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 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
580+ 1.33% |
$92.7K - $101K
|
44.1K
$7.4M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
579+ 11.3% |
$92.5K - $101K
|
5.7K
$957K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
576+ 39.21% |
$92K - $101K
|
2.05K
$343K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
575+ 9.43% |
$91.9K - $100K
|
6.67K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
566+ 18.64% |
$90.4K - $98.8K
|
3.6K
$604K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
564+ 3.78% |
$90.1K - $98.5K
|
15.5K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
560+ 30.7% |
$89.5K - $97.8K
|
2.38K
$400K
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
557+ 1.55% |
$89K - $97.2K
|
36.5K
$6.13M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
557+ 10.91% |
$89K - $97.2K
|
5.66K
$950K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
556+ 3.55% |
$88.8K - $97.1K
|
16.2K
$2.72M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
550+ 3.15% |
$87.9K - $96K
|
18K
$3.02M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
540+ 0.45% |
$86.3K - $94.3K
|
121K
$20.3M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
536+ 4.56% |
$85.6K - $93.6K
|
12.3K
$2.06M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
534+ 0.85% |
$85.3K - $93.2K
|
63.6K
$10.7M
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
533+ 12.8% |
$85.1K - $93K
|
4.7K
$788K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
525+ 36.79% |
$83.9K - $91.6K
|
1.95K
$327K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
524+ 0.32% |
$83.7K - $91.5K
|
164K
$27.4M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
517+ 6.32% |
$82.6K - $90.3K
|
8.69K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
515+ 4.16% |
$82.3K - $89.9K
|
12.9K
$2.16M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
512+ 18.74% |
$81.8K - $89.4K
|
3.24K
$544K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
508+ 10.34% |
$81.2K - $88.7K
|
5.42K
$910K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
500+ 3.62% |
$79.9K - $87.3K
|
14.3K
$2.4M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
499+ 631.65% |
$79.7K - $87.1K
|
578
$96.9K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
494New |
$78.9K - $86.2K
|
494
$82.9K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
493+ 8.2% |
$78.8K - $86.1K
|
6.5K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
490+ 1.86% |
$78.3K - $85.5K
|
26.9K
$4.51M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
489+ 0.87% |
$78.1K - $85.4K
|
57K
$9.55M
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
489+ 16.6% |
$78.1K - $85.4K
|
3.44K
$576K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
489+ 38.75% |
$78.1K - $85.4K
|
1.75K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
488+ 10.08% |
$78K - $85.2K
|
5.33K
$894K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
486+ 0.42% |
$77.6K - $84.8K
|
116K
$19.4M
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
481+ 6.44% |
$76.8K - $84K
|
7.95K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
478+ 4.17% |
$76.4K - $83.4K
|
11.9K
$2M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
465+ 12.6% |
$74.3K - $81.2K
|
4.16K
$697K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
463+ 16.94% |
$74K - $80.8K
|
3.2K
$536K
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
459+ 1.75% |
$73.3K - $80.1K
|
26.7K
$4.48M
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
458+ 14.25% |
$73.2K - $80K
|
3.67K
$616K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
453+ 3.6% |
$72.4K - $79.1K
|
13.1K
$2.19M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
452+ 29.48% |
$72.2K - $78.9K
|
1.99K
$333K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
447+ 5.88% |
$71.4K - $78K
|
8.05K
$1.35M
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
441+ 0.31% |
$70.4K - $77K
|
144K
$24.1M
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
439+ 33.43% |
$70.1K - $76.6K
|
1.75K
$294K
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
437+ 1.49% |
$69.8K - $76.3K
|
29.8K
$5M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
436+ 87.2% |
$69.7K - $76.1K
|
936
$157K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
429+ 1.75% |
$68.5K - $74.9K
|
25K
$4.19M
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
413+ 9.86% |
$66K - $72.1K
|
4.6K
$772K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
411+ 9.75% |
$65.7K - $71.7K
|
4.63K
$776K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
410+ 4.62% |
$65.5K - $71.6K
|
9.28K
$1.56M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
405+ 343.22% |
$64.7K - $70.7K
|
523
$87.7K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 6.71% |
$63.9K - $69.8K
|
6.36K
$1.07M
|