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 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-167- 1.16% |
$22K - $25K
|
14.2K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-167- 8.29% |
$22K - $25K
|
1.85K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-169- 9.28% |
$22.3K - $25.3K
|
1.65K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-170- 2.93% |
$22.4K - $25.5K
|
5.64K
$997K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-170- 1.18% |
$22.4K - $25.5K
|
14.3K
$2.52M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-172- 5.97% |
$22.7K - $25.8K
|
2.71K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-173- 4.59% |
$22.8K - $25.9K
|
3.6K
$636K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-173- 0.92% |
$22.8K - $25.9K
|
18.6K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-177- 0.61% |
$23.3K - $26.5K
|
28.7K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-177- 4.23% |
$23.3K - $26.5K
|
4.01K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-177- 3.98% |
$23.3K - $26.5K
|
4.27K
$755K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-180- 3.05% |
$23.7K - $27K
|
5.72K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-180- 0.58% |
$23.7K - $27K
|
30.8K
$5.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-182- 7.3% |
$24K - $27.3K
|
2.31K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-182- 5.04% |
$24K - $27.3K
|
3.43K
$606K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-185- 9.41% |
$24.4K - $27.7K
|
1.78K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-185- 4.54% |
$24.4K - $27.7K
|
3.89K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-186- 5.6% |
$24.5K - $27.9K
|
3.14K
$554K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 9.49% |
$24.8K - $28.2K
|
1.79K
$317K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-188- 1.37% |
$24.8K - $28.2K
|
13.6K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-190- 0.76% |
$25K - $28.5K
|
24.7K
$4.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-192- 0.84% |
$25.3K - $28.8K
|
22.8K
$4.02M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-193- 0.44% |
$25.4K - $28.9K
|
43.4K
$7.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-197- 1.54% |
$26K - $29.5K
|
12.6K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-197- 4.48% |
$26K - $29.5K
|
4.2K
$742K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-199- 7.62% |
$26.2K - $29.8K
|
2.41K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-202- 6.5% |
$26.6K - $30.3K
|
2.91K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-202- 11.14% |
$26.6K - $30.3K
|
1.61K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-204- 2.06% |
$26.9K - $30.6K
|
9.7K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-209- 13.8% |
$27.6K - $31.3K
|
1.31K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.93% |
$27.8K - $31.6K
|
22.4K
$3.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-223- 11.27% |
$29.4K - $33.4K
|
1.76K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-223- 8.22% |
$29.4K - $33.4K
|
2.49K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-223- 9.85% |
$29.4K - $33.4K
|
2.04K
$360K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-224- 0.6% |
$29.5K - $33.6K
|
36.9K
$6.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-225- 24.83% |
$29.7K - $33.7K
|
681
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-228- 66.47% |
$30.1K - $34.2K
|
115
$20.3K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-229- 14.35% |
$30.2K - $34.3K
|
1.37K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-230- 4.45% |
$30.3K - $34.5K
|
4.94K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 6.51% |
$30.3K - $34.5K
|
3.3K
$583K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-231- 1.9% |
$30.5K - $34.6K
|
11.9K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-231- 37.5% |
$30.5K - $34.6K
|
385
$68K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 0.66% |
$31K - $35.2K
|
35.4K
$6.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-236- 3.4% |
$31.1K - $35.4K
|
6.71K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-237- 3.43% |
$31.2K - $35.5K
|
6.67K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-239- 14.91% |
$31.5K - $35.8K
|
1.36K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-240- 0.61% |
$31.6K - $36K
|
39K
$6.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-242- 0.4% |
$31.9K - $36.3K
|
59.6K
$10.5M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-243- 66.58% |
$32K - $36.4K
|
122
$21.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-244- 6.32% |
$32.2K - $36.6K
|
3.62K
$639K
|