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
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
235+ 9.5% |
$36.3K - $38.5K
|
2.71K
$479K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
231+ 6.63% |
$35.7K - $37.8K
|
3.72K
$657K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
226+ 12.91% |
$34.9K - $37K
|
1.98K
$349K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
226+ 2.75% |
$34.9K - $37K
|
8.45K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
223+ 0.46% |
$34.5K - $36.5K
|
48.2K
$8.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
223+ 0.08% |
$34.5K - $36.5K
|
294K
$52M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
222+ 5.91% |
$34.3K - $36.3K
|
3.98K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
220+ 3.82% |
$34K - $36K
|
5.98K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
216+ 1.18% |
$33.4K - $35.3K
|
18.5K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
213+ 1.13% |
$32.9K - $34.9K
|
19K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
212+ 5.85% |
$32.8K - $34.7K
|
3.84K
$678K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
210+ 5.02% |
$32.5K - $34.4K
|
4.39K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
210+ 9.35% |
$32.5K - $34.4K
|
2.46K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
209New |
$32.3K - $34.2K
|
209
$36.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
205+ 11.67% |
$31.7K - $33.5K
|
1.96K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.51% |
$31.5K - $33.4K
|
6.02K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
204+ 1.15% |
$31.5K - $33.4K
|
17.9K
$3.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
203+ 6.8% |
$31.4K - $33.2K
|
3.19K
$563K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
203+ 13.36% |
$31.4K - $33.2K
|
1.72K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
202New |
$31.2K - $33.1K
|
202
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
201+ 2.99% |
$31.1K - $32.9K
|
6.93K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 3.47% |
$30.9K - $32.7K
|
5.96K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$30.9K - $32.7K
|
200
$35.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
200+ 3.47% |
$30.9K - $32.7K
|
5.97K
$1.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
198+ 44.59% |
$30.6K - $32.4K
|
642
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
190+ 3.85% |
$29.4K - $31.1K
|
5.12K
$905K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
189+ 1.52% |
$29.2K - $30.9K
|
12.6K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
185+ 1.03% |
$28.6K - $30.3K
|
18.1K
$3.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
184+ 17.66% |
$28.4K - $30.1K
|
1.23K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
184+ 3.28% |
$28.4K - $30.1K
|
5.79K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
184+ 12.92% |
$28.4K - $30.1K
|
1.61K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
182+ 1.94% |
$28.1K - $29.8K
|
9.55K
$1.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
176+ 3.05% |
$27.2K - $28.8K
|
5.95K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
174+ 3.92% |
$26.9K - $28.5K
|
4.61K
$814K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
173New |
$26.7K - $28.3K
|
173
$30.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
173+ 11.36% |
$26.7K - $28.3K
|
1.7K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
172New |
$26.6K - $28.1K
|
172
$30.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
172+ 2.8% |
$26.6K - $28.1K
|
6.31K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
172+ 1.98% |
$26.6K - $28.1K
|
8.87K
$1.57M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
167+ 12.34% |
$25.8K - $27.3K
|
1.52K
$269K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
167+ 1.67% |
$25.8K - $27.3K
|
10.1K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
166+ 1.43% |
$25.7K - $27.2K
|
11.8K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
165+ 0.63% |
$25.5K - $27K
|
26.3K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
161+ 0.15% |
$24.9K - $26.3K
|
108K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
161+ 1.16% |
$24.9K - $26.3K
|
14.1K
$2.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
160+ 1.89% |
$24.7K - $26.2K
|
8.6K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
157+ 25.2% |
$24.3K - $25.7K
|
780
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
157+ 1.81% |
$24.3K - $25.7K
|
8.81K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
156+ 10.68% |
$24.1K - $25.5K
|
1.62K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
156+ 4.34% |
$24.1K - $25.5K
|
3.75K
$663K
|