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 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-401- 1.23% |
$64.1K - $70K
|
32.1K
$5.21M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-402- 1.88% |
$64.2K - $70.2K
|
21K
$3.41M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-405- 4.12% |
$64.7K - $70.7K
|
9.43K
$1.53M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-407- 2.66% |
$65K - $71K
|
14.9K
$2.41M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-408- 3.55% |
$65.2K - $71.2K
|
11.1K
$1.8M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-408- 0.69% |
$65.2K - $71.2K
|
58.5K
$9.49M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-409- 1.41% |
$65.3K - $71.4K
|
28.6K
$4.64M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-414- 3.47% |
$66.1K - $72.3K
|
11.5K
$1.87M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-418- 13.41% |
$66.8K - $73K
|
2.7K
$438K
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-425- 7.92% |
$67.9K - $74.2K
|
4.94K
$802K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-440- 43.35% |
$70.3K - $76.8K
|
575
$93.3K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-440- 4.46% |
$70.3K - $76.8K
|
9.42K
$1.53M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-443- 0.72% |
$70.8K - $77.3K
|
60.8K
$9.88M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-444- 3.12% |
$70.9K - $77.5K
|
13.8K
$2.24M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-450- 20.04% |
$71.9K - $78.6K
|
1.8K
$292K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-452- 3.94% |
$72.2K - $78.9K
|
11K
$1.79M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-455- 1.66% |
$72.7K - $79.4K
|
27K
$4.38M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-457- 9.22% |
$73K - $79.8K
|
4.5K
$731K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-463- 33.72% |
$74K - $80.8K
|
910
$148K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-465- 3.35% |
$74.3K - $81.2K
|
13.4K
$2.18M
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-468- 6.63% |
$74.8K - $81.7K
|
6.59K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-470- 2.18% |
$75.1K - $82K
|
21.1K
$3.42M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-479- 0.68% |
$76.5K - $83.6K
|
70.1K
$11.4M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-480- 10.46% |
$76.7K - $83.8K
|
4.11K
$667K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-480- 3.54% |
$76.7K - $83.8K
|
13.1K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-485- 8.89% |
$77.5K - $84.7K
|
4.97K
$807K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-490- 22.02% |
$78.3K - $85.5K
|
1.74K
$282K
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-491- 4.74% |
$78.4K - $85.7K
|
9.86K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-494- 2.45% |
$78.9K - $86.2K
|
19.7K
$3.19M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-495- 25.35% |
$79.1K - $86.4K
|
1.46K
$237K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-496- 29.21% |
$79.2K - $86.6K
|
1.2K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 12.0% |
$80.2K - $87.6K
|
3.68K
$597K
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-507- 3.13% |
$81K - $88.5K
|
15.7K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-516- 1.38% |
$82.4K - $90.1K
|
36.8K
$5.97M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 1.2% |
$82.6K - $90.3K
|
42.5K
$6.9M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-518- 2.52% |
$82.8K - $90.4K
|
20K
$3.25M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-520- 3.76% |
$83.1K - $90.8K
|
13.3K
$2.16M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-522- 3.17% |
$83.4K - $91.1K
|
15.9K
$2.59M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-525- 3.31% |
$83.9K - $91.6K
|
15.4K
$2.49M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-528- 11.27% |
$84.3K - $92.2K
|
4.16K
$675K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-532- 1.45% |
$85K - $92.9K
|
36.1K
$5.86M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-534- 25.12% |
$85.3K - $93.2K
|
1.59K
$258K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-537- 12.27% |
$85.8K - $93.7K
|
3.84K
$623K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-545- 25.16% |
$87.1K - $95.1K
|
1.62K
$263K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-558- 3.68% |
$89.1K - $97.4K
|
14.6K
$2.37M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-565- 2.26% |
$90.3K - $98.6K
|
24.4K
$3.97M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-568- 3.28% |
$90.7K - $99.2K
|
16.8K
$2.72M
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-571- 4.28% |
$91.2K - $99.7K
|
12.8K
$2.08M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-574- 0.78% |
$91.7K - $100K
|
73.3K
$11.9M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-576- 12.3% |
$92K - $101K
|
4.11K
$667K
|