Purchases and Sales Made in Q2 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11K- 2.63% |
$1.7M - $1.79M
|
406K
$72.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-11.4K- 21.84% |
$1.76M - $1.86M
|
40.7K
$7.25M
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11.4K- 31.49% |
$1.76M - $1.87M
|
24.8K
$4.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.5K- 20.42% |
$1.78M - $1.88M
|
44.8K
$7.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-11.5K- 10.88% |
$1.78M - $1.89M
|
94.5K
$16.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 62.89% |
$1.81M - $1.92M
|
6.92K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 2.66% |
$1.85M - $1.96M
|
438K
$78M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-12.1K- 56.66% |
$1.87M - $1.98M
|
9.27K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 3.9% |
$2.17M - $2.3M
|
347K
$61.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-14.2K- 7.83% |
$2.19M - $2.32M
|
167K
$29.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-14.8K- 64.11% |
$2.28M - $2.42M
|
8.27K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.4K- 62.95% |
$2.38M - $2.52M
|
9.08K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.7K- 1.15% |
$2.43M - $2.58M
|
1.35M
$241M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-15.8K- 80.68% |
$2.44M - $2.59M
|
3.79K
$675K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.2K- 19.03% |
$2.51M - $2.66M
|
69.1K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-16.5K- 50.0% |
$2.55M - $2.7M
|
16.5K
$2.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-16.5K- 20.01% |
$2.56M - $2.71M
|
66.1K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-16.7K- 69.37% |
$2.58M - $2.73M
|
7.37K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-16.9K- 81.98% |
$2.61M - $2.76M
|
3.71K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 66.23% |
$2.61M - $2.77M
|
8.62K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17.4K- 8.26% |
$2.68M - $2.84M
|
193K
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-17.6K- 15.93% |
$2.73M - $2.89M
|
93.1K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-17.7K- 21.17% |
$2.73M - $2.89M
|
65.8K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-17.7K- 26.82% |
$2.74M - $2.9M
|
48.3K
$8.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18K- 1.93% |
$2.79M - $2.95M
|
915K
$163M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-18.7K- 16.78% |
$2.89M - $3.06M
|
92.6K
$16.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-18.8K- 50.17% |
$2.9M - $3.07M
|
18.6K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-19.1K- 82.87% |
$2.96M - $3.13M
|
3.96K
$705K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 6.05% |
$3.03M - $3.21M
|
304K
$54.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.8K- 4.57% |
$3.06M - $3.24M
|
413K
$73.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20.2K- 21.14% |
$3.12M - $3.3M
|
75.3K
$13.4M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20.8K- 1.41% |
$3.21M - $3.4M
|
1.45M
$259M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.7K- 31.34% |
$3.35M - $3.54M
|
47.5K
$8.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.4K- 23.51% |
$3.47M - $3.67M
|
73K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-24.3K- 19.57% |
$3.76M - $3.98M
|
100K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25.8K- 4.04% |
$3.99M - $4.23M
|
613K
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26K- 1.92% |
$4.03M - $4.26M
|
1.33M
$237M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-26.1K- 12.29% |
$4.03M - $4.27M
|
186K
$33.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-26.3K- 53.93% |
$4.07M - $4.31M
|
22.5K
$4.01M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26.5K- 2.43% |
$4.1M - $4.34M
|
1.07M
$190M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-26.7K- 11.84% |
$4.12M - $4.36M
|
198K
$35.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-26.8K- 18.96% |
$4.15M - $4.39M
|
115K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.5K- 0.29% |
$4.25M - $4.49M
|
9.53M
$1.7B
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-27.7K- 65.41% |
$4.29M - $4.54M
|
14.7K
$2.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-28.3K- 10.28% |
$4.38M - $4.63M
|
247K
$44M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30.8K- 52.01% |
$4.75M - $5.03M
|
28.4K
$5.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-32K- 28.5% |
$4.95M - $5.24M
|
80.4K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.1K- 0.26% |
$4.96M - $5.25M
|
12.5M
$2.22B
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-34.9K- 8.73% |
$5.39M - $5.71M
|
364K
$64.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.2K- 8.24% |
$5.6M - $5.93M
|
404K
$71.9M
|