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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
679+ 2.64% |
$100K - $111K
|
26.4K
$4.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
665+ 3.28% |
$98.1K - $108K
|
21K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
663+ 3.18% |
$97.8K - $108K
|
21.5K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
659+ 2.19% |
$97.2K - $107K
|
30.7K
$5.43M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
657+ 8.93% |
$96.9K - $107K
|
8.01K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
645+ 4.02% |
$95.1K - $105K
|
16.7K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
640+ 0.41% |
$94.4K - $104K
|
157K
$27.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
629+ 35.94% |
$92.8K - $102K
|
2.38K
$420K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
626+ 23.85% |
$92.3K - $102K
|
3.25K
$574K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
619+ 26.69% |
$91.3K - $101K
|
2.94K
$519K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
614+ 13.97% |
$90.5K - $100K
|
5.01K
$885K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
609+ 4.18% |
$89.8K - $99.2K
|
15.2K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
607+ 34.39% |
$89.5K - $98.9K
|
2.37K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
588+ 5.01% |
$86.7K - $95.8K
|
12.3K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
587+ 5.81% |
$86.6K - $95.6K
|
10.7K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
585+ 0.83% |
$86.3K - $95.3K
|
71.4K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
582+ 8.04% |
$85.8K - $94.8K
|
7.82K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
576+ 1.91% |
$84.9K - $93.8K
|
30.8K
$5.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
568+ 9.61% |
$83.8K - $92.5K
|
6.48K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
566+ 1.75% |
$83.5K - $92.2K
|
32.9K
$5.81M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
561+ 227.13% |
$82.7K - $91.4K
|
808
$143K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
561+ 3.74% |
$82.7K - $91.4K
|
15.6K
$2.75M
|
|
|
May 06, 2024
Q1 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
557+ 0.45% |
$82.1K - $90.7K
|
124K
$22M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
546+ 2.65% |
$80.5K - $88.9K
|
21.2K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
538+ 0.81% |
$79.3K - $87.6K
|
67.2K
$11.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
537+ 3.31% |
$79.2K - $87.5K
|
16.7K
$2.96M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
537+ 236.56% |
$79.2K - $87.5K
|
764
$135K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
528+ 0.26% |
$77.9K - $86K
|
200K
$35.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
524+ 1.14% |
$77.3K - $85.3K
|
46.3K
$8.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
519+ 1.24% |
$76.5K - $84.5K
|
42.2K
$7.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
512+ 32.51% |
$75.5K - $83.4K
|
2.09K
$369K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
505+ 0.29% |
$74.5K - $82.2K
|
177K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
500+ 22.07% |
$73.7K - $81.4K
|
2.77K
$489K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
499+ 12.96% |
$73.6K - $81.3K
|
4.35K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
494+ 0.66% |
$72.8K - $80.5K
|
74.9K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
493+ 21.08% |
$72.7K - $80.3K
|
2.83K
$500K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
488+ 0.79% |
$72K - $79.5K
|
62.4K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
486+ 4.23% |
$71.7K - $79.1K
|
12K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
485+ 8.85% |
$71.5K - $79K
|
5.97K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
481+ 4.33% |
$70.9K - $78.3K
|
11.6K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
476New |
$70.2K - $77.5K
|
476
$84.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
475+ 4.76% |
$70K - $77.4K
|
10.4K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
470+ 134.29% |
$69.3K - $76.5K
|
820
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
468+ 3.31% |
$69K - $76.2K
|
14.6K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
466+ 16.58% |
$68.7K - $75.9K
|
3.28K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
460+ 1.63% |
$67.8K - $74.9K
|
28.7K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
458+ 1.65% |
$67.5K - $74.6K
|
28.2K
$4.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
455+ 1.77% |
$67.1K - $74.1K
|
26.2K
$4.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
453+ 7.74% |
$66.8K - $73.8K
|
6.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
452+ 2.16% |
$66.7K - $73.6K
|
21.4K
$3.78M
|