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 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.83K+ 15.53% |
$805K - $859K
|
43.4K
$7.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
5.66K+ 12.82% |
$781K - $833K
|
49.8K
$8.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.53KNew |
$762K - $813K
|
5.53K
$995K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.51KNew |
$761K - $812K
|
5.51K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.49K+ 2.09% |
$757K - $807K
|
268K
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.42K+ 5.14% |
$748K - $798K
|
111K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.41K+ 17.88% |
$746K - $796K
|
35.7K
$6.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.37K+ 8.61% |
$740K - $790K
|
67.7K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.34K+ 2.6% |
$737K - $786K
|
211K
$38M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5.33K+ 4.22% |
$734K - $784K
|
132K
$23.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.16K+ 3.81% |
$712K - $760K
|
141K
$25.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.13K+ 9.56% |
$708K - $755K
|
58.8K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
5.11K+ 12.12% |
$705K - $753K
|
47.3K
$8.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.11KNew |
$705K - $752K
|
5.11K
$920K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.09K+ 7.99% |
$702K - $749K
|
68.8K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.09K+ 17.46% |
$702K - $749K
|
34.2K
$6.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 8.02% |
$699K - $746K
|
68.3K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.04K+ 11.93% |
$696K - $742K
|
47.3K
$8.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.04K+ 13.94% |
$695K - $742K
|
41.2K
$7.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.03K+ 4.01% |
$694K - $740K
|
130K
$23.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.97K+ 29.89% |
$685K - $731K
|
21.6K
$3.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.77K+ 238.7% |
$658K - $703K
|
6.77K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
4.63K+ 6.57% |
$639K - $682K
|
75.1K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.62K+ 5.9% |
$637K - $680K
|
82.9K
$14.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.61K+ 73.73% |
$636K - $679K
|
10.9K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.61K+ 6.12% |
$635K - $678K
|
79.9K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.54K+ 1.96% |
$626K - $668K
|
237K
$42.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.48K+ 2.63% |
$618K - $660K
|
175K
$31.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.47K+ 21.93% |
$616K - $657K
|
24.8K
$4.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.42K+ 3.18% |
$610K - $651K
|
144K
$25.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.42K+ 4.42% |
$610K - $650K
|
104K
$18.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.4K+ 15.74% |
$606K - $647K
|
32.3K
$5.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.37K+ 17.85% |
$602K - $643K
|
28.8K
$5.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.35K+ 1.68% |
$599K - $639K
|
263K
$47.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.32K+ 12.06% |
$596K - $636K
|
40.2K
$7.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.28K+ 13.87% |
$590K - $630K
|
35.1K
$6.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.26K+ 9.64% |
$588K - $627K
|
48.5K
$8.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.19KNew |
$578K - $617K
|
4.19K
$755K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.18K+ 4.08% |
$576K - $615K
|
107K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.16K+ 3.72% |
$573K - $612K
|
116K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.14K+ 4.13% |
$571K - $610K
|
105K
$18.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.11K+ 2.47% |
$567K - $605K
|
170K
$30.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
4.02K+ 18.99% |
$555K - $592K
|
25.2K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4K+ 3.47% |
$551K - $588K
|
119K
$21.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.95K+ 10.4% |
$544K - $581K
|
41.9K
$7.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.87KNew |
$534K - $570K
|
3.87K
$697K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.86K+ 12.61% |
$532K - $568K
|
34.5K
$6.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.85K+ 6.0% |
$531K - $566K
|
68K
$12.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.78K+ 5.63% |
$522K - $557K
|
71K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.77K+ 1.01% |
$521K - $555K
|
376K
$67.8M
|