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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
175+ 7.9% |
$23.1K - $26.2K
|
2.39K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
171+ 488.57% |
$22.5K - $25.6K
|
206
$36.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.32% |
$22.4K - $25.5K
|
52.6K
$9.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
170+ 0.55% |
$22.4K - $25.5K
|
30.9K
$5.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
168+ 0.54% |
$22.1K - $25.2K
|
31.2K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
168New |
$22.1K - $25.2K
|
168
$29.8K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
167+ 0.09% |
$22K - $25K
|
192K
$34.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
166+ 39.52% |
$21.9K - $24.9K
|
586
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
165+ 148.65% |
$21.8K - $24.7K
|
276
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
165New |
$21.8K - $24.7K
|
165
$29.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156+ 0.65% |
$20.6K - $23.4K
|
24.2K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
156+ 3.41% |
$20.6K - $23.4K
|
4.73K
$839K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
156+ 0.13% |
$20.6K - $23.4K
|
121K
$21.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
152+ 0.46% |
$20K - $22.8K
|
32.9K
$5.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
150+ 1.25% |
$19.8K - $22.5K
|
12.2K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
149+ 0.17% |
$19.6K - $22.3K
|
89.8K
$15.9M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
147+ 0.69% |
$19.4K - $22K
|
21.4K
$3.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
146+ 9.45% |
$19.2K - $21.9K
|
1.69K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
144+ 0.5% |
$19K - $21.6K
|
28.8K
$5.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
143+ 0.47% |
$18.9K - $21.4K
|
30.9K
$5.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
136+ 1.35% |
$17.9K - $20.4K
|
10.2K
$1.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
135New |
$17.8K - $20.2K
|
135
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
134+ 2.86% |
$17.7K - $20.1K
|
4.82K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
133+ 9.1% |
$17.5K - $19.9K
|
1.6K
$283K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
133+ 3.78% |
$17.5K - $19.9K
|
3.65K
$648K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
131+ 0.4% |
$17.3K - $19.6K
|
32.6K
$5.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
129+ 6.49% |
$17K - $19.3K
|
2.12K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
129+ 3.8% |
$17K - $19.3K
|
3.52K
$626K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
126+ 12.1% |
$16.6K - $18.9K
|
1.17K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
126+ 0.92% |
$16.6K - $18.9K
|
13.9K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
123+ 2.7% |
$16.2K - $18.4K
|
4.68K
$831K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.05% |
$16.1K - $18.3K
|
2.54K
$450K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
121+ 0.25% |
$16K - $18.1K
|
47.8K
$8.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
121+ 54.26% |
$16K - $18.1K
|
344
$61.1K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
121+ 54.26% |
$16K - $18.1K
|
344
$61.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
119+ 0.59% |
$15.7K - $17.8K
|
20.2K
$3.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
117+ 5.56% |
$15.4K - $17.5K
|
2.22K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
117+ 1.65% |
$15.4K - $17.5K
|
7.21K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
115+ 0.9% |
$15.2K - $17.2K
|
12.9K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
112+ 2.5% |
$14.8K - $16.8K
|
4.59K
$815K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
111+ 0.5% |
$14.6K - $16.6K
|
22.4K
$3.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
109+ 0.53% |
$14.4K - $16.3K
|
20.8K
$3.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
107+ 0.87% |
$14.1K - $16K
|
12.4K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
104+ 0.84% |
$13.7K - $15.6K
|
12.5K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
103+ 1.42% |
$13.6K - $15.4K
|
7.35K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
103+ 4.2% |
$13.6K - $15.4K
|
2.56K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 0.2% |
$13.3K - $15.1K
|
51.4K
$9.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$17.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 5.62% |
$13.2K - $15K
|
1.88K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
99+ 3.65% |
$13.1K - $14.8K
|
2.81K
$499K
|