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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.51K+ 7.31% |
$400K - $437K
|
36.8K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.5K+ 1.93% |
$399K - $436K
|
132K
$22.3M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.48K+ 2.52% |
$396K - $433K
|
101K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.47K+ 46.48% |
$394K - $430K
|
7.77K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.46K+ 3.81% |
$393K - $429K
|
67.1K
$11.3M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.46K+ 0.62% |
$392K - $429K
|
398K
$67.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.43K+ 3.15% |
$389K - $425K
|
79.6K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.42K+ 7.74% |
$387K - $422K
|
33.7K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.42K+ 63.06% |
$386K - $422K
|
6.26K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.37KNew |
$379K - $414K
|
2.37K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 6.86% |
$378K - $413K
|
36.9K
$6.23M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.36K+ 155.07% |
$377K - $411K
|
3.88K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
2.34K+ 5.04% |
$374K - $409K
|
48.8K
$8.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.34K+ 16.72% |
$374K - $408K
|
16.3K
$2.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.33KNew |
$372K - $406K
|
2.33K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.31K+ 12.79% |
$369K - $404K
|
20.4K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.31K+ 11.35% |
$369K - $403K
|
22.6K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.3K+ 7.09% |
$367K - $402K
|
34.8K
$5.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.29KNew |
$366K - $400K
|
2.29K
$388K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.29K+ 4.64% |
$365K - $399K
|
51.6K
$8.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.26K+ 8.07% |
$361K - $395K
|
30.3K
$5.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.22KNew |
$355K - $388K
|
2.22K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$354K - $387K
|
2.22K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.21K+ 3.61% |
$353K - $386K
|
63.5K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.19K+ 8.09% |
$350K - $383K
|
29.3K
$4.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.18K+ 4.39% |
$348K - $380K
|
51.8K
$8.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 5.18% |
$344K - $376K
|
43.7K
$7.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.13K+ 54.27% |
$341K - $373K
|
6.07K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.11K+ 1.55% |
$337K - $369K
|
138K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.09KNew |
$334K - $365K
|
2.09K
$353K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.09K+ 7.51% |
$334K - $365K
|
29.9K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.09K+ 2.22% |
$333K - $364K
|
96K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 25.78% |
$332K - $363K
|
10.1K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.07K+ 14.32% |
$331K - $361K
|
16.5K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.02KNew |
$323K - $353K
|
2.02K
$342K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.02K+ 10.72% |
$322K - $352K
|
20.8K
$3.52M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$322K - $352K
|
2.02K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.02K+ 43.72% |
$322K - $352K
|
6.63K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
2.02K+ 4.28% |
$322K - $352K
|
49.1K
$8.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.02KNew |
$322K - $352K
|
2.02K
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.01KNew |
$321K - $351K
|
2.01K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.98K+ 10.7% |
$316K - $345K
|
20.5K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.97K+ 4.31% |
$314K - $343K
|
47.6K
$8.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.94K+ 8.24% |
$309K - $338K
|
25.4K
$4.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.93K+ 24.7% |
$308K - $337K
|
9.74K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.91K+ 14.88% |
$306K - $334K
|
14.8K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.91K+ 29.64% |
$305K - $334K
|
8.36K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.91K+ 9.31% |
$305K - $333K
|
22.4K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.91K+ 1.31% |
$305K - $333K
|
148K
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.86K+ 16.86% |
$296K - $324K
|
12.9K
$2.18M
|