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 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
14.6K+ 6.18% |
$2.34M - $2.56M
|
252K
$42.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14.6K+ 20.62% |
$2.34M - $2.55M
|
85.6K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
14.2KNew |
$2.27M - $2.48M
|
14.2K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
14K+ 23.17% |
$2.24M - $2.45M
|
74.6K
$12.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.9K+ 2.98% |
$2.22M - $2.43M
|
481K
$80.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 9.79% |
$2.19M - $2.39M
|
154K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.7K+ 8.53% |
$2.19M - $2.39M
|
174K
$29.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7K+ 6.32% |
$2.18M - $2.39M
|
230K
$38.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 4.9% |
$2.16M - $2.36M
|
290K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.2K+ 8.83% |
$2.11M - $2.3M
|
163K
$27.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.1K+ 21.88% |
$2.1M - $2.29M
|
73.2K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.9K+ 9.93% |
$2.07M - $2.26M
|
143K
$24M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
12.8K+ 28.63% |
$2.04M - $2.23M
|
57.3K
$9.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.7K+ 23.93% |
$2.03M - $2.22M
|
65.8K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.3K+ 2.41% |
$1.97M - $2.15M
|
525K
$88.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
12.3K+ 20.73% |
$1.97M - $2.15M
|
71.7K
$12M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 14.35% |
$1.96M - $2.15M
|
98K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.3K+ 5.06% |
$1.96M - $2.14M
|
255K
$42.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.1KNew |
$1.94M - $2.12M
|
12.1K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12K+ 8.01% |
$1.92M - $2.1M
|
162K
$27.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
12K+ 27.04% |
$1.92M - $2.09M
|
56.3K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.9K+ 210.71% |
$1.9M - $2.08M
|
17.6K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 31.37% |
$1.84M - $2.01M
|
48.2K
$8.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.2K+ 5.82% |
$1.79M - $1.96M
|
204K
$34.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 8.13% |
$1.78M - $1.94M
|
148K
$24.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
10.7K+ 7.91% |
$1.71M - $1.87M
|
146K
$24.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.6K+ 1.2% |
$1.7M - $1.86M
|
899K
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$1.7M - $1.86M
|
10.6K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10.6K+ 49.91% |
$1.7M - $1.85M
|
31.9K
$5.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.5K+ 21.01% |
$1.67M - $1.82M
|
60.2K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.4K+ 14.32% |
$1.67M - $1.82M
|
83.3K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$1.65M - $1.8M
|
10.3K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.3K+ 8.83% |
$1.64M - $1.8M
|
127K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.2KNew |
$1.64M - $1.79M
|
10.2K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.2KNew |
$1.62M - $1.77M
|
10.2K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.2K+ 179.34% |
$1.62M - $1.77M
|
15.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 9.86% |
$1.62M - $1.77M
|
113K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1K+ 111.52% |
$1.62M - $1.77M
|
19.2K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.1K+ 317.65% |
$1.61M - $1.76M
|
13.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
9.67KNew |
$1.55M - $1.69M
|
9.67K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.66K+ 3.78% |
$1.54M - $1.69M
|
265K
$44.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
9.61K+ 8.62% |
$1.54M - $1.68M
|
121K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.47K+ 1.51% |
$1.51M - $1.65M
|
638K
$107M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.42K+ 19.85% |
$1.51M - $1.64M
|
56.9K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.28K+ 10.12% |
$1.48M - $1.62M
|
101K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.12K+ 109.97% |
$1.46M - $1.59M
|
17.4K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.1K+ 24.5% |
$1.45M - $1.59M
|
46.2K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.09K+ 6.04% |
$1.45M - $1.59M
|
160K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
9KNew |
$1.44M - $1.57M
|
9K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9K+ 116.62% |
$1.44M - $1.57M
|
16.7K
$2.8M
|