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 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96+ 0.81% |
$12.7K - $14.4K
|
11.9K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
96+ 1.9% |
$12.7K - $14.4K
|
5.15K
$906K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
96+ 5.18% |
$12.7K - $14.4K
|
1.95K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 0.56% |
$12.3K - $13.9K
|
16.6K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
93+ 0.3% |
$12.3K - $13.9K
|
30.6K
$5.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
91+ 1.37% |
$12K - $13.6K
|
6.73K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
91+ 2.54% |
$12K - $13.6K
|
3.68K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
90New |
$11.9K - $13.5K
|
90
$15.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
88+ 0.87% |
$11.6K - $13.2K
|
10.2K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
87+ 0.63% |
$11.5K - $13K
|
13.8K
$2.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
85+ 0.74% |
$11.2K - $12.7K
|
11.5K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
84+ 0.08% |
$11.1K - $12.6K
|
107K
$18.9M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
83+ 319.23% |
$10.9K - $12.4K
|
109
$19.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
83+ 0.37% |
$10.9K - $12.4K
|
22.5K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
83+ 1.65% |
$10.9K - $12.4K
|
5.13K
$902K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
82+ 2.0% |
$10.8K - $12.3K
|
4.19K
$736K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
80+ 0.9% |
$10.5K - $12K
|
8.99K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
76+ 2.11% |
$10K - $11.4K
|
3.68K
$647K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 48.34% |
$9.62K - $10.9K
|
224
$39.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72+ 52.94% |
$9.49K - $10.8K
|
208
$36.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
72+ 0.68% |
$9.49K - $10.8K
|
10.7K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
72+ 0.51% |
$9.49K - $10.8K
|
14.3K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
70+ 1.46% |
$9.23K - $10.5K
|
4.87K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
70+ 1.41% |
$9.23K - $10.5K
|
5.05K
$889K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
69+ 2.0% |
$9.1K - $10.3K
|
3.52K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
68+ 1.13% |
$8.96K - $10.2K
|
6.09K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
67+ 1.6% |
$8.83K - $10K
|
4.25K
$748K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.68% |
$8.7K - $9.9K
|
9.76K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.13% |
$8.57K - $9.75K
|
49.8K
$8.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
64+ 0.35% |
$8.44K - $9.6K
|
18.1K
$3.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
64+ 0.55% |
$8.44K - $9.6K
|
11.7K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
64+ 10.76% |
$8.44K - $9.6K
|
659
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
62+ 0.63% |
$8.17K - $9.3K
|
9.97K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
61+ 1.28% |
$8.04K - $9.15K
|
4.84K
$852K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
61+ 4.14% |
$8.04K - $9.15K
|
1.53K
$270K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
60+ 1.28% |
$7.91K - $9K
|
4.74K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56+ 3.27% |
$7.38K - $8.4K
|
1.77K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
55+ 0.31% |
$7.25K - $8.25K
|
17.8K
$3.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
54+ 2.05% |
$7.12K - $8.1K
|
2.69K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
54+ 0.35% |
$7.12K - $8.1K
|
15.3K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$6.59K - $7.5K
|
50
$8.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
49+ 0.62% |
$6.46K - $7.35K
|
7.96K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
48+ 0.68% |
$6.33K - $7.2K
|
7.09K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
48+ 3.0% |
$6.33K - $7.2K
|
1.65K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
48+ 0.61% |
$6.33K - $7.2K
|
7.98K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
46+ 2.24% |
$6.06K - $6.9K
|
2.1K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45+ 0.43% |
$5.93K - $6.75K
|
10.4K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
42+ 0.69% |
$5.54K - $6.3K
|
6.16K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
42+ 0.5% |
$5.54K - $6.3K
|
8.51K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
42+ 0.67% |
$5.54K - $6.3K
|
6.34K
$1.11M
|