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 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.07K+ 8.04% |
$147K - $157K
|
14.3K
$2.45M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.06K+ 1.09% |
$147K - $157K
|
98.7K
$16.9M
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 2.2% |
$146K - $156K
|
49.2K
$8.43M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.06K+ 5.91% |
$146K - $156K
|
19K
$3.25M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.06K+ 6.84% |
$146K - $155K
|
16.5K
$2.82M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.06K+ 5.06% |
$146K - $155K
|
21.9K
$3.75M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.03K+ 5.99% |
$142K - $152K
|
18.2K
$3.12M
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.02K+ 12.78% |
$140K - $149K
|
8.95K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.01K+ 14.6% |
$139K - $148K
|
7.89K
$1.35M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1K+ 0.69% |
$138K - $147K
|
146K
$24.9M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$138K - $147K
|
1K
$171K
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
1K+ 7.14% |
$138K - $147K
|
15K
$2.57M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
992+ 5.69% |
$137K - $146K
|
18.4K
$3.15M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
990+ 1.68% |
$137K - $146K
|
59.9K
$10.3M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
988+ 56.95% |
$136K - $145K
|
2.72K
$466K
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
983+ 0.9% |
$136K - $145K
|
110K
$18.9M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
967+ 31.1% |
$133K - $142K
|
4.08K
$698K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
955New |
$132K - $141K
|
955
$164K
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
950+ 8.71% |
$131K - $140K
|
11.9K
$2.03M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
942+ 2.7% |
$130K - $139K
|
35.8K
$6.13M
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
928+ 1.33% |
$128K - $137K
|
70.6K
$12.1M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
927+ 3.73% |
$128K - $136K
|
25.8K
$4.42M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
926+ 7.48% |
$128K - $136K
|
13.3K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
905+ 12.21% |
$125K - $133K
|
8.32K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
903+ 2.6% |
$125K - $133K
|
35.6K
$6.1M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
896New |
$124K - $132K
|
896
$153K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
895+ 394.27% |
$123K - $132K
|
1.12K
$192K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
893+ 4.17% |
$123K - $131K
|
22.3K
$3.82M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
891+ 6.55% |
$123K - $131K
|
14.5K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
885+ 0.93% |
$122K - $130K
|
96.5K
$16.5M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
877+ 53.18% |
$121K - $129K
|
2.53K
$433K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
873New |
$120K - $128K
|
873
$150K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
857New |
$118K - $126K
|
857
$147K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
846+ 32.74% |
$117K - $125K
|
3.43K
$588K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
833+ 2.08% |
$115K - $123K
|
40.8K
$6.99M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
820+ 91.83% |
$113K - $121K
|
1.71K
$293K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
814+ 3.58% |
$112K - $120K
|
23.5K
$4.03M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
808+ 1.56% |
$111K - $119K
|
52.6K
$9.01M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
798+ 7.78% |
$110K - $117K
|
11.1K
$1.89M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
790+ 2.42% |
$109K - $116K
|
33.4K
$5.73M
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
775+ 3.69% |
$107K - $114K
|
21.8K
$3.73M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
771+ 44.77% |
$106K - $113K
|
2.49K
$427K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
767+ 2.78% |
$106K - $113K
|
28.3K
$4.85M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
763+ 145.61% |
$105K - $112K
|
1.29K
$220K
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
758+ 0.41% |
$105K - $112K
|
185K
$31.7M
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
758+ 0.41% |
$105K - $112K
|
185K
$31.7M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
752+ 1.84% |
$104K - $111K
|
41.7K
$7.14M
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
749+ 4.75% |
$103K - $110K
|
16.5K
$2.83M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
717New |
$98.9K - $106K
|
717
$123K
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
706+ 6.98% |
$97.4K - $104K
|
10.8K
$1.85M
|