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
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-254- 0.25% |
$33.5K - $38.1K
|
102K
$18.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-256- 0.97% |
$33.7K - $38.4K
|
26.2K
$4.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-256- 1.71% |
$33.7K - $38.4K
|
14.7K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-259- 4.28% |
$34.1K - $38.8K
|
5.79K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-261- 4.55% |
$34.4K - $39.1K
|
5.48K
$968K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-261- 7.71% |
$34.4K - $39.1K
|
3.13K
$552K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-263- 16.31% |
$34.7K - $39.4K
|
1.35K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-265- 1.4% |
$34.9K - $39.7K
|
18.7K
$3.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-266- 2.56% |
$35.1K - $39.9K
|
10.1K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-266- 6.75% |
$35.1K - $39.9K
|
3.68K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-267- 2.01% |
$35.2K - $40K
|
13K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-276- 1.31% |
$36.4K - $41.4K
|
20.9K
$3.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-280- 7.38% |
$36.9K - $42K
|
3.52K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-281- 0.43% |
$37K - $42.1K
|
65.6K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-288- 9.2% |
$38K - $43.2K
|
2.84K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-292- 5.31% |
$38.5K - $43.8K
|
5.21K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-300- 0.97% |
$39.5K - $45K
|
30.7K
$5.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-303- 0.47% |
$39.9K - $45.4K
|
63.8K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-304- 14.29% |
$40.1K - $45.6K
|
1.82K
$322K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-309- 6.05% |
$40.7K - $46.3K
|
4.8K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-315- 3.93% |
$41.5K - $47.2K
|
7.71K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-321- 11.98% |
$42.3K - $48.1K
|
2.36K
$417K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-321- 11.74% |
$42.3K - $48.1K
|
2.41K
$426K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-325- 29.84% |
$42.8K - $48.7K
|
764
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-331- 3.19% |
$43.6K - $49.6K
|
10.1K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-331- 46.36% |
$43.6K - $49.6K
|
383
$67.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-332- 10.12% |
$43.8K - $49.8K
|
2.95K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-337- 4.95% |
$44.4K - $50.5K
|
6.48K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-339- 2.39% |
$44.7K - $50.8K
|
13.9K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-349- 18.57% |
$46K - $52.3K
|
1.53K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-351- 1.78% |
$46.3K - $52.6K
|
19.3K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-357- 0.81% |
$47.1K - $53.5K
|
44K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-357- 6.11% |
$47.1K - $53.5K
|
5.49K
$970K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-360- 3.13% |
$47.5K - $54K
|
11.2K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-364- 1.75% |
$48K - $54.6K
|
20.4K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-365- 2.16% |
$48.1K - $54.7K
|
16.5K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-367- 0.7% |
$48.4K - $55K
|
51.8K
$9.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-370- 3.12% |
$48.8K - $55.5K
|
11.5K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-372- 5.68% |
$49K - $55.8K
|
6.18K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-380- 3.16% |
$50.1K - $57K
|
11.7K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-381- 1.65% |
$50.2K - $57.1K
|
22.6K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 6.55% |
$50.8K - $57.7K
|
5.49K
$970K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-390- 8.53% |
$51.4K - $58.5K
|
4.18K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-400- 24.75% |
$52.7K - $60K
|
1.22K
$215K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-402- 1.36% |
$53K - $60.3K
|
29.3K
$5.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-403- 1.88% |
$53.1K - $60.4K
|
21.1K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-405- 10.0% |
$53.4K - $60.7K
|
3.65K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-407- 9.41% |
$53.7K - $61K
|
3.92K
$692K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-410- 10.53% |
$54K - $61.5K
|
3.48K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-410- 1.25% |
$54K - $61.5K
|
32.4K
$5.72M
|