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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.34K- 3.37% |
$693K - $757K
|
124K
$20.2M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.37K- 0.86% |
$698K - $763K
|
502K
$81.5M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-4.38K- 6.81% |
$700K - $765K
|
59.9K
$9.73M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.45K- 12.13% |
$711K - $777K
|
32.3K
$5.24M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.51K- 10.89% |
$720K - $787K
|
36.9K
$5.99M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.52K- 2.62% |
$722K - $789K
|
168K
$27.2M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.58K- 3.96% |
$731K - $799K
|
111K
$18M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.85K- 18.85% |
$774K - $846K
|
20.9K
$3.39M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.11K- 28.23% |
$816K - $892K
|
13K
$2.11M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-5.13K- 28.58% |
$820K - $896K
|
12.8K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.18K- 4.06% |
$827K - $904K
|
122K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-5.28K- 42.22% |
$843K - $921K
|
7.22K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.53K- 5.54% |
$884K - $966K
|
94.4K
$15.3M
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.54K- 19.56% |
$886K - $968K
|
22.8K
$3.7M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.82K- 12.83% |
$929K - $1.02M
|
39.5K
$6.42M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.85K- 23.77% |
$934K - $1.02M
|
18.7K
$3.04M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.97K- 8.72% |
$953K - $1.04M
|
62.4K
$10.1M
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6.05K- 15.07% |
$966K - $1.06M
|
34.1K
$5.53M
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.13K- 51.7% |
$979K - $1.07M
|
5.73K
$929K
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-6.22K- 37.24% |
$994K - $1.09M
|
10.5K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.31K- 59.31% |
$1.01M - $1.1M
|
4.33K
$702K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.32K- 2.18% |
$1.01M - $1.1M
|
284K
$46.1M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.43K- 2.69% |
$1.03M - $1.12M
|
232K
$37.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.5K- 25.14% |
$1.04M - $1.14M
|
19.4K
$3.14M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6.52K- 2.21% |
$1.04M - $1.14M
|
288K
$46.8M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.61K- 8.23% |
$1.06M - $1.15M
|
73.8K
$12M
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-6.69K- 4.67% |
$1.07M - $1.17M
|
137K
$22.2M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.71K- 65.47% |
$1.07M - $1.17M
|
3.54K
$574K
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.71K- 59.7% |
$1.07M - $1.17M
|
4.53K
$736K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.73K- 1.63% |
$1.07M - $1.17M
|
405K
$65.8M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-6.79K- 4.1% |
$1.08M - $1.18M
|
159K
$25.8M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.88K- 39.32% |
$1.1M - $1.2M
|
10.6K
$1.72M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.07K- 6.16% |
$1.13M - $1.23M
|
108K
$17.5M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.19K- 48.59% |
$1.15M - $1.26M
|
7.61K
$1.24M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.26K- 0.98% |
$1.16M - $1.27M
|
737K
$120M
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.34K- 29.56% |
$1.17M - $1.28M
|
17.5K
$2.84M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.37K- 2.89% |
$1.18M - $1.29M
|
247K
$40.2M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.69K- 5.57% |
$1.23M - $1.34M
|
130K
$21.2M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.76K- 1.2% |
$1.24M - $1.35M
|
638K
$104M
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.78K- 7.35% |
$1.24M - $1.36M
|
98.1K
$15.9M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.08K- 7.27% |
$1.29M - $1.41M
|
103K
$16.7M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.1K- 2.27% |
$1.29M - $1.41M
|
349K
$56.6M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.25K- 3.21% |
$1.32M - $1.44M
|
249K
$40.4M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-8.43K- 76.29% |
$1.35M - $1.47M
|
2.62K
$425K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.95K- 57.9% |
$1.43M - $1.56M
|
6.51K
$1.06M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8.99K- 39.94% |
$1.44M - $1.57M
|
13.5K
$2.19M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9.13K- 57.53% |
$1.46M - $1.59M
|
6.74K
$1.09M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-9.17K- 15.7% |
$1.46M - $1.6M
|
49.2K
$7.99M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.26K- 3.04% |
$1.48M - $1.62M
|
295K
$47.8M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.35K- 6.62% |
$1.49M - $1.63M
|
132K
$21.4M
|