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
|
Advisory Services Network, LLC
|
BUY
|
- |
7.71K+ 5.61% |
$1.14M - $1.26M
|
145K
$25.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.7K+ 15.32% |
$1.14M - $1.25M
|
58K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.64K+ 26.04% |
$1.13M - $1.24M
|
37K
$6.55M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.62K+ 1.38% |
$1.12M - $1.24M
|
560K
$99.2M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
7.61K+ 8.95% |
$1.12M - $1.24M
|
92.7K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.57K+ 68.47% |
$1.12M - $1.23M
|
18.6K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.45K+ 34.4% |
$1.1M - $1.21M
|
29.1K
$5.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.38KNew |
$1.09M - $1.2M
|
7.38K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.37K+ 64.31% |
$1.09M - $1.2M
|
18.8K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.35K+ 6.41% |
$1.08M - $1.2M
|
122K
$21.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.33K+ 4.78% |
$1.08M - $1.19M
|
161K
$28.5M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.31KNew |
$1.08M - $1.19M
|
7.31K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.13K+ 1.57% |
$1.05M - $1.16M
|
462K
$81.9M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
7.07K+ 16.15% |
$1.04M - $1.15M
|
50.8K
$9.01M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
7.04K+ 3.66% |
$1.04M - $1.15M
|
199K
$35.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.92K+ 1.18% |
$1.02M - $1.13M
|
593K
$105M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
6.85K+ 51.19% |
$1.01M - $1.12M
|
20.2K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
6.85K+ 5.28% |
$1.01M - $1.12M
|
137K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.71K+ 28.06% |
$989K - $1.09M
|
30.6K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.64K+ 2.22% |
$979K - $1.08M
|
306K
$54.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.56K+ 46.49% |
$967K - $1.07M
|
20.7K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6.55K+ 70.15% |
$965K - $1.07M
|
15.9K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.52K+ 120.38% |
$961K - $1.06M
|
11.9K
$2.12M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6.36K+ 118.34% |
$937K - $1.04M
|
11.7K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.36K+ 13.46% |
$937K - $1.04M
|
53.6K
$9.5M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.3KNew |
$928K - $1.03M
|
6.3K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
6.27K+ 24.49% |
$925K - $1.02M
|
31.9K
$5.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.17K+ 12.96% |
$909K - $1M
|
53.8K
$9.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
6.15K+ 17.36% |
$907K - $1M
|
41.6K
$7.37M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.02K+ 10.08% |
$887K - $980K
|
65.7K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.99K+ 148.24% |
$884K - $976K
|
10K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.96KNew |
$879K - $971K
|
5.96K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.91K+ 3.89% |
$872K - $963K
|
158K
$28M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.89K+ 9.87% |
$868K - $959K
|
65.5K
$11.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.86K+ 4.58% |
$865K - $955K
|
134K
$23.7M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
5.8K+ 4.39% |
$855K - $944K
|
138K
$24.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.77KNew |
$851K - $940K
|
5.77K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.75K+ 4.82% |
$848K - $937K
|
125K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.72KNew |
$843K - $931K
|
5.72K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
5.67K+ 54.9% |
$836K - $923K
|
16K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.66K+ 2.39% |
$834K - $921K
|
242K
$42.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.64K+ 4.02% |
$831K - $918K
|
146K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5.63K+ 5.71% |
$830K - $917K
|
104K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.62K+ 3.67% |
$829K - $916K
|
159K
$28.1M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.62KNew |
$829K - $915K
|
5.62K
$996K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.62K+ 2.98% |
$828K - $915K
|
194K
$34.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.6K+ 6.98% |
$825K - $911K
|
85.8K
$15.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 101.25% |
$822K - $908K
|
11.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.55K+ 181.12% |
$819K - $904K
|
8.62K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
5.47K+ 10.03% |
$807K - $891K
|
60.1K
$10.6M
|