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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 2.34% |
$173K - $183K
|
46.7K
$8.27M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.14K- 13.68% |
$177K - $187K
|
7.21K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.15K- 30.96% |
$178K - $188K
|
2.57K
$455K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.15K- 9.61% |
$178K - $189K
|
10.8K
$1.92M
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.15K- 3.33% |
$178K - $189K
|
33.5K
$5.94M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.16K- 0.93% |
$180K - $190K
|
124K
$22M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.17K- 0.53% |
$180K - $191K
|
217K
$38.5M
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.2K- 1.94% |
$185K - $196K
|
60.4K
$10.7M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 1.75% |
$187K - $199K
|
68.2K
$12.1M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 0.39% |
$189K - $200K
|
310K
$54.9M
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.23K- 4.98% |
$190K - $201K
|
23.4K
$4.15M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.26K- 0.96% |
$194K - $205K
|
130K
$23M
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.26K- 1.61% |
$194K - $206K
|
77K
$13.6M
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.26K- 1.36% |
$195K - $207K
|
91.4K
$16.2M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.28K- 0.2% |
$197K - $209K
|
643K
$114M
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.28K- 0.77% |
$198K - $209K
|
165K
$29.2M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.29K- 34.88% |
$200K - $211K
|
2.41K
$427K
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 24.34% |
$200K - $211K
|
4.02K
$712K
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.32KClosed |
$204K - $216K
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 4.33% |
$205K - $217K
|
29.3K
$5.19M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.33K- 1.09% |
$206K - $218K
|
121K
$21.4M
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.38K- 0.95% |
$213K - $226K
|
143K
$25.4M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.38K- 7.15% |
$214K - $226K
|
18K
$3.19M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.38K- 6.65% |
$214K - $226K
|
19.4K
$3.44M
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.39K- 1.23% |
$215K - $228K
|
112K
$19.9M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.43K- 8.43% |
$221K - $234K
|
15.5K
$2.75M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.43K- 3.56% |
$221K - $234K
|
38.7K
$6.85M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.48K- 51.66% |
$228K - $241K
|
1.38K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.48K- 50.0% |
$228K - $241K
|
1.48K
$262K
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.48K- 9.69% |
$229K - $243K
|
13.8K
$2.45M
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.54KClosed |
$238K - $252K
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 17.95% |
$243K - $257K
|
7.17K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.57K- 1.32% |
$243K - $257K
|
118K
$20.9M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.58K- 9.56% |
$244K - $258K
|
14.9K
$2.65M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.58K- 4.41% |
$244K - $258K
|
34.2K
$6.07M
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.6K- 6.26% |
$247K - $262K
|
24K
$4.25M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.61K- 2.07% |
$248K - $263K
|
76.1K
$13.5M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.61K- 14.75% |
$249K - $263K
|
9.3K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.64K- 16.79% |
$253K - $268K
|
8.11K
$1.44M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.64K- 35.94% |
$254K - $269K
|
2.93K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.66KClosed |
$256K - $271K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.68K- 28.45% |
$260K - $275K
|
4.23K
$750K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.72K- 32.21% |
$266K - $281K
|
3.62K
$641K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.73K- 26.17% |
$268K - $284K
|
4.89K
$868K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 52.1% |
$272K - $288K
|
1.62K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 2.85% |
$275K - $291K
|
60.6K
$10.8M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.78K- 2.61% |
$275K - $292K
|
66.6K
$11.8M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.79K- 3.76% |
$276K - $292K
|
45.8K
$8.12M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 5.27% |
$277K - $293K
|
32.2K
$5.7M
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.79K- 58.04% |
$277K - $294K
|
1.3K
$230K
|