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 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-176- 2.31% |
$27.2K - $28.8K
|
7.45K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-176- 1.13% |
$27.2K - $28.8K
|
15.4K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-176- 5.37% |
$27.2K - $28.8K
|
3.1K
$550K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-176- 5.37% |
$27.2K - $28.8K
|
3.1K
$550K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-179- 0.38% |
$27.7K - $29.3K
|
46.5K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-182- 0.13% |
$28.1K - $29.8K
|
136K
$24.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-183- 18.48% |
$28.3K - $29.9K
|
807
$143K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-184- 3.16% |
$28.4K - $30.1K
|
5.64K
$999K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-186- 3.52% |
$28.8K - $30.4K
|
5.1K
$903K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-186- 11.09% |
$28.8K - $30.4K
|
1.49K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-186- 0.64% |
$28.8K - $30.4K
|
29.1K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-187- 0.82% |
$28.9K - $30.6K
|
22.5K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-187- 1.64% |
$28.9K - $30.6K
|
11.2K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-189- 6.31% |
$29.2K - $30.9K
|
2.81K
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-189- 1.77% |
$29.2K - $30.9K
|
10.5K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-190- 31.15% |
$29.4K - $31.1K
|
420
$74.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-190- 6.08% |
$29.4K - $31.1K
|
2.94K
$520K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-190- 8.99% |
$29.4K - $31.1K
|
1.92K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-190- 10.86% |
$29.4K - $31.1K
|
1.56K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-190- 0.29% |
$29.4K - $31.1K
|
66.3K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
SELL
|
- |
-195- 7.56% |
$30.1K - $31.9K
|
2.39K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-195- 12.17% |
$30.1K - $31.9K
|
1.41K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-195- 11.55% |
$30.1K - $31.9K
|
1.49K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-196- 9.95% |
$30.3K - $32.1K
|
1.77K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-197- 2.21% |
$30.5K - $32.2K
|
8.7K
$1.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-197- 5.62% |
$30.5K - $32.2K
|
3.31K
$586K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-203- 11.26% |
$31.4K - $33.2K
|
1.6K
$284K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-204- 1.21% |
$31.5K - $33.4K
|
16.7K
$2.96M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-206- 1.77% |
$31.8K - $33.7K
|
11.4K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-206- 0.5% |
$31.8K - $33.7K
|
40.9K
$7.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-208- 18.2% |
$32.2K - $34K
|
935
$166K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-213- 10.87% |
$32.9K - $34.9K
|
1.75K
$310K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-213- 10.57% |
$32.9K - $34.9K
|
1.8K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-217- 11.5% |
$33.5K - $35.5K
|
1.67K
$296K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-217- 3.49% |
$33.5K - $35.5K
|
6K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-219- 4.28% |
$33.9K - $35.8K
|
4.9K
$869K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-220- 10.58% |
$34K - $36K
|
1.86K
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-220- 2.06% |
$34K - $36K
|
10.4K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-224- 1.79% |
$34.6K - $36.7K
|
12.3K
$2.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-226- 3.9% |
$34.9K - $37K
|
5.57K
$987K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-229- 23.34% |
$35.4K - $37.5K
|
752
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-229- 12.72% |
$35.4K - $37.5K
|
1.57K
$279K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-231- 5.98% |
$35.7K - $37.8K
|
3.63K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 11.69% |
$36.2K - $38.3K
|
1.77K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-235- 95.53% |
$36.3K - $38.5K
|
11
$1.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-239- 9.93% |
$36.9K - $39.1K
|
2.17K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-240- 3.24% |
$37.1K - $39.3K
|
7.16K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-243- 0.14% |
$37.6K - $39.8K
|
178K
$31.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-244- 1.69% |
$37.7K - $39.9K
|
14.2K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-245- 8.83% |
$37.9K - $40.1K
|
2.53K
$449K
|