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 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-49.6K- 90.68% |
$7.31M - $8.07M
|
5.09K
$873K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-50.6K- 8.9% |
$7.46M - $8.24M
|
518K
$88.8M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-50.7K- 92.87% |
$7.48M - $8.26M
|
3.89K
$667K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-51.1K- 84.12% |
$7.53M - $8.32M
|
9.64K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-51.3K- 73.12% |
$7.56M - $8.35M
|
18.8K
$3.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-52.8K- 91.42% |
$7.78M - $8.59M
|
4.95K
$848K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-54.2K- 33.84% |
$8M - $8.83M
|
106K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-61K- 74.78% |
$8.99M - $9.93M
|
20.6K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62.1K- 7.95% |
$9.16M - $10.1M
|
719K
$123M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-62.9K- 74.9% |
$9.27M - $10.2M
|
21.1K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-62.9K- 61.03% |
$9.27M - $10.2M
|
40.2K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.9K- 4.7% |
$9.87M - $10.9M
|
1.36M
$232M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-70.6K- 99.43% |
$10.4M - $11.5M
|
403
$69.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-73.5K- 4.09% |
$10.8M - $12M
|
1.72M
$296M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-77.3K- 48.31% |
$11.4M - $12.6M
|
82.7K
$14.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.5K- 1.5% |
$11.4M - $12.6M
|
5.08M
$871M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-78.3K- 24.06% |
$11.6M - $12.8M
|
247K
$42.4M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-80.5K- 97.17% |
$11.9M - $13.1M
|
2.35K
$402K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-80.7K- 61.28% |
$11.9M - $13.1M
|
51K
$8.74M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.1K- 7.72% |
$12.3M - $13.5M
|
993K
$170M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-86.5K- 33.23% |
$12.7M - $14.1M
|
174K
$29.8M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-88.1K- 17.5% |
$13M - $14.3M
|
415K
$71.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.7K- 0.93% |
$13.2M - $14.6M
|
9.56M
$1.64B
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.8K- 82.88% |
$13.4M - $14.8M
|
18.8K
$3.21M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-96.7K- 39.1% |
$14.3M - $15.7M
|
151K
$25.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-98.6K- 42.87% |
$14.5M - $16.1M
|
131K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-101K- 83.19% |
$14.9M - $16.4M
|
20.4K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-104K- 27.25% |
$15.4M - $17M
|
279K
$47.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 17.89% |
$16.2M - $17.9M
|
505K
$86.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-123K- 4.65% |
$18.1M - $20M
|
2.51M
$431M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-133K- 94.45% |
$19.6M - $21.7M
|
7.82K
$1.34M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-134K- 89.64% |
$19.8M - $21.8M
|
15.5K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-136K- 5.32% |
$20M - $22.1M
|
2.42M
$415M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-161K- 20.37% |
$23.7M - $26.2M
|
628K
$108M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-164K- 6.57% |
$24.1M - $26.7M
|
2.33M
$399M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-164K- 31.64% |
$24.2M - $26.7M
|
354K
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-165K- 30.66% |
$24.3M - $26.8M
|
372K
$63.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-168K- 15.28% |
$24.8M - $27.4M
|
933K
$160M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-204K- 57.24% |
$30.1M - $33.2M
|
152K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-207K- 5.79% |
$30.5M - $33.7M
|
3.36M
$577M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-217K- 13.52% |
$32M - $35.3M
|
1.39M
$238M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-219K- 98.24% |
$32.3M - $35.7M
|
3.93K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-223K- 3.58% |
$32.9M - $36.3M
|
6.01M
$1.03B
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-245K- 33.82% |
$36.1M - $39.9M
|
479K
$82.2M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-251K- 95.39% |
$37M - $40.8M
|
12.1K
$2.08M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-269K- 0.92% |
$39.7M - $43.8M
|
28.9M
$4.95B
|
|
|
Apr 29, 2024
Q1 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-341K- 23.66% |
$50.3M - $55.5M
|
1.1M
$189M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-368K- 85.06% |
$54.2M - $59.9M
|
64.6K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-394K- 99.32% |
$58M - $64.1M
|
2.68K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-463K- 12.03% |
$68.3M - $75.5M
|
3.39M
$581M
|