Purchases and Sales Made in Q4 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
437+ 6.77% |
$57.6K - $65.5K
|
6.89K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
437+ 4.44% |
$57.6K - $65.5K
|
10.3K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
436+ 4.31% |
$57.5K - $65.4K
|
10.6K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
435+ 4.89% |
$57.3K - $65.2K
|
9.33K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
434New |
$57.2K - $65.1K
|
434
$76.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
433+ 6.38% |
$57.1K - $64.9K
|
7.22K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
427+ 27.76% |
$56.3K - $64K
|
1.97K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
423+ 0.63% |
$55.8K - $63.4K
|
67.5K
$11.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
422+ 25.18% |
$55.6K - $63.3K
|
2.1K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
422+ 2.79% |
$55.6K - $63.3K
|
15.6K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
418+ 44.37% |
$55.1K - $62.7K
|
1.36K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
416+ 277.33% |
$54.8K - $62.4K
|
566
$99.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
414+ 4.0% |
$54.6K - $62.1K
|
10.8K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
413+ 34.39% |
$54.4K - $61.9K
|
1.61K
$284K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
411+ 1.08% |
$54.2K - $61.6K
|
38.5K
$6.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
410+ 18.51% |
$54K - $61.5K
|
2.63K
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
409+ 5.69% |
$53.9K - $61.3K
|
7.59K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
401+ 1.86% |
$52.9K - $60.1K
|
22K
$3.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
395+ 19.25% |
$52.1K - $59.2K
|
2.45K
$431K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
395New |
$52.1K - $59.2K
|
395
$69.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
381+ 208.2% |
$50.2K - $57.1K
|
564
$99.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
381+ 1.31% |
$50.2K - $57.1K
|
29.5K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
380+ 0.63% |
$50.1K - $57K
|
60.6K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
376+ 0.06% |
$49.6K - $56.4K
|
645K
$113M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
361+ 13.18% |
$47.6K - $54.1K
|
3.1K
$545K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
356+ 0.26% |
$46.9K - $53.4K
|
140K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
355+ 0.87% |
$46.8K - $53.2K
|
41.1K
$7.23M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
355+ 8.48% |
$46.8K - $53.2K
|
4.54K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
351+ 5.6% |
$46.3K - $52.6K
|
6.62K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
350New |
$46.1K - $52.5K
|
350
$61.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
347+ 6.39% |
$45.7K - $52K
|
5.78K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
346+ 1.48% |
$45.6K - $51.9K
|
23.7K
$4.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
343+ 0.13% |
$45.2K - $51.4K
|
268K
$47.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
339New |
$44.7K - $50.8K
|
339
$59.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
338+ 10.06% |
$44.6K - $50.7K
|
3.7K
$651K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
337+ 7.98% |
$44.4K - $50.5K
|
4.56K
$802K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
333+ 1.66% |
$43.9K - $49.9K
|
20.4K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
332New |
$43.8K - $49.8K
|
332
$58.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
323+ 0.29% |
$42.6K - $48.4K
|
111K
$19.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
317+ 12.77% |
$41.8K - $47.5K
|
2.8K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
316+ 5.78% |
$41.7K - $47.4K
|
5.79K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
311+ 0.52% |
$41K - $46.6K
|
59.7K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
308+ 10.55% |
$40.6K - $46.2K
|
3.23K
$568K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 2.96% |
$40.2K - $45.7K
|
10.6K
$1.86M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
302+ 6.66% |
$39.8K - $45.3K
|
4.84K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
294New |
$38.8K - $44.1K
|
294
$51.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
292+ 0.7% |
$38.5K - $43.8K
|
41.7K
$7.34M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
292+ 8.18% |
$38.5K - $43.8K
|
3.86K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
291+ 11.52% |
$38.4K - $43.6K
|
2.82K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
291+ 0.51% |
$38.4K - $43.6K
|
57.3K
$10.1M
|