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 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.4% |
$125K - $136K
|
56.4K
$9.47M
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
780+ 4.61% |
$125K - $136K
|
17.7K
$2.97M
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
779+ 13.98% |
$124K - $136K
|
6.35K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
777+ 18.52% |
$124K - $136K
|
4.97K
$834K
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
775+ 2.89% |
$124K - $135K
|
27.6K
$4.63M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
768+ 5.31% |
$123K - $134K
|
15.2K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
760+ 0.65% |
$121K - $133K
|
118K
$19.7M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
756+ 2.42% |
$121K - $132K
|
32K
$5.37M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
751+ 4.97% |
$120K - $131K
|
15.9K
$2.66M
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
751+ 0.55% |
$120K - $131K
|
137K
$23M
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
748+ 0.64% |
$119K - $131K
|
117K
$19.6M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
732+ 13.43% |
$117K - $128K
|
6.18K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
732+ 1464.0% |
$117K - $128K
|
782
$131K
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
730+ 0.95% |
$117K - $127K
|
77.7K
$13M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
728+ 2.72% |
$116K - $127K
|
27.4K
$4.6M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
728+ 0.93% |
$116K - $127K
|
79.1K
$13.3M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
717+ 13.06% |
$115K - $125K
|
6.21K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
711+ 2.15% |
$114K - $124K
|
33.8K
$5.67M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
707+ 16.11% |
$113K - $123K
|
5.1K
$855K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
702+ 1.51% |
$112K - $123K
|
47K
$7.89M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
698+ 3.76% |
$112K - $122K
|
19.3K
$3.23M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
694+ 2478.57% |
$111K - $121K
|
722
$121K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
694+ 12.04% |
$111K - $121K
|
6.46K
$1.08M
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
693+ 20.16% |
$111K - $121K
|
4.13K
$693K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
688+ 4.01% |
$110K - $120K
|
17.9K
$2.99M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
681+ 358.42% |
$109K - $119K
|
871
$146K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
676+ 0.18% |
$108K - $118K
|
375K
$62.9M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
667+ 20.45% |
$107K - $116K
|
3.93K
$659K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
651+ 2.47% |
$104K - $114K
|
27K
$4.52M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
651+ 0.92% |
$104K - $114K
|
71.1K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
647+ 1.65% |
$103K - $113K
|
40K
$6.7M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
647+ 19.57% |
$103K - $113K
|
3.95K
$663K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
641+ 1.3% |
$102K - $112K
|
50K
$8.39M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
639+ 36.14% |
$102K - $112K
|
2.41K
$404K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
637+ 3.96% |
$102K - $111K
|
16.7K
$2.81M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
635+ 1.4% |
$101K - $111K
|
45.8K
$7.69M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
633+ 1.99% |
$101K - $111K
|
32.5K
$5.45M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
621+ 20.85% |
$99.2K - $108K
|
3.6K
$604K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
615New |
$98.2K - $107K
|
615
$103K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
615New |
$98.2K - $107K
|
615
$103K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
613+ 17.94% |
$97.9K - $107K
|
4.03K
$676K
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
600New |
$95.9K - $105K
|
600
$101K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
599+ 1.95% |
$95.7K - $105K
|
31.3K
$5.26M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
597+ 3.04% |
$95.4K - $104K
|
20.2K
$3.39M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
589+ 2.12% |
$94.1K - $103K
|
28.3K
$4.75M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
587+ 0.5% |
$93.8K - $102K
|
118K
$19.8M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
587+ 40.91% |
$93.8K - $102K
|
2.02K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
586+ 8.45% |
$93.6K - $102K
|
7.53K
$1.26M
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
583+ 1.45% |
$93.1K - $102K
|
40.8K
$6.84M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
581+ 25.11% |
$92.8K - $101K
|
2.9K
$486K
|