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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-121- 35.17% |
$16.7K - $17.8K
|
223
$40.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-122- 2.91% |
$16.8K - $18K
|
4.08K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 5.1% |
$16.8K - $18K
|
2.27K
$408K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-123- 0.3% |
$17K - $18.1K
|
41.4K
$7.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-124- 1.1% |
$17.1K - $18.3K
|
11.1K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-124- 3.3% |
$17.1K - $18.3K
|
3.63K
$654K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-124- 46.27% |
$17.1K - $18.3K
|
144
$25.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-126- 0.6% |
$17.4K - $18.5K
|
20.8K
$3.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-126- 3.7% |
$17.4K - $18.5K
|
3.28K
$591K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-128- 0.65% |
$17.7K - $18.8K
|
19.5K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-129- 2.3% |
$17.8K - $19K
|
5.47K
$985K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-130- 1.94% |
$17.9K - $19.1K
|
6.56K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-133- 2.24% |
$18.3K - $19.6K
|
5.8K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-133- 0.35% |
$18.3K - $19.6K
|
37.8K
$6.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-133- 6.7% |
$18.3K - $19.6K
|
1.85K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-135- 0.03% |
$18.6K - $19.9K
|
457K
$82.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-136- 1.82% |
$18.8K - $20K
|
7.34K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-136- 6.36% |
$18.8K - $20K
|
2K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-137- 6.45% |
$18.9K - $20.2K
|
1.99K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-137- 0.01% |
$18.9K - $20.2K
|
976K
$176M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-138- 0.67% |
$19K - $20.3K
|
20.4K
$3.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-140- 10.44% |
$19.3K - $20.6K
|
1.2K
$216K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-143- 1.28% |
$19.7K - $21K
|
11.1K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-144- 0.3% |
$19.9K - $21.2K
|
47.2K
$8.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 0.8% |
$20K - $21.3K
|
18K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-147- 29.28% |
$20.3K - $21.6K
|
355
$63.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.66% |
$20.7K - $22.1K
|
22.6K
$4.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-158- 4.17% |
$21.8K - $23.3K
|
3.63K
$653K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-161- 1.45% |
$22.2K - $23.7K
|
10.9K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-164- 5.12% |
$22.6K - $24.1K
|
3.04K
$548K
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-165- 0.97% |
$22.8K - $24.3K
|
16.9K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-165- 2.67% |
$22.8K - $24.3K
|
6.01K
$1.08M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-169- 3.88% |
$23.3K - $24.9K
|
4.19K
$754K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-170- 5.63% |
$23.4K - $25K
|
2.85K
$513K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-170- 4.87% |
$23.4K - $25K
|
3.32K
$598K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-170- 21.38% |
$23.4K - $25K
|
625
$113K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-172- 0.26% |
$23.7K - $25.3K
|
65.7K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-173- 1.54% |
$23.9K - $25.5K
|
11.1K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-175- 10.32% |
$24.1K - $25.8K
|
1.52K
$274K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-178- 8.26% |
$24.6K - $26.2K
|
1.98K
$356K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-180- 1.78% |
$24.8K - $26.5K
|
9.94K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-182- 7.43% |
$25.1K - $26.8K
|
2.27K
$408K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
SELL
|
- |
-183- 6.04% |
$25.2K - $26.9K
|
2.85K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-183- 8.38% |
$25.2K - $26.9K
|
2K
$360K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-188- 6.82% |
$25.9K - $27.7K
|
2.57K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-188- 0.17% |
$25.9K - $27.7K
|
107K
$19.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-192- 83.48% |
$26.5K - $28.3K
|
38
$6.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-195- 3.63% |
$26.9K - $28.7K
|
5.17K
$932K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-195- 3.12% |
$26.9K - $28.7K
|
6.05K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-196- 4.26% |
$27K - $28.8K
|
4.41K
$794K
|