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 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.71K- 43.85% |
$399K - $441K
|
3.47K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.73K- 5.41% |
$403K - $445K
|
47.7K
$8.18M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.75K- 10.3% |
$405K - $448K
|
23.9K
$4.1M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.77K- 10.77% |
$409K - $452K
|
23K
$3.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.81K- 7.27% |
$415K - $458K
|
35.9K
$6.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.85K- 25.58% |
$421K - $465K
|
8.3K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.87K- 0.86% |
$424K - $468K
|
332K
$56.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-2.9K- 6.46% |
$427K - $472K
|
41.9K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.9K- 3.43% |
$428K - $473K
|
81.7K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.92K- 0.78% |
$430K - $475K
|
370K
$63.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2.92K- 10.33% |
$431K - $476K
|
25.3K
$4.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.93K- 10.28% |
$432K - $477K
|
25.6K
$4.38M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.96K- 0.25% |
$437K - $482K
|
1.2M
$206M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 1.62% |
$439K - $485K
|
181K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.99K- 17.9% |
$441K - $487K
|
13.7K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.01K- 13.25% |
$444K - $491K
|
19.7K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.02K- 14.99% |
$445K - $491K
|
17.1K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.02K- 7.93% |
$445K - $492K
|
35.1K
$6.01M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.11K- 5.95% |
$458K - $506K
|
49.1K
$8.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.11K- 5.03% |
$459K - $506K
|
58.7K
$10.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.21K- 37.6% |
$474K - $523K
|
5.33K
$914K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.24K- 3.66% |
$477K - $527K
|
85.3K
$14.6M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.25K- 13.38% |
$480K - $530K
|
21K
$3.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.26K- 66.31% |
$481K - $531K
|
1.66K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.31K- 48.7% |
$488K - $539K
|
3.49K
$597K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-3.34K- 11.01% |
$492K - $544K
|
27K
$4.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.36K- 5.34% |
$496K - $548K
|
59.6K
$10.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.37K- 3.13% |
$496K - $548K
|
104K
$17.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.39K- 9.41% |
$500K - $553K
|
32.7K
$5.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.4K- 5.69% |
$501K - $554K
|
56.3K
$9.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-3.44K- 6.19% |
$507K - $560K
|
52.1K
$8.92M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.45K- 11.8% |
$509K - $562K
|
25.8K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-3.5K- 13.35% |
$516K - $570K
|
22.7K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-3.53K- 6.17% |
$520K - $575K
|
53.7K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.58K- 35.33% |
$528K - $583K
|
6.56K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 19.48% |
$535K - $591K
|
15K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 59.45% |
$536K - $592K
|
2.48K
$425K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-3.68K- 2.18% |
$543K - $599K
|
165K
$28.3M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-3.8K- 73.95% |
$560K - $618K
|
1.34K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.83K- 71.16% |
$565K - $624K
|
1.55K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.84K- 0.08% |
$566K - $625K
|
4.7M
$806M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.85K- 24.08% |
$568K - $627K
|
12.1K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.87K- 4.43% |
$571K - $631K
|
83.6K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.9K- 5.11% |
$575K - $635K
|
72.3K
$12.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.97K- 3.57% |
$586K - $647K
|
107K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4K- 2.86% |
$589K - $651K
|
136K
$23.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-4.01K- 68.09% |
$591K - $653K
|
1.88K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.02K- 1.5% |
$592K - $654K
|
264K
$45.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.05K- 3.07% |
$597K - $659K
|
128K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.09K- 56.35% |
$604K - $667K
|
3.17K
$543K
|