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 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.8K- 8.68% |
$278K - $294K
|
18.9K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.81K- 38.16% |
$280K - $297K
|
2.94K
$521K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.83K- 4.13% |
$282K - $299K
|
42.3K
$7.5M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.83K- 13.32% |
$282K - $299K
|
11.9K
$2.11M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.84K- 25.27% |
$285K - $302K
|
5.45K
$967K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.85K- 4.81% |
$286K - $303K
|
36.7K
$6.5M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.88K- 3.49% |
$290K - $307K
|
51.9K
$9.2M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.88K- 3.63% |
$290K - $307K
|
49.9K
$8.85M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.94K- 7.32% |
$300K - $317K
|
24.6K
$4.35M
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.96K- 19.07% |
$303K - $321K
|
8.33K
$1.48M
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.01K- 1.2% |
$311K - $329K
|
166K
$29.4M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.05K- 5.85% |
$317K - $335K
|
33K
$5.85M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.05K- 8.09% |
$317K - $336K
|
23.3K
$4.14M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.05K- 4.34% |
$317K - $336K
|
45.3K
$8.03M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 52.75% |
$317K - $336K
|
1.84K
$326K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.06K- 2.24% |
$319K - $337K
|
90.1K
$16M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.07K- 22.15% |
$319K - $338K
|
7.26K
$1.29M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.1K- 12.59% |
$325K - $344K
|
14.6K
$2.59M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.14K- 21.4% |
$331K - $350K
|
7.85K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.16K- 30.52% |
$334K - $353K
|
4.92K
$871K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.17K- 5.35% |
$336K - $355K
|
38.5K
$6.82M
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.18K- 9.27% |
$337K - $357K
|
21.4K
$3.79M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.22K- 4.45% |
$343K - $363K
|
47.6K
$8.44M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.22K- 1.53% |
$343K - $363K
|
143K
$25.3M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.26K- 37.74% |
$349K - $370K
|
3.73K
$661K
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.28K- 7.53% |
$353K - $373K
|
28K
$4.97M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.39K- 5.47% |
$369K - $391K
|
41.3K
$7.31M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 6.34% |
$370K - $391K
|
35.3K
$6.26M
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.41K- 1.33% |
$373K - $395K
|
179K
$31.7M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.45K- 8.12% |
$379K - $401K
|
27.7K
$4.91M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.48K- 3.94% |
$384K - $407K
|
60.5K
$10.7M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.49K- 38.01% |
$385K - $408K
|
4.06K
$721K
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.5K- 7.57% |
$386K - $409K
|
30.5K
$5.41M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.52K- 5.53% |
$389K - $412K
|
42.9K
$7.61M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.52K- 15.38% |
$389K - $412K
|
13.8K
$2.45M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.58K- 3.92% |
$398K - $422K
|
63.1K
$11.2M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.59K- 6.38% |
$401K - $424K
|
38K
$6.74M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 1.44% |
$401K - $425K
|
178K
$31.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.62K- 2.21% |
$405K - $428K
|
116K
$20.5M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 17.72% |
$411K - $435K
|
12.3K
$2.19M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.71K- 5.2% |
$418K - $443K
|
49.3K
$8.74M
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.82K- 1.93% |
$437K - $462K
|
143K
$25.4M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.85K- 1.12% |
$441K - $467K
|
252K
$44.7M
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.88K- 0.94% |
$445K - $471K
|
303K
$53.7M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.88K- 19.78% |
$445K - $471K
|
11.7K
$2.07M
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.9K- 61.81% |
$449K - $475K
|
1.79K
$318K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.95K- 8.62% |
$456K - $483K
|
31.3K
$5.55M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.99K- 2.97% |
$462K - $490K
|
97.8K
$17.3M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3K- 47.67% |
$464K - $491K
|
3.3K
$584K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.03K- 2.57% |
$469K - $496K
|
115K
$20.4M
|