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 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.89K- 3.4% |
$1.02M - $1.12M
|
196K
$33.5M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.92K- 9.35% |
$1.02M - $1.13M
|
67.1K
$11.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.97K- 7.85% |
$1.03M - $1.14M
|
81.9K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7.11K- 1.41% |
$1.05M - $1.16M
|
499K
$85.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.16K- 3.58% |
$1.06M - $1.17M
|
193K
$33.1M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-7.39K- 79.5% |
$1.09M - $1.2M
|
1.9K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.39K- 2.79% |
$1.09M - $1.2M
|
258K
$44.1M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.57K- 19.59% |
$1.12M - $1.23M
|
31.1K
$5.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.6K- 6.42% |
$1.12M - $1.24M
|
111K
$19M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.65K- 53.66% |
$1.13M - $1.25M
|
6.61K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.66K- 5.37% |
$1.13M - $1.25M
|
135K
$23.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7.77K- 23.12% |
$1.15M - $1.27M
|
25.9K
$4.43M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.91K- 12.77% |
$1.17M - $1.29M
|
54K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.14K- 33.56% |
$1.2M - $1.33M
|
16.1K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-8.17K- 16.86% |
$1.2M - $1.33M
|
40.3K
$6.9M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8.48K- 7.03% |
$1.25M - $1.38M
|
112K
$19.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-8.63K- 0.35% |
$1.27M - $1.41M
|
2.48M
$426M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.68K- 9.82% |
$1.28M - $1.41M
|
79.7K
$13.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-8.79K- 11.78% |
$1.3M - $1.43M
|
65.8K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-9.14K- 72.93% |
$1.35M - $1.49M
|
3.39K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.26K- 4.07% |
$1.36M - $1.51M
|
218K
$37.4M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.5K- 13.3% |
$1.4M - $1.55M
|
61.9K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.79K- 51.3% |
$1.44M - $1.59M
|
9.29K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.81K- 3.19% |
$1.45M - $1.6M
|
298K
$51.1M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-9.95K- 39.42% |
$1.47M - $1.62M
|
15.3K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-10.1K- 1.93% |
$1.49M - $1.64M
|
512K
$87.8M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.1K- 22.74% |
$1.49M - $1.64M
|
34.2K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-10.2K- 46.15% |
$1.5M - $1.66M
|
11.9K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-10.3K- 81.52% |
$1.53M - $1.68M
|
2.35K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-10.4K- 15.96% |
$1.53M - $1.69M
|
54.6K
$9.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 74.13% |
$1.55M - $1.71M
|
3.66K
$627K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 3.2% |
$1.61M - $1.77M
|
329K
$56.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 2.66% |
$1.61M - $1.78M
|
399K
$68.4M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.9K- 37.81% |
$1.61M - $1.78M
|
18K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11K- 61.62% |
$1.62M - $1.78M
|
6.83K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-11K- 6.24% |
$1.62M - $1.79M
|
165K
$28.3M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-11.3K- 65.73% |
$1.66M - $1.84M
|
5.88K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.4K- 1.77% |
$1.68M - $1.86M
|
635K
$109M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-11.7K- 19.3% |
$1.72M - $1.9M
|
48.7K
$8.35M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 0.85% |
$1.72M - $1.9M
|
1.35M
$232M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11.7K- 88.07% |
$1.73M - $1.91M
|
1.59K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-11.7K- 6.8% |
$1.73M - $1.91M
|
161K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.9K- 5.87% |
$1.76M - $1.94M
|
191K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-12K- 4.63% |
$1.77M - $1.95M
|
247K
$42.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 21.39% |
$1.81M - $2M
|
45.1K
$7.73M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-12.6K- 8.81% |
$1.86M - $2.05M
|
131K
$22.4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12.7K- 25.42% |
$1.87M - $2.07M
|
37.3K
$6.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-13.2K- 13.15% |
$1.95M - $2.15M
|
87.2K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.8K- 7.07% |
$2.03M - $2.24M
|
181K
$31M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-14K- 13.22% |
$2.06M - $2.28M
|
91.7K
$15.7M
|