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 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.23K- 37.62% |
$329K - $364K
|
3.7K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.24K- 3.65% |
$330K - $364K
|
59.1K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 8.45% |
$334K - $368K
|
24.5K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.3K- 1.83% |
$338K - $374K
|
123K
$21.8M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.32K- 6.0% |
$342K - $378K
|
36.3K
$6.44M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.35K- 12.79% |
$346K - $382K
|
16K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.37K- 7.14% |
$349K - $385K
|
30.8K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.39K- 41.34% |
$352K - $389K
|
3.39K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.4K- 41.9% |
$354K - $391K
|
3.33K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.41K- 2.0% |
$355K - $392K
|
118K
$21M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.41K- 2.55% |
$356K - $393K
|
92.2K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.43K- 0.91% |
$358K - $395K
|
265K
$47M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.44K- 2.82% |
$360K - $398K
|
84.1K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.45K- 14.62% |
$361K - $398K
|
14.3K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.45K- 12.27% |
$362K - $400K
|
17.5K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 62.97% |
$362K - $400K
|
1.44K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.46K- 8.32% |
$362K - $400K
|
27.1K
$4.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.47K- 4.6% |
$364K - $402K
|
51.2K
$9.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.47K- 7.57% |
$364K - $402K
|
30.2K
$5.35M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.5K- 3.25% |
$369K - $407K
|
74.5K
$13.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.5K- 1.36% |
$369K - $407K
|
181K
$32.2M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.56K- 40.5% |
$377K - $417K
|
3.76K
$666K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.6K- 3.75% |
$384K - $424K
|
66.8K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.62K- 1.18% |
$387K - $427K
|
220K
$38.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.64K- 39.34% |
$389K - $429K
|
4.07K
$721K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.65K- 15.64% |
$391K - $432K
|
14.3K
$2.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.66K- 17.93% |
$392K - $432K
|
12.2K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.66K- 2.41% |
$392K - $433K
|
108K
$19.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.67K- 14.75% |
$394K - $435K
|
15.4K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.71K- 43.85% |
$399K - $441K
|
3.47K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.73K- 5.41% |
$403K - $445K
|
47.7K
$8.46M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.75K- 10.3% |
$405K - $448K
|
23.9K
$4.24M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.77K- 10.77% |
$409K - $452K
|
23K
$4.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.81K- 7.27% |
$415K - $458K
|
35.9K
$6.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.85K- 25.58% |
$421K - $465K
|
8.3K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.87K- 0.86% |
$424K - $468K
|
332K
$58.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-2.9K- 6.46% |
$427K - $472K
|
41.9K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.9K- 3.43% |
$428K - $473K
|
81.7K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.92K- 0.78% |
$430K - $475K
|
370K
$65.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-2.92K- 10.33% |
$431K - $476K
|
25.3K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.93K- 10.28% |
$432K - $477K
|
25.6K
$4.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.96K- 0.25% |
$437K - $482K
|
1.2M
$214M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 1.62% |
$439K - $485K
|
181K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.99K- 17.9% |
$441K - $487K
|
13.7K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.01K- 13.25% |
$444K - $491K
|
19.7K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.02K- 14.99% |
$445K - $491K
|
17.1K
$3.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.02K- 7.93% |
$445K - $492K
|
35.1K
$6.21M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.11K- 5.95% |
$458K - $506K
|
49.1K
$8.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.11K- 5.03% |
$459K - $506K
|
58.7K
$10.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.21K- 37.6% |
$474K - $523K
|
5.33K
$945K
|