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 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-15K- 1.75% |
$2.21M - $2.44M
|
841K
$144M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 0.84% |
$2.25M - $2.48M
|
1.8M
$308M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-15.3K- 7.64% |
$2.25M - $2.49M
|
185K
$31.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15.8K- 77.47% |
$2.33M - $2.57M
|
4.59K
$786K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-15.9K- 91.04% |
$2.34M - $2.59M
|
1.57K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.3K- 5.73% |
$2.41M - $2.66M
|
269K
$46.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.5K- 4.28% |
$2.43M - $2.68M
|
369K
$63.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-16.8K- 9.42% |
$2.48M - $2.74M
|
162K
$27.7M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.6K- 6.47% |
$2.6M - $2.87M
|
255K
$43.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.1K- 46.59% |
$2.67M - $2.94M
|
20.7K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.3K- 5.73% |
$2.7M - $2.98M
|
301K
$51.6M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.9K- 32.35% |
$2.79M - $3.08M
|
39.6K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19.1K- 47.36% |
$2.81M - $3.11M
|
21.2K
$3.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-19.1K- 4.76% |
$2.82M - $3.11M
|
382K
$65.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.1K- 36.29% |
$2.82M - $3.11M
|
33.6K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-19.4K- 28.71% |
$2.86M - $3.15M
|
48.1K
$8.24M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19.9K- 12.31% |
$2.93M - $3.24M
|
142K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-19.9K- 19.95% |
$2.93M - $3.24M
|
79.8K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.1K- 5.26% |
$2.96M - $3.27M
|
361K
$61.9M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-20.1K- 56.77% |
$2.97M - $3.28M
|
15.3K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.8K- 2.15% |
$3.07M - $3.39M
|
948K
$162M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.1K- 15.03% |
$3.11M - $3.43M
|
119K
$20.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-21.6K- 96.68% |
$3.19M - $3.52M
|
744
$128K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-22.1K- 15.85% |
$3.26M - $3.6M
|
117K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-22.5K- 9.23% |
$3.32M - $3.67M
|
222K
$38M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-24.7K- 48.02% |
$3.65M - $4.03M
|
26.8K
$4.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24.8K- 26.23% |
$3.65M - $4.03M
|
69.6K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25.3K- 9.44% |
$3.74M - $4.13M
|
243K
$41.7M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.5K- 19.11% |
$3.91M - $4.32M
|
112K
$19.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.2K- 2.26% |
$4.16M - $4.6M
|
1.22M
$209M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-28.4K- 1.52% |
$4.18M - $4.62M
|
1.83M
$314M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 0.98% |
$4.51M - $4.98M
|
3.1M
$531M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-31.3K- 31.1% |
$4.61M - $5.09M
|
69.3K
$11.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-31.5K- 26.09% |
$4.64M - $5.13M
|
89.1K
$15.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-32K- 13.11% |
$4.72M - $5.22M
|
212K
$36.4M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-32.9K- 58.79% |
$4.86M - $5.36M
|
23.1K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-35.3K- 86.15% |
$5.2M - $5.74M
|
5.67K
$971K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.9K- 14.57% |
$5.29M - $5.84M
|
210K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.9K- 28.69% |
$5.44M - $6.01M
|
91.7K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-37K- 41.11% |
$5.46M - $6.03M
|
53K
$9.08M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37.1K- 5.62% |
$5.47M - $6.04M
|
623K
$107M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-37.8K- 5.59% |
$5.58M - $6.16M
|
638K
$109M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-38.9K- 66.47% |
$5.73M - $6.33M
|
19.6K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.5K- 1.4% |
$5.82M - $6.43M
|
2.79M
$478M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 7.98% |
$5.98M - $6.61M
|
468K
$80.2M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-41K- 47.45% |
$6.05M - $6.68M
|
45.4K
$7.79M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.3K- 4.09% |
$6.24M - $6.9M
|
992K
$170M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 2.92% |
$6.54M - $7.22M
|
1.47M
$252M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 2.92% |
$6.54M - $7.22M
|
1.47M
$252M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-44.6K- 83.18% |
$6.58M - $7.27M
|
9.02K
$1.55M
|