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 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-13- 0.36% |
$1.71K - $1.95K
|
3.58K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-13- 2.38% |
$1.71K - $1.95K
|
533
$93.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 7.74% |
$1.71K - $1.95K
|
155
$27.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14- 0.8% |
$1.85K - $2.1K
|
1.75K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14- 0.86% |
$1.85K - $2.1K
|
1.61K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-16- 0.03% |
$2.11K - $2.4K
|
55.1K
$9.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-17- 0.28% |
$2.24K - $2.55K
|
6K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17- 0.6% |
$2.24K - $2.55K
|
2.83K
$498K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-18- 1.15% |
$2.37K - $2.7K
|
1.54K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.27% |
$2.37K - $2.7K
|
6.65K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-19- 0.72% |
$2.5K - $2.85K
|
2.62K
$460K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-19- 1.2% |
$2.5K - $2.85K
|
1.56K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-19- 9.79% |
$2.5K - $2.85K
|
175
$30.8K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.05% |
$2.77K - $3.15K
|
1.98K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$2.77K - $3.15K
|
7.86K
$1.38M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22- 0.93% |
$2.9K - $3.3K
|
2.35K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-23- 1.36% |
$3.03K - $3.45K
|
1.67K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-24- 0.97% |
$3.16K - $3.6K
|
2.45K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-24- 5.47% |
$3.16K - $3.6K
|
415
$73K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 4.76% |
$3.3K - $3.75K
|
500
$88K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 2.06% |
$3.69K - $4.2K
|
1.33K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-28- 0.26% |
$3.69K - $4.2K
|
10.8K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-30- 9.8% |
$3.95K - $4.5K
|
276
$48.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-31- 0.47% |
$4.09K - $4.65K
|
6.51K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-32- 0.29% |
$4.22K - $4.8K
|
11.1K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.23% |
$4.35K - $4.95K
|
14.1K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-33- 0.04% |
$4.35K - $4.95K
|
81.4K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-33- 0.87% |
$4.35K - $4.95K
|
3.74K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-33- 1.99% |
$4.35K - $4.95K
|
1.63K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-35- 0.95% |
$4.61K - $5.25K
|
3.66K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-36- 0.89% |
$4.75K - $5.4K
|
4.03K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 0.7% |
$4.75K - $5.4K
|
5.1K
$896K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.73% |
$4.88K - $5.55K
|
5.04K
$886K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-38- 0.35% |
$5.01K - $5.7K
|
10.9K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-38- 2.38% |
$5.01K - $5.7K
|
1.56K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-39- 0.56% |
$5.14K - $5.85K
|
6.93K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-39- 0.44% |
$5.14K - $5.85K
|
8.92K
$1.57M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-40- 0.84% |
$5.27K - $6K
|
4.7K
$827K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-41- 4.2% |
$5.4K - $6.15K
|
936
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-41- 1.14% |
$5.4K - $6.15K
|
3.55K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-41- 4.2% |
$5.4K - $6.15K
|
936
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-41- 0.28% |
$5.4K - $6.15K
|
14.4K
$2.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-43- 0.29% |
$5.67K - $6.45K
|
14.6K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-43- 0.26% |
$5.67K - $6.45K
|
16.4K
$2.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-43- 0.96% |
$5.67K - $6.45K
|
4.45K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-43- 0.2% |
$5.67K - $6.45K
|
21K
$3.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-45- 0.43% |
$5.93K - $6.75K
|
10.3K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-45- 0.81% |
$5.93K - $6.75K
|
5.51K
$970K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46- 0.54% |
$6.06K - $6.9K
|
8.45K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 0.43% |
$6.06K - $6.9K
|
10.7K
$1.89M
|