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 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
14.9K+ 26.09% |
$2.05M - $2.19M
|
71.8K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.8K+ 1.22% |
$2.04M - $2.18M
|
1.22M
$220M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.8K+ 27.67% |
$2.04M - $2.18M
|
68.2K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.5K+ 0.86% |
$2.01M - $2.14M
|
1.7M
$307M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
14.4KNew |
$1.99M - $2.13M
|
14.4K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.2KNew |
$1.95M - $2.08M
|
14.2K
$2.55M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14.1K+ 1.4% |
$1.95M - $2.08M
|
1.02M
$184M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.1K+ 14.36% |
$1.94M - $2.07M
|
112K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.7K+ 2.26% |
$1.9M - $2.02M
|
622K
$112M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.6K+ 16987.5% |
$1.87M - $2M
|
13.7K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 2.11% |
$1.87M - $1.99M
|
654K
$118M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13.4K+ 3.41% |
$1.85M - $1.97M
|
407K
$73.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.1K+ 6.01% |
$1.8M - $1.92M
|
231K
$41.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1K+ 48.11% |
$1.8M - $1.92M
|
40.2K
$7.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
13K+ 76.47% |
$1.79M - $1.91M
|
30K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 9.93% |
$1.77M - $1.88M
|
142K
$25.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
12.7K+ 160.45% |
$1.75M - $1.87M
|
20.6K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$2.29M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
12.5K+ 44.21% |
$1.72M - $1.84M
|
40.7K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.4KNew |
$1.7M - $1.82M
|
12.4K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 9.45% |
$1.69M - $1.8M
|
142K
$25.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.1K+ 5.23% |
$1.66M - $1.77M
|
243K
$43.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
11.9K+ 5.76% |
$1.65M - $1.76M
|
219K
$39.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.9K+ 2.13% |
$1.64M - $1.75M
|
571K
$103M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11.5K+ 86.88% |
$1.58M - $1.69M
|
24.7K
$4.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 4.34% |
$1.51M - $1.61M
|
263K
$47.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
10.7K+ 8.31% |
$1.47M - $1.57M
|
139K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 67.67% |
$1.45M - $1.55M
|
26K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 17.33% |
$1.44M - $1.54M
|
70.8K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
10.4K+ 443.19% |
$1.43M - $1.52M
|
12.7K
$2.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.3K+ 12.43% |
$1.42M - $1.52M
|
93.2K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 57.25% |
$1.41M - $1.51M
|
28.2K
$5.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
10.2K+ 37.88% |
$1.41M - $1.5M
|
37.1K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 8.26% |
$1.39M - $1.48M
|
132K
$23.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9.88K+ 230.12% |
$1.36M - $1.45M
|
14.2K
$2.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.85K+ 0.99% |
$1.36M - $1.45M
|
1M
$180M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.85K+ 0.99% |
$1.36M - $1.45M
|
1M
$180M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.74KNew |
$1.34M - $1.43M
|
9.74K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.72K+ 4.99% |
$1.34M - $1.43M
|
205K
$36.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.65K+ 10.12% |
$1.33M - $1.42M
|
105K
$18.9M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.46K+ 7.95% |
$1.3M - $1.39M
|
128K
$23.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.36K+ 185.77% |
$1.29M - $1.38M
|
14.4K
$2.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
9.36K+ 3.8% |
$1.29M - $1.38M
|
256K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9.19K+ 4.51% |
$1.27M - $1.35M
|
213K
$38.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.13K+ 7.06% |
$1.26M - $1.34M
|
138K
$24.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.99K+ 30.14% |
$1.24M - $1.32M
|
38.8K
$6.99M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
8.95K+ 16.06% |
$1.23M - $1.32M
|
64.7K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.72K+ 23.94% |
$1.2M - $1.28M
|
45.1K
$8.13M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.7K+ 87.4% |
$1.2M - $1.28M
|
18.7K
$3.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
8.7K+ 11.61% |
$1.2M - $1.28M
|
83.6K
$15.1M
|