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 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
153+ 10.71% |
$23.6K - $25K
|
1.58K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
151+ 1.51% |
$23.3K - $24.7K
|
10.1K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
150+ 3.94% |
$23.2K - $24.5K
|
3.96K
$702K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
150+ 5.92% |
$23.2K - $24.5K
|
2.68K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
149New |
$23K - $24.4K
|
149
$26.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
147+ 6.99% |
$22.7K - $24.1K
|
2.25K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
146+ 11.45% |
$22.6K - $23.9K
|
1.42K
$252K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
145+ 8.31% |
$22.4K - $23.7K
|
1.89K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
145+ 7.44% |
$22.4K - $23.7K
|
2.09K
$371K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
144+ 2.97% |
$22.3K - $23.6K
|
4.99K
$885K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
140New |
$21.6K - $22.9K
|
140
$24.8K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
140+ 4.78% |
$21.6K - $22.9K
|
3.07K
$544K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
137+ 119.13% |
$21.2K - $22.4K
|
252
$44.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
137+ 1.13% |
$21.2K - $22.4K
|
12.3K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
136+ 0.47% |
$21K - $22.3K
|
29.4K
$5.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
135+ 2.18% |
$20.9K - $22.1K
|
6.33K
$1.12M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
132+ 1.77% |
$20.4K - $21.6K
|
7.61K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.36% |
$20.2K - $21.4K
|
9.8K
$1.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
130+ 5.02% |
$20.1K - $21.3K
|
2.72K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
128+ 9.28% |
$19.8K - $20.9K
|
1.51K
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
126+ 9.1% |
$19.5K - $20.6K
|
1.51K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
125+ 0.39% |
$19.3K - $20.5K
|
32.5K
$5.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
124+ 0.61% |
$19.2K - $20.3K
|
20.5K
$3.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
123+ 1.62% |
$19K - $20.1K
|
7.72K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
123+ 0.4% |
$19K - $20.1K
|
31.1K
$5.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
122+ 26.24% |
$18.9K - $20K
|
587
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
120+ 3.79% |
$18.5K - $19.6K
|
3.29K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
119+ 0.78% |
$18.4K - $19.5K
|
15.5K
$2.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
118+ 1.46% |
$18.2K - $19.3K
|
8.18K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
116+ 0.82% |
$17.9K - $19K
|
14.3K
$2.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
116+ 2.08% |
$17.9K - $19K
|
5.69K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
115+ 0.76% |
$17.8K - $18.8K
|
15.3K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
114+ 0.36% |
$17.6K - $18.7K
|
31.6K
$5.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
110+ 5.47% |
$17K - $18K
|
2.12K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
109+ 0.65% |
$16.8K - $17.8K
|
16.8K
$2.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
109+ 0.08% |
$16.8K - $17.8K
|
140K
$24.9M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
105+ 2.31% |
$16.2K - $17.2K
|
4.65K
$824K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
105+ 1.14% |
$16.2K - $17.2K
|
9.31K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
102+ 2.33% |
$15.8K - $16.7K
|
4.49K
$795K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 111.11% |
$15.5K - $16.4K
|
190
$33.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 0.27% |
$15.5K - $16.4K
|
36.7K
$6.51M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
100+ 4.47% |
$15.5K - $16.4K
|
2.34K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
100+ 2.82% |
$15.5K - $16.4K
|
3.65K
$646K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
98+ 5.48% |
$15.1K - $16K
|
1.89K
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
97New |
$15K - $15.9K
|
97
$17.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
97+ 1.5% |
$15K - $15.9K
|
6.58K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
95+ 1.4% |
$14.7K - $15.5K
|
6.87K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
95+ 0.96% |
$14.7K - $15.5K
|
10K
$1.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
93+ 0.06% |
$14.4K - $15.2K
|
157K
$27.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
93+ 0.04% |
$14.4K - $15.2K
|
224K
$39.7M
|