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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
456+ 14.89% |
$62.9K - $67.1K
|
3.52K
$603K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
455+ 5.67% |
$62.8K - $67K
|
8.47K
$1.45M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
449+ 7.06% |
$61.9K - $66.1K
|
6.81K
$1.17M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
444+ 3.33% |
$61.2K - $65.3K
|
13.8K
$2.36M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
444+ 5.87% |
$61.2K - $65.3K
|
8.01K
$1.37M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
443+ 6.36% |
$61.1K - $65.2K
|
7.41K
$1.27M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
438+ 12.8% |
$60.4K - $64.5K
|
3.86K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
437+ 3.04% |
$60.3K - $64.3K
|
14.8K
$2.54M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
436+ 13.85% |
$60.1K - $64.2K
|
3.58K
$614K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
435New |
$60K - $64K
|
435
$74.5K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
434+ 1.44% |
$59.9K - $63.9K
|
30.5K
$5.23M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
429+ 16.31% |
$59.2K - $63.1K
|
3.06K
$524K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
424+ 1.56% |
$58.5K - $62.4K
|
27.7K
$4.74M
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
422+ 0.15% |
$58.2K - $62.1K
|
284K
$48.6M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
406+ 427.37% |
$56K - $59.8K
|
501
$85.8K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
405+ 1.6% |
$55.9K - $59.6K
|
25.7K
$4.4M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
404+ 4.22% |
$55.7K - $59.5K
|
9.98K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
403+ 1.79% |
$55.6K - $59.3K
|
22.9K
$3.92M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
402+ 2.31% |
$55.4K - $59.2K
|
17.8K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
402+ 3.42% |
$55.4K - $59.2K
|
12.2K
$2.08M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
396+ 0.22% |
$54.6K - $58.3K
|
179K
$30.6M
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
395+ 3.16% |
$54.5K - $58.1K
|
12.9K
$2.21M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390+ 2.1% |
$53.8K - $57.4K
|
19K
$3.25M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
389+ 3.25% |
$53.7K - $57.3K
|
12.4K
$2.12M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
375+ 20.1% |
$51.7K - $55.2K
|
2.24K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
367+ 2.65% |
$50.6K - $54K
|
14.2K
$2.44M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
357+ 7.37% |
$49.2K - $52.5K
|
5.2K
$891K
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
352+ 3.42% |
$48.6K - $51.8K
|
10.7K
$1.83M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
348+ 11.37% |
$48K - $51.2K
|
3.41K
$584K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
342+ 3.81% |
$47.2K - $50.3K
|
9.32K
$1.6M
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
338+ 1.54% |
$46.6K - $49.7K
|
22.3K
$3.81M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
333+ 0.86% |
$45.9K - $49K
|
39K
$6.69M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
330+ 1.09% |
$45.5K - $48.6K
|
30.7K
$5.26M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
328+ 1.52% |
$45.2K - $48.3K
|
21.9K
$3.75M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
320+ 0.73% |
$44.1K - $47.1K
|
44.3K
$7.58M
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
316+ 11.6% |
$43.6K - $46.5K
|
3.04K
$521K
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
315+ 3.38% |
$43.4K - $46.4K
|
9.65K
$1.65M
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
315+ 12.62% |
$43.4K - $46.4K
|
2.81K
$482K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
314+ 0.12% |
$43.3K - $46.2K
|
263K
$45.1M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
306New |
$42.2K - $45K
|
306
$52.4K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
294+ 4.32% |
$40.6K - $43.3K
|
7.1K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
293+ 19.15% |
$40.4K - $43.1K
|
1.82K
$312K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
292+ 4.16% |
$40.3K - $43K
|
7.3K
$1.25M
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
288+ 0.48% |
$39.7K - $42.4K
|
60.4K
$10.4M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
288+ 7.39% |
$39.7K - $42.4K
|
4.19K
$717K
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
287+ 0.05% |
$39.6K - $42.2K
|
631K
$108M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
284+ 1.85% |
$39.2K - $41.8K
|
15.6K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
280+ 0.72% |
$38.6K - $41.2K
|
39.2K
$6.71M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
277+ 4.61% |
$38.2K - $40.8K
|
6.28K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275+ 15.26% |
$37.9K - $40.5K
|
2.08K
$356K
|