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
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-465- 3.35% |
$74.3K - $81.2K
|
13.4K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-468- 6.63% |
$74.8K - $81.7K
|
6.59K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-470- 2.18% |
$75.1K - $82K
|
21.1K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-479- 0.68% |
$76.5K - $83.6K
|
70.1K
$11.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-480- 10.46% |
$76.7K - $83.8K
|
4.11K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-480- 3.54% |
$76.7K - $83.8K
|
13.1K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-485- 8.89% |
$77.5K - $84.7K
|
4.97K
$833K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-490- 22.02% |
$78.3K - $85.5K
|
1.74K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-491- 4.74% |
$78.4K - $85.7K
|
9.86K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-494- 2.45% |
$78.9K - $86.2K
|
19.7K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-495- 25.35% |
$79.1K - $86.4K
|
1.46K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-496- 29.21% |
$79.2K - $86.6K
|
1.2K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 12.0% |
$80.2K - $87.6K
|
3.68K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-507- 3.13% |
$81K - $88.5K
|
15.7K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-516- 1.38% |
$82.4K - $90.1K
|
36.8K
$6.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 1.2% |
$82.6K - $90.3K
|
42.5K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-518- 2.52% |
$82.8K - $90.4K
|
20K
$3.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-520- 3.76% |
$83.1K - $90.8K
|
13.3K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-522- 3.17% |
$83.4K - $91.1K
|
15.9K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-525- 3.31% |
$83.9K - $91.6K
|
15.4K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-528- 11.27% |
$84.3K - $92.2K
|
4.16K
$698K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-532- 1.45% |
$85K - $92.9K
|
36.1K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-534- 25.12% |
$85.3K - $93.2K
|
1.59K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-537- 12.27% |
$85.8K - $93.7K
|
3.84K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-545- 25.16% |
$87.1K - $95.1K
|
1.62K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-558- 3.68% |
$89.1K - $97.4K
|
14.6K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-565- 2.26% |
$90.3K - $98.6K
|
24.4K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-568- 3.28% |
$90.7K - $99.2K
|
16.8K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-571- 4.28% |
$91.2K - $99.7K
|
12.8K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-574- 0.78% |
$91.7K - $100K
|
73.3K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-576- 12.3% |
$92K - $101K
|
4.11K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-580- 18.75% |
$92.7K - $101K
|
2.51K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-583- 0.41% |
$93.1K - $102K
|
142K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-592- 30.48% |
$94.6K - $103K
|
1.35K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 28.0% |
$95.9K - $105K
|
1.54K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-614- 1.64% |
$98.1K - $107K
|
36.8K
$6.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-622- 1.68% |
$99.4K - $109K
|
36.4K
$6.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-627- 3.3% |
$100K - $109K
|
18.4K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-627- 1.65% |
$100K - $109K
|
37.4K
$6.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-628- 6.42% |
$100K - $110K
|
9.15K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-634- 5.73% |
$101K - $111K
|
10.4K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-644- 14.02% |
$103K - $112K
|
3.95K
$662K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-654- 7.85% |
$104K - $114K
|
7.67K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-659- 1.47% |
$105K - $115K
|
44.1K
$7.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-660- 1.71% |
$105K - $115K
|
38K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-661- 3.4% |
$106K - $115K
|
18.8K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-680- 2.38% |
$109K - $119K
|
27.9K
$4.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-682- 3.85% |
$109K - $119K
|
17K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-683- 0.76% |
$109K - $119K
|
89.2K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-692- 3.31% |
$111K - $121K
|
20.2K
$3.39M
|