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 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
93+ 1.19% |
$14.4K - $15.2K
|
7.94K
$1.41M
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
92+ 1.85% |
$14.2K - $15.1K
|
5.08K
$900K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
92+ 1.81% |
$14.2K - $15.1K
|
5.17K
$916K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
91+ 0.8% |
$14.1K - $14.9K
|
11.5K
$2.05M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
90+ 1.15% |
$13.9K - $14.7K
|
7.94K
$1.41M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
89+ 6.36% |
$13.8K - $14.6K
|
1.49K
$264K
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
89+ 0.48% |
$13.8K - $14.6K
|
18.5K
$3.29M
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
88+ 0.29% |
$13.6K - $14.4K
|
30.9K
$5.47M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
88+ 0.87% |
$13.6K - $14.4K
|
10.2K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
88+ 1.58% |
$13.6K - $14.4K
|
5.67K
$1.01M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
85New |
$13.1K - $13.9K
|
85
$15.1K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
81+ 2.04% |
$12.5K - $13.3K
|
4.05K
$718K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
77+ 1.58% |
$11.9K - $12.6K
|
4.96K
$879K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
75+ 3.94% |
$11.6K - $12.3K
|
1.98K
$351K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
74New |
$11.4K - $12.1K
|
74
$13.1K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
72+ 2.26% |
$11.1K - $11.8K
|
3.26K
$577K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
69+ 1.75% |
$10.7K - $11.3K
|
4.01K
$711K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
69+ 2.39% |
$10.7K - $11.3K
|
2.96K
$524K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
69+ 43.13% |
$10.7K - $11.3K
|
229
$40.6K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
68+ 1.43% |
$10.5K - $11.1K
|
4.83K
$856K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
67New |
$10.4K - $11K
|
67
$11.9K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
64+ 1.33% |
$9.89K - $10.5K
|
4.88K
$865K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
64+ 34.59% |
$9.89K - $10.5K
|
249
$44.1K
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 0.37% |
$9.89K - $10.5K
|
17.2K
$3.04M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
61+ 1.96% |
$9.43K - $9.98K
|
3.17K
$562K
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
60+ 0.01% |
$9.27K - $9.82K
|
629K
$112M
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
60+ 0.19% |
$9.27K - $9.82K
|
31.2K
$5.53M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
59+ 103.51% |
$9.12K - $9.66K
|
116
$20.6K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
56+ 2.52% |
$8.66K - $9.16K
|
2.28K
$404K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
55+ 3.2% |
$8.5K - $9K
|
1.77K
$314K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
51+ 4.11% |
$7.88K - $8.35K
|
1.29K
$229K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
50+ 1.31% |
$7.73K - $8.18K
|
3.86K
$683K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 0.24% |
$7.73K - $8.18K
|
21.3K
$3.77M
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
50+ 0.4% |
$7.73K - $8.18K
|
12.5K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$7.73K - $8.18K
|
50
$8.87K
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
50+ 0.39% |
$7.73K - $8.18K
|
12.9K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
48+ 2.64% |
$7.42K - $7.86K
|
1.87K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
47+ 0.68% |
$7.26K - $7.69K
|
6.97K
$1.24M
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
47+ 0.68% |
$7.26K - $7.69K
|
6.97K
$1.24M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
46+ 0.15% |
$7.11K - $7.53K
|
30.7K
$5.45M
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
46+ 0.25% |
$7.11K - $7.53K
|
18.1K
$3.21M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
45+ 0.21% |
$6.96K - $7.36K
|
21K
$3.72M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.56% |
$6.96K - $7.36K
|
8.06K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
45+ 1.86% |
$6.96K - $7.36K
|
2.46K
$436K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
44+ 2.07% |
$6.8K - $7.2K
|
2.17K
$385K
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
42+ 1.17% |
$6.49K - $6.87K
|
3.64K
$646K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
42+ 0.53% |
$6.49K - $6.87K
|
8K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
42+ 0.11% |
$6.49K - $6.87K
|
37.5K
$6.64M
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
42+ 0.1% |
$6.49K - $6.87K
|
43.5K
$7.71M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
40New |
$6.18K - $6.55K
|
40
$7.09K
|