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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
273+ 3.74% |
$37.7K - $40.2K
|
7.57K
$1.3M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
272+ 4.21% |
$37.5K - $40K
|
6.73K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
272+ 5.78% |
$37.5K - $40K
|
4.98K
$853K
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
269+ 0.87% |
$37.1K - $39.6K
|
31K
$5.32M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
265+ 0.17% |
$36.6K - $39K
|
159K
$27.3M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
264+ 2.73% |
$36.4K - $38.9K
|
9.94K
$1.7M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
264+ 5.82% |
$36.4K - $38.9K
|
4.8K
$822K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
261+ 6.82% |
$36K - $38.4K
|
4.09K
$701K
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
258+ 1.62% |
$35.6K - $38K
|
16.2K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
257+ 2.5% |
$35.4K - $37.8K
|
10.5K
$1.8M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
256+ 11.34% |
$35.3K - $37.7K
|
2.51K
$431K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
255+ 9.57% |
$35.2K - $37.5K
|
2.92K
$500K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
246+ 12.26% |
$33.9K - $36.2K
|
2.25K
$386K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
245+ 20.03% |
$33.8K - $36.1K
|
1.47K
$251K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
241+ 30.13% |
$33.2K - $35.5K
|
1.04K
$178K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
237+ 16.61% |
$32.7K - $34.9K
|
1.66K
$285K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
235+ 2.87% |
$32.4K - $34.6K
|
8.43K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
230+ 1.06% |
$31.7K - $33.9K
|
21.9K
$3.75M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
228+ 198.26% |
$31.4K - $33.6K
|
343
$58.8K
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
227+ 15.3% |
$31.3K - $33.4K
|
1.71K
$293K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
226+ 6.62% |
$31.2K - $33.3K
|
3.64K
$624K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
225+ 1.74% |
$31K - $33.1K
|
13.2K
$2.26M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
222+ 0.08% |
$30.6K - $32.7K
|
272K
$46.6M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
221+ 4.61% |
$30.5K - $32.5K
|
5.02K
$859K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
217+ 0.24% |
$29.9K - $31.9K
|
89.6K
$15.4M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
217+ 7.91% |
$29.9K - $31.9K
|
2.96K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
215+ 8.97% |
$29.7K - $31.6K
|
2.61K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
212+ 3.5% |
$29.2K - $31.2K
|
6.27K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
211+ 1.69% |
$29.1K - $31.1K
|
12.7K
$2.18M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
208+ 0.95% |
$28.7K - $30.6K
|
22.2K
$3.8M
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
203+ 0.86% |
$28K - $29.9K
|
23.8K
$4.08M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
197+ 4.69% |
$27.2K - $29K
|
4.4K
$753K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
195+ 16.36% |
$26.9K - $28.7K
|
1.39K
$238K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
192+ 3.66% |
$26.5K - $28.3K
|
5.43K
$931K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
191+ 0.42% |
$26.3K - $28.1K
|
45.2K
$7.75M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
191+ 2.82% |
$26.3K - $28.1K
|
6.97K
$1.19M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
189+ 5.55% |
$26.1K - $27.8K
|
3.59K
$615K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
187+ 2.49% |
$25.8K - $27.5K
|
7.7K
$1.32M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187+ 18.03% |
$25.8K - $27.5K
|
1.22K
$210K
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
187+ 12.11% |
$25.8K - $27.5K
|
1.73K
$297K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
186+ 1.16% |
$25.7K - $27.4K
|
16.2K
$2.77M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
183+ 3.76% |
$25.2K - $26.9K
|
5.05K
$866K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
181+ 1.83% |
$25K - $26.6K
|
10K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
180+ 9.86% |
$24.8K - $26.5K
|
2.01K
$344K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
179+ 6.06% |
$24.7K - $26.3K
|
3.13K
$536K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
173+ 4.81% |
$23.9K - $25.5K
|
3.77K
$646K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
168New |
$23.2K - $24.7K
|
168
$28.8K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
167+ 8.52% |
$23K - $24.6K
|
2.13K
$364K
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
164+ 0.66% |
$22.6K - $24.1K
|
25K
$4.29M
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
161+ 2.17% |
$22.2K - $23.7K
|
7.58K
$1.3M
|