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 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
14.2KNew |
$2.1M - $2.32M
|
14.2K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14K+ 177.44% |
$2.07M - $2.29M
|
22K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.9K+ 6.77% |
$2.04M - $2.26M
|
219K
$38.7M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13.7K+ 6.22% |
$2.03M - $2.24M
|
235K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
13.5K+ 4.72% |
$1.99M - $2.2M
|
300K
$53.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.4K+ 3.08% |
$1.98M - $2.19M
|
450K
$79.7M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
13.4K+ 48.19% |
$1.97M - $2.17M
|
41.1K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
12.4K+ 16.32% |
$1.83M - $2.03M
|
88.6K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
12.4KNew |
$1.83M - $2.02M
|
12.4K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$1.83M - $2.02M
|
12.4K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.4K+ 5.77% |
$1.82M - $2.01M
|
227K
$40.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.2K+ 22.21% |
$1.79M - $1.98M
|
66.8K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12K+ 20.38% |
$1.77M - $1.96M
|
71.1K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.9K+ 8.07% |
$1.75M - $1.94M
|
159K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11.9KNew |
$1.75M - $1.93M
|
11.9K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
11.4K+ 20.45% |
$1.68M - $1.85M
|
67K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.2K+ 2.53% |
$1.65M - $1.83M
|
454K
$80.5M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.2K+ 2.53% |
$1.65M - $1.83M
|
454K
$80.5M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
10.7K+ 1.7% |
$1.58M - $1.75M
|
644K
$114M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
10.5K+ 180.72% |
$1.55M - $1.71M
|
16.4K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 12.59% |
$1.55M - $1.71M
|
93.9K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.5K+ 1.86% |
$1.54M - $1.7M
|
573K
$102M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$1.5M - $1.65M
|
10.2K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10KNew |
$1.47M - $1.63M
|
10K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
9.94K+ 659.52% |
$1.47M - $1.62M
|
11.4K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.67KNew |
$1.43M - $1.57M
|
9.67K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.56K+ 3.51% |
$1.41M - $1.56M
|
281K
$49.9M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.42K+ 8.08% |
$1.39M - $1.53M
|
126K
$22.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9.14K+ 2.31% |
$1.35M - $1.49M
|
405K
$71.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.08K+ 5.44% |
$1.34M - $1.48M
|
176K
$31.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.07K+ 73.61% |
$1.34M - $1.48M
|
21.4K
$3.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.93K+ 41.87% |
$1.32M - $1.45M
|
30.3K
$5.37M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8.91K+ 1.49% |
$1.31M - $1.45M
|
609K
$108M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.87K+ 3.26% |
$1.31M - $1.44M
|
281K
$49.8M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.75K+ 4.65% |
$1.29M - $1.42M
|
197K
$34.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.74KNew |
$1.29M - $1.42M
|
8.74K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.7K+ 62.4% |
$1.28M - $1.42M
|
22.6K
$4.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.65KNew |
$1.28M - $1.41M
|
8.65K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.59K+ 53.5% |
$1.27M - $1.4M
|
24.6K
$4.37M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8.56K+ 19.38% |
$1.26M - $1.39M
|
52.8K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.41K+ 6.25% |
$1.24M - $1.37M
|
143K
$25.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.41K+ 21.93% |
$1.24M - $1.37M
|
46.7K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.36K+ 28.73% |
$1.23M - $1.36M
|
37.4K
$6.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.33K+ 7.86% |
$1.23M - $1.36M
|
114K
$20.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8.29K+ 11.04% |
$1.22M - $1.35M
|
83.4K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.06K+ 6.74% |
$1.19M - $1.31M
|
128K
$22.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.96K+ 20.88% |
$1.17M - $1.3M
|
46.1K
$8.17M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.96K+ 8.54% |
$1.17M - $1.3M
|
101K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 32.26% |
$1.15M - $1.27M
|
31.9K
$5.66M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7.73K+ 120.61% |
$1.14M - $1.26M
|
14.1K
$2.51M
|