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 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-677- 6.81% |
$89.2K - $102K
|
9.26K
$1.64M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-685- 11.71% |
$90.3K - $103K
|
5.17K
$915K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-693- 7.2% |
$91.4K - $104K
|
8.93K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-702- 0.48% |
$92.5K - $105K
|
145K
$25.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-711- 1.62% |
$93.7K - $107K
|
43.1K
$7.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-738- 4.28% |
$97.3K - $111K
|
16.5K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-747- 14.44% |
$98.5K - $112K
|
4.43K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-750- 24.9% |
$98.9K - $112K
|
2.26K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-770- 3.16% |
$102K - $115K
|
23.6K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-783- 36.45% |
$103K - $117K
|
1.37K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-784- 2.32% |
$103K - $118K
|
33K
$5.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-792- 0.88% |
$104K - $119K
|
89.2K
$15.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-793- 0.53% |
$105K - $119K
|
148K
$26.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-805- 31.96% |
$106K - $121K
|
1.71K
$304K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-806- 3.6% |
$106K - $121K
|
21.6K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-823- 3.38% |
$108K - $123K
|
23.5K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-827- 0.63% |
$109K - $124K
|
130K
$23M
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-829- 80.56% |
$109K - $124K
|
200
$35.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-832- 4.92% |
$110K - $125K
|
16.1K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-839- 66.53% |
$111K - $126K
|
422
$74.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-841- 2.13% |
$111K - $126K
|
38.6K
$6.85M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-856- 32.85% |
$113K - $128K
|
1.75K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-857- 3.93% |
$113K - $129K
|
20.9K
$3.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-860- 17.45% |
$113K - $129K
|
4.07K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-864- 3.43% |
$114K - $130K
|
24.3K
$4.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-866- 11.06% |
$114K - $130K
|
6.96K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-870- 5.26% |
$115K - $130K
|
15.7K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-891- 2.89% |
$117K - $134K
|
29.9K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-893- 20.2% |
$118K - $134K
|
3.53K
$625K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-914- 0.19% |
$120K - $137K
|
488K
$86.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-928- 3.68% |
$122K - $139K
|
24.3K
$4.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-963- 4.42% |
$127K - $144K
|
20.8K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-975- 4.45% |
$129K - $146K
|
20.9K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-990- 4.8% |
$131K - $148K
|
19.7K
$3.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 17.57% |
$132K - $150K
|
4.7K
$834K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.01K- 1.29% |
$134K - $152K
|
77.6K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.02K- 13.44% |
$134K - $153K
|
6.56K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.02K- 40.22% |
$135K - $154K
|
1.52K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 4.92% |
$136K - $154K
|
19.9K
$3.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.03K- 5.38% |
$136K - $154K
|
18.1K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.04K- 2.11% |
$137K - $155K
|
48.2K
$8.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.06K- 0.89% |
$139K - $158K
|
117K
$20.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.06K- 21.47% |
$139K - $158K
|
3.86K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.06K- 20.71% |
$139K - $159K
|
4.05K
$718K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.06K- 3.3% |
$140K - $160K
|
31.2K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.06K- 1.91% |
$140K - $160K
|
54.6K
$9.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.08K- 5.11% |
$142K - $161K
|
20K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.08K- 4.93% |
$142K - $162K
|
20.8K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.09K- 0.59% |
$143K - $163K
|
184K
$32.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.09K- 0.82% |
$143K - $163K
|
131K
$23.3M
|