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 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
301+ 6.0% |
$44.4K - $49K
|
5.32K
$937K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
301+ 1.93% |
$44.4K - $49K
|
15.9K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
300+ 9.57% |
$44.2K - $48.9K
|
3.44K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
299+ 0.75% |
$44.1K - $48.7K
|
40.1K
$7.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
297+ 8.0% |
$43.8K - $48.4K
|
4.01K
$706K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
285+ 14.59% |
$42K - $46.4K
|
2.24K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
284+ 17.02% |
$41.9K - $46.3K
|
1.95K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
284+ 1.66% |
$41.9K - $46.3K
|
17.4K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
283+ 1.38% |
$41.7K - $46.1K
|
20.8K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
282+ 1.47% |
$41.6K - $45.9K
|
19.5K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
282+ 7.31% |
$41.6K - $45.9K
|
4.14K
$730K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
281+ 7.85% |
$41.4K - $45.8K
|
3.86K
$680K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
280+ 7.65% |
$41.3K - $45.6K
|
3.94K
$695K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
275+ 0.25% |
$40.6K - $44.8K
|
111K
$19.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
274+ 3.45% |
$40.4K - $44.6K
|
8.23K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
272+ 5.78% |
$40.1K - $44.3K
|
4.98K
$877K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
268+ 1.86% |
$39.5K - $43.6K
|
14.7K
$2.59M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
259+ 7.72% |
$38.2K - $42.2K
|
3.62K
$637K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
258+ 0.64% |
$38K - $42K
|
40.3K
$7.1M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
258+ 8.26% |
$38K - $42K
|
3.38K
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
254+ 0.32% |
$37.5K - $41.4K
|
80K
$14.1M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
251+ 2.8% |
$37K - $40.9K
|
9.2K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
247+ 7.22% |
$36.4K - $40.2K
|
3.67K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
245+ 1.71% |
$36.1K - $39.9K
|
14.5K
$2.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
245+ 10.15% |
$36.1K - $39.9K
|
2.66K
$468K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
245+ 1.17% |
$36.1K - $39.9K
|
21.2K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
244+ 2.04% |
$36K - $39.7K
|
12.2K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
243+ 10.61% |
$35.8K - $39.6K
|
2.53K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
239+ 2.99% |
$35.2K - $38.9K
|
8.22K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
238+ 9.38% |
$35.1K - $38.8K
|
2.78K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
238+ 5.07% |
$35.1K - $38.8K
|
4.93K
$869K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
229+ 30.45% |
$33.8K - $37.3K
|
981
$173K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
229+ 14.57% |
$33.8K - $37.3K
|
1.8K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225New |
$33.2K - $36.6K
|
225
$39.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
224+ 14.32% |
$33K - $36.5K
|
1.79K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
223New |
$32.9K - $36.3K
|
223
$39.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
221+ 1.32% |
$32.6K - $36K
|
16.9K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
220+ 5.61% |
$32.4K - $35.8K
|
4.14K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
213+ 12.51% |
$31.4K - $34.7K
|
1.92K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
208+ 13.82% |
$30.7K - $33.9K
|
1.71K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
207+ 0.23% |
$30.5K - $33.7K
|
90K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
207+ 4.17% |
$30.5K - $33.7K
|
5.17K
$911K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
203+ 0.77% |
$29.9K - $33.1K
|
26.4K
$4.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
202+ 0.5% |
$29.8K - $32.9K
|
40.3K
$7.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
200+ 3.98% |
$29.5K - $32.6K
|
5.22K
$920K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
198+ 4.0% |
$29.2K - $32.2K
|
5.14K
$906K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
197+ 0.36% |
$29K - $32.1K
|
54.8K
$9.65M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
197+ 4.94% |
$29K - $32.1K
|
4.18K
$737K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
195+ 3.16% |
$28.8K - $31.8K
|
6.37K
$1.12M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
189+ 4.14% |
$27.9K - $30.8K
|
4.75K
$837K
|