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 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57+ 0.97% |
$9.11K - $9.95K
|
5.95K
$997K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.66% |
$9.11K - $9.95K
|
8.66K
$1.45M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
56+ 0.44% |
$8.95K - $9.78K
|
12.9K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
55+ 0.77% |
$8.79K - $9.6K
|
7.21K
$1.21M
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
53+ 0.59% |
$8.47K - $9.25K
|
9.02K
$1.51M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
52+ 3.39% |
$8.31K - $9.08K
|
1.58K
$266K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
52+ 0.17% |
$8.31K - $9.08K
|
31.2K
$5.24M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 2.39% |
$8.15K - $8.9K
|
2.19K
$367K
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51+ 0.55% |
$8.15K - $8.9K
|
9.24K
$1.55M
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
50+ 1.09% |
$7.99K - $8.73K
|
4.65K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
50+ 1.6% |
$7.99K - $8.73K
|
3.17K
$532K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
49+ 1.1% |
$7.83K - $8.55K
|
4.51K
$756K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$7.67K - $8.38K
|
48
$8.05K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
48+ 0.98% |
$7.67K - $8.38K
|
4.95K
$830K
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
48+ 0.55% |
$7.67K - $8.38K
|
8.82K
$1.48M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
45+ 2.21% |
$7.19K - $7.86K
|
2.08K
$349K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
45+ 2.13% |
$7.19K - $7.86K
|
2.16K
$362K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
45+ 0.77% |
$7.19K - $7.86K
|
5.92K
$992K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
45+ 0.67% |
$7.19K - $7.86K
|
6.75K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 0.73% |
$6.71K - $7.33K
|
5.8K
$973K
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
42+ 1.06% |
$6.71K - $7.33K
|
4K
$671K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42+ 2.67% |
$6.71K - $7.33K
|
1.61K
$271K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.93% |
$6.55K - $7.16K
|
4.45K
$746K
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
41+ 1.45% |
$6.55K - $7.16K
|
2.87K
$481K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
39+ 17.03% |
$6.23K - $6.81K
|
268
$45K
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36+ 1.19% |
$5.75K - $6.28K
|
3.07K
$514K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
35+ 1.07% |
$5.59K - $6.11K
|
3.29K
$552K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.67% |
$5.59K - $6.11K
|
5.28K
$885K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
35New |
$5.59K - $6.11K
|
35
$5.87K
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 0.34% |
$5.43K - $5.94K
|
10K
$1.68M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
34+ 1.13% |
$5.43K - $5.94K
|
3.04K
$510K
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
34+ 1.16% |
$5.43K - $5.94K
|
2.97K
$498K
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
31+ 0.51% |
$4.95K - $5.41K
|
6.14K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
31+ 1.14% |
$4.95K - $5.41K
|
2.76K
$462K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
30+ 0.19% |
$4.79K - $5.24K
|
15.4K
$2.59M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
30+ 1.15% |
$4.79K - $5.24K
|
2.63K
$441K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
30+ 0.38% |
$4.79K - $5.24K
|
7.97K
$1.34M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
28+ 0.14% |
$4.47K - $4.89K
|
19.7K
$3.31M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.6% |
$4.47K - $4.89K
|
4.66K
$781K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
28+ 1.6% |
$4.47K - $4.89K
|
1.78K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 1.14% |
$4.47K - $4.89K
|
2.49K
$417K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.55% |
$4.31K - $4.71K
|
4.97K
$834K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$4.31K - $4.71K
|
5.83K
$977K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27+ 0.9% |
$4.31K - $4.71K
|
3.03K
$508K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.43% |
$4.31K - $4.71K
|
1.91K
$321K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26+ 1.32% |
$4.15K - $4.54K
|
2K
$336K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
26+ 0.59% |
$4.15K - $4.54K
|
4.41K
$740K
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.09% |
$3.99K - $4.36K
|
28.7K
$4.81M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 1.61% |
$3.99K - $4.36K
|
1.58K
$265K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
24+ 1.14% |
$3.83K - $4.19K
|
2.12K
$356K
|