Purchases and Sales Made in Q2 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
960+ 1.76% |
$148K - $157K
|
55.6K
$9.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
941+ 1.97% |
$145K - $154K
|
48.7K
$8.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
930+ 0.61% |
$144K - $152K
|
154K
$27.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
923+ 0.72% |
$143K - $151K
|
129K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
921+ 1.61% |
$142K - $151K
|
58.2K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
918+ 50.77% |
$142K - $150K
|
2.73K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
914+ 2.87% |
$141K - $150K
|
32.8K
$5.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
912+ 36.13% |
$141K - $149K
|
3.44K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
891+ 0.54% |
$138K - $146K
|
166K
$29.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
888+ 2.66% |
$137K - $145K
|
34.3K
$6.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
881+ 2.33% |
$136K - $144K
|
38.7K
$6.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
876+ 26.39% |
$135K - $143K
|
4.2K
$744K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
873+ 5.5% |
$135K - $143K
|
16.8K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
873+ 21.08% |
$135K - $143K
|
5.01K
$889K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
871+ 7.22% |
$135K - $143K
|
12.9K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
867+ 3.83% |
$134K - $142K
|
23.5K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
867+ 0.49% |
$134K - $142K
|
179K
$31.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
863+ 1.61% |
$133K - $141K
|
54.3K
$9.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
863+ 1.64% |
$133K - $141K
|
53.5K
$9.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
855+ 3.49% |
$132K - $140K
|
25.3K
$4.49M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
848+ 7.03% |
$131K - $139K
|
12.9K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
841+ 1.57% |
$130K - $138K
|
54.4K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
840+ 16.25% |
$130K - $137K
|
6.01K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
839+ 1.19% |
$130K - $137K
|
71.6K
$12.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
838+ 9.31% |
$130K - $137K
|
9.84K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
836+ 0.24% |
$129K - $137K
|
347K
$61.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
832+ 5.87% |
$129K - $136K
|
15K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
808+ 11.17% |
$125K - $132K
|
8.04K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
800+ 61.54% |
$124K - $131K
|
2.1K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
795+ 2.94% |
$123K - $130K
|
27.8K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
783+ 13.81% |
$121K - $128K
|
6.45K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
777+ 1.28% |
$120K - $127K
|
61.3K
$10.9M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
777+ 3.75% |
$120K - $127K
|
21.5K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
773+ 7.55% |
$119K - $127K
|
11K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
770+ 4.77% |
$119K - $126K
|
16.9K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
753+ 15.37% |
$116K - $123K
|
5.65K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
720+ 3.37% |
$111K - $118K
|
22.1K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
715+ 16.42% |
$111K - $117K
|
5.07K
$899K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
714+ 50.18% |
$110K - $117K
|
2.14K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
711+ 49.27% |
$110K - $116K
|
2.15K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
703+ 3.12% |
$109K - $115K
|
23.2K
$4.12M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
700+ 17.99% |
$108K - $115K
|
4.59K
$814K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
700+ 9.64% |
$108K - $115K
|
7.97K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
695+ 19.94% |
$107K - $114K
|
4.18K
$741K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
690+ 20.8% |
$107K - $113K
|
4.01K
$710K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
689+ 5.35% |
$106K - $113K
|
13.6K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
681+ 3.79% |
$105K - $111K
|
18.6K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
674+ 19.21% |
$104K - $110K
|
4.18K
$741K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
671+ 4.31% |
$104K - $110K
|
16.2K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
667+ 20.15% |
$103K - $109K
|
3.98K
$705K
|