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 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.54K+ 4.43% |
$522K - $577K
|
83.4K
$14.8M
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.47K+ 5.33% |
$512K - $566K
|
68.7K
$12.2M
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.45K+ 10.23% |
$508K - $561K
|
37.1K
$6.58M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 18.61% |
$506K - $559K
|
21.9K
$3.88M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.41K+ 84.6% |
$502K - $555K
|
7.43K
$1.32M
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.4K+ 15.48% |
$502K - $554K
|
25.4K
$4.5M
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.4K+ 15.9% |
$501K - $554K
|
24.8K
$4.39M
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.38K+ 3.67% |
$498K - $550K
|
95.4K
$16.9M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.36K+ 166.01% |
$495K - $546K
|
5.38K
$953K
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
3.34K+ 0.53% |
$492K - $543K
|
629K
$112M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.28K+ 11.38% |
$483K - $534K
|
32.1K
$5.69M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.25KNew |
$479K - $529K
|
3.25K
$576K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.22K+ 192.99% |
$475K - $525K
|
4.89K
$868K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.2K+ 8.04% |
$471K - $521K
|
43K
$7.62M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.19KNew |
$471K - $520K
|
3.19K
$566K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.13KNew |
$461K - $509K
|
3.13K
$555K
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.13KNew |
$461K - $509K
|
3.13K
$555K
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.11KNew |
$459K - $507K
|
3.11K
$552K
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3.11K+ 6.43% |
$458K - $506K
|
51.4K
$9.12M
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.11K+ 3.59% |
$458K - $506K
|
89.6K
$15.9M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.11K+ 3.56% |
$458K - $506K
|
90.5K
$16M
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.1KNew |
$458K - $505K
|
3.1K
$550K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.08K+ 17088.89% |
$454K - $501K
|
3.09K
$549K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.06K+ 5.03% |
$451K - $498K
|
63.9K
$11.3M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.04K+ 5.66% |
$448K - $495K
|
56.7K
$10.1M
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.03K+ 11.58% |
$446K - $493K
|
29.1K
$5.17M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 2.62% |
$443K - $489K
|
117K
$20.8M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3KNew |
$442K - $488K
|
3K
$531K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3K+ 3.0% |
$442K - $488K
|
103K
$18.2M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.98KNew |
$440K - $486K
|
2.98K
$529K
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.94K+ 5.63% |
$434K - $479K
|
55.2K
$9.78M
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.94K+ 2.58% |
$433K - $478K
|
117K
$20.7M
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.93K+ 5.89% |
$432K - $478K
|
52.7K
$9.35M
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.91K+ 5.86% |
$429K - $474K
|
52.6K
$9.33M
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.89K+ 51.81% |
$426K - $470K
|
8.46K
$1.5M
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.06% |
$424K - $469K
|
34.6K
$6.14M
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.88K+ 2.6% |
$424K - $469K
|
114K
$20.1M
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.87K+ 1.08% |
$424K - $468K
|
270K
$47.9M
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.85K+ 4.11% |
$420K - $464K
|
72.2K
$12.8M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.83K+ 3.58% |
$417K - $461K
|
81.9K
$14.5M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 45.07% |
$416K - $460K
|
9.09K
$1.61M
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.8K+ 5.13% |
$413K - $456K
|
57.3K
$10.2M
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 21.97% |
$412K - $455K
|
15.5K
$2.75M
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.77K+ 2.47% |
$408K - $451K
|
115K
$20.4M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.76KNew |
$408K - $450K
|
2.76K
$490K
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.76K+ 4.5% |
$407K - $450K
|
64.1K
$11.4M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.74KNew |
$404K - $446K
|
2.74K
$485K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.73K+ 133.96% |
$402K - $444K
|
4.76K
$844K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.7K+ 1.84% |
$398K - $439K
|
149K
$26.5M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.69K+ 1.26% |
$397K - $438K
|
217K
$38.4M
|