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 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.25K- 13.38% |
$480K - $530K
|
21K
$3.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.26K- 66.31% |
$481K - $531K
|
1.66K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.31K- 48.7% |
$488K - $539K
|
3.49K
$618K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-3.34K- 11.01% |
$492K - $544K
|
27K
$4.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.36K- 5.34% |
$496K - $548K
|
59.6K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.37K- 3.13% |
$496K - $548K
|
104K
$18.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.39K- 9.41% |
$500K - $553K
|
32.7K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.4K- 5.69% |
$501K - $554K
|
56.3K
$9.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-3.44K- 6.19% |
$507K - $560K
|
52.1K
$9.23M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.45K- 11.8% |
$509K - $562K
|
25.8K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-3.5K- 13.35% |
$516K - $570K
|
22.7K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-3.53K- 6.17% |
$520K - $575K
|
53.7K
$9.51M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.58K- 35.33% |
$528K - $583K
|
6.56K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 19.48% |
$535K - $591K
|
15K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 59.45% |
$536K - $592K
|
2.48K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-3.68K- 2.18% |
$543K - $599K
|
165K
$29.3M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-3.8K- 73.95% |
$560K - $618K
|
1.34K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-3.83K- 71.16% |
$565K - $624K
|
1.55K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.84K- 0.08% |
$566K - $625K
|
4.7M
$833M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.85K- 24.08% |
$568K - $627K
|
12.1K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.87K- 4.43% |
$571K - $631K
|
83.6K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.9K- 5.11% |
$575K - $635K
|
72.3K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.97K- 3.57% |
$586K - $647K
|
107K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4K- 2.86% |
$589K - $651K
|
136K
$24.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-4.01K- 68.09% |
$591K - $653K
|
1.88K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.02K- 1.5% |
$592K - $654K
|
264K
$46.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.05K- 3.07% |
$597K - $659K
|
128K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.09K- 56.35% |
$604K - $667K
|
3.17K
$562K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-4.1K- 22.37% |
$604K - $667K
|
14.2K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.1K- 3.26% |
$605K - $668K
|
122K
$21.6M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-4.14K- 2.58% |
$610K - $673K
|
156K
$27.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-4.14K- 2.26% |
$610K - $674K
|
179K
$31.7M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4.19K- 0.99% |
$618K - $683K
|
418K
$74.1M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.19K- 10.49% |
$618K - $683K
|
35.8K
$6.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-4.28K- 58.02% |
$630K - $696K
|
3.09K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.28K- 3.68% |
$631K - $697K
|
112K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.3K- 8.96% |
$634K - $700K
|
43.7K
$7.75M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-4.39K- 41.71% |
$648K - $715K
|
6.14K
$1.09M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.45K- 65.38% |
$656K - $724K
|
2.36K
$418K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.45K- 10.84% |
$656K - $725K
|
36.6K
$6.49M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.48K- 63.69% |
$661K - $730K
|
2.56K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.48K- 4.96% |
$661K - $730K
|
86K
$15.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.49K- 7.97% |
$661K - $730K
|
51.8K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.54K- 44.59% |
$669K - $739K
|
5.64K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.54K- 20.0% |
$669K - $739K
|
18.2K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.57K- 3.08% |
$674K - $745K
|
144K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.62K- 9.67% |
$681K - $753K
|
43.2K
$7.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.65K- 1.47% |
$686K - $758K
|
311K
$55.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.65K- 2.42% |
$686K - $758K
|
187K
$33.2M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.72K- 45.31% |
$696K - $769K
|
5.7K
$1.01M
|