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 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-475K- 93.51% |
$70.1M - $77.4M
|
33K
$5.66M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-501K- 15.23% |
$73.9M - $81.6M
|
2.79M
$478M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-532K- 95.85% |
$78.4M - $86.6M
|
23K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-582K- 24.71% |
$85.8M - $94.7M
|
1.77M
$304M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-609K- 58.46% |
$89.9M - $99.3M
|
433K
$74.2M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-648K- 49.72% |
$95.6M - $106M
|
656K
$112M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-801K- 96.4% |
$118M - $131M
|
29.9K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.21M- 49.48% |
$179M - $197M
|
1.24M
$212M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.91M- 31.96% |
$281M - $311M
|
4.06M
$696M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.21M- 48.87% |
$916M - $1.01B
|
6.5M
$1.11B
|