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 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-43.2K- 17.47% |
$6.89M - $7.53M
|
204K
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43.8K- 19.41% |
$7M - $7.65M
|
182K
$29.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-44K- 10.65% |
$7.03M - $7.69M
|
369K
$59.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44.9K- 6.13% |
$7.17M - $7.84M
|
687K
$111M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-54.5K- 3.27% |
$8.71M - $9.52M
|
1.61M
$262M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.7K- 40.26% |
$9.06M - $9.9M
|
84.1K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65.8K- 1.28% |
$10.5M - $11.5M
|
5.1M
$827M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-68.5K- 3.66% |
$10.9M - $12M
|
1.8M
$293M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-70K- 2.27% |
$11.2M - $12.2M
|
3.01M
$489M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-72.8K- 93.09% |
$11.6M - $12.7M
|
5.4K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.3K- 11.68% |
$11.7M - $12.8M
|
554K
$90M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-73.4K- 12.06% |
$11.7M - $12.8M
|
535K
$86.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77.2K- 32.8% |
$12.3M - $13.5M
|
158K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-78K- 26.05% |
$12.5M - $13.6M
|
221K
$35.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-89.1K- 22.98% |
$14.2M - $15.6M
|
299K
$48.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-93.8K- 43.74% |
$15M - $16.4M
|
121K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-101K- 16.51% |
$16.1M - $17.6M
|
510K
$82.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 0.42% |
$19.8M - $21.6M
|
29.1M
$4.72B
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-168K- 11.09% |
$26.9M - $29.4M
|
1.35M
$219M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-182K- 3.05% |
$29.1M - $31.8M
|
5.79M
$940M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-195K- 90.13% |
$31.2M - $34.1M
|
21.4K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-207K- 9.1% |
$33.1M - $36.1M
|
2.07M
$336M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-288K- 11.32% |
$46.1M - $50.4M
|
2.26M
$367M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-295K- 80.9% |
$47.2M - $51.5M
|
69.7K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 1.49% |
$47.9M - $52.3M
|
19.8M
$3.21B
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-385K- 99.18% |
$61.5M - $67.2M
|
3.2K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551K- 23.99% |
$88M - $96.2M
|
1.75M
$283M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-564K- 99.03% |
$90M - $98.4M
|
5.53K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-643K- 16.16% |
$103M - $112M
|
3.34M
$542M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.53M- 67.73% |
$245M - $267M
|
730K
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.67M- 99.38% |
$426M - $466M
|
16.5K
$2.68M
|