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 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-350- 0.2% |
$54.1K - $57.3K
|
175K
$31.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-352- 4.36% |
$54.4K - $57.6K
|
7.71K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-352- 0.12% |
$54.4K - $57.6K
|
299K
$53.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-353- 9.24% |
$54.6K - $57.8K
|
3.47K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-354- 3.81% |
$54.7K - $57.9K
|
8.94K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-356- 1.85% |
$55K - $58.3K
|
18.9K
$3.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-357- 1.51% |
$55.2K - $58.4K
|
23.3K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-357- 1.44% |
$55.2K - $58.4K
|
24.4K
$4.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-362- 51.13% |
$56K - $59.2K
|
346
$61.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-366- 0.75% |
$56.6K - $59.9K
|
48.7K
$8.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-369- 2.82% |
$57K - $60.4K
|
12.7K
$2.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-372- 2.55% |
$57.5K - $60.9K
|
14.2K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-377- 0.81% |
$58.3K - $61.7K
|
46.3K
$8.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-380- 1.65% |
$58.7K - $62.2K
|
22.6K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-380- 1.0% |
$58.7K - $62.2K
|
37.4K
$6.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-381- 7.17% |
$58.9K - $62.4K
|
4.94K
$875K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-381- 2.89% |
$58.9K - $62.4K
|
12.8K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-381- 0.67% |
$58.9K - $62.4K
|
56.3K
$9.99M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-381- 0.34% |
$58.9K - $62.4K
|
110K
$19.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-382- 0.77% |
$59K - $62.5K
|
49.4K
$8.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-383- 5.87% |
$59.2K - $62.7K
|
6.15K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-383- 11.02% |
$59.2K - $62.7K
|
3.09K
$549K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-384- 9.4% |
$59.4K - $62.8K
|
3.7K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-385- 5.75% |
$59.5K - $63K
|
6.32K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-386- 2.35% |
$59.7K - $63.2K
|
16K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-389- 19.03% |
$60.1K - $63.7K
|
1.66K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-393- 4.3% |
$60.7K - $64.3K
|
8.74K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-398- 2.54% |
$61.5K - $65.1K
|
15.3K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 1.62% |
$61.8K - $65.5K
|
24.4K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-404- 17.44% |
$62.4K - $66.1K
|
1.91K
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-414- 11.27% |
$64K - $67.8K
|
3.26K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-415- 7.01% |
$64.1K - $67.9K
|
5.5K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-416- 2.91% |
$64.3K - $68.1K
|
13.9K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-423- 0.16% |
$65.4K - $69.2K
|
269K
$47.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-424- 1.97% |
$65.5K - $69.4K
|
21.1K
$3.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-427- 1.53% |
$66K - $69.9K
|
27.4K
$4.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-428- 4.5% |
$66.2K - $70K
|
9.08K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-433- 0.07% |
$66.9K - $70.9K
|
608K
$108M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-438- 0.66% |
$67.7K - $71.7K
|
65.8K
$11.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-439- 0.71% |
$67.9K - $71.8K
|
61.5K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-443- 4.66% |
$68.5K - $72.5K
|
9.07K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-447- 5.47% |
$69.1K - $73.2K
|
7.73K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-449- 23.34% |
$69.4K - $73.5K
|
1.48K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-453- 7.19% |
$70K - $74.1K
|
5.85K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-463- 1.22% |
$71.6K - $75.8K
|
37.4K
$6.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-470- 57.32% |
$72.6K - $76.9K
|
350
$62.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-476- 2.26% |
$73.6K - $77.9K
|
20.6K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-483- 7.58% |
$74.7K - $79K
|
5.89K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-489- 1.23% |
$75.6K - $80K
|
39.4K
$6.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-496- 17.92% |
$76.7K - $81.2K
|
2.27K
$403K
|