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 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.63K+ 9.91% |
$363K - $387K
|
29.2K
$5.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
2.63KNew |
$363K - $387K
|
2.63K
$474K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.61K+ 1.77% |
$360K - $384K
|
150K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.56K+ 20.9% |
$353K - $377K
|
14.8K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.54K+ 10.06% |
$350K - $373K
|
27.7K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.52KNew |
$348K - $371K
|
2.52K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$345K - $368K
|
2.5K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 111.17% |
$345K - $368K
|
4.75K
$854K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.49K+ 0.95% |
$343K - $366K
|
264K
$47.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.48K+ 6.7% |
$342K - $365K
|
39.5K
$7.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
2.48KNew |
$341K - $364K
|
2.48K
$446K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.46K+ 142.67% |
$339K - $362K
|
4.19K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.46K+ 0.84% |
$339K - $361K
|
293K
$52.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.09% |
$337K - $359K
|
81.4K
$14.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.27% |
$334K - $356K
|
76.4K
$13.8M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.42K+ 73.47% |
$334K - $356K
|
5.72K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42K+ 2.29% |
$334K - $356K
|
108K
$19.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.41KNew |
$333K - $355K
|
2.41K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.41K+ 0.71% |
$332K - $355K
|
340K
$61.2M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.4K+ 0.62% |
$332K - $354K
|
388K
$69.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.4K+ 34.36% |
$332K - $354K
|
9.4K
$1.69M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.37KNew |
$327K - $349K
|
2.37K
$427K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.34KNew |
$323K - $345K
|
2.34K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.29K+ 42.89% |
$315K - $336K
|
7.61K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.26K+ 94.88% |
$312K - $333K
|
4.64K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.24K+ 12.37% |
$309K - $330K
|
20.3K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.22K+ 16.55% |
$307K - $327K
|
15.7K
$2.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.22K+ 19.99% |
$306K - $326K
|
13.3K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$306K - $326K
|
2.22K
$399K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.21K+ 1.84% |
$304K - $325K
|
122K
$22M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.2K+ 0.9% |
$303K - $323K
|
247K
$44.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.18K+ 24.09% |
$301K - $321K
|
11.2K
$2.02M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.16K+ 6.31% |
$297K - $317K
|
36.3K
$6.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.15K+ 78.59% |
$297K - $317K
|
4.89K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.15KNew |
$296K - $316K
|
2.15K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.15K+ 60.22% |
$296K - $316K
|
5.71K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 6.62% |
$295K - $315K
|
34.5K
$6.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.12KNew |
$293K - $313K
|
2.12K
$382K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.11K+ 15.21% |
$291K - $311K
|
16K
$2.88M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.06K+ 5.41% |
$284K - $303K
|
40.1K
$7.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.04K+ 11.27% |
$281K - $300K
|
20.1K
$3.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.03K+ 3.54% |
$279K - $298K
|
59.2K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.96K+ 34.63% |
$270K - $288K
|
7.61K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.94K+ 8.04% |
$267K - $285K
|
26K
$4.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.93K+ 1.79% |
$267K - $284K
|
110K
$19.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.92KNew |
$265K - $283K
|
1.92K
$346K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.92K+ 12.62% |
$265K - $283K
|
17.1K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 71.71% |
$260K - $278K
|
4.52K
$814K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.88KNew |
$260K - $277K
|
1.88K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.88KNew |
$259K - $276K
|
1.88K
$338K
|