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 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.41% |
$186K - $205K
|
27.3K
$4.68M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.27K- 6.17% |
$187K - $207K
|
19.3K
$3.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 1.45% |
$188K - $207K
|
86.6K
$14.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.28K- 27.45% |
$189K - $208K
|
3.38K
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.28K- 2.98% |
$189K - $208K
|
41.6K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 7.7% |
$189K - $208K
|
15.3K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.3K- 0.31% |
$192K - $212K
|
418K
$71.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.31K- 7.26% |
$194K - $214K
|
16.8K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.31K- 1.29% |
$194K - $214K
|
101K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.32K- 0.23% |
$194K - $214K
|
574K
$98.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.33K- 38.11% |
$196K - $216K
|
2.16K
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.34K- 0.76% |
$197K - $218K
|
176K
$30.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 3.01% |
$197K - $218K
|
43.1K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.35K- 44.25% |
$198K - $219K
|
1.7K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.36K- 50.94% |
$201K - $221K
|
1.31K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.36K- 13.74% |
$201K - $222K
|
8.56K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.39K- 10.0% |
$205K - $226K
|
12.5K
$2.14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 2.56% |
$205K - $226K
|
52.9K
$9.06M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.4K- 5.09% |
$206K - $228K
|
26.1K
$4.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.41K- 42.29% |
$208K - $229K
|
1.92K
$330K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.41K- 23.73% |
$208K - $230K
|
4.54K
$778K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.42K- 1.08% |
$209K - $231K
|
129K
$22.2M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 47.49% |
$209K - $231K
|
1.57K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.43K- 47.67% |
$210K - $232K
|
1.56K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 3.51% |
$211K - $233K
|
39.3K
$6.74M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.47K- 0.7% |
$217K - $240K
|
207K
$35.6M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.48K- 1.9% |
$218K - $240K
|
76.1K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.5K- 8.23% |
$221K - $244K
|
16.7K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 2.26% |
$227K - $251K
|
66.5K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.56K- 2.19% |
$229K - $253K
|
69.4K
$11.9M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.57K- 24.37% |
$232K - $256K
|
4.88K
$836K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.62K- 25.7% |
$238K - $263K
|
4.67K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.62K- 4.35% |
$239K - $264K
|
35.5K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.62K- 10.97% |
$239K - $264K
|
13.2K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.64KClosed |
$241K - $266K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.65K- 47.63% |
$243K - $268K
|
1.81K
$310K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.66K- 2.5% |
$244K - $270K
|
64.6K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.66K- 43.36% |
$245K - $270K
|
2.17K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.66K- 9.6% |
$245K - $271K
|
15.7K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.68K- 2.56% |
$247K - $273K
|
63.9K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.71K- 5.62% |
$252K - $279K
|
28.7K
$4.93M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.72K- 8.81% |
$253K - $280K
|
17.8K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.72K- 16.59% |
$254K - $280K
|
8.65K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.74K- 20.12% |
$257K - $284K
|
6.92K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.74K- 28.59% |
$257K - $284K
|
4.36K
$746K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.76K- 22.95% |
$260K - $287K
|
5.92K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.78K- 1.5% |
$262K - $289K
|
117K
$20M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 38.95% |
$263K - $290K
|
2.8K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$263K - $291K
|
247K
$42.4M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.81K- 22.03% |
$267K - $295K
|
6.41K
$1.1M
|