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 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.93K+ 18.2% |
$285K - $315K
|
12.6K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.93K+ 6.51% |
$284K - $314K
|
31.6K
$5.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.93K+ 13.59% |
$284K - $314K
|
16.1K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.91K+ 3.68% |
$281K - $311K
|
53.8K
$9.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.89KNew |
$278K - $307K
|
1.89K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.87KNew |
$276K - $305K
|
1.87K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$275K - $304K
|
1.87K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.86K+ 4.46% |
$275K - $303K
|
43.6K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.85K+ 61.07% |
$273K - $301K
|
4.87K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.84KNew |
$271K - $300K
|
1.84K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.83K+ 4.95% |
$269K - $298K
|
38.7K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.82KNew |
$268K - $296K
|
1.82K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.81K+ 6.96% |
$267K - $295K
|
27.9K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.81K+ 68.98% |
$267K - $295K
|
4.44K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.81KNew |
$267K - $295K
|
1.81K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.81KNew |
$267K - $294K
|
1.81K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.81KNew |
$266K - $294K
|
1.81K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 2.82% |
$265K - $293K
|
65.6K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.8K+ 12.67% |
$265K - $293K
|
16K
$2.84M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.79KNew |
$265K - $292K
|
1.79K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 0.65% |
$264K - $292K
|
277K
$49.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.79KNew |
$263K - $291K
|
1.79K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.78K+ 7.56% |
$262K - $289K
|
25.2K
$4.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.76K+ 0.74% |
$259K - $286K
|
240K
$42.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.73K+ 2.92% |
$255K - $282K
|
61K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.72K+ 8.32% |
$253K - $279K
|
22.3K
$3.96M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.71KNew |
$251K - $278K
|
1.71K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.71KNew |
$251K - $278K
|
1.71K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.7KNew |
$251K - $277K
|
1.7K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.7K+ 31.11% |
$251K - $277K
|
7.17K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.68K+ 45.78% |
$248K - $274K
|
5.36K
$950K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.68KNew |
$248K - $274K
|
1.68K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.65K+ 3.46% |
$243K - $268K
|
49.3K
$8.74M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.63KNew |
$240K - $265K
|
1.63K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.62KNew |
$239K - $264K
|
1.62K
$287K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.62KNew |
$239K - $264K
|
1.62K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.61K+ 31.32% |
$238K - $263K
|
6.76K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.61K+ 12.85% |
$237K - $262K
|
14.1K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.61K+ 9.7% |
$237K - $262K
|
18.2K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.61KNew |
$237K - $262K
|
1.61K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 19.98% |
$234K - $258K
|
9.52K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.58K+ 1.28% |
$234K - $258K
|
125K
$22.2M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
1.58KNew |
$233K - $258K
|
1.58K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.58K+ 7.33% |
$233K - $257K
|
23.1K
$4.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1.57KNew |
$231K - $255K
|
1.57K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 357.24% |
$229K - $253K
|
1.99K
$353K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.54K+ 19.75% |
$227K - $250K
|
9.32K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.53K+ 178.83% |
$225K - $249K
|
2.38K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
1.53KNew |
$225K - $249K
|
1.53K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
1.52K+ 0.68% |
$224K - $248K
|
224K
$39.7M
|