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
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.93K- 24.66% |
$266K - $283K
|
5.88K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.97K- 5.52% |
$272K - $290K
|
33.7K
$6.11M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.98K- 8.61% |
$274K - $292K
|
21K
$3.82M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.99K- 41.03% |
$275K - $293K
|
2.86K
$519K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 3.08% |
$276K - $294K
|
63K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.05K- 50.0% |
$283K - $302K
|
2.05K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.08K- 4.75% |
$286K - $306K
|
41.7K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.08K- 49.62% |
$287K - $306K
|
2.11K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.1K- 4.89% |
$289K - $309K
|
40.8K
$7.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.1K- 6.07% |
$290K - $309K
|
32.5K
$5.89M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.1K- 20.92% |
$290K - $309K
|
7.95K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-2.17K- 9.21% |
$299K - $319K
|
21.3K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.17K- 0.8% |
$299K - $319K
|
270K
$49M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.21K- 5.7% |
$304K - $325K
|
36.5K
$6.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.27K- 14.38% |
$312K - $333K
|
13.5K
$2.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.32K- 6.44% |
$319K - $341K
|
33.6K
$6.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.39K- 6.49% |
$329K - $351K
|
34.4K
$6.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.41K- 2.71% |
$332K - $354K
|
86.3K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.42K- 2.17% |
$334K - $357K
|
109K
$19.8M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.42K- 2.17% |
$334K - $357K
|
109K
$19.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.43K- 2.95% |
$335K - $358K
|
80K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.46K- 23.4% |
$339K - $361K
|
8.04K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.49K- 4.32% |
$343K - $366K
|
55.1K
$9.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.52K- 8.08% |
$347K - $371K
|
28.7K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2.56K- 50.0% |
$353K - $377K
|
2.56K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.66K- 1.52% |
$367K - $392K
|
172K
$31.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.69K- 25.45% |
$371K - $396K
|
7.88K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-2.7K- 21.22% |
$372K - $397K
|
10K
$1.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.71K- 99.74% |
$374K - $399K
|
7
$1.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 5.79% |
$377K - $403K
|
44.5K
$8.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.74K- 0.9% |
$377K - $403K
|
300K
$54.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.75K- 2.18% |
$380K - $405K
|
124K
$22.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.76K- 11.71% |
$380K - $405K
|
20.8K
$3.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.82K- 11.37% |
$389K - $415K
|
22K
$3.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.95K- 52.38% |
$406K - $434K
|
2.68K
$486K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.96K- 6.92% |
$408K - $435K
|
39.8K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.97K- 18.54% |
$410K - $437K
|
13K
$2.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.02K- 20.62% |
$416K - $444K
|
11.6K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.04K- 3.93% |
$419K - $447K
|
74.2K
$13.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.08K- 2.93% |
$424K - $453K
|
102K
$18.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3.1K- 1.9% |
$428K - $457K
|
160K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.11K- 15.76% |
$429K - $458K
|
16.6K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.15K- 1.39% |
$434K - $463K
|
223K
$40.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.15K- 2.17% |
$435K - $464K
|
142K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.16K- 27.85% |
$436K - $465K
|
8.19K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.18K- 0.56% |
$438K - $468K
|
567K
$103M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.18K- 23.69% |
$439K - $468K
|
10.2K
$1.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.18K- 6.11% |
$439K - $469K
|
48.9K
$8.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.56K- 17.86% |
$491K - $524K
|
16.4K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.62K- 0.56% |
$499K - $533K
|
639K
$116M
|