Purchases and Sales Made in Q1 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.51K+ 4.9% |
$223K - $246K
|
32.4K
$5.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.51K+ 2.62% |
$222K - $246K
|
59.1K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.51K+ 1.76% |
$222K - $246K
|
87K
$15.4M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.51K+ 16.29% |
$222K - $245K
|
10.8K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5KNew |
$221K - $244K
|
1.5K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.48K+ 17.43% |
$219K - $242K
|
9.99K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.46KNew |
$215K - $238K
|
1.46K
$259K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 1.91% |
$214K - $237K
|
77.5K
$13.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.45KNew |
$213K - $236K
|
1.45K
$256K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.44K+ 7.12% |
$213K - $235K
|
21.7K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.44K+ 19.53% |
$212K - $235K
|
8.82K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$212K - $235K
|
1.44K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.43KNew |
$210K - $232K
|
1.43K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
1.43KNew |
$210K - $232K
|
1.43K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.42KNew |
$209K - $231K
|
1.42K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.42K+ 2.93% |
$209K - $231K
|
49.9K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.42K+ 12.91% |
$209K - $230K
|
12.4K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$207K - $228K
|
1.4K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.4KNew |
$207K - $228K
|
1.4K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.4KNew |
$206K - $228K
|
1.4K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.4K+ 47.04% |
$206K - $228K
|
4.37K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.4K+ 1073.85% |
$206K - $227K
|
1.53K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.4KNew |
$206K - $227K
|
1.4K
$247K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.39K+ 7.21% |
$205K - $226K
|
20.7K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 7705.56% |
$205K - $226K
|
1.41K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.39K+ 9.31% |
$204K - $226K
|
16.3K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.38KNew |
$204K - $225K
|
1.38K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.38K+ 42.51% |
$204K - $225K
|
4.63K
$821K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.38K+ 2.71% |
$203K - $224K
|
52K
$9.22M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1.37KNew |
$203K - $224K
|
1.37K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.37KNew |
$202K - $224K
|
1.37K
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.37KNew |
$202K - $223K
|
1.37K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.36K+ 0.42% |
$200K - $221K
|
324K
$57.4M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.36K+ 7.43% |
$200K - $221K
|
19.6K
$3.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.35K+ 11.11% |
$200K - $221K
|
13.5K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.34K+ 82.64% |
$198K - $219K
|
2.97K
$526K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.34K+ 1.26% |
$198K - $218K
|
108K
$19.1M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.34K+ 1.11% |
$197K - $218K
|
122K
$21.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
1.33KNew |
$196K - $217K
|
1.33K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.32K+ 1.64% |
$195K - $216K
|
82K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$235K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.32K+ 27.23% |
$194K - $214K
|
6.15K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.31KNew |
$194K - $214K
|
1.31K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.31K+ 6.84% |
$193K - $213K
|
20.4K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.3KNew |
$192K - $212K
|
1.3K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 3.92% |
$192K - $212K
|
34.5K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 4.23% |
$192K - $212K
|
32.1K
$5.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.3KNew |
$192K - $212K
|
1.3K
$230K
|