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 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.79K+ 4.2% |
$631K - $718K
|
119K
$21M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
4.73K+ 6.29% |
$623K - $709K
|
79.9K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.67K+ 4.92% |
$616K - $701K
|
99.7K
$17.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
4.65KNew |
$612K - $697K
|
4.65K
$820K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.64K+ 945.21% |
$612K - $696K
|
5.13K
$906K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.6K+ 14.92% |
$606K - $690K
|
35.4K
$6.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.58KNew |
$603K - $686K
|
4.58K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.57K+ 13.83% |
$602K - $685K
|
37.6K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.43K+ 13.15% |
$584K - $665K
|
38.1K
$6.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
4.39K+ 20.58% |
$579K - $659K
|
25.7K
$4.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.39K+ 17.08% |
$578K - $658K
|
30.1K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.38K+ 8.71% |
$577K - $656K
|
54.6K
$9.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.36KNew |
$575K - $654K
|
4.36K
$770K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
4.34K+ 10.02% |
$572K - $651K
|
47.7K
$8.42M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.33KNew |
$571K - $650K
|
4.33K
$765K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.32K+ 7.29% |
$569K - $647K
|
63.5K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.32K+ 141.42% |
$569K - $647K
|
7.37K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.31K+ 71.15% |
$569K - $647K
|
10.4K
$1.83M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.29KNew |
$565K - $643K
|
4.29K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.22K+ 1.76% |
$557K - $633K
|
244K
$43.1M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.18K+ 64.07% |
$551K - $627K
|
10.7K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.17KNew |
$550K - $625K
|
4.17K
$737K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
4.14K+ 3.02% |
$546K - $621K
|
141K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.12K+ 9.48% |
$543K - $618K
|
47.6K
$8.41M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.1KNew |
$541K - $615K
|
4.1K
$725K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.06K+ 5.75% |
$535K - $609K
|
74.6K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
4.02K+ 63.81% |
$530K - $603K
|
10.3K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.98K+ 0.22% |
$524K - $596K
|
1.78M
$314M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.97K+ 0.67% |
$523K - $595K
|
600K
$106M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.93K+ 12.15% |
$518K - $589K
|
36.3K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.92KNew |
$517K - $588K
|
3.92K
$693K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 4.6% |
$515K - $586K
|
88.9K
$15.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 11.19% |
$508K - $578K
|
38.3K
$6.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.8K+ 6.36% |
$501K - $570K
|
63.7K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.77K+ 2.19% |
$496K - $565K
|
176K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.76K+ 15.02% |
$496K - $564K
|
28.8K
$5.09M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.71K+ 7.06% |
$489K - $557K
|
56.3K
$9.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.69K+ 27.5% |
$487K - $553K
|
17.1K
$3.02M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.68KNew |
$486K - $552K
|
3.68K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.65K+ 69.61% |
$482K - $548K
|
8.9K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$479K - $545K
|
3.64K
$642K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.63KNew |
$478K - $544K
|
3.63K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.63KNew |
$478K - $544K
|
3.63K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$90.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 1.9% |
$465K - $529K
|
189K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$612K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.41K+ 1.56% |
$449K - $511K
|
222K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.41K+ 6.66% |
$449K - $511K
|
54.5K
$9.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.38K+ 7.13% |
$445K - $506K
|
50.7K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.36K+ 98.02% |
$443K - $504K
|
6.79K
$1.2M
|