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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.8K- 4.2% |
$3.17M - $3.46M
|
452K
$75.7M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.6K- 15.2% |
$3.29M - $3.59M
|
115K
$19.3M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-20.7K- 2.48% |
$3.31M - $3.62M
|
814K
$136M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-23.3K- 14.21% |
$3.72M - $4.07M
|
141K
$23.6M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.6K- 1.62% |
$3.77M - $4.12M
|
1.43M
$240M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.7K- 5.14% |
$3.78M - $4.13M
|
437K
$73.2M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-23.8K- 4.12% |
$3.8M - $4.15M
|
554K
$92.9M
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-23.9K- 32.76% |
$3.82M - $4.17M
|
49.1K
$8.23M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24.2K- 22.85% |
$3.87M - $4.22M
|
81.7K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-24.8K- 9.93% |
$3.96M - $4.33M
|
225K
$37.7M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.2K- 25.82% |
$4.03M - $4.4M
|
72.5K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27K- 78.88% |
$4.31M - $4.71M
|
7.23K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-27.8K- 2.2% |
$4.44M - $4.85M
|
1.23M
$207M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-30.2K- 31.71% |
$4.83M - $5.28M
|
65.1K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-31K- 71.58% |
$4.96M - $5.42M
|
12.3K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 1.73% |
$4.99M - $5.46M
|
1.77M
$298M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-32.6K- 5.32% |
$5.2M - $5.69M
|
580K
$97.3M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-32.6K- 18.75% |
$5.22M - $5.7M
|
141K
$23.7M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-33.2K- 16.88% |
$5.3M - $5.79M
|
163K
$27.4M
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-33.4K- 38.5% |
$5.33M - $5.82M
|
53.3K
$8.94M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-40.2K- 3.27% |
$6.42M - $7.02M
|
1.19M
$200M
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-40.4K- 83.06% |
$6.45M - $7.04M
|
8.23K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40.5K- 2.41% |
$6.47M - $7.07M
|
1.64M
$275M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-43.2K- 17.47% |
$6.89M - $7.53M
|
204K
$34.2M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43.8K- 19.41% |
$7M - $7.65M
|
182K
$30.5M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-44K- 10.65% |
$7.03M - $7.69M
|
369K
$61.9M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44.9K- 6.13% |
$7.17M - $7.84M
|
687K
$115M
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-54.5K- 3.27% |
$8.71M - $9.52M
|
1.61M
$270M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.7K- 40.26% |
$9.06M - $9.9M
|
84.1K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65.8K- 1.28% |
$10.5M - $11.5M
|
5.1M
$855M
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-68.5K- 3.66% |
$10.9M - $12M
|
1.8M
$302M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-70K- 2.27% |
$11.2M - $12.2M
|
3.01M
$506M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-72.8K- 93.09% |
$11.6M - $12.7M
|
5.4K
$906K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.3K- 11.68% |
$11.7M - $12.8M
|
554K
$93M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-73.4K- 12.06% |
$11.7M - $12.8M
|
535K
$89.7M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77.2K- 32.8% |
$12.3M - $13.5M
|
158K
$26.5M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-78K- 26.05% |
$12.5M - $13.6M
|
221K
$37.1M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-89.1K- 22.98% |
$14.2M - $15.6M
|
299K
$50.1M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-93.8K- 43.74% |
$15M - $16.4M
|
121K
$20.2M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-101K- 16.51% |
$16.1M - $17.6M
|
510K
$85.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 0.42% |
$19.8M - $21.6M
|
29.1M
$4.87B
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-168K- 11.09% |
$26.9M - $29.4M
|
1.35M
$226M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-182K- 3.05% |
$29.1M - $31.8M
|
5.79M
$971M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-195K- 90.13% |
$31.2M - $34.1M
|
21.4K
$3.59M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-207K- 9.1% |
$33.1M - $36.1M
|
2.07M
$347M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-288K- 11.32% |
$46.1M - $50.4M
|
2.26M
$379M
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-295K- 80.9% |
$47.2M - $51.5M
|
69.7K
$11.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 1.49% |
$47.9M - $52.3M
|
19.8M
$3.32B
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-385K- 99.18% |
$61.5M - $67.2M
|
3.2K
$537K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551K- 23.99% |
$88M - $96.2M
|
1.75M
$293M
|