Purchases and Sales Made in Q3 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.51K+ 69.9% |
$209K - $223K
|
3.68K
$630K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.48K+ 71.16% |
$204K - $218K
|
3.56K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.48K+ 74.85% |
$204K - $217K
|
3.45K
$591K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.47K+ 1.17% |
$202K - $216K
|
127K
$21.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.47KNew |
$202K - $216K
|
1.47K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.46K+ 63.33% |
$202K - $215K
|
3.77K
$646K
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.46KNew |
$202K - $215K
|
1.46K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.46K+ 73.4% |
$201K - $215K
|
3.45K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.46K+ 23.46% |
$201K - $214K
|
7.66K
$1.31M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
1.45K+ 7.8% |
$201K - $214K
|
20.1K
$3.44M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.45KNew |
$201K - $214K
|
1.45K
$249K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.45K+ 1.19% |
$200K - $214K
|
124K
$21.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.44K+ 9.0% |
$198K - $212K
|
17.4K
$2.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 4.5% |
$198K - $211K
|
33.3K
$5.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.42K+ 4.73% |
$196K - $209K
|
31.5K
$5.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.4K+ 10.2% |
$193K - $206K
|
15.1K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.4K+ 1.55% |
$193K - $206K
|
91.8K
$15.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.38K+ 2.3% |
$190K - $203K
|
61.4K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.37K+ 2.94% |
$189K - $202K
|
48K
$8.22M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.34K+ 15.0% |
$185K - $198K
|
10.3K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.33K+ 7.27% |
$184K - $196K
|
19.7K
$3.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.33K+ 30.83% |
$184K - $196K
|
5.66K
$970K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.33K+ 51.47% |
$184K - $196K
|
3.92K
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.33K+ 1.09% |
$183K - $195K
|
123K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.32K+ 68.62% |
$182K - $194K
|
3.25K
$556K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.32K+ 2.35% |
$182K - $194K
|
57.5K
$9.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 29.27% |
$182K - $194K
|
5.82K
$996K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.31K+ 0.92% |
$181K - $193K
|
144K
$24.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.29K+ 24.61% |
$178K - $190K
|
6.54K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.29K+ 71.83% |
$178K - $190K
|
3.09K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.29K+ 8.16% |
$178K - $190K
|
17.1K
$2.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.29KNew |
$177K - $189K
|
1.29K
$220K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.28K+ 12.63% |
$177K - $189K
|
11.5K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.27K+ 88.46% |
$176K - $187K
|
2.71K
$465K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.26K+ 2.57% |
$174K - $185K
|
50.3K
$8.61M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.26K+ 6.04% |
$174K - $185K
|
22.1K
$3.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.23K+ 2.73% |
$170K - $181K
|
46.4K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 4.27% |
$170K - $181K
|
30K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 2.54% |
$170K - $181K
|
49.7K
$8.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.22K+ 5.62% |
$168K - $179K
|
22.9K
$3.92M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 8.07% |
$166K - $177K
|
16.1K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 4.45% |
$166K - $177K
|
28.2K
$4.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 33.49% |
$163K - $174K
|
4.72K
$808K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.16K+ 5.04% |
$160K - $171K
|
24.2K
$4.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.12K+ 10.5% |
$155K - $165K
|
11.8K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.12K+ 1.91% |
$155K - $165K
|
59.8K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 3.05% |
$154K - $165K
|
37.8K
$6.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.1K+ 3.67% |
$151K - $161K
|
31K
$5.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.09K+ 8.11% |
$150K - $160K
|
14.5K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.09K+ 4.25% |
$150K - $160K
|
26.7K
$4.57M
|