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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.12% |
$7.19K - $7.86K
|
36.1K
$6.05M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-45- 0.12% |
$7.19K - $7.86K
|
37.3K
$6.26M
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-45- 0.55% |
$7.19K - $7.86K
|
8.07K
$1.35M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-46- 1.66% |
$7.35K - $8.03K
|
2.72K
$457K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-47- 0.73% |
$7.51K - $8.2K
|
6.4K
$1.07M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-48- 0.94% |
$7.67K - $8.38K
|
5.05K
$847K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-48- 0.94% |
$7.67K - $8.38K
|
5.07K
$851K
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-49- 0.11% |
$7.83K - $8.55K
|
43.6K
$7.31M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.15% |
$7.83K - $8.55K
|
4.2K
$704K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-49- 3.1% |
$7.83K - $8.55K
|
1.53K
$257K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 0.73% |
$7.99K - $8.73K
|
6.82K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.85% |
$7.99K - $8.73K
|
5.82K
$975K
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-50- 0.33% |
$7.99K - $8.73K
|
15.2K
$2.55M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-51- 2.9% |
$8.15K - $8.9K
|
1.71K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-51- 2.62% |
$8.15K - $8.9K
|
1.9K
$318K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-52- 1.92% |
$8.31K - $9.08K
|
2.66K
$446K
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-56- 0.35% |
$8.95K - $9.78K
|
16.1K
$2.69M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-56- 0.16% |
$8.95K - $9.78K
|
34.1K
$5.72M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-57- 0.72% |
$9.11K - $9.95K
|
7.81K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-57- 3.54% |
$9.11K - $9.95K
|
1.55K
$260K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 3.26% |
$9.11K - $9.95K
|
1.69K
$283K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-57- 0.47% |
$9.11K - $9.95K
|
12.2K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57- 0.31% |
$9.11K - $9.95K
|
18.5K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-57- 11.38% |
$9.11K - $9.95K
|
444
$74.5K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-59- 2.47% |
$9.43K - $10.3K
|
2.33K
$391K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-60- 1.22% |
$9.59K - $10.5K
|
4.86K
$816K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-60- 3.46% |
$9.59K - $10.5K
|
1.67K
$281K
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-62- 3.63% |
$9.9K - $10.8K
|
1.65K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 0.61% |
$9.9K - $10.8K
|
10.1K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-62- 0.8% |
$9.9K - $10.8K
|
7.68K
$1.29M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-63- 4.74% |
$10.1K - $11K
|
1.27K
$212K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-64- 0.22% |
$10.2K - $11.2K
|
29K
$4.86M
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-65- 0.39% |
$10.4K - $11.3K
|
16.7K
$2.8M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-65- 0.05% |
$10.4K - $11.3K
|
144K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-68- 2.77% |
$10.9K - $11.9K
|
2.39K
$401K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-69- 0.23% |
$11K - $12K
|
29.3K
$4.92M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-69- 0.2% |
$11K - $12K
|
35.3K
$5.91M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69- 0.48% |
$11K - $12K
|
14.4K
$2.42M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-69- 0.62% |
$11K - $12K
|
11.1K
$1.87M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-70- 4.75% |
$11.2K - $12.2K
|
1.41K
$236K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-70- 0.2% |
$11.2K - $12.2K
|
34.1K
$5.72M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-72- 97.3% |
$11.5K - $12.6K
|
2
$335
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-72- 2.3% |
$11.5K - $12.6K
|
3.05K
$512K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-72- 0.67% |
$11.5K - $12.6K
|
10.7K
$1.8M
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-72- 4.06% |
$11.5K - $12.6K
|
1.7K
$285K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-73- 4.91% |
$11.7K - $12.7K
|
1.42K
$237K
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-75- 4.16% |
$12K - $13.1K
|
1.73K
$290K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-76- 3.33% |
$12.1K - $13.3K
|
2.21K
$370K
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-76- 0.37% |
$12.1K - $13.3K
|
20.5K
$3.44M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-77- 4.76% |
$12.3K - $13.4K
|
1.54K
$259K
|