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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.8K- 82.88% |
$13.4M - $14.8M
|
18.8K
$3.32M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-96.7K- 39.1% |
$14.3M - $15.7M
|
151K
$26.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-98.6K- 42.87% |
$14.5M - $16.1M
|
131K
$23.3M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-101K- 83.19% |
$14.9M - $16.4M
|
20.4K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-104K- 27.25% |
$15.4M - $17M
|
279K
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 17.89% |
$16.2M - $17.9M
|
505K
$89.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-123K- 4.65% |
$18.1M - $20M
|
2.51M
$445M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-133K- 94.45% |
$19.6M - $21.7M
|
7.82K
$1.39M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-134K- 89.64% |
$19.8M - $21.8M
|
15.5K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-136K- 5.32% |
$20M - $22.1M
|
2.42M
$429M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-161K- 20.37% |
$23.7M - $26.2M
|
628K
$111M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-164K- 6.57% |
$24.1M - $26.7M
|
2.33M
$413M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-164K- 31.64% |
$24.2M - $26.7M
|
354K
$62.8M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-165K- 30.66% |
$24.3M - $26.8M
|
372K
$66M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-168K- 15.28% |
$24.8M - $27.4M
|
933K
$165M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-204K- 57.24% |
$30.1M - $33.2M
|
152K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-207K- 5.79% |
$30.5M - $33.7M
|
3.36M
$596M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-217K- 13.52% |
$32M - $35.3M
|
1.39M
$246M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-219K- 98.24% |
$32.3M - $35.7M
|
3.93K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-223K- 3.58% |
$32.9M - $36.3M
|
6.01M
$1.06B
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-245K- 33.82% |
$36.1M - $39.9M
|
479K
$85M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-251K- 95.39% |
$37M - $40.8M
|
12.1K
$2.15M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-269K- 0.92% |
$39.7M - $43.8M
|
28.9M
$5.12B
|
|
|
Apr 29, 2024
Q1 2024
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-341K- 23.66% |
$50.3M - $55.5M
|
1.1M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-368K- 85.06% |
$54.2M - $59.9M
|
64.6K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-394K- 99.32% |
$58M - $64.1M
|
2.68K
$474K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-463K- 12.03% |
$68.3M - $75.5M
|
3.39M
$601M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-475K- 93.51% |
$70.1M - $77.4M
|
33K
$5.85M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-501K- 15.23% |
$73.9M - $81.6M
|
2.79M
$494M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-532K- 95.85% |
$78.4M - $86.6M
|
23K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-582K- 24.71% |
$85.8M - $94.7M
|
1.77M
$314M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-609K- 58.46% |
$89.9M - $99.3M
|
433K
$76.8M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-648K- 49.72% |
$95.6M - $106M
|
656K
$116M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-801K- 96.4% |
$118M - $131M
|
29.9K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.21M- 49.48% |
$179M - $197M
|
1.24M
$219M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.91M- 31.96% |
$281M - $311M
|
4.06M
$720M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.21M- 48.87% |
$916M - $1.01B
|
6.5M
$1.15B
|