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 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
39+ 1.31% |
$6.03K - $6.38K
|
3.01K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
37+ 0.86% |
$5.72K - $6.06K
|
4.34K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36+ 0.5% |
$5.56K - $5.89K
|
7.22K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
35+ 2.83% |
$5.41K - $5.73K
|
1.27K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
35+ 109.38% |
$5.41K - $5.73K
|
67
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
33+ 1.97% |
$5.1K - $5.4K
|
1.71K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
32+ 0.75% |
$4.95K - $5.24K
|
4.28K
$758K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
32+ 0.15% |
$4.95K - $5.24K
|
21.4K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
32+ 0.75% |
$4.95K - $5.24K
|
4.31K
$764K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
31+ 1.35% |
$4.79K - $5.07K
|
2.32K
$411K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30+ 2.94% |
$4.64K - $4.91K
|
1.05K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30+ 2.09% |
$4.64K - $4.91K
|
1.47K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
29+ 1.58% |
$4.48K - $4.75K
|
1.86K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29+ 0.14% |
$4.48K - $4.75K
|
20.3K
$3.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 0.49% |
$4.33K - $4.58K
|
5.76K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 0.19% |
$3.71K - $3.93K
|
12.9K
$2.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
24+ 0.86% |
$3.71K - $3.93K
|
2.83K
$502K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
23New |
$3.56K - $3.76K
|
23
$4.08K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
23+ 0.5% |
$3.56K - $3.76K
|
4.6K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 2.55% |
$3.56K - $3.76K
|
924
$164K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 110.0% |
$3.4K - $3.6K
|
42
$7.45K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21New |
$3.25K - $3.44K
|
21
$3.72K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
21+ 0.7% |
$3.25K - $3.44K
|
3K
$533K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
20+ 0.65% |
$3.09K - $3.27K
|
3.08K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
19+ 0.61% |
$2.94K - $3.11K
|
3.11K
$552K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.29% |
$2.94K - $3.11K
|
6.56K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
19+ 1.36% |
$2.94K - $3.11K
|
1.42K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19+ 3.93% |
$2.94K - $3.11K
|
502
$89K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
18+ 1.05% |
$2.78K - $2.95K
|
1.74K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
18+ 0.2% |
$2.78K - $2.95K
|
8.96K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 0.47% |
$2.63K - $2.78K
|
3.65K
$647K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
16New |
$2.47K - $2.62K
|
16
$2.84K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.09% |
$2.32K - $2.45K
|
16.8K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 0.01% |
$2.16K - $2.29K
|
117K
$20.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.63% |
$2.16K - $2.29K
|
2.25K
$399K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14+ 0.07% |
$2.16K - $2.29K
|
20.2K
$3.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
13+ 0.73% |
$2.01K - $2.13K
|
1.81K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13+ 0.31% |
$2.01K - $2.13K
|
4.24K
$752K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.22% |
$1.7K - $1.8K
|
4.94K
$876K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$1.55K - $1.64K
|
10
$1.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 2.04% |
$1.55K - $1.64K
|
500
$88.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.64% |
$1.55K - $1.64K
|
1.56K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 0.51% |
$1.55K - $1.64K
|
1.98K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 3.16% |
$1.55K - $1.64K
|
326
$57.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 5.14% |
$1.39K - $1.47K
|
184
$32.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9+ 0.47% |
$1.39K - $1.47K
|
1.93K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8+ 0.23% |
$1.24K - $1.31K
|
3.52K
$623K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.15% |
$1.24K - $1.31K
|
5.25K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8+ 0.39% |
$1.24K - $1.31K
|
2.07K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 0.14% |
$1.24K - $1.31K
|
5.67K
$1M
|