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 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
289+ 4.6% |
$38.1K - $43.3K
|
6.57K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
274+ 1.77% |
$36.1K - $41.1K
|
15.8K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
270+ 1.33% |
$35.6K - $40.5K
|
20.6K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
267+ 3.53% |
$35.2K - $40K
|
7.83K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
263+ 7.32% |
$34.7K - $39.4K
|
3.86K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
259+ 4.53% |
$34.1K - $38.8K
|
5.98K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
256+ 7.66% |
$33.7K - $38.4K
|
3.6K
$633K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
252+ 3.33% |
$33.2K - $37.8K
|
7.82K
$1.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
247New |
$32.6K - $37K
|
247
$43.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
239+ 0.39% |
$31.5K - $35.8K
|
61.9K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
235+ 11.09% |
$31K - $35.2K
|
2.35K
$414K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
234+ 3.04% |
$30.8K - $35.1K
|
7.93K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
231+ 1.63% |
$30.5K - $34.6K
|
14.4K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
229+ 17.92% |
$30.2K - $34.3K
|
1.51K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
229+ 6.32% |
$30.2K - $34.3K
|
3.85K
$678K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
229+ 1.67% |
$30.2K - $34.3K
|
13.9K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
226+ 5.58% |
$29.8K - $33.9K
|
4.28K
$752K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
225+ 8.95% |
$29.7K - $33.7K
|
2.74K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
225+ 1.52% |
$29.7K - $33.7K
|
15K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
224+ 0.38% |
$29.5K - $33.6K
|
59.5K
$10.5M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
224+ 2.82% |
$29.5K - $33.6K
|
8.16K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
222+ 53.11% |
$29.3K - $33.3K
|
640
$113K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
218+ 4.62% |
$28.7K - $32.7K
|
4.94K
$869K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
215+ 0.45% |
$28.3K - $32.2K
|
47.5K
$8.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
215+ 7.25% |
$28.3K - $32.2K
|
3.18K
$560K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
213+ 0.47% |
$28.1K - $31.9K
|
45.3K
$7.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
208+ 137.75% |
$27.4K - $31.2K
|
359
$63.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
207New |
$27.3K - $31K
|
207
$36.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
204+ 10.78% |
$26.9K - $30.6K
|
2.1K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
204+ 3.51% |
$26.9K - $30.6K
|
6.02K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
203+ 2.89% |
$26.8K - $30.4K
|
7.24K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
203+ 6.88% |
$26.8K - $30.4K
|
3.15K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
203New |
$26.8K - $30.4K
|
203
$35.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
201+ 10050.0% |
$26.5K - $30.1K
|
203
$35.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.86% |
$26.4K - $30K
|
656
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
198+ 0.46% |
$26.1K - $29.7K
|
43.5K
$7.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
197+ 7.55% |
$26K - $29.5K
|
2.81K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
197+ 2.65% |
$26K - $29.5K
|
7.63K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
196+ 3.56% |
$25.8K - $29.4K
|
5.7K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
195+ 4.14% |
$25.7K - $29.2K
|
4.9K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193+ 3.23% |
$25.4K - $28.9K
|
6.18K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
192+ 14.92% |
$25.3K - $28.8K
|
1.48K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
190+ 3.41% |
$25K - $28.5K
|
5.76K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
189+ 15.44% |
$24.9K - $28.3K
|
1.41K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
187+ 4.55% |
$24.7K - $28K
|
4.29K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
186+ 8.8% |
$24.5K - $27.9K
|
2.3K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
185+ 1.41% |
$24.4K - $27.7K
|
13.3K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
180+ 4.65% |
$23.7K - $27K
|
4.05K
$713K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
175+ 7.9% |
$23.1K - $26.2K
|
2.39K
$421K
|