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 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 3.16% |
$423K - $448K
|
89.4K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
2.73K+ 10.9% |
$423K - $447K
|
27.8K
$4.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.72KNew |
$421K - $446K
|
2.72K
$481K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.68K+ 74.73% |
$414K - $438K
|
6.26K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.67K+ 3.74% |
$413K - $438K
|
74.1K
$13.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.63K+ 21.08% |
$407K - $431K
|
15.1K
$2.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2.63K+ 1.59% |
$407K - $431K
|
168K
$29.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.63KNew |
$406K - $430K
|
2.63K
$464K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$403K - $426K
|
2.61K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.6K+ 8.46% |
$402K - $425K
|
33.3K
$5.89M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$399K - $423K
|
2.58K
$456K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.58K+ 16.66% |
$399K - $422K
|
18.1K
$3.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.58K+ 6.92% |
$399K - $422K
|
39.9K
$7.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 37.17% |
$394K - $418K
|
9.42K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$393K - $416K
|
2.54K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.5K+ 10.19% |
$386K - $409K
|
27K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.49K+ 19.37% |
$385K - $408K
|
15.4K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.48K+ 3.21% |
$384K - $407K
|
79.9K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.46KNew |
$380K - $402K
|
2.46K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.45K+ 7.63% |
$378K - $400K
|
34.5K
$6.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.43K+ 54.42% |
$376K - $398K
|
6.91K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.42K+ 28.62% |
$374K - $396K
|
10.9K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.42K+ 2.52% |
$374K - $396K
|
98.5K
$17.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 5.22% |
$372K - $394K
|
48.5K
$8.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.39K+ 70.48% |
$369K - $391K
|
5.78K
$1.02M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.37K+ 132.11% |
$366K - $388K
|
4.16K
$736K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.37K+ 1.39% |
$366K - $387K
|
172K
$30.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35K+ 14.67% |
$363K - $384K
|
18.3K
$3.24M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35K+ 14.67% |
$363K - $384K
|
18.3K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.32K+ 1.66% |
$358K - $379K
|
142K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.31K+ 1.21% |
$357K - $378K
|
193K
$34.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.29K+ 4.84% |
$354K - $375K
|
49.6K
$8.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.27K+ 172.34% |
$351K - $371K
|
3.58K
$633K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.26K+ 160.57% |
$349K - $369K
|
3.66K
$647K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2.25K+ 136.14% |
$348K - $368K
|
3.9K
$689K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 5.72% |
$347K - $368K
|
41.5K
$7.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.24K+ 1.39% |
$347K - $367K
|
163K
$28.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.22K+ 0.22% |
$343K - $363K
|
995K
$176M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 0.81% |
$342K - $362K
|
276K
$48.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.2K+ 36.09% |
$340K - $360K
|
8.29K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.19K+ 8.67% |
$338K - $358K
|
27.4K
$4.85M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.17KNew |
$336K - $355K
|
2.17K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.17KNew |
$335K - $354K
|
2.17K
$383K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.15KNew |
$332K - $352K
|
2.15K
$380K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 19.74% |
$330K - $349K
|
12.9K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.11K+ 1.32% |
$326K - $345K
|
162K
$28.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.11K+ 1.33% |
$326K - $345K
|
161K
$28.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
2.1K+ 18.11% |
$324K - $344K
|
13.7K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.08K+ 63.87% |
$321K - $340K
|
5.32K
$941K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.07KNew |
$320K - $339K
|
2.07K
$366K
|