Purchases and Sales Made in Q3 2024 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.78K- 7.35% |
$1.24M - $1.36M
|
98.1K
$17.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.08K- 7.27% |
$1.29M - $1.41M
|
103K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.1K- 2.27% |
$1.29M - $1.41M
|
349K
$62.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.25K- 3.21% |
$1.32M - $1.44M
|
249K
$44.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-8.43K- 76.29% |
$1.35M - $1.47M
|
2.62K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.95K- 57.9% |
$1.43M - $1.56M
|
6.51K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8.99K- 39.94% |
$1.44M - $1.57M
|
13.5K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9.13K- 57.53% |
$1.46M - $1.59M
|
6.74K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-9.17K- 15.7% |
$1.46M - $1.6M
|
49.2K
$8.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.26K- 3.04% |
$1.48M - $1.62M
|
295K
$52.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.35K- 6.62% |
$1.49M - $1.63M
|
132K
$23.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-9.49K- 2.42% |
$1.52M - $1.66M
|
383K
$68.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-9.97K- 38.96% |
$1.59M - $1.74M
|
15.6K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-10.3K- 27.27% |
$1.64M - $1.79M
|
27.4K
$4.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5K- 2.79% |
$1.68M - $1.84M
|
366K
$65.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 31.8% |
$1.7M - $1.86M
|
22.8K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 2.5% |
$1.75M - $1.91M
|
427K
$76.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11.6K- 12.46% |
$1.85M - $2.02M
|
81.5K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-11.6K- 38.82% |
$1.86M - $2.03M
|
18.3K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.9K- 3.61% |
$1.9M - $2.07M
|
317K
$56.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-12K- 3.29% |
$1.92M - $2.1M
|
352K
$62.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12K- 3.23% |
$1.92M - $2.1M
|
361K
$64.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-12.6K- 18.82% |
$2.01M - $2.2M
|
54.3K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.3K- 1.18% |
$2.12M - $2.32M
|
1.11M
$198M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-13.7K- 2.58% |
$2.19M - $2.39M
|
518K
$92.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-14.4K- 3.68% |
$2.29M - $2.51M
|
376K
$67.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14.7K- 67.31% |
$2.35M - $2.56M
|
7.13K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.8K- 4.49% |
$2.37M - $2.59M
|
316K
$56.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-15.1K- 14.99% |
$2.42M - $2.64M
|
85.9K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.3K- 1.38% |
$2.6M - $2.84M
|
1.16M
$207M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16.4K- 13.33% |
$2.62M - $2.86M
|
106K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-16.5K- 11.56% |
$2.64M - $2.89M
|
126K
$22.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.5K- 22.67% |
$2.8M - $3.06M
|
59.7K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-17.8K- 3.16% |
$2.84M - $3.1M
|
545K
$97.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.9K- 31.16% |
$2.86M - $3.13M
|
39.6K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-18K- 7.41% |
$2.87M - $3.14M
|
225K
$40M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-18.1K- 4.46% |
$2.89M - $3.16M
|
388K
$69.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.5K- 36.56% |
$2.96M - $3.23M
|
32.1K
$5.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.8K- 4.2% |
$3.17M - $3.46M
|
452K
$80.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.6K- 15.2% |
$3.29M - $3.59M
|
115K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-20.7K- 2.48% |
$3.31M - $3.62M
|
814K
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-23.3K- 14.21% |
$3.72M - $4.07M
|
141K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.6K- 1.62% |
$3.77M - $4.12M
|
1.43M
$255M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.7K- 5.14% |
$3.78M - $4.13M
|
437K
$77.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-23.8K- 4.12% |
$3.8M - $4.15M
|
554K
$98.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-23.9K- 32.76% |
$3.82M - $4.17M
|
49.1K
$8.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24.2K- 22.85% |
$3.87M - $4.22M
|
81.7K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-24.8K- 9.93% |
$3.96M - $4.33M
|
225K
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.2K- 25.82% |
$4.03M - $4.4M
|
72.5K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27K- 78.88% |
$4.31M - $4.71M
|
7.23K
$1.29M
|