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 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-6.4K- 70.7% |
$883K - $942K
|
2.65K
$453K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.45K- 5.17% |
$890K - $950K
|
118K
$20.2M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.53K- 1.96% |
$901K - $961K
|
326K
$55.7M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.56K- 1.76% |
$905K - $965K
|
366K
$62.5M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.57K- 18.9% |
$906K - $967K
|
28.2K
$4.82M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-6.8K- 9.08% |
$938K - $1M
|
68.1K
$11.6M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-6.83K- 1.7% |
$942K - $1.01M
|
396K
$67.7M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.9K- 18.63% |
$951K - $1.02M
|
30.1K
$5.15M
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.91K- 73.97% |
$952K - $1.02M
|
2.43K
$415K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.06K- 11.22% |
$974K - $1.04M
|
55.9K
$9.55M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.4K- 4.04% |
$1.02M - $1.09M
|
176K
$30.1M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.4K- 44.76% |
$1.02M - $1.09M
|
9.13K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.47K- 40.98% |
$1.03M - $1.1M
|
10.8K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.53K- 82.39% |
$1.04M - $1.11M
|
1.61K
$275K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.55K- 13.77% |
$1.04M - $1.11M
|
47.3K
$8.07M
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.56K- 12.88% |
$1.04M - $1.11M
|
51.1K
$8.73M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.93K- 23.51% |
$1.09M - $1.17M
|
25.8K
$4.41M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.99K- 12.98% |
$1.1M - $1.18M
|
53.6K
$9.15M
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8.11K- 3.77% |
$1.12M - $1.19M
|
207K
$35.4M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.22K- 2.69% |
$1.13M - $1.21M
|
298K
$50.8M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8.69K- 56.26% |
$1.2M - $1.28M
|
6.76K
$1.15M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.75K- 14.22% |
$1.21M - $1.29M
|
52.8K
$9.01M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.93K- 1.23% |
$1.23M - $1.31M
|
720K
$123M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.05K- 0.48% |
$1.25M - $1.33M
|
1.87M
$320M
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-9.09K- 3.09% |
$1.25M - $1.34M
|
285K
$48.8M
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-9.77K- 75.04% |
$1.35M - $1.44M
|
3.25K
$555K
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.82K- 9.83% |
$1.35M - $1.44M
|
90K
$15.4M
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10.2K- 90.82% |
$1.4M - $1.49M
|
1.03K
$175K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-10.2K- 10.57% |
$1.4M - $1.5M
|
86K
$14.7M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10.2K- 2.74% |
$1.4M - $1.5M
|
362K
$61.8M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.4K- 29.24% |
$1.43M - $1.52M
|
25K
$4.28M
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-10.5K- 7.89% |
$1.44M - $1.54M
|
122K
$20.8M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 70.16% |
$1.48M - $1.58M
|
4.56K
$779K
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-11K- 2.03% |
$1.51M - $1.62M
|
530K
$90.6M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 1.66% |
$1.53M - $1.64M
|
657K
$112M
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-11.3K- 5.09% |
$1.56M - $1.67M
|
211K
$36.1M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11.5K- 7.54% |
$1.59M - $1.7M
|
141K
$24.1M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.5K- 99.03% |
$1.59M - $1.7M
|
113
$19.3K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.6K- 1.64% |
$1.6M - $1.71M
|
699K
$119M
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.1K- 8.73% |
$1.67M - $1.78M
|
126K
$21.6M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-12.2K- 68.72% |
$1.68M - $1.8M
|
5.56K
$949K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.4K- 18.49% |
$1.71M - $1.82M
|
54.6K
$9.32M
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-12.9K- 3.44% |
$1.77M - $1.89M
|
361K
$61.7M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.1K- 3.4% |
$1.8M - $1.92M
|
372K
$63.5M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.4K- 2.0% |
$1.85M - $1.97M
|
657K
$112M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 3.63% |
$2M - $2.13M
|
385K
$65.7M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 3.15% |
$2.01M - $2.15M
|
449K
$76.7M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-14.6K- 23.09% |
$2.02M - $2.16M
|
48.8K
$8.33M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.4K- 1.11% |
$2.13M - $2.27M
|
1.37M
$235M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.7K- 13.32% |
$2.17M - $2.32M
|
102K
$17.5M
|