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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-331- 9.62% |
$45.7K - $48.7K
|
3.11K
$564K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-332- 14.16% |
$45.8K - $48.9K
|
2.01K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-342- 1.06% |
$47.2K - $50.3K
|
31.8K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-349- 1.29% |
$48.1K - $51.4K
|
26.8K
$4.85M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-350- 1.16% |
$48.3K - $51.5K
|
29.9K
$5.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-354- 23.14% |
$48.8K - $52.1K
|
1.18K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-356- 0.6% |
$49.1K - $52.4K
|
59.3K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-356- 9.16% |
$49.1K - $52.4K
|
3.53K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-358- 1.12% |
$49.4K - $52.7K
|
31.5K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-358- 8.95% |
$49.4K - $52.7K
|
3.64K
$661K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-360- 40.68% |
$49.7K - $53K
|
525
$95.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-360- 12.3% |
$49.7K - $53K
|
2.57K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-366- 5.46% |
$50.5K - $53.9K
|
6.34K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-369- 2.61% |
$50.9K - $54.3K
|
13.8K
$2.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-370- 0.64% |
$51K - $54.5K
|
57.6K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-375- 9.62% |
$51.7K - $55.2K
|
3.52K
$639K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-378- 6.82% |
$52.1K - $55.6K
|
5.17K
$937K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-381- 3.07% |
$52.6K - $56.1K
|
12K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-382- 6.25% |
$52.7K - $56.2K
|
5.73K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-383- 0.31% |
$52.8K - $56.4K
|
121K
$22M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-388- 11.88% |
$53.5K - $57.1K
|
2.88K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-390- 0.69% |
$53.8K - $57.4K
|
56.2K
$10.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-392- 5.08% |
$54.1K - $57.7K
|
7.32K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-398- 4.84% |
$54.9K - $58.6K
|
7.83K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-398- 1.82% |
$54.9K - $58.6K
|
21.5K
$3.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-407- 9.55% |
$56.1K - $59.9K
|
3.86K
$699K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-409- 3.36% |
$56.4K - $60.2K
|
11.8K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-418- 0.82% |
$57.7K - $61.5K
|
50.6K
$9.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-419- 2.92% |
$57.8K - $61.7K
|
14K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-428- 10.05% |
$59K - $63K
|
3.83K
$695K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-430- 13.86% |
$59.3K - $63.3K
|
2.67K
$485K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-435- 7.16% |
$60K - $64K
|
5.64K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-441- 1.43% |
$60.8K - $64.9K
|
30.4K
$5.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-442- 2.13% |
$61K - $65.1K
|
20.3K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-448- 1.45% |
$61.8K - $65.9K
|
30.5K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-450- 0.78% |
$62.1K - $66.2K
|
57.1K
$10.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-453- 0.85% |
$62.5K - $66.7K
|
52.9K
$9.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-454- 7.08% |
$62.6K - $66.8K
|
5.96K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-460- 11.27% |
$63.4K - $67.7K
|
3.62K
$657K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-463- 10.77% |
$63.9K - $68.1K
|
3.84K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-463- 0.6% |
$63.9K - $68.1K
|
76.9K
$13.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-464- 1.37% |
$64K - $68.3K
|
33.3K
$6.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-480- 1.22% |
$66.2K - $70.6K
|
38.8K
$7.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-483- 17.94% |
$66.6K - $71.1K
|
2.21K
$401K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-489- 2.55% |
$67.4K - $72K
|
18.7K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-496- 4.14% |
$68.4K - $73K
|
11.5K
$2.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-498- 8.26% |
$68.7K - $73.3K
|
5.53K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-498- 6.61% |
$68.7K - $73.3K
|
7.04K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-505- 0.83% |
$69.7K - $74.3K
|
60.2K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-514- 1.16% |
$70.9K - $75.7K
|
43.9K
$7.95M
|