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 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-23- 1.42% |
$3.17K - $3.39K
|
1.6K
$289K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-24- 82.76% |
$3.31K - $3.53K
|
5
$906
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-25- 2.76% |
$3.45K - $3.68K
|
882
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-25- 0.1% |
$3.45K - $3.68K
|
26.3K
$4.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-26- 3.91% |
$3.59K - $3.83K
|
639
$116K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-26- 0.39% |
$3.59K - $3.83K
|
6.64K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-26- 1.04% |
$3.59K - $3.83K
|
2.47K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-27- 0.68% |
$3.72K - $3.97K
|
3.96K
$718K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30- 0.94% |
$4.14K - $4.42K
|
3.17K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-30- 0.25% |
$4.14K - $4.42K
|
12K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-31- 0.6% |
$4.28K - $4.56K
|
5.13K
$930K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-31- 1.89% |
$4.28K - $4.56K
|
1.61K
$291K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.74% |
$4.28K - $4.56K
|
1.75K
$318K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-31- 2.06% |
$4.28K - $4.56K
|
1.47K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-31- 2.31% |
$4.28K - $4.56K
|
1.31K
$238K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-32- 65.31% |
$4.41K - $4.71K
|
17
$3.08K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.23% |
$4.41K - $4.71K
|
13.9K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-34- 0.23% |
$4.69K - $5K
|
15K
$2.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.76% |
$4.83K - $5.15K
|
4.59K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 1.41% |
$4.83K - $5.15K
|
2.45K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-35- 0.82% |
$4.83K - $5.15K
|
4.23K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-36- 0.22% |
$4.97K - $5.3K
|
16.6K
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-38- 0.32% |
$5.24K - $5.59K
|
11.7K
$2.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-39- 0.3% |
$5.38K - $5.74K
|
12.8K
$2.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-43- 0.09% |
$5.93K - $6.33K
|
47.7K
$8.64M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-43- 1.04% |
$5.93K - $6.33K
|
4.1K
$744K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-44- 0.86% |
$6.07K - $6.48K
|
5.07K
$920K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-45- 0.91% |
$6.21K - $6.62K
|
4.92K
$891K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.42% |
$6.21K - $6.62K
|
10.6K
$1.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 0.87% |
$6.21K - $6.62K
|
5.12K
$927K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46- 0.26% |
$6.34K - $6.77K
|
17.4K
$3.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.58% |
$6.48K - $6.92K
|
2.93K
$530K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-48- 2.38% |
$6.62K - $7.06K
|
1.97K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 2.87% |
$6.76K - $7.21K
|
1.66K
$301K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 1.18% |
$6.9K - $7.36K
|
4.18K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-51- 1.67% |
$7.03K - $7.51K
|
3.01K
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-52- 1.75% |
$7.17K - $7.65K
|
2.92K
$530K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53- 2.1% |
$7.31K - $7.8K
|
2.47K
$448K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-54- 1.62% |
$7.45K - $7.95K
|
3.29K
$596K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-56- 2.34% |
$7.72K - $8.24K
|
2.34K
$424K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-56- 0.96% |
$7.72K - $8.24K
|
5.77K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-56- 72.73% |
$7.72K - $8.24K
|
21
$3.81K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-56- 0.7% |
$7.72K - $8.24K
|
7.91K
$1.43M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-56- 1.18% |
$7.72K - $8.24K
|
4.68K
$848K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-58- 5.6% |
$8K - $8.54K
|
977
$177K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 5.6% |
$8K - $8.54K
|
977
$177K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-59- 0.46% |
$8.14K - $8.68K
|
12.6K
$2.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-60- 0.58% |
$8.28K - $8.83K
|
10.4K
$1.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-60- 0.05% |
$8.28K - $8.83K
|
110K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-61- 0.3% |
$8.41K - $8.98K
|
20.3K
$3.68M
|