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 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30K+ 14.52% |
$4.14M - $4.42M
|
237K
$42.7M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.9K+ 0.77% |
$4.12M - $4.4M
|
3.91M
$705M
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
29.8KNew |
$4.11M - $4.38M
|
29.8K
$5.36M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
29.7K+ 13.85% |
$4.1M - $4.38M
|
244K
$44M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29.6K+ 4.73% |
$4.08M - $4.35M
|
655K
$118M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
29.1KNew |
$4.01M - $4.28M
|
29.1K
$5.24M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
28.7K+ 38.06% |
$3.96M - $4.23M
|
104K
$18.8M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
27.9K+ 17.03% |
$3.85M - $4.11M
|
192K
$34.6M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
27.8KNew |
$3.83M - $4.08M
|
27.8K
$5M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
26.9K+ 118.67% |
$3.72M - $3.97M
|
49.7K
$8.94M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
25.8K+ 301.18% |
$3.56M - $3.8M
|
34.4K
$6.2M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
25.5K+ 18.16% |
$3.52M - $3.76M
|
166K
$29.9M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25.4K+ 343.08% |
$3.5M - $3.73M
|
32.8K
$5.9M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.1K+ 6.4% |
$3.46M - $3.69M
|
417K
$75M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.2K+ 17.68% |
$3.33M - $3.56M
|
161K
$29M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23.9K+ 29.54% |
$3.3M - $3.52M
|
105K
$18.9M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
22.9K+ 37.4% |
$3.16M - $3.38M
|
84.3K
$15.2M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.8K+ 765.77% |
$3.15M - $3.36M
|
25.8K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 1.97% |
$3.08M - $3.28M
|
1.16M
$208M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
22K+ 4.71% |
$3.03M - $3.24M
|
490K
$88.2M
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.4K+ 56.52% |
$2.95M - $3.15M
|
59.2K
$10.7M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
21.2K+ 4.52% |
$2.92M - $3.12M
|
489K
$88.1M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21KNew |
$2.9M - $3.09M
|
21K
$3.78M
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
21KNew |
$2.9M - $3.09M
|
21K
$3.78M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
21K+ 13.85% |
$2.89M - $3.09M
|
172K
$31.1M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20.9K+ 77.32% |
$2.88M - $3.08M
|
48K
$8.64M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20.6K+ 4.66% |
$2.84M - $3.03M
|
462K
$83.2M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
20.6K+ 76.83% |
$2.84M - $3.03M
|
47.3K
$8.53M
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 108.79% |
$2.8M - $2.99M
|
39K
$7.02M
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.1KNew |
$2.78M - $2.96M
|
20.1K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.9KNew |
$2.74M - $2.93M
|
19.9K
$3.58M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19.7K+ 13.82% |
$2.71M - $2.89M
|
162K
$29.2M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.6K+ 25.26% |
$2.71M - $2.89M
|
97.4K
$17.5M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1K+ 189.72% |
$2.63M - $2.81M
|
29.2K
$5.25M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
18.7KNew |
$2.57M - $2.75M
|
18.7K
$3.36M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
18.3KNew |
$2.52M - $2.69M
|
18.3K
$3.29M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
18.3K+ 5.93% |
$2.52M - $2.69M
|
326K
$58.7M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
17.8KNew |
$2.46M - $2.63M
|
17.8K
$3.21M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$2.45M - $2.61M
|
17.7K
$3.19M
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 56.66% |
$2.36M - $2.52M
|
47.3K
$8.52M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17K+ 24.99% |
$2.34M - $2.5M
|
85K
$15.3M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
16.5K+ 3.7% |
$2.28M - $2.44M
|
464K
$83.6M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.5K+ 22.6% |
$2.28M - $2.43M
|
89.7K
$16.2M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.3K+ 4.12% |
$2.24M - $2.4M
|
411K
$74.1M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16.2K+ 3.43% |
$2.24M - $2.39M
|
489K
$88M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15.7K+ 78.79% |
$2.16M - $2.31M
|
35.6K
$6.4M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15.5K+ 9.21% |
$2.13M - $2.28M
|
183K
$33M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.3K+ 339.29% |
$2.12M - $2.26M
|
19.9K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 5.35% |
$2.1M - $2.24M
|
299K
$53.9M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.9K+ 0.85% |
$2.06M - $2.2M
|
1.77M
$319M
|