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 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
315+ 1.22% |
$48.7K - $51.5K
|
26.2K
$4.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
315+ 3.1% |
$48.7K - $51.5K
|
10.5K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
310+ 3.51% |
$47.9K - $50.7K
|
9.15K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
308+ 0.16% |
$47.6K - $50.4K
|
195K
$34.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
307+ 20.76% |
$47.5K - $50.2K
|
1.79K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
305+ 3.49% |
$47.1K - $49.9K
|
9.05K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
304+ 0.82% |
$47K - $49.7K
|
37.3K
$6.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
300+ 18.52% |
$46.4K - $49.1K
|
1.92K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
300+ 1.16% |
$46.4K - $49.1K
|
26.3K
$4.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
299+ 934.38% |
$46.2K - $48.9K
|
331
$58.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
297+ 2.27% |
$45.9K - $48.6K
|
13.4K
$2.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
296+ 3.94% |
$45.8K - $48.4K
|
7.81K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
296+ 0.51% |
$45.8K - $48.4K
|
58.3K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
295+ 3.09% |
$45.6K - $48.3K
|
9.86K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
291+ 1.5% |
$45K - $47.6K
|
19.6K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
288+ 8.63% |
$44.5K - $47.1K
|
3.63K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
287+ 9.67% |
$44.4K - $47K
|
3.26K
$577K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
286+ 0.45% |
$44.2K - $46.8K
|
64.3K
$11.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
283+ 0.51% |
$43.7K - $46.3K
|
55.5K
$9.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
278+ 6.73% |
$43K - $45.5K
|
4.41K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
277+ 6.62% |
$42.8K - $45.3K
|
4.46K
$790K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
276New |
$42.7K - $45.2K
|
276
$48.9K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
272+ 4.37% |
$42K - $44.5K
|
6.5K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
272+ 5.08% |
$42K - $44.5K
|
5.63K
$998K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
271+ 1.14% |
$41.9K - $44.3K
|
24.1K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
270+ 15.38% |
$41.7K - $44.2K
|
2.03K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
269+ 3.27% |
$41.6K - $44K
|
8.5K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
269+ 320.24% |
$41.6K - $44K
|
353
$62.6K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
267+ 19.43% |
$41.3K - $43.7K
|
1.64K
$291K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
267+ 0.38% |
$41.3K - $43.7K
|
70.5K
$12.5M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 1.58% |
$41.1K - $43.5K
|
17.1K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
266+ 20.2% |
$41.1K - $43.5K
|
1.58K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
263+ 1.94% |
$40.7K - $43K
|
13.8K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
261+ 0.58% |
$40.3K - $42.7K
|
45.3K
$8.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
257+ 0.76% |
$39.7K - $42.1K
|
34.2K
$6.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
257+ 17.85% |
$39.7K - $42.1K
|
1.7K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
253+ 2.19% |
$39.1K - $41.4K
|
11.8K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
253+ 0.41% |
$39.1K - $41.4K
|
61.3K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
253New |
$39.1K - $41.4K
|
253
$44.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
252+ 0.49% |
$39K - $41.2K
|
51.3K
$9.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
250+ 5.87% |
$38.6K - $40.9K
|
4.51K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
250+ 0.79% |
$38.6K - $40.9K
|
31.8K
$5.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
250+ 1.72% |
$38.6K - $40.9K
|
14.8K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
249New |
$38.5K - $40.7K
|
249
$44.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
249+ 0.94% |
$38.5K - $40.7K
|
26.8K
$4.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
246+ 0.79% |
$38K - $40.3K
|
31.3K
$5.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
246+ 14.5% |
$38K - $40.3K
|
1.94K
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
246+ 8.89% |
$38K - $40.3K
|
3.01K
$534K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
240+ 3.9% |
$37.1K - $39.3K
|
6.39K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
236+ 1.21% |
$36.5K - $38.6K
|
19.7K
$3.49M
|