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 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-696- 2.37% |
$108K - $114K
|
28.6K
$5.06M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-697- 2.54% |
$108K - $114K
|
26.7K
$4.72M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-712- 3.37% |
$110K - $117K
|
20.4K
$3.61M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-725- 6.94% |
$112K - $119K
|
9.72K
$1.72M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-727- 13.91% |
$112K - $119K
|
4.5K
$795K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-727- 12.37% |
$112K - $119K
|
5.15K
$910K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-738- 0.51% |
$114K - $121K
|
143K
$25.2M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-742- 7.22% |
$115K - $121K
|
9.54K
$1.69M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-745- 3.43% |
$115K - $122K
|
21K
$3.7M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-745- 12.58% |
$115K - $122K
|
5.18K
$915K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-752- 6.16% |
$116K - $123K
|
11.5K
$2.02M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-755- 21.78% |
$117K - $124K
|
2.71K
$479K
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-761- 3.35% |
$118K - $125K
|
22K
$3.88M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-763- 2.48% |
$118K - $125K
|
30K
$5.3M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-774- 30.08% |
$120K - $127K
|
1.8K
$318K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-786- 8.49% |
$121K - $129K
|
8.47K
$1.5M
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-792- 24.05% |
$122K - $130K
|
2.5K
$442K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-795- 12.41% |
$123K - $130K
|
5.61K
$991K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-796- 5.54% |
$123K - $130K
|
13.6K
$2.4M
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-800- 3.84% |
$124K - $131K
|
20K
$3.54M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-814- 1.02% |
$126K - $133K
|
79.2K
$14M
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-830- 14.01% |
$128K - $136K
|
5.1K
$900K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-835- 1.1% |
$129K - $137K
|
75.3K
$13.3M
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-835- 0.9% |
$129K - $137K
|
92.2K
$16.3M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-839- 17.96% |
$130K - $137K
|
3.83K
$677K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-839- 3.49% |
$130K - $137K
|
23.2K
$4.09M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-841- 51.56% |
$130K - $138K
|
790
$140K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-846- 21.36% |
$131K - $138K
|
3.12K
$550K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-878- 2.11% |
$136K - $144K
|
40.7K
$7.2M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-880- 2.91% |
$136K - $144K
|
29.4K
$5.19M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-897- 12.94% |
$139K - $147K
|
6.03K
$1.07M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-903- 13.33% |
$140K - $148K
|
5.87K
$1.04M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-907- 36.87% |
$140K - $148K
|
1.55K
$274K
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-911- 2.08% |
$141K - $149K
|
42.8K
$7.56M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-937- 9.54% |
$145K - $153K
|
8.88K
$1.57M
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-945- 1.19% |
$146K - $155K
|
78.4K
$13.8M
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-952- 0.81% |
$147K - $156K
|
117K
$20.6M
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-969- 2.75% |
$150K - $159K
|
34.3K
$6.06M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-983- 28.61% |
$152K - $161K
|
2.45K
$433K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-984- 0.63% |
$152K - $161K
|
155K
$27.4M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-992- 37.85% |
$153K - $162K
|
1.63K
$288K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1K- 4.48% |
$155K - $164K
|
21.4K
$3.78M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 4.79% |
$157K - $166K
|
20.2K
$3.57M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.02K- 0.37% |
$158K - $167K
|
276K
$48.7M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 1.0% |
$160K - $169K
|
102K
$18.1M
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.03K- 5.81% |
$160K - $169K
|
16.7K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.04K- 15.34% |
$161K - $171K
|
5.76K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.05K- 10.36% |
$162K - $171K
|
9.05K
$1.6M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.06K- 3.0% |
$164K - $173K
|
34.3K
$6.05M
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.07K- 4.67% |
$165K - $175K
|
21.8K
$3.85M
|