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 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.68K+ 0.69% |
$396K - $437K
|
393K
$69.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.65K+ 10.71% |
$391K - $432K
|
27.4K
$4.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.65KNew |
$391K - $432K
|
2.65K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.65KNew |
$391K - $432K
|
2.65K
$470K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 34.73% |
$389K - $429K
|
10.2K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.64K+ 1.21% |
$389K - $429K
|
221K
$39.2M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.62K+ 2.8% |
$386K - $427K
|
96.1K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.62K+ 61.26% |
$386K - $426K
|
6.89K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.61K+ 1.73% |
$384K - $424K
|
153K
$27.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.6K+ 5.89% |
$383K - $423K
|
46.7K
$8.28M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.57KNew |
$380K - $419K
|
2.57K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.57K+ 6.33% |
$379K - $419K
|
43.2K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.57KNew |
$379K - $418K
|
2.57K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 4.88% |
$378K - $418K
|
55.2K
$9.78M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.55K+ 7.22% |
$376K - $415K
|
37.9K
$6.71M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.55K+ 0.57% |
$375K - $414K
|
449K
$79.6M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.54KNew |
$375K - $414K
|
2.54K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.52KNew |
$372K - $411K
|
2.52K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.48K+ 51.35% |
$365K - $403K
|
7.3K
$1.29M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
2.45K+ 2.95% |
$361K - $398K
|
85.3K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
2.43K+ 11580.95% |
$359K - $396K
|
2.45K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.43KNew |
$358K - $395K
|
2.43K
$430K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.42K+ 53.62% |
$357K - $394K
|
6.93K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.42K+ 35.71% |
$357K - $394K
|
9.19K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.37KNew |
$350K - $386K
|
2.37K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.36K+ 8.22% |
$348K - $385K
|
31.1K
$5.52M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.36KNew |
$347K - $384K
|
2.36K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 6.59% |
$344K - $379K
|
37.7K
$6.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$343K - $378K
|
2.32K
$412K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.32K+ 4.37% |
$342K - $378K
|
55.4K
$9.82M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.26KNew |
$333K - $368K
|
2.26K
$401K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.24K+ 2.01% |
$331K - $365K
|
114K
$20.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.21K+ 16.36% |
$326K - $361K
|
15.7K
$2.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.19KNew |
$324K - $357K
|
2.19K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.19K+ 33.37% |
$323K - $357K
|
8.76K
$1.55M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.16KNew |
$319K - $352K
|
2.16K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.13K+ 96.38% |
$314K - $347K
|
4.34K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.1K+ 4.63% |
$310K - $342K
|
47.6K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$303K - $335K
|
2.06K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.06K+ 2.77% |
$303K - $335K
|
76.1K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.04K+ 2.46% |
$300K - $332K
|
84.9K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.01K+ 1.71% |
$297K - $328K
|
119K
$21.2M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.01K+ 4.44% |
$297K - $328K
|
47.3K
$8.39M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2KNew |
$295K - $326K
|
2K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
1.98KNew |
$292K - $323K
|
1.98K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.98K+ 61.24% |
$291K - $322K
|
5.2K
$922K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$291K - $321K
|
1.97K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.97K+ 7.84% |
$290K - $320K
|
27K
$4.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.95K+ 2.98% |
$288K - $318K
|
67.5K
$12M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.94K+ 6.26% |
$285K - $315K
|
32.9K
$5.83M
|