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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.44K+ 6.93% |
$1.31M - $1.38M
|
130K
$23M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.4K+ 23.42% |
$1.3M - $1.37M
|
44.3K
$7.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.26K+ 3.76% |
$1.28M - $1.35M
|
228K
$40.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.15K+ 0.93% |
$1.26M - $1.33M
|
889K
$157M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.12K+ 3.28% |
$1.25M - $1.33M
|
256K
$45.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
8.11K+ 1.63% |
$1.25M - $1.33M
|
507K
$89.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.1K+ 2.33% |
$1.25M - $1.33M
|
355K
$62.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.08K+ 316.2% |
$1.25M - $1.32M
|
10.6K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.89K+ 6.91% |
$1.22M - $1.29M
|
122K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.83K+ 5.53% |
$1.21M - $1.28M
|
149K
$26.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.82K+ 6.21% |
$1.21M - $1.28M
|
134K
$23.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7.73K+ 4.13% |
$1.2M - $1.27M
|
195K
$34.5M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
7.68K+ 26.36% |
$1.19M - $1.26M
|
36.8K
$6.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.66K+ 104.76% |
$1.18M - $1.25M
|
15K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
7.5K+ 13.13% |
$1.16M - $1.23M
|
64.6K
$11.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
7.41K+ 30.58% |
$1.15M - $1.21M
|
31.6K
$5.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7.36K+ 5.15% |
$1.14M - $1.2M
|
150K
$26.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.27K+ 1.6% |
$1.12M - $1.19M
|
462K
$81.6M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.27K+ 1.6% |
$1.12M - $1.19M
|
462K
$81.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
7.26K+ 17.09% |
$1.12M - $1.19M
|
49.8K
$8.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
7.22K+ 19.44% |
$1.12M - $1.18M
|
44.4K
$7.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.17K+ 8.65% |
$1.11M - $1.17M
|
90.1K
$15.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
7.16K+ 3.1% |
$1.11M - $1.17M
|
238K
$42.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.11K+ 37.88% |
$1.1M - $1.16M
|
25.9K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05K+ 2.5% |
$1.09M - $1.15M
|
288K
$51M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.04KNew |
$1.09M - $1.15M
|
7.04K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.92K+ 7.96% |
$1.07M - $1.13M
|
93.9K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.9K+ 27.27% |
$1.07M - $1.13M
|
32.2K
$5.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
6.83K+ 6.55% |
$1.06M - $1.12M
|
111K
$19.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.6K+ 1.71% |
$1.02M - $1.08M
|
392K
$69.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.44K+ 0.13% |
$996K - $1.05M
|
4.98M
$881M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
6.38K+ 9526.87% |
$987K - $1.04M
|
6.45K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.32K+ 307.05% |
$977K - $1.03M
|
8.38K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.31K+ 13.25% |
$976K - $1.03M
|
54K
$9.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.29K+ 4.82% |
$973K - $1.03M
|
137K
$24.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.11KNew |
$944K - $1M
|
6.11K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.97K+ 1.84% |
$923K - $977K
|
331K
$58.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.94KNew |
$918K - $972K
|
5.94K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
5.94K+ 8.87% |
$918K - $972K
|
72.9K
$12.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.92K+ 17.1% |
$915K - $969K
|
40.6K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.92K+ 3.02% |
$914K - $968K
|
202K
$35.6M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.85KNew |
$904K - $957K
|
5.85K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.82KNew |
$900K - $953K
|
5.82K
$1.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.82K+ 10.51% |
$900K - $953K
|
61.2K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.8K+ 2.41% |
$896K - $949K
|
246K
$43.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.78K+ 18.82% |
$894K - $946K
|
36.5K
$6.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
5.57K+ 5.33% |
$861K - $912K
|
110K
$19.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5.57KNew |
$861K - $912K
|
5.57K
$985K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.54K+ 2.67% |
$856K - $906K
|
213K
$37.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.51K+ 3.48% |
$851K - $901K
|
164K
$29M
|