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 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
104+ 6.86% |
$16.6K - $18.2K
|
1.62K
$272K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
104+ 104.0% |
$16.6K - $18.2K
|
204
$34.2K
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
104+ 0.99% |
$16.6K - $18.2K
|
10.6K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
103+ 278.38% |
$16.5K - $18K
|
140
$23.5K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
103+ 0.72% |
$16.5K - $18K
|
14.3K
$2.4M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
102+ 1.05% |
$16.3K - $17.8K
|
9.82K
$1.65M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
102+ 1.12% |
$16.3K - $17.8K
|
9.18K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
101+ 1.67% |
$16.1K - $17.6K
|
6.15K
$1.03M
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
101+ 0.38% |
$16.1K - $17.6K
|
26.9K
$4.51M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 5.6% |
$16K - $17.5K
|
1.89K
$316K
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 6.58% |
$16K - $17.5K
|
1.62K
$272K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 3.53% |
$16K - $17.5K
|
2.93K
$491K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
99+ 3.65% |
$15.8K - $17.3K
|
2.81K
$472K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.94% |
$15.8K - $17.3K
|
10.6K
$1.78M
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
97+ 0.8% |
$15.5K - $16.9K
|
12.2K
$2.04M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
95+ 2.04% |
$15.2K - $16.6K
|
4.76K
$799K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 1.38% |
$15.2K - $16.6K
|
6.98K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
95+ 6.84% |
$15.2K - $16.6K
|
1.48K
$249K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
93+ 0.72% |
$14.9K - $16.2K
|
13.1K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
92+ 4.03% |
$14.7K - $16.1K
|
2.38K
$399K
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
89+ 0.58% |
$14.2K - $15.5K
|
15.5K
$2.6M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
88+ 0.94% |
$14.1K - $15.4K
|
9.49K
$1.59M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
87+ 1.13% |
$13.9K - $15.2K
|
7.81K
$1.31M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
87+ 3.57% |
$13.9K - $15.2K
|
2.52K
$423K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
87+ 3.55% |
$13.9K - $15.2K
|
2.54K
$426K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87+ 0.98% |
$13.9K - $15.2K
|
8.97K
$1.5M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
86New |
$13.7K - $15K
|
86
$14.4K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
84+ 4.67% |
$13.4K - $14.7K
|
1.88K
$316K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
82+ 4.1% |
$13.1K - $14.3K
|
2.08K
$349K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
82+ 1.62% |
$13.1K - $14.3K
|
5.16K
$865K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
78+ 1.14% |
$12.5K - $13.6K
|
6.91K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
77+ 2.87% |
$12.3K - $13.4K
|
2.76K
$463K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
75+ 5.72% |
$12K - $13.1K
|
1.39K
$233K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
74+ 3.91% |
$11.8K - $12.9K
|
1.97K
$330K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
74+ 2.5% |
$11.8K - $12.9K
|
3.03K
$508K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
74+ 0.34% |
$11.8K - $12.9K
|
21.7K
$3.63M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
73+ 0.25% |
$11.7K - $12.7K
|
29.4K
$4.93M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72New |
$11.5K - $12.6K
|
72
$12.1K
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
69+ 1.48% |
$11K - $12K
|
4.74K
$795K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
69+ 3.7% |
$11K - $12K
|
1.93K
$324K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
67+ 0.58% |
$10.7K - $11.7K
|
11.5K
$1.94M
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
67+ 1.16% |
$10.7K - $11.7K
|
5.86K
$983K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65+ 130.0% |
$10.4K - $11.3K
|
115
$19.3K
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
64+ 1.76% |
$10.2K - $11.2K
|
3.7K
$620K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63+ 0.09% |
$10.1K - $11K
|
69.2K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
62+ 0.22% |
$9.9K - $10.8K
|
27.8K
$4.66M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61+ 1.63% |
$9.74K - $10.6K
|
3.81K
$639K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.33% |
$9.74K - $10.6K
|
18.7K
$3.14M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
58+ 0.88% |
$9.27K - $10.1K
|
6.64K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
58+ 0.72% |
$9.27K - $10.1K
|
8.14K
$1.37M
|