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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.52KNew |
$243K - $265K
|
1.52K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.52KNew |
$243K - $265K
|
1.52K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.5KNew |
$240K - $262K
|
1.5K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.5K+ 42.08% |
$240K - $262K
|
5.07K
$850K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.5K+ 0.84% |
$239K - $262K
|
180K
$30.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.49K+ 0.62% |
$237K - $259K
|
242K
$40.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.47KNew |
$235K - $257K
|
1.47K
$247K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.47K+ 0.9% |
$235K - $257K
|
166K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.46K+ 0.26% |
$233K - $255K
|
566K
$94.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.46K+ 22.91% |
$233K - $255K
|
7.83K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.46K+ 6.58% |
$232K - $254K
|
23.6K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.45K+ 21.72% |
$232K - $254K
|
8.14K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.45K+ 15.69% |
$232K - $254K
|
10.7K
$1.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.44% |
$231K - $253K
|
43.5K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.45K+ 0.06% |
$231K - $253K
|
2.25M
$378M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.44KNew |
$231K - $252K
|
1.44K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.44K+ 0.86% |
$230K - $251K
|
169K
$28.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$229K - $250K
|
1.43K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.42K+ 4.19% |
$227K - $248K
|
35.3K
$5.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41K+ 53.12% |
$226K - $247K
|
4.07K
$683K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41K+ 6.91% |
$225K - $246K
|
21.8K
$3.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.41KNew |
$224K - $245K
|
1.41K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.4KNew |
$224K - $245K
|
1.4K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.4KNew |
$224K - $245K
|
1.4K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.39K+ 49.64% |
$222K - $243K
|
4.19K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.39KNew |
$222K - $242K
|
1.39K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.37KNew |
$219K - $239K
|
1.37K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.36K+ 0.88% |
$217K - $238K
|
156K
$26.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.36K+ 7.0% |
$217K - $237K
|
20.8K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$216K - $237K
|
1.36K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.35K+ 4.72% |
$216K - $236K
|
30K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.35KNew |
$216K - $236K
|
1.35K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.35K+ 15.27% |
$215K - $235K
|
10.2K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
1.34K+ 70.47% |
$214K - $234K
|
3.24K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.34K+ 0.83% |
$214K - $234K
|
162K
$27.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.33K+ 6.32% |
$212K - $231K
|
22.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.32KNew |
$211K - $231K
|
1.32K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.32KNew |
$210K - $230K
|
1.32K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.31K+ 0.74% |
$210K - $229K
|
180K
$30.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.31K+ 2.59% |
$209K - $228K
|
51.8K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.31KNew |
$209K - $228K
|
1.31K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.31KNew |
$208K - $228K
|
1.31K
$219K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.31K+ 42.77% |
$208K - $228K
|
4.36K
$731K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.3KNew |
$208K - $227K
|
1.3K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.3KNew |
$208K - $227K
|
1.3K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.3KNew |
$208K - $227K
|
1.3K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.3K+ 433.33% |
$208K - $227K
|
1.6K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.29K+ 13.09% |
$206K - $226K
|
11.2K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.28K+ 23.17% |
$204K - $223K
|
6.79K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.27KNew |
$202K - $221K
|
1.27K
$213K
|