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 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-516- 6.84% |
$71.2K - $75.9K
|
7.03K
$1.28M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-516- 6.84% |
$71.2K - $75.9K
|
7.03K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-523- 13.6% |
$72.1K - $77K
|
3.32K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-524- 3.88% |
$72.3K - $77.1K
|
13K
$2.36M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-527- 1.75% |
$72.7K - $77.6K
|
29.7K
$5.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-527- 9.79% |
$72.7K - $77.6K
|
4.86K
$881K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-528- 0.95% |
$72.8K - $77.7K
|
55K
$9.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-528- 1.33% |
$72.8K - $77.7K
|
39.3K
$7.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-534- 1.26% |
$73.7K - $78.6K
|
41.9K
$7.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-541- 3.6% |
$74.6K - $79.6K
|
14.5K
$2.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-546- 10.83% |
$75.3K - $80.4K
|
4.49K
$815K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-551- 1.03% |
$76K - $81.1K
|
53K
$9.61M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-555- 9.16% |
$76.6K - $81.7K
|
5.51K
$999K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-558- 2.59% |
$77K - $82.1K
|
21K
$3.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-560- 14.19% |
$77.2K - $82.4K
|
3.39K
$614K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-573- 1.44% |
$79K - $84.3K
|
39.2K
$7.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-579- 4.66% |
$79.9K - $85.2K
|
11.8K
$2.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-587- 6.4% |
$81K - $86.4K
|
8.59K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-600- 26.09% |
$82.8K - $88.3K
|
1.7K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-612- 8.89% |
$84.4K - $90.1K
|
6.27K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-614- 5.48% |
$84.7K - $90.4K
|
10.6K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-618- 4.13% |
$85.2K - $91K
|
14.3K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-621- 0.91% |
$85.7K - $91.4K
|
67.5K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-624- 1.18% |
$86.1K - $91.8K
|
52.3K
$9.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-635- 3.25% |
$87.6K - $93.5K
|
18.9K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-641- 11.4% |
$88.4K - $94.3K
|
4.98K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-641- 20.91% |
$88.4K - $94.3K
|
2.42K
$440K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-642- 5.72% |
$88.6K - $94.5K
|
10.6K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-652- 2.48% |
$89.9K - $96K
|
25.6K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-653- 27.89% |
$90.1K - $96.1K
|
1.69K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-660- 21.93% |
$91K - $97.1K
|
2.35K
$426K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-663- 4.46% |
$91.4K - $97.6K
|
14.2K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-676- 7.56% |
$93.2K - $99.5K
|
8.27K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-677- 83.48% |
$93.4K - $99.6K
|
134
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-682- 20.09% |
$94.1K - $100K
|
2.71K
$492K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-693- 25.23% |
$95.6K - $102K
|
2.05K
$372K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-696- 0.61% |
$96K - $102K
|
114K
$20.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-701- 3.1% |
$96.7K - $103K
|
21.9K
$3.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-701- 6.61% |
$96.7K - $103K
|
9.91K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-717- 11.18% |
$98.9K - $106K
|
5.7K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-720- 2.87% |
$99.3K - $106K
|
24.4K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-722- 2.55% |
$99.6K - $106K
|
27.6K
$5.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-723- 2.27% |
$99.7K - $106K
|
31.2K
$5.65M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-726- 0.53% |
$100K - $107K
|
136K
$24.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-732- 1.28% |
$101K - $108K
|
56.6K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-747- 1.95% |
$103K - $110K
|
37.6K
$6.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-766- 3.49% |
$106K - $113K
|
21.2K
$3.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-772- 6.17% |
$106K - $114K
|
11.7K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-785- 1.73% |
$108K - $116K
|
44.6K
$8.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-790- 23.68% |
$109K - $116K
|
2.55K
$462K
|