% |
$3.48M - $3.84M
|
141K
$24.8M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
23.5K+ 4.92% |
$3.46M - $3.82M
|
500K
$88M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
23.1KNew |
$3.41M - $3.76M
|
23.1K
$4.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.5KNew |
$3.32M - $3.66M
|
22.5K
$3.96M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
22K+ 13.28% |
$3.25M - $3.58M
|
188K
$33M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
21.8K+ 5.82% |
$3.21M - $3.54M
|
395K
$69.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
21.3K+ 66.24% |
$3.14M - $3.47M
|
53.5K
$9.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20.7K+ 10.09% |
$3.05M - $3.37M
|
226K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20.2K+ 20.01% |
$2.98M - $3.3M
|
121K
$21.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
19.7K+ 26.19% |
$2.9M - $3.2M
|
94.8K
$16.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.6K+ 2.28% |
$2.89M - $3.2M
|
880K
$155M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.4K+ 41.82% |
$2.86M - $3.16M
|
65.8K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19.3K+ 80.09% |
$2.85M - $3.15M
|
43.5K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19.1K+ 660.69% |
$2.81M - $3.11M
|
22K
$3.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
18.8K+ 3.08% |
$2.77M - $3.06M
|
630K
$111M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
18.8K+ 100.67% |
$2.77M - $3.06M
|
37.4K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
18.4K+ 33.01% |
$2.71M - $3M
|
74.2K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.4K+ 36.23% |
$2.71M - $2.99M
|
69.1K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 0.21% |
$2.69M - $2.97M
|
8.64M
$1.52B
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.1K+ 0.72% |
$2.68M - $2.95M
|
2.55M
$449M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
17.9KNew |
$2.64M - $2.92M
|
17.9K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.7KNew |
$2.61M - $2.89M
|
17.7K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17.6K+ 36.47% |
$2.6M - $2.87M
|
66K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
17.6K+ 56.38% |
$2.6M - $2.87M
|
48.8K
$8.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
17.4K+ 10.31% |
$2.57M - $2.84M
|
187K
$32.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 30.41% |
$2.47M - $2.73M
|
71.8K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.4K+ 8.07% |
$2.42M - $2.67M
|
220K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
16.2K+ 82.49% |
$2.39M - $2.64M
|
35.9K
$6.31M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
16K+ 233.77% |
$2.36M - $2.61M
|
22.9K
$4.03M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15.8K+ 47.62% |
$2.32M - $2.57M
|
48.9K
$8.6M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15.5K+ 29.08% |
$2.29M - $2.53M
|
68.9K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.5K+ 15.31% |
$2.28M - $2.52M
|
117K
$20.5M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
15.2KNew |
$2.24M - $2.48M
|
15.2K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
15.2K+ 46.21% |
$2.24M - $2.48M
|
48.1K
$8.47M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14.9K+ 20.68% |
$2.2M - $2.43M
|
87.1K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9K+ 10.37% |
$2.2M - $2.43M
|
159K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
14.6KNew |
$2.15M - $2.37M
|
14.6K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
14.5K+ 6.72% |
$2.14M - $2.37M
|
231K
$40.6M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
14.3K+ 25.36% |
$2.11M - $2.33M
|
70.7K
$12.4M
|