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 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
400+ 6.13% |
$63.9K - $69.8K
|
6.93K
$1.16M
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
397+ 2.23% |
$63.4K - $69.3K
|
18.2K
$3.05M
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
396+ 0.92% |
$63.3K - $69.1K
|
43.3K
$7.27M
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
394New |
$62.9K - $68.8K
|
394
$66.1K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
392+ 4.1% |
$62.6K - $68.4K
|
9.94K
$1.67M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
389+ 19.42% |
$62.1K - $67.9K
|
2.39K
$401K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
388+ 16.77% |
$62K - $67.7K
|
2.7K
$453K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
387+ 1.59% |
$61.8K - $67.6K
|
24.8K
$4.16M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
384+ 3.23% |
$61.3K - $67K
|
12.3K
$2.06M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
379+ 3.41% |
$60.5K - $66.2K
|
11.5K
$1.93M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 4.8% |
$60.2K - $65.8K
|
8.23K
$1.38M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
376+ 1.12% |
$60.1K - $65.6K
|
33.9K
$5.69M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
370+ 0.41% |
$59.1K - $64.6K
|
90.4K
$15.2M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
367+ 91.29% |
$58.6K - $64.1K
|
769
$129K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
364+ 1.17% |
$58.1K - $63.5K
|
31.5K
$5.28M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
354+ 10.07% |
$56.6K - $61.8K
|
3.87K
$649K
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
350+ 0.2% |
$55.9K - $61.1K
|
176K
$29.4M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
348+ 13.62% |
$55.6K - $60.8K
|
2.9K
$487K
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
345+ 14.76% |
$55.1K - $60.2K
|
2.68K
$450K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
340+ 7.74% |
$54.3K - $59.4K
|
4.73K
$793K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
335+ 3.84% |
$53.5K - $58.5K
|
9.05K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
330+ 21.11% |
$52.7K - $57.6K
|
1.89K
$318K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
328+ 1.41% |
$52.4K - $57.3K
|
23.6K
$3.95M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
327+ 0.33% |
$52.2K - $57.1K
|
99K
$16.6M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
317+ 5.27% |
$50.6K - $55.3K
|
6.34K
$1.06M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313+ 23.95% |
$50K - $54.6K
|
1.62K
$272K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
312+ 1.35% |
$49.8K - $54.5K
|
23.4K
$3.92M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
309+ 0.99% |
$49.4K - $53.9K
|
31.4K
$5.27M
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
309+ 2.12% |
$49.4K - $53.9K
|
14.9K
$2.5M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
306+ 1.0% |
$48.9K - $53.4K
|
30.8K
$5.17M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
306+ 1.03% |
$48.9K - $53.4K
|
29.9K
$5.02M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
297+ 5.23% |
$47.4K - $51.8K
|
5.98K
$1M
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
296+ 5.77% |
$47.3K - $51.7K
|
5.43K
$911K
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
295+ 0.27% |
$47.1K - $51.5K
|
108K
$18.1M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
293+ 1.77% |
$46.8K - $51.1K
|
16.8K
$2.83M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
293+ 20.25% |
$46.8K - $51.1K
|
1.74K
$292K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
289+ 0.36% |
$46.2K - $50.5K
|
80.2K
$13.5M
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
285+ 1.16% |
$45.5K - $49.8K
|
24.8K
$4.16M
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
284+ 9.25% |
$45.4K - $49.6K
|
3.36K
$563K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
282+ 0.62% |
$45K - $49.2K
|
45.6K
$7.65M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
281+ 15.05% |
$44.9K - $49.1K
|
2.15K
$360K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 34.65% |
$44.7K - $48.9K
|
1.09K
$182K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
280+ 3.48% |
$44.7K - $48.9K
|
8.32K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
272+ 4.68% |
$43.5K - $47.5K
|
6.08K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
267+ 4.48% |
$42.7K - $46.6K
|
6.23K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
266+ 4.22% |
$42.5K - $46.4K
|
6.58K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
266+ 20.52% |
$42.5K - $46.4K
|
1.56K
$262K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
262+ 7.08% |
$41.9K - $45.7K
|
3.96K
$665K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
262+ 7.15% |
$41.9K - $45.7K
|
3.93K
$659K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
259+ 3.75% |
$41.4K - $45.2K
|
7.17K
$1.2M
|