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 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-17.7K- 21.17% |
$2.73M - $2.89M
|
65.8K
$11.6M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-17.7K- 26.82% |
$2.74M - $2.9M
|
48.3K
$8.54M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18K- 1.93% |
$2.79M - $2.95M
|
915K
$162M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-18.7K- 16.78% |
$2.89M - $3.06M
|
92.6K
$16.4M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-18.8K- 50.17% |
$2.9M - $3.07M
|
18.6K
$3.29M
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-19.1K- 82.87% |
$2.96M - $3.13M
|
3.96K
$699K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 6.05% |
$3.03M - $3.21M
|
304K
$53.7M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.8K- 4.57% |
$3.06M - $3.24M
|
413K
$73M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20.2K- 21.14% |
$3.12M - $3.3M
|
75.3K
$13.3M
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.8K- 1.41% |
$3.21M - $3.4M
|
1.45M
$257M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.7K- 31.34% |
$3.35M - $3.54M
|
47.5K
$8.39M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.4K- 23.51% |
$3.47M - $3.67M
|
73K
$12.9M
|
|
Aug 06, 2024
Q2 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-24.3K- 19.57% |
$3.76M - $3.98M
|
100K
$17.7M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25.8K- 4.04% |
$3.99M - $4.23M
|
613K
$108M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26K- 1.92% |
$4.03M - $4.26M
|
1.33M
$235M
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-26.1K- 12.29% |
$4.03M - $4.27M
|
186K
$32.9M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-26.3K- 53.93% |
$4.07M - $4.31M
|
22.5K
$3.98M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26.5K- 2.43% |
$4.1M - $4.34M
|
1.07M
$188M
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-26.7K- 11.84% |
$4.12M - $4.36M
|
198K
$35.1M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-26.8K- 18.96% |
$4.15M - $4.39M
|
115K
$20.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.5K- 0.29% |
$4.25M - $4.49M
|
9.53M
$1.68B
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-27.7K- 65.41% |
$4.29M - $4.54M
|
14.7K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-28.3K- 10.28% |
$4.38M - $4.63M
|
247K
$43.6M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30.8K- 52.01% |
$4.75M - $5.03M
|
28.4K
$5.01M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-32K- 28.5% |
$4.95M - $5.24M
|
80.4K
$14.2M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.1K- 0.26% |
$4.96M - $5.25M
|
12.5M
$2.2B
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-34.9K- 8.73% |
$5.39M - $5.71M
|
364K
$64.4M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.2K- 8.24% |
$5.6M - $5.93M
|
404K
$71.3M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-38K- 10.3% |
$5.87M - $6.21M
|
331K
$58.4M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-38.5K- 9.27% |
$5.95M - $6.3M
|
377K
$66.6M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-44.6K- 2.58% |
$6.89M - $7.29M
|
1.68M
$297M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-47.9K- 36.46% |
$7.4M - $7.84M
|
83.5K
$14.8M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-48.7K- 80.38% |
$7.52M - $7.96M
|
11.9K
$2.1M
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-52.8K- 93.3% |
$8.16M - $8.64M
|
3.79K
$669K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-54K- 27.02% |
$8.35M - $8.84M
|
146K
$25.8M
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-54.3K- 2.33% |
$8.4M - $8.89M
|
2.28M
$402M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-55.8K- 56.29% |
$8.63M - $9.14M
|
43.4K
$7.66M
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63.6K- 71.31% |
$9.83M - $10.4M
|
25.6K
$4.52M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-71.9K- 74.67% |
$11.1M - $11.8M
|
24.4K
$4.31M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-74.4K- 4.28% |
$11.5M - $12.2M
|
1.67M
$294M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-77.7K- 24.56% |
$12M - $12.7M
|
239K
$42.2M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-77.7K- 74.14% |
$12M - $12.7M
|
27.1K
$4.79M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-81.6K- 61.34% |
$12.6M - $13.3M
|
51.4K
$9.08M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-81.9K- 2.02% |
$12.7M - $13.4M
|
3.98M
$703M
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-82.6K- 91.8% |
$12.8M - $13.5M
|
7.38K
$1.3M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-104K- 31.42% |
$16M - $16.9M
|
226K
$39.9M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-104K- 94.57% |
$16.1M - $17.1M
|
5.99K
$1.06M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-106K- 22.19% |
$16.4M - $17.4M
|
373K
$65.9M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-123K- 5.09% |
$19M - $20.1M
|
2.3M
$406M
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-141K- 87.75% |
$21.8M - $23.1M
|
19.7K
$3.48M
|