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 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-21.6K- 96.68% |
$3.19M - $3.52M
|
744
$131K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-22.1K- 15.85% |
$3.26M - $3.6M
|
117K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-22.5K- 9.23% |
$3.32M - $3.67M
|
222K
$39M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-24.7K- 48.02% |
$3.65M - $4.03M
|
26.8K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24.8K- 26.23% |
$3.65M - $4.03M
|
69.6K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25.3K- 9.44% |
$3.74M - $4.13M
|
243K
$42.8M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.5K- 19.11% |
$3.91M - $4.32M
|
112K
$19.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.2K- 2.26% |
$4.16M - $4.6M
|
1.22M
$215M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-28.4K- 1.52% |
$4.18M - $4.62M
|
1.83M
$322M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 0.98% |
$4.51M - $4.98M
|
3.1M
$545M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-31.3K- 31.1% |
$4.61M - $5.09M
|
69.3K
$12.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-31.5K- 26.09% |
$4.64M - $5.13M
|
89.1K
$15.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-32K- 13.11% |
$4.72M - $5.22M
|
212K
$37.4M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-32.9K- 58.79% |
$4.86M - $5.36M
|
23.1K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-35.3K- 86.15% |
$5.2M - $5.74M
|
5.67K
$997K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.9K- 14.57% |
$5.29M - $5.84M
|
210K
$37M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-36.9K- 28.69% |
$5.44M - $6.01M
|
91.7K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-37K- 41.11% |
$5.46M - $6.03M
|
53K
$9.33M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37.1K- 5.62% |
$5.47M - $6.04M
|
623K
$110M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-37.8K- 5.59% |
$5.58M - $6.16M
|
638K
$112M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-38.9K- 66.47% |
$5.73M - $6.33M
|
19.6K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.5K- 1.4% |
$5.82M - $6.43M
|
2.79M
$491M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 7.98% |
$5.98M - $6.61M
|
468K
$82.4M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-41K- 47.45% |
$6.05M - $6.68M
|
45.4K
$8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.3K- 4.09% |
$6.24M - $6.9M
|
992K
$175M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 2.92% |
$6.54M - $7.22M
|
1.47M
$259M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 2.92% |
$6.54M - $7.22M
|
1.47M
$259M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-44.6K- 83.18% |
$6.58M - $7.27M
|
9.02K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-49.6K- 90.68% |
$7.31M - $8.07M
|
5.09K
$896K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-50.6K- 8.9% |
$7.46M - $8.24M
|
518K
$91.2M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-50.7K- 92.87% |
$7.48M - $8.26M
|
3.89K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-51.1K- 84.12% |
$7.53M - $8.32M
|
9.64K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-51.3K- 73.12% |
$7.56M - $8.35M
|
18.8K
$3.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-52.8K- 91.42% |
$7.78M - $8.59M
|
4.95K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-54.2K- 33.84% |
$8M - $8.83M
|
106K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-61K- 74.78% |
$8.99M - $9.93M
|
20.6K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62.1K- 7.95% |
$9.16M - $10.1M
|
719K
$127M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-62.9K- 74.9% |
$9.27M - $10.2M
|
21.1K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-62.9K- 61.03% |
$9.27M - $10.2M
|
40.2K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.9K- 4.7% |
$9.87M - $10.9M
|
1.36M
$239M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-70.6K- 99.43% |
$10.4M - $11.5M
|
403
$70.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-73.5K- 4.09% |
$10.8M - $12M
|
1.72M
$303M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-77.3K- 48.31% |
$11.4M - $12.6M
|
82.7K
$14.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.5K- 1.5% |
$11.4M - $12.6M
|
5.08M
$895M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-78.3K- 24.06% |
$11.6M - $12.8M
|
247K
$43.5M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-80.7K- 61.28% |
$11.9M - $13.1M
|
51K
$8.97M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.1K- 7.72% |
$12.3M - $13.5M
|
993K
$175M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-86.5K- 33.23% |
$12.7M - $14.1M
|
174K
$30.6M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-88.1K- 17.5% |
$13M - $14.3M
|
415K
$73.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.7K- 0.93% |
$13.2M - $14.6M
|
9.56M
$1.68B
|