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 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.93K+ 280.16% |
$607K - $642K
|
5.33K
$941K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.9K+ 9.32% |
$603K - $638K
|
45.7K
$8.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.88K+ 4.74% |
$599K - $634K
|
85.7K
$15.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 16.98% |
$594K - $629K
|
26.5K
$4.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.77K+ 4.61% |
$583K - $618K
|
85.7K
$15.1M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 12.59% |
$576K - $610K
|
33.3K
$5.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.72K+ 7.54% |
$576K - $609K
|
53.1K
$9.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.72K+ 5.64% |
$574K - $608K
|
69.6K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.69K+ 81.28% |
$571K - $604K
|
8.23K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68K+ 34.13% |
$568K - $602K
|
14.4K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.64K+ 0.65% |
$562K - $595K
|
563K
$99.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.63KNew |
$560K - $593K
|
3.63K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.6KNew |
$557K - $589K
|
3.6K
$636K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.6K+ 4.31% |
$556K - $589K
|
87.2K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.59KNew |
$555K - $588K
|
3.59K
$635K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.59K+ 33.01% |
$554K - $587K
|
14.5K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.52K+ 13.65% |
$544K - $576K
|
29.3K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.5K+ 32.62% |
$541K - $573K
|
14.2K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
3.5K+ 0.61% |
$541K - $572K
|
577K
$102M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.46K+ 1.79% |
$535K - $566K
|
196K
$34.7M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.44K+ 29.3% |
$531K - $562K
|
15.2K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.4K+ 10.67% |
$526K - $557K
|
35.3K
$6.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.38K+ 14.8% |
$522K - $553K
|
26.2K
$4.63M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.3KNew |
$510K - $540K
|
3.3K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.23K+ 334.16% |
$499K - $528K
|
4.19K
$741K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.17K+ 14.55% |
$490K - $519K
|
24.9K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.16K+ 11.8% |
$489K - $517K
|
30K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.15KNew |
$486K - $515K
|
3.15K
$556K
|
|
|
Aug 01, 2024
Q2 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
3.14K+ 4.44% |
$486K - $514K
|
73.9K
$13.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.14K+ 3.73% |
$485K - $514K
|
87.3K
$15.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.12K+ 13.81% |
$482K - $511K
|
25.7K
$4.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.12KNew |
$482K - $510K
|
3.12K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 5.88% |
$482K - $510K
|
56.2K
$9.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.1K+ 27.3% |
$479K - $507K
|
14.5K
$2.55M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3.05K+ 3.44% |
$471K - $499K
|
91.7K
$16.2M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3KNew |
$464K - $491K
|
3K
$530K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.99K+ 18.67% |
$461K - $488K
|
19K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 130.64% |
$461K - $488K
|
5.26K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 51.58% |
$460K - $487K
|
8.75K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.92K+ 224.85% |
$452K - $478K
|
4.22K
$746K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.92K+ 12.98% |
$451K - $478K
|
25.4K
$4.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.89K+ 10.72% |
$447K - $473K
|
29.9K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 33.68% |
$446K - $472K
|
11.4K
$2.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.88K+ 5.46% |
$445K - $471K
|
55.6K
$9.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.85K+ 6.09% |
$440K - $466K
|
49.6K
$8.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.81K+ 2.93% |
$435K - $460K
|
98.7K
$17.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 8.09% |
$432K - $457K
|
37.3K
$6.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.78K+ 5.48% |
$429K - $455K
|
53.5K
$9.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.78KNew |
$429K - $454K
|
2.78K
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.74KNew |
$424K - $449K
|
2.74K
$485K
|