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 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-4- 0.03% |
$527 - $600
|
15.4K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5- 0.53% |
$659 - $750
|
940
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5- 0.17% |
$659 - $750
|
3.02K
$541K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7- 0.28% |
$923 - $1.05K
|
2.49K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-8- 0.04% |
$1.05K - $1.2K
|
21.5K
$3.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.26% |
$1.32K - $1.5K
|
3.82K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-10- 0.12% |
$1.32K - $1.5K
|
8.25K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10- 3.07% |
$1.32K - $1.5K
|
316
$56.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-11- 0.16% |
$1.45K - $1.65K
|
6.96K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12- 0.51% |
$1.58K - $1.8K
|
2.33K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.33% |
$1.58K - $1.8K
|
3.63K
$649K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-12- 0.22% |
$1.58K - $1.8K
|
5.46K
$977K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-12- 0.83% |
$1.58K - $1.8K
|
1.44K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-13- 0.36% |
$1.71K - $1.95K
|
3.58K
$641K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-13- 2.38% |
$1.71K - $1.95K
|
533
$95.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 7.74% |
$1.71K - $1.95K
|
155
$27.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14- 0.8% |
$1.85K - $2.1K
|
1.75K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14- 0.86% |
$1.85K - $2.1K
|
1.61K
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-16- 0.03% |
$2.11K - $2.4K
|
55.1K
$9.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-17- 0.28% |
$2.24K - $2.55K
|
6K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17- 0.6% |
$2.24K - $2.55K
|
2.83K
$507K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-18- 1.15% |
$2.37K - $2.7K
|
1.54K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.27% |
$2.37K - $2.7K
|
6.65K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-19- 0.72% |
$2.5K - $2.85K
|
2.62K
$468K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-19- 1.2% |
$2.5K - $2.85K
|
1.56K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-19- 9.79% |
$2.5K - $2.85K
|
175
$31.3K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.05% |
$2.77K - $3.15K
|
1.98K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$2.77K - $3.15K
|
7.86K
$1.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22- 0.93% |
$2.9K - $3.3K
|
2.35K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-23- 1.36% |
$3.03K - $3.45K
|
1.67K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-24- 0.97% |
$3.16K - $3.6K
|
2.45K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-24- 5.47% |
$3.16K - $3.6K
|
415
$74.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 4.76% |
$3.3K - $3.75K
|
500
$89.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 2.06% |
$3.69K - $4.2K
|
1.33K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-28- 0.26% |
$3.69K - $4.2K
|
10.8K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-30- 9.8% |
$3.95K - $4.5K
|
276
$49.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-31- 0.47% |
$4.09K - $4.65K
|
6.51K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-32- 0.29% |
$4.22K - $4.8K
|
11.1K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.23% |
$4.35K - $4.95K
|
14.1K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-33- 0.04% |
$4.35K - $4.95K
|
81.4K
$14.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-33- 0.87% |
$4.35K - $4.95K
|
3.74K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-33- 1.99% |
$4.35K - $4.95K
|
1.63K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-35- 0.95% |
$4.61K - $5.25K
|
3.66K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-36- 0.89% |
$4.75K - $5.4K
|
4.03K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 0.7% |
$4.75K - $5.4K
|
5.1K
$911K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.73% |
$4.88K - $5.55K
|
5.04K
$901K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-38- 0.35% |
$5.01K - $5.7K
|
10.9K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-38- 2.38% |
$5.01K - $5.7K
|
1.56K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-39- 0.56% |
$5.14K - $5.85K
|
6.93K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-39- 0.44% |
$5.14K - $5.85K
|
8.92K
$1.59M
|