Purchases and Sales Made in Q3 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 2023. 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 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
705+ 7.87% |
$97.2K - $104K
|
9.66K
$1.74M
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
702+ 0.91% |
$96.8K - $103K
|
77.6K
$14M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
700+ 2.31% |
$96.6K - $103K
|
31K
$5.57M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
700+ 2.31% |
$96.6K - $103K
|
31K
$5.57M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
697+ 1.35% |
$96.1K - $103K
|
52.2K
$9.4M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
695+ 4.78% |
$95.9K - $102K
|
15.2K
$2.75M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
695+ 2.2% |
$95.9K - $102K
|
32.4K
$5.83M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
685+ 32.08% |
$94.5K - $101K
|
2.82K
$508K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
679+ 5.07% |
$93.7K - $99.9K
|
14.1K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
670+ 4.25% |
$92.4K - $98.6K
|
16.4K
$2.96M
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
669+ 37.31% |
$92.3K - $98.5K
|
2.46K
$443K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
660+ 4.35% |
$91K - $97.1K
|
15.8K
$2.85M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
658+ 3.78% |
$90.8K - $96.8K
|
18.1K
$3.25M
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
651+ 5.51% |
$89.8K - $95.8K
|
12.5K
$2.24M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
648+ 218.18% |
$89.4K - $95.4K
|
945
$170K
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
647+ 10.24% |
$89.2K - $95.2K
|
6.96K
$1.25M
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
638+ 1.03% |
$88K - $93.9K
|
62.7K
$11.3M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
632+ 8.5% |
$87.2K - $93K
|
8.07K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
629+ 44.42% |
$86.8K - $92.6K
|
2.05K
$368K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
625+ 1.66% |
$86.2K - $92K
|
38.3K
$6.9M
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
618+ 23.43% |
$85.2K - $91K
|
3.26K
$586K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
615+ 13.88% |
$84.8K - $90.5K
|
5.05K
$909K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
610+ 20.14% |
$84.1K - $89.8K
|
3.64K
$655K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
599+ 8.17% |
$82.6K - $88.2K
|
7.93K
$1.43M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
595New |
$82.1K - $87.6K
|
595
$107K
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
587+ 32.5% |
$81K - $86.4K
|
2.39K
$431K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
586+ 28.97% |
$80.8K - $86.2K
|
2.61K
$470K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
583+ 0.1% |
$80.4K - $85.8K
|
561K
$101M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
578+ 0.93% |
$79.7K - $85.1K
|
63K
$11.4M
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
562+ 0.97% |
$77.5K - $82.7K
|
58.7K
$10.6M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
558+ 39.46% |
$77K - $82.1K
|
1.97K
$355K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
557+ 13.42% |
$76.8K - $82K
|
4.71K
$848K
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
545+ 4.44% |
$75.2K - $80.2K
|
12.8K
$2.31M
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
542+ 2.38% |
$74.8K - $79.8K
|
23.3K
$4.2M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
533+ 1.64% |
$73.5K - $78.4K
|
33K
$5.93M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
530+ 1.76% |
$73.1K - $78K
|
30.7K
$5.53M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
527+ 14.91% |
$72.7K - $77.6K
|
4.06K
$731K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
514+ 0.52% |
$70.9K - $75.7K
|
99.8K
$18M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
514New |
$70.9K - $75.7K
|
514
$92.6K
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
511+ 2.47% |
$70.5K - $75.2K
|
21.2K
$3.82M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
509+ 6.34% |
$70.2K - $74.9K
|
8.53K
$1.54M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
506+ 25.61% |
$69.8K - $74.5K
|
2.48K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
504+ 0.31% |
$69.5K - $74.2K
|
163K
$29.3M
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
500+ 16.75% |
$69K - $73.6K
|
3.49K
$628K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
489+ 0.75% |
$67.4K - $72K
|
66.1K
$11.9M
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
475+ 4.34% |
$65.5K - $69.9K
|
11.4K
$2.06M
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
475+ 669.01% |
$65.5K - $69.9K
|
546
$98.3K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
465+ 3.93% |
$64.1K - $68.4K
|
12.3K
$2.21M
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
465+ 2.0% |
$64.1K - $68.4K
|
23.7K
$4.27M
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
462+ 2.94% |
$63.7K - $68K
|
16.2K
$2.91M
|