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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-302- 3.18% |
$48.2K - $52.7K
|
9.19K
$1.54M
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-304- 2.44% |
$48.6K - $53.1K
|
12.1K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-307- 5.85% |
$49K - $53.6K
|
4.94K
$829K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-308- 4.6% |
$49.2K - $53.8K
|
6.39K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-310- 5.46% |
$49.5K - $54.1K
|
5.37K
$900K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-312- 0.68% |
$49.8K - $54.5K
|
45.5K
$7.62M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-322- 0.57% |
$51.4K - $56.2K
|
56.2K
$9.42M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-323- 1.09% |
$51.6K - $56.4K
|
29.3K
$4.91M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-323- 17.06% |
$51.6K - $56.4K
|
1.57K
$263K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-325- 12.89% |
$51.9K - $56.7K
|
2.2K
$368K
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-327- 0.6% |
$52.2K - $57.1K
|
54K
$9.05M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-328- 13.25% |
$52.4K - $57.3K
|
2.15K
$360K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-335- 0.51% |
$53.5K - $58.5K
|
65K
$10.9M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-338- 0.43% |
$54K - $59K
|
78.9K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-340- 17.24% |
$54.3K - $59.4K
|
1.63K
$274K
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-341- 3.22% |
$54.5K - $59.5K
|
10.2K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-344- 0.14% |
$55K - $60.1K
|
238K
$39.9M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-345- 5.49% |
$55.1K - $60.2K
|
5.94K
$996K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-347- 2.25% |
$55.4K - $60.6K
|
15K
$2.52M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-358- 1.07% |
$57.2K - $62.5K
|
33.2K
$5.56M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-366- 0.66% |
$58.5K - $63.9K
|
54.8K
$9.19M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-367- 0.21% |
$58.6K - $64.1K
|
178K
$29.8M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-371- 19.32% |
$59.3K - $64.8K
|
1.55K
$260K
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-372- 5.5% |
$59.4K - $64.9K
|
6.39K
$1.07M
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-372- 0.44% |
$59.4K - $64.9K
|
83.9K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-375- 3.21% |
$59.9K - $65.5K
|
11.3K
$1.9M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-376- 0.88% |
$60.1K - $65.6K
|
42.4K
$7.11M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-380- 15.67% |
$60.7K - $66.3K
|
2.05K
$343K
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-380- 12.31% |
$60.7K - $66.3K
|
2.71K
$454K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-384- 1.62% |
$61.3K - $67K
|
23.4K
$3.92M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-394- 4.8% |
$62.9K - $68.8K
|
7.81K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-401- 1.23% |
$64.1K - $70K
|
32.1K
$5.39M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-402- 1.88% |
$64.2K - $70.2K
|
21K
$3.52M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-405- 4.12% |
$64.7K - $70.7K
|
9.43K
$1.58M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-407- 2.66% |
$65K - $71K
|
14.9K
$2.49M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-408- 3.55% |
$65.2K - $71.2K
|
11.1K
$1.86M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-408- 0.69% |
$65.2K - $71.2K
|
58.5K
$9.8M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-409- 1.41% |
$65.3K - $71.4K
|
28.6K
$4.79M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-414- 3.47% |
$66.1K - $72.3K
|
11.5K
$1.93M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-418- 13.41% |
$66.8K - $73K
|
2.7K
$453K
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-425- 7.92% |
$67.9K - $74.2K
|
4.94K
$828K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-440- 43.35% |
$70.3K - $76.8K
|
575
$96.4K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-440- 4.46% |
$70.3K - $76.8K
|
9.42K
$1.58M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-443- 0.72% |
$70.8K - $77.3K
|
60.8K
$10.2M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-444- 3.12% |
$70.9K - $77.5K
|
13.8K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-450- 20.04% |
$71.9K - $78.6K
|
1.8K
$301K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-452- 3.94% |
$72.2K - $78.9K
|
11K
$1.85M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-455- 1.66% |
$72.7K - $79.4K
|
27K
$4.53M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-457- 9.22% |
$73K - $79.8K
|
4.5K
$755K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-463- 33.72% |
$74K - $80.8K
|
910
$153K
|