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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-580- 18.75% |
$92.7K - $101K
|
2.51K
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-583- 0.41% |
$93.1K - $102K
|
142K
$23.1M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-583- 1.89% |
$93.1K - $102K
|
30.2K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-592- 30.48% |
$94.6K - $103K
|
1.35K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 28.0% |
$95.9K - $105K
|
1.54K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-614- 1.64% |
$98.1K - $107K
|
36.8K
$5.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-622- 1.68% |
$99.4K - $109K
|
36.4K
$5.91M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-624- 0.98% |
$99.7K - $109K
|
63.2K
$10.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-627- 3.3% |
$100K - $109K
|
18.4K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-627- 1.65% |
$100K - $109K
|
37.4K
$6.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-628- 6.42% |
$100K - $110K
|
9.15K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-634- 5.73% |
$101K - $111K
|
10.4K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-644- 14.02% |
$103K - $112K
|
3.95K
$641K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-654- 7.85% |
$104K - $114K
|
7.67K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-659- 1.47% |
$105K - $115K
|
44.1K
$7.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-660- 1.71% |
$105K - $115K
|
38K
$6.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-661- 3.4% |
$106K - $115K
|
18.8K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-680- 2.38% |
$109K - $119K
|
27.9K
$4.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-682- 3.85% |
$109K - $119K
|
17K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-683- 0.76% |
$109K - $119K
|
89.2K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-692- 3.31% |
$111K - $121K
|
20.2K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-704- 20.29% |
$112K - $123K
|
2.77K
$449K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-711- 1.76% |
$114K - $124K
|
39.6K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-722- 30.16% |
$115K - $126K
|
1.67K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-729- 14.99% |
$116K - $127K
|
4.13K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-749- 7.4% |
$120K - $131K
|
9.37K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-751- 8.1% |
$120K - $131K
|
8.52K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-751- 16.5% |
$120K - $131K
|
3.8K
$617K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-754- 2.11% |
$120K - $132K
|
35K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-767- 4.69% |
$123K - $134K
|
15.6K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-771- 9.96% |
$123K - $135K
|
6.97K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-774- 1.56% |
$124K - $135K
|
48.9K
$7.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-776- 29.63% |
$124K - $135K
|
1.84K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-780- 0.08% |
$125K - $136K
|
944K
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-788- 8.42% |
$126K - $138K
|
8.57K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-790- 12.15% |
$126K - $138K
|
5.71K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-792- 1.16% |
$127K - $138K
|
67.4K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-805- 20.46% |
$129K - $141K
|
3.13K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-806- 35.09% |
$129K - $141K
|
1.49K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-809- 15.88% |
$129K - $141K
|
4.29K
$696K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-813- 10.51% |
$130K - $142K
|
6.92K
$1.12M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-815- 5.77% |
$130K - $142K
|
13.3K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-818- 4.39% |
$131K - $143K
|
17.8K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-830- 7.76% |
$133K - $145K
|
9.86K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-841- 2.29% |
$134K - $147K
|
35.9K
$5.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-884- 3.69% |
$141K - $154K
|
23.1K
$3.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-907- 4.04% |
$145K - $158K
|
21.6K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-908- 12.08% |
$145K - $159K
|
6.61K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-909- 8.9% |
$145K - $159K
|
9.3K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-912- 5.69% |
$146K - $159K
|
15.1K
$2.46M
|