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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
463+ 9.5% |
$71.6K - $75.8K
|
5.34K
$946K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
463+ 21.07% |
$71.6K - $75.8K
|
2.66K
$471K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
462+ 3.04% |
$71.4K - $75.6K
|
15.6K
$2.77M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
458+ 26.38% |
$70.8K - $75K
|
2.19K
$389K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
455+ 1.25% |
$70.3K - $74.5K
|
36.8K
$6.52M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
455+ 2.96% |
$70.3K - $74.5K
|
15.8K
$2.8M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
454+ 1.99% |
$70.2K - $74.3K
|
23.3K
$4.12M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
454+ 10.73% |
$70.2K - $74.3K
|
4.69K
$831K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
452+ 2.67% |
$69.9K - $74K
|
17.4K
$3.08M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
447+ 4.45% |
$69.1K - $73.2K
|
10.5K
$1.86M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
446+ 19.19% |
$68.9K - $73K
|
2.77K
$491K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
440+ 13.53% |
$68K - $72K
|
3.69K
$654K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
439+ 3.98% |
$67.9K - $71.8K
|
11.5K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
437+ 4.09% |
$67.5K - $71.5K
|
11.1K
$1.97M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
436+ 3.09% |
$67.4K - $71.4K
|
14.6K
$2.58M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
433+ 7.71% |
$66.9K - $70.9K
|
6.05K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
431+ 0.75% |
$66.6K - $70.5K
|
57.6K
$10.2M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
425+ 10.75% |
$65.7K - $69.6K
|
4.38K
$776K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
420+ 352.94% |
$64.9K - $68.7K
|
539
$95.5K
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
418+ 0.39% |
$64.6K - $68.4K
|
108K
$19.1M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
417+ 1042.5% |
$64.5K - $68.2K
|
457
$81K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
408+ 0.75% |
$63.1K - $66.8K
|
55.2K
$9.78M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
402New |
$62.1K - $65.8K
|
402
$71.3K
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
400+ 6.67% |
$61.8K - $65.5K
|
6.4K
$1.13M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
397+ 1.03% |
$61.4K - $65K
|
38.8K
$6.87M
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
397+ 8.79% |
$61.4K - $65K
|
4.92K
$871K
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
395+ 0.88% |
$61.1K - $64.6K
|
45.3K
$8.03M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
391+ 4.52% |
$60.4K - $64K
|
9.04K
$1.6M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
388+ 32.55% |
$60K - $63.5K
|
1.58K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
387+ 0.22% |
$59.8K - $63.3K
|
174K
$30.9M
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
385+ 7.02% |
$59.5K - $63K
|
5.87K
$1.04M
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
366+ 3.12% |
$56.6K - $59.9K
|
12.1K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
363+ 4.14% |
$56.1K - $59.4K
|
9.13K
$1.62M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
362+ 15.17% |
$56K - $59.2K
|
2.75K
$487K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
360+ 2.32% |
$55.6K - $58.9K
|
15.9K
$2.81M
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
360+ 15.18% |
$55.6K - $58.9K
|
2.73K
$484K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
357+ 11.66% |
$55.2K - $58.4K
|
3.42K
$606K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
356+ 17.65% |
$55K - $58.3K
|
2.37K
$421K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
355+ 8.23% |
$54.9K - $58.1K
|
4.67K
$827K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
353+ 17.04% |
$54.6K - $57.8K
|
2.43K
$430K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 0.52% |
$54.1K - $57.3K
|
68K
$12.1M
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
349+ 22.46% |
$53.9K - $57.1K
|
1.9K
$337K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
346+ 3.22% |
$53.5K - $56.6K
|
11.1K
$1.97M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
345+ 0.29% |
$53.3K - $56.5K
|
118K
$20.9M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
342+ 12.62% |
$52.9K - $56K
|
3.05K
$541K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
335+ 5.96% |
$51.8K - $54.8K
|
5.96K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
333+ 6.96% |
$51.5K - $54.5K
|
5.12K
$907K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
322+ 97.28% |
$49.8K - $52.7K
|
653
$116K
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
321+ 0.85% |
$49.6K - $52.5K
|
38.1K
$6.76M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
317+ 6.13% |
$49K - $51.9K
|
5.49K
$973K
|