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 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.87KNew |
$258K - $276K
|
1.87K
$337K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.87K+ 12.09% |
$258K - $275K
|
17.3K
$3.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.87K+ 26.53% |
$257K - $274K
|
8.9K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.86KNew |
$257K - $274K
|
1.86K
$335K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.84K+ 67.99% |
$253K - $270K
|
4.53K
$816K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$252K - $269K
|
1.83K
$329K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 2.22% |
$251K - $268K
|
83.8K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.79K+ 14.94% |
$247K - $263K
|
13.8K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78KNew |
$246K - $262K
|
1.78K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
1.78K+ 6.13% |
$246K - $262K
|
30.8K
$5.55M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$244K - $260K
|
1.77K
$319K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.77KNew |
$244K - $260K
|
1.77K
$318K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.77KNew |
$243K - $260K
|
1.77K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.77K+ 2.74% |
$243K - $260K
|
66.1K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.76KNew |
$242K - $259K
|
1.76K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.75K+ 37.28% |
$242K - $258K
|
6.46K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$240K - $256K
|
1.74K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.74K+ 2.67% |
$239K - $256K
|
66.8K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.73K+ 2.18% |
$239K - $255K
|
81K
$14.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.73K+ 0.53% |
$239K - $255K
|
327K
$58.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.73K+ 27.99% |
$238K - $254K
|
7.9K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 45.67% |
$237K - $252K
|
5.47K
$985K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.7KNew |
$234K - $250K
|
1.7K
$305K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.68K+ 6.78% |
$231K - $247K
|
26.4K
$4.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$231K - $246K
|
1.67K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.67KNew |
$230K - $245K
|
1.67K
$300K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.65K+ 1.12% |
$227K - $242K
|
149K
$26.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.64K+ 51.76% |
$227K - $242K
|
4.82K
$867K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.64KNew |
$226K - $242K
|
1.64K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
1.64K+ 3.79% |
$226K - $242K
|
44.9K
$8.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.64K+ 9.4% |
$226K - $241K
|
19K
$3.43M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.64K+ 9.4% |
$226K - $241K
|
19K
$3.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.63K+ 13.86% |
$225K - $240K
|
13.4K
$2.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.62KNew |
$224K - $239K
|
1.62K
$292K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.62KNew |
$223K - $238K
|
1.62K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.61KNew |
$222K - $237K
|
1.61K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.6KNew |
$221K - $235K
|
1.6K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.6KNew |
$220K - $235K
|
1.6K
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
1.6KNew |
$220K - $235K
|
1.6K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.6K+ 1.78% |
$220K - $235K
|
91.1K
$16.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.59K+ 4.58% |
$219K - $233K
|
36.2K
$6.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.58KNew |
$218K - $233K
|
1.58K
$285K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58KNew |
$218K - $233K
|
1.58K
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.58K+ 5.81% |
$217K - $232K
|
28.7K
$5.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.57KNew |
$217K - $232K
|
1.57K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.57K+ 68.48% |
$217K - $231K
|
3.87K
$696K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.57K+ 5.12% |
$216K - $231K
|
32.2K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.56KNew |
$215K - $230K
|
1.56K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 1.76% |
$214K - $228K
|
89.5K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.55KNew |
$213K - $227K
|
1.55K
$278K
|