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 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 1.8% |
$213K - $242K
|
87.9K
$15.5M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.68K- 8.82% |
$221K - $252K
|
17.4K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.69K- 0.68% |
$222K - $253K
|
246K
$43.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.7K- 2.93% |
$224K - $254K
|
56.3K
$9.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.7K- 9.41% |
$224K - $255K
|
16.4K
$2.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-1.71K- 7.9% |
$226K - $257K
|
20K
$3.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.72K- 25.93% |
$227K - $258K
|
4.92K
$869K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.75K- 9.18% |
$231K - $262K
|
17.3K
$3.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.78K- 28.83% |
$235K - $267K
|
4.4K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.78K- 53.31% |
$235K - $267K
|
1.56K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.78K- 31.91% |
$235K - $267K
|
3.8K
$672K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.82K- 4.98% |
$240K - $273K
|
34.7K
$6.13M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.82K- 5.0% |
$240K - $273K
|
34.5K
$6.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.83K- 21.33% |
$241K - $275K
|
6.76K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.84K- 4.6% |
$242K - $275K
|
38.1K
$6.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.85K- 15.6% |
$243K - $277K
|
9.99K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.88K- 50.86% |
$248K - $282K
|
1.82K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.88K- 4.52% |
$248K - $283K
|
39.8K
$7.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.91K- 10.69% |
$251K - $286K
|
15.9K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.92K- 3.09% |
$253K - $288K
|
60.4K
$10.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.93K- 1.61% |
$254K - $289K
|
117K
$20.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 1.57% |
$254K - $289K
|
121K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.95K- 34.23% |
$258K - $293K
|
3.76K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 16.67% |
$258K - $294K
|
9.79K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.97K- 22.75% |
$260K - $296K
|
6.7K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.99K- 4.87% |
$262K - $298K
|
38.8K
$6.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.99K- 19.53% |
$262K - $298K
|
8.2K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.01K- 3.55% |
$265K - $301K
|
54.6K
$9.64M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-2.02K- 21.85% |
$267K - $303K
|
7.24K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.03K- 3.53% |
$268K - $305K
|
55.5K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 20.61% |
$271K - $308K
|
7.92K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.06K- 6.47% |
$271K - $309K
|
29.7K
$5.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.07K- 20.81% |
$273K - $310K
|
7.87K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.08K- 20.27% |
$274K - $312K
|
8.18K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.11K- 21.52% |
$278K - $317K
|
7.7K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.13K- 8.56% |
$280K - $319K
|
22.7K
$4.01M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.13K- 0.47% |
$281K - $320K
|
455K
$80.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.16K- 18.92% |
$285K - $324K
|
9.25K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 3.53% |
$285K - $324K
|
59.2K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.17K- 26.22% |
$286K - $325K
|
6.1K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 3.71% |
$286K - $326K
|
56.3K
$9.95M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.18K- 14.94% |
$287K - $326K
|
12.4K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.18K- 0.38% |
$287K - $327K
|
569K
$101M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.2K- 22.29% |
$290K - $330K
|
7.68K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.27K- 1.22% |
$299K - $340K
|
183K
$32.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.27K- 3.81% |
$299K - $340K
|
57.3K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.28K- 3.32% |
$301K - $342K
|
66.4K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.34K- 4.26% |
$309K - $351K
|
52.7K
$9.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.38K- 51.18% |
$313K - $356K
|
2.27K
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.38K- 19.25% |
$314K - $357K
|
9.99K
$1.76M
|