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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
14.6KNew |
$1.93M - $2.2M
|
14.6K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
14.5K+ 42.82% |
$1.91M - $2.17M
|
48.3K
$8.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
14.4KNew |
$1.9M - $2.16M
|
14.4K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
14.3K+ 37.83% |
$1.89M - $2.15M
|
52.1K
$9.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.2K+ 4.84% |
$1.87M - $2.13M
|
308K
$54.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14.1KNew |
$1.86M - $2.12M
|
14.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.1K+ 50.93% |
$1.86M - $2.11M
|
41.8K
$7.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14K+ 3.75% |
$1.85M - $2.1M
|
387K
$68.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 22.22% |
$1.85M - $2.1M
|
77K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
13.5K+ 8.28% |
$1.78M - $2.03M
|
177K
$31.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.2K+ 27.49% |
$1.74M - $1.98M
|
61.4K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13.2K+ 37.16% |
$1.74M - $1.98M
|
48.8K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.2KNew |
$1.74M - $1.98M
|
13.2K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13.2K+ 7.36% |
$1.74M - $1.97M
|
192K
$33.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.1K+ 62.34% |
$1.72M - $1.96M
|
34K
$6.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
13K+ 13.29% |
$1.72M - $1.96M
|
111K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
12.9KNew |
$1.7M - $1.93M
|
12.9K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.9KNew |
$1.7M - $1.93M
|
12.9K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.8K+ 18.55% |
$1.68M - $1.91M
|
81.6K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$1.68M - $1.91M
|
12.7K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
12.6K+ 8.44% |
$1.66M - $1.89M
|
162K
$28.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
12.5K+ 2.31% |
$1.65M - $1.88M
|
555K
$98M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.4K+ 3.05% |
$1.64M - $1.86M
|
420K
$74.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.3KNew |
$1.62M - $1.85M
|
12.3K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.2K+ 29.73% |
$1.61M - $1.84M
|
53.4K
$9.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
12.1KNew |
$1.6M - $1.82M
|
12.1K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.8K+ 6.19% |
$1.56M - $1.78M
|
203K
$35.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 1.77% |
$1.54M - $1.75M
|
669K
$118M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
11.6KNew |
$1.53M - $1.74M
|
11.6K
$2.05M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11.5KNew |
$1.52M - $1.72M
|
11.5K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
11.5K+ 17.78% |
$1.52M - $1.72M
|
76.2K
$13.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.5KNew |
$1.51M - $1.72M
|
11.5K
$2.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
11.4K+ 35.93% |
$1.51M - $1.72M
|
43.3K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1K+ 23.51% |
$1.47M - $1.67M
|
58.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$1.46M - $1.67M
|
11.1K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
11K+ 73.33% |
$1.45M - $1.65M
|
26K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
10.9K+ 144.18% |
$1.43M - $1.63M
|
18.4K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10.7K+ 549.21% |
$1.42M - $1.61M
|
12.7K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
10.4K+ 92.91% |
$1.38M - $1.56M
|
21.7K
$3.83M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$1.36M - $1.55M
|
10.4K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.3K+ 15.29% |
$1.36M - $1.55M
|
78K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.3K+ 25.96% |
$1.36M - $1.54M
|
50K
$8.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.3K+ 1.21% |
$1.35M - $1.54M
|
861K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.2KNew |
$1.35M - $1.53M
|
10.2K
$1.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 41.13% |
$1.34M - $1.52M
|
34.9K
$6.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
9.89K+ 3.43% |
$1.3M - $1.48M
|
299K
$52.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.88K+ 304.37% |
$1.3M - $1.48M
|
13.1K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
9.76K+ 59.25% |
$1.29M - $1.46M
|
26.2K
$4.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.72K+ 49.38% |
$1.28M - $1.46M
|
29.4K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.69K+ 4.15% |
$1.28M - $1.45M
|
243K
$43M
|