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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5.68K- 67.88% |
$748K - $851K
|
2.69K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.68K- 1.01% |
$749K - $852K
|
556K
$95.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.77K- 16.41% |
$760K - $864K
|
29.4K
$5.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.83K- 9.17% |
$768K - $874K
|
57.7K
$9.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.85K- 0.91% |
$771K - $877K
|
633K
$109M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.92K- 1.06% |
$781K - $888K
|
552K
$94.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-6.05K- 2.18% |
$797K - $906K
|
272K
$46.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.51K- 32.11% |
$858K - $976K
|
13.8K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.58K- 11.11% |
$867K - $987K
|
52.6K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.6K- 5.54% |
$870K - $990K
|
113K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.68K- 6.07% |
$880K - $1M
|
103K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.72K- 40.36% |
$885K - $1.01M
|
9.92K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.73K- 13.17% |
$887K - $1.01M
|
44.4K
$7.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.77K- 17.84% |
$892K - $1.01M
|
31.2K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.79K- 0.49% |
$895K - $1.02M
|
1.37M
$234M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.85K- 2.1% |
$903K - $1.03M
|
319K
$54.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.88K- 2.62% |
$907K - $1.03M
|
256K
$43.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.92K- 5.69% |
$912K - $1.04M
|
115K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.12K- 3.44% |
$939K - $1.07M
|
200K
$34.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.17K- 23.86% |
$945K - $1.07M
|
22.9K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-7.24K- 5.81% |
$954K - $1.09M
|
117K
$20.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.28K- 42.47% |
$960K - $1.09M
|
9.87K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.3K- 3.98% |
$963K - $1.09M
|
176K
$30.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.48K- 7.34% |
$986K - $1.12M
|
94.4K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-7.54K- 11.04% |
$994K - $1.13M
|
60.7K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.55K- 70.19% |
$995K - $1.13M
|
3.21K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.55K- 0.77% |
$995K - $1.13M
|
969K
$166M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.74K- 38.06% |
$1.02M - $1.16M
|
12.6K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.8K- 13.39% |
$1.03M - $1.17M
|
50.5K
$8.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.82K- 16.0% |
$1.03M - $1.17M
|
41.1K
$7.04M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-7.87K- 20.05% |
$1.04M - $1.18M
|
31.4K
$5.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7.92K- 1.49% |
$1.04M - $1.19M
|
522K
$89.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.02K- 19.96% |
$1.06M - $1.2M
|
32.2K
$5.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-8.2K- 12.15% |
$1.08M - $1.23M
|
59.3K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-8.27K- 3.06% |
$1.09M - $1.24M
|
262K
$44.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8.33K- 7.99% |
$1.1M - $1.25M
|
95.8K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.4K- 17.95% |
$1.11M - $1.26M
|
38.4K
$6.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-8.54K- 19.14% |
$1.13M - $1.28M
|
36.1K
$6.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.67K- 39.54% |
$1.14M - $1.3M
|
13.3K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.7K- 46.64% |
$1.15M - $1.3M
|
9.96K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.86K- 6.3% |
$1.17M - $1.33M
|
132K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-9.08K- 9.41% |
$1.2M - $1.36M
|
87.4K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9.09K- 61.35% |
$1.2M - $1.36M
|
5.72K
$981K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.1K- 72.03% |
$1.2M - $1.36M
|
3.53K
$606K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.11K- 5.18% |
$1.2M - $1.37M
|
167K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9.31K- 16.13% |
$1.23M - $1.4M
|
48.4K
$8.29M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-9.41K- 6.92% |
$1.24M - $1.41M
|
127K
$21.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-9.68K- 5.03% |
$1.28M - $1.45M
|
183K
$31.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 0.08% |
$1.32M - $1.51M
|
12.7M
$2.18B
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-10.2K- 19.99% |
$1.34M - $1.53M
|
40.7K
$6.98M
|