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
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-49- 1.07% |
$6.46K - $7.35K
|
4.51K
$800K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-54- 0.49% |
$7.12K - $8.1K
|
11K
$1.94M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-56- 0.17% |
$7.38K - $8.4K
|
33.2K
$5.89M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-58- 0.04% |
$7.65K - $8.7K
|
160K
$28.4M
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-59- 3.92% |
$7.78K - $8.85K
|
1.45K
$257K
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-59- 1.38% |
$7.78K - $8.85K
|
4.22K
$749K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 0.49% |
$7.91K - $9K
|
12.2K
$2.17M
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-65- 0.42% |
$8.57K - $9.75K
|
15.6K
$2.76M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-65- 14.38% |
$8.57K - $9.75K
|
387
$68.6K
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-65- 2.63% |
$8.57K - $9.75K
|
2.41K
$426K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-66- 0.43% |
$8.7K - $9.9K
|
15.3K
$2.72M
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-66- 3.29% |
$8.7K - $9.9K
|
1.94K
$344K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-66- 3.73% |
$8.7K - $9.9K
|
1.7K
$302K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-67- 0.09% |
$8.83K - $10K
|
74.1K
$13.1M
|
|
Jan 17, 2024
Q4 2023
|
Toews Corp
|
SELL
|
- |
-69- 2.42% |
$9.1K - $10.3K
|
2.78K
$493K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-69- 1.16% |
$9.1K - $10.3K
|
5.89K
$1.04M
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-69- 0.36% |
$9.1K - $10.3K
|
19.2K
$3.4M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-69- 1.01% |
$9.1K - $10.3K
|
6.74K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-70- 2.05% |
$9.23K - $10.5K
|
3.35K
$594K
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-70- 2.92% |
$9.23K - $10.5K
|
2.33K
$412K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-70- 0.8% |
$9.23K - $10.5K
|
8.7K
$1.54M
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-70- 64.22% |
$9.23K - $10.5K
|
39
$6.91K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-71- 4.45% |
$9.36K - $10.6K
|
1.53K
$270K
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-71- 0.24% |
$9.36K - $10.6K
|
29.4K
$5.21M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-72- 3.44% |
$9.49K - $10.8K
|
2.02K
$359K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.16% |
$9.75K - $11.1K
|
3.36K
$595K
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-75- 5.05% |
$9.89K - $11.2K
|
1.41K
$250K
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-75- 3.73% |
$9.89K - $11.2K
|
1.94K
$343K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-75- 4.94% |
$9.89K - $11.2K
|
1.44K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-77- 2.51% |
$10.2K - $11.5K
|
2.99K
$530K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-78- 0.82% |
$10.3K - $11.7K
|
9.44K
$1.67M
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-79- 7.22% |
$10.4K - $11.8K
|
1.02K
$180K
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-80- 0.64% |
$10.5K - $12K
|
12.5K
$2.21M
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-81- 0.18% |
$10.7K - $12.1K
|
44.8K
$7.95M
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-81- 8.52% |
$10.7K - $12.1K
|
870
$154K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-82- 0.2% |
$10.8K - $12.3K
|
40.1K
$7.1M
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-83- 0.02% |
$10.9K - $12.4K
|
383K
$67.9M
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-83- 0.12% |
$10.9K - $12.4K
|
68K
$12.1M
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-83- 0.07% |
$10.9K - $12.4K
|
114K
$20.2M
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-84- 3.53% |
$11.1K - $12.6K
|
2.29K
$407K
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-85- 4.48% |
$11.2K - $12.7K
|
1.81K
$322K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-85- 2.12% |
$11.2K - $12.7K
|
3.93K
$697K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-86- 5.13% |
$11.3K - $12.9K
|
1.59K
$282K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-87- 0.9% |
$11.5K - $13K
|
9.58K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-87- 0.67% |
$11.5K - $13K
|
12.9K
$2.29M
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-89- 4.19% |
$11.7K - $13.3K
|
2.04K
$361K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-90- 0.41% |
$11.9K - $13.5K
|
21.7K
$3.85M
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-90- 1.06% |
$11.9K - $13.5K
|
8.38K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-90- 5.59% |
$11.9K - $13.5K
|
1.52K
$269K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-90- 2.24% |
$11.9K - $13.5K
|
3.92K
$695K
|