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 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.46% |
$959 - $1.05K
|
1.3K
$218K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.37% |
$959 - $1.05K
|
1.62K
$272K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.57% |
$959 - $1.05K
|
1.06K
$178K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$959 - $1.05K
|
4.9K
$822K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.24% |
$959 - $1.05K
|
2.47K
$414K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 1.17% |
$959 - $1.05K
|
520
$87.2K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.11% |
$959 - $1.05K
|
5.63K
$945K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.32% |
$959 - $1.05K
|
1.87K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6+ 0.4% |
$959 - $1.05K
|
1.52K
$255K
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.26% |
$799 - $873
|
1.94K
$326K
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.23% |
$799 - $873
|
2.18K
$366K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
5+ 0.1% |
$799 - $873
|
5.21K
$874K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.63% |
$799 - $873
|
795
$133K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.47% |
$799 - $873
|
1.06K
$178K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$639 - $698
|
1.58K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.18% |
$639 - $698
|
2.2K
$369K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.16% |
$639 - $698
|
2.5K
$419K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 9.76% |
$639 - $698
|
45
$7.55K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
3+ 0.12% |
$479 - $524
|
2.52K
$423K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$479 - $524
|
5.42K
$910K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.1% |
$479 - $524
|
2.95K
$495K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$479 - $524
|
2.71K
$455K
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3+ 0.21% |
$479 - $524
|
1.41K
$237K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.07% |
$479 - $524
|
4.44K
$744K
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3+ 0.2% |
$479 - $524
|
1.52K
$255K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.15% |
$479 - $524
|
2.07K
$347K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3+ 0.02% |
$479 - $524
|
16.8K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$479 - $524
|
14.8K
$2.48M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.13% |
$320 - $349
|
1.51K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.11% |
$320 - $349
|
1.86K
$311K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$320 - $349
|
12.8K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.14% |
$320 - $349
|
1.47K
$246K
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.05% |
$320 - $349
|
3.68K
$617K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.92% |
$320 - $349
|
220
$36.9K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.04% |
$320 - $349
|
4.83K
$810K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.2% |
$160 - $175
|
84
$14.1K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.08% |
$160 - $175
|
1.3K
$218K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.37% |
$160 - $175
|
268
$45K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$160 - $175
|
2.61K
$437K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$160 - $175
|
6.97K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.08% |
$160 - $175
|
1.26K
$211K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.34% |
$160 - $175
|
295
$49.5K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$160 - $175
|
18.1K
$3.04M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.04% |
$160 - $175
|
2.32K
$389K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$160 - $175
|
3.64K
$611K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$160 - $175
|
2.39K
$401K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.3% |
$160 - $175
|
331
$55.5K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$160 - $175
|
1.3K
$218K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.67% |
$160 - $175
|
150
$25.2K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$160 - $175
|
737
$124K
|