Purchases and Sales Made in Q3 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.91K+ 1.31% |
$305K - $333K
|
148K
$24.8M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.86K+ 16.86% |
$296K - $324K
|
12.9K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.85K+ 31.19% |
$296K - $324K
|
7.8K
$1.31M
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
1.84K+ 4.22% |
$293K - $320K
|
45.3K
$7.59M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.83K+ 15.15% |
$292K - $319K
|
13.9K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.82K+ 34.14% |
$291K - $318K
|
7.16K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.81K+ 5.93% |
$290K - $317K
|
32.4K
$5.43M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.81K+ 2.47% |
$289K - $316K
|
75.2K
$12.6M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.81K+ 41.92% |
$289K - $316K
|
6.14K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.81K+ 1.88% |
$289K - $315K
|
97.7K
$16.4M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.81K+ 3.42% |
$288K - $315K
|
54.5K
$9.15M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.8KNew |
$288K - $314K
|
1.8K
$302K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.8K+ 3.68% |
$287K - $314K
|
50.5K
$8.48M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
1.78KNew |
$285K - $311K
|
1.78K
$299K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.77K+ 2.76% |
$283K - $310K
|
66K
$11.1M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.76KNew |
$281K - $307K
|
1.76K
$295K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.76KNew |
$281K - $307K
|
1.76K
$295K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.72K+ 21.06% |
$275K - $301K
|
9.91K
$1.66M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.72K+ 8.36% |
$275K - $301K
|
22.4K
$3.75M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.72K+ 2.62% |
$275K - $301K
|
67.5K
$11.3M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.72K+ 0.28% |
$274K - $300K
|
620K
$104M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 1.46% |
$271K - $296K
|
118K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.69K+ 9.69% |
$269K - $294K
|
19.1K
$3.2M
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.68K+ 15.13% |
$269K - $294K
|
12.8K
$2.15M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 7.16% |
$267K - $292K
|
25K
$4.19M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.67K+ 397.14% |
$266K - $291K
|
2.09K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 23.02% |
$266K - $290K
|
8.88K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.66KNew |
$265K - $289K
|
1.66K
$278K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.64KNew |
$262K - $286K
|
1.64K
$275K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.64K+ 0.42% |
$261K - $286K
|
391K
$65.6M
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.61KNew |
$258K - $282K
|
1.61K
$271K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 0.54% |
$258K - $282K
|
298K
$49.9M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.61K+ 1.49% |
$258K - $282K
|
110K
$18.5M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$256K - $279K
|
1.6K
$268K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.59K+ 4.65% |
$255K - $278K
|
35.9K
$6.02M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.59KNew |
$254K - $278K
|
1.59K
$267K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 2.38% |
$254K - $278K
|
68.6K
$11.5M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$254K - $278K
|
1.59K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.58K+ 3.79% |
$252K - $276K
|
43.2K
$7.25M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1.58K+ 6.99% |
$252K - $275K
|
24.1K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.58K+ 3.13% |
$252K - $275K
|
51.9K
$8.7M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.57K+ 11.91% |
$251K - $274K
|
14.8K
$2.48M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
1.57KNew |
$251K - $274K
|
1.57K
$264K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.57K+ 9.66% |
$251K - $274K
|
17.8K
$2.99M
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.57K+ 2.38% |
$250K - $273K
|
67.3K
$11.3M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 25.97% |
$249K - $272K
|
7.55K
$1.27M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.55K+ 2.23% |
$248K - $271K
|
71.1K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.53K+ 40.28% |
$244K - $267K
|
5.32K
$892K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.53K+ 16.55% |
$244K - $267K
|
10.8K
$1.8M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.53K+ 8.05% |
$244K - $266K
|
20.5K
$3.43M
|