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 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.44K- 8.2% |
$322K - $366K
|
27.3K
$4.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 3.83% |
$325K - $369K
|
61.9K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.51K- 23.63% |
$331K - $376K
|
8.11K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.53K- 6.69% |
$334K - $380K
|
35.3K
$6.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.54K- 25.36% |
$335K - $381K
|
7.47K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.55K- 3.74% |
$336K - $383K
|
65.7K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.59K- 19.43% |
$341K - $388K
|
10.7K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 4.87% |
$347K - $394K
|
51.4K
$9.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.73K- 29.06% |
$360K - $410K
|
6.67K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2.74K- 12.99% |
$361K - $410K
|
18.3K
$3.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 0.86% |
$362K - $411K
|
316K
$56M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.75K- 28.21% |
$362K - $412K
|
6.99K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.77K- 4.71% |
$365K - $415K
|
56K
$9.93M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2.79K- 40.04% |
$368K - $418K
|
4.18K
$741K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.79K- 30.24% |
$368K - $419K
|
6.44K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.8K- 24.37% |
$369K - $420K
|
8.69K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.86K- 27.69% |
$377K - $429K
|
7.47K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 9.76% |
$382K - $434K
|
26.8K
$4.74M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.91K- 6.16% |
$383K - $436K
|
44.3K
$7.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.91K- 7.43% |
$384K - $437K
|
36.3K
$6.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.93K- 2.37% |
$386K - $439K
|
121K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.97K- 10.52% |
$391K - $445K
|
25.2K
$4.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.04K- 3.94% |
$400K - $455K
|
74.1K
$13.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.07K- 26.31% |
$404K - $460K
|
8.59K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.08K- 34.94% |
$406K - $462K
|
5.73K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.15K- 95.89% |
$415K - $472K
|
135
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.22K- 24.71% |
$425K - $483K
|
9.82K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-3.22K- 1.23% |
$425K - $483K
|
259K
$46M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.25K- 20.69% |
$428K - $487K
|
12.4K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.26K- 6.08% |
$429K - $489K
|
50.3K
$8.92M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3.26K- 68.48% |
$430K - $489K
|
1.5K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.31K- 10.03% |
$436K - $496K
|
29.6K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.31K- 31.27% |
$436K - $496K
|
7.26K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.36K- 23.17% |
$443K - $504K
|
11.1K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 0.92% |
$443K - $504K
|
362K
$64.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.42K- 17.01% |
$451K - $513K
|
16.7K
$2.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.43K- 6.2% |
$452K - $514K
|
51.9K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.52K- 0.92% |
$465K - $528K
|
381K
$67.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.62K- 6.67% |
$477K - $543K
|
50.7K
$8.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.63K- 6.32% |
$478K - $544K
|
53.7K
$9.53M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.68K- 8.1% |
$485K - $552K
|
41.8K
$7.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.7K- 2.28% |
$487K - $554K
|
159K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.78K- 25.46% |
$498K - $567K
|
11.1K
$1.96M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.8KClosed |
$501K - $570K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.8K- 9.9% |
$501K - $570K
|
34.6K
$6.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.83K- 14.56% |
$504K - $574K
|
22.5K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.87K- 3.45% |
$510K - $580K
|
108K
$19.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.91K- 11.69% |
$515K - $586K
|
29.5K
$5.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.93K- 12.62% |
$517K - $589K
|
27.2K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.94K- 3.22% |
$520K - $591K
|
119K
$21M
|