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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.96K- 67.55% |
$522K - $594K
|
1.9K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 29.23% |
$524K - $596K
|
9.62K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-3.98K- 4.03% |
$525K - $597K
|
94.9K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.99K- 0.89% |
$526K - $598K
|
446K
$79.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.02K- 1.97% |
$530K - $603K
|
200K
$35.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.03K- 19.0% |
$531K - $604K
|
17.2K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-4.05K- 7.4% |
$534K - $607K
|
50.7K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.23K- 8.35% |
$557K - $634K
|
46.4K
$8.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.39K- 23.44% |
$578K - $658K
|
14.3K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.47K- 48.97% |
$589K - $670K
|
4.66K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.5K- 8.17% |
$593K - $675K
|
50.6K
$8.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-4.54K- 8.57% |
$599K - $681K
|
48.4K
$8.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.58K- 41.46% |
$604K - $687K
|
6.47K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-4.67K- 0.74% |
$615K - $700K
|
626K
$111M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.69K- 34.08% |
$618K - $703K
|
9.07K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.73K- 2.99% |
$623K - $709K
|
154K
$27.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.75K- 28.92% |
$626K - $712K
|
11.7K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.77K- 9.75% |
$628K - $715K
|
44.1K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.78K- 60.91% |
$630K - $716K
|
3.07K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.91K- 2.8% |
$648K - $737K
|
170K
$30.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5K- 31.86% |
$659K - $750K
|
10.7K
$1.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-5.04K- 8.59% |
$665K - $756K
|
53.7K
$9.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.16K- 15.34% |
$680K - $774K
|
28.5K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.17K- 1.52% |
$682K - $776K
|
335K
$59.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.22K- 20.21% |
$687K - $782K
|
20.6K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.24K- 23.21% |
$691K - $786K
|
17.3K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-5.26K- 15.7% |
$694K - $789K
|
28.3K
$5.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.29K- 4.28% |
$697K - $792K
|
118K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.62K- 5.22% |
$741K - $843K
|
102K
$18.1M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5.68K- 67.88% |
$748K - $851K
|
2.69K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.68K- 1.01% |
$749K - $852K
|
556K
$98.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.77K- 16.41% |
$760K - $864K
|
29.4K
$5.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.83K- 9.17% |
$768K - $874K
|
57.7K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.85K- 0.91% |
$771K - $877K
|
633K
$112M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.92K- 1.06% |
$781K - $888K
|
552K
$97.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-6.05K- 2.18% |
$797K - $906K
|
272K
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.51K- 32.11% |
$858K - $976K
|
13.8K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.58K- 11.11% |
$867K - $987K
|
52.6K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.6K- 5.54% |
$870K - $990K
|
113K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.68K- 6.07% |
$880K - $1M
|
103K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.72K- 40.36% |
$885K - $1.01M
|
9.92K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.73K- 13.17% |
$887K - $1.01M
|
44.4K
$7.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.77K- 17.84% |
$892K - $1.01M
|
31.2K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.79K- 0.49% |
$895K - $1.02M
|
1.37M
$242M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.85K- 2.1% |
$903K - $1.03M
|
319K
$56.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.88K- 2.62% |
$907K - $1.03M
|
256K
$45.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.92K- 5.69% |
$912K - $1.04M
|
115K
$20.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.12K- 3.44% |
$939K - $1.07M
|
200K
$35.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.17K- 23.86% |
$945K - $1.07M
|
22.9K
$4.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-7.24K- 5.81% |
$954K - $1.09M
|
117K
$20.8M
|