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 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
161+ 2.83% |
$22.2K - $23.7K
|
5.85K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
156+ 0.67% |
$21.5K - $23K
|
23.3K
$3.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
155+ 10.22% |
$21.4K - $22.8K
|
1.67K
$286K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
154+ 0.68% |
$21.2K - $22.7K
|
22.9K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
153+ 5.69% |
$21.1K - $22.5K
|
2.84K
$487K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
152+ 0.05% |
$21K - $22.4K
|
289K
$49.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.29% |
$20.7K - $22.1K
|
52.4K
$8.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
150+ 3.96% |
$20.7K - $22.1K
|
3.93K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
146+ 1.18% |
$20.1K - $21.5K
|
12.5K
$2.14M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
146+ 0.78% |
$20.1K - $21.5K
|
18.8K
$3.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
144+ 6.34% |
$19.9K - $21.2K
|
2.41K
$414K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
142+ 20.23% |
$19.6K - $20.9K
|
844
$145K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
142+ 6.71% |
$19.6K - $20.9K
|
2.26K
$387K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
142+ 0.26% |
$19.6K - $20.9K
|
54.3K
$9.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
140+ 1.13% |
$19.3K - $20.6K
|
12.6K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
137+ 0.36% |
$18.9K - $20.2K
|
38K
$6.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
137+ 0.45% |
$18.9K - $20.2K
|
30.6K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
136+ 7.74% |
$18.8K - $20K
|
1.89K
$324K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
135+ 0.52% |
$18.6K - $19.9K
|
25.9K
$4.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
135+ 0.16% |
$18.6K - $19.9K
|
85.9K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
135+ 0.67% |
$18.6K - $19.9K
|
20.2K
$3.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
133+ 2.75% |
$18.3K - $19.6K
|
4.98K
$852K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
133+ 1.96% |
$18.3K - $19.6K
|
6.91K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
127+ 3.02% |
$17.5K - $18.7K
|
4.33K
$741K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
126+ 0.63% |
$17.4K - $18.5K
|
20.1K
$3.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125+ 0.47% |
$17.2K - $18.4K
|
26.5K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
121+ 0.18% |
$16.7K - $17.8K
|
68.3K
$11.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
120+ 3.14% |
$16.6K - $17.7K
|
3.94K
$675K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
120+ 2.23% |
$16.6K - $17.7K
|
5.5K
$942K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
117+ 1.09% |
$16.1K - $17.2K
|
10.9K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
116+ 0.56% |
$16K - $17.1K
|
20.7K
$3.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
115+ 8.27% |
$15.9K - $16.9K
|
1.51K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
115+ 106.48% |
$15.9K - $16.9K
|
223
$38.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
115New |
$15.9K - $16.9K
|
115
$19.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.85% |
$15.9K - $16.9K
|
13.6K
$2.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
114+ 1.92% |
$15.7K - $16.8K
|
6.06K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
112+ 0.2% |
$15.4K - $16.5K
|
55.3K
$9.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
112+ 5.69% |
$15.4K - $16.5K
|
2.08K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
109New |
$15K - $16K
|
109
$18.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
108+ 0.43% |
$14.9K - $15.9K
|
25.2K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
107+ 1.6% |
$14.8K - $15.7K
|
6.81K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
104+ 0.76% |
$14.3K - $15.3K
|
13.7K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
104New |
$14.3K - $15.3K
|
104
$17.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
103+ 1.0% |
$14.2K - $15.2K
|
10.4K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
101+ 2.6% |
$13.9K - $14.9K
|
3.98K
$682K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$13.8K - $14.7K
|
100
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
96+ 0.85% |
$13.2K - $14.1K
|
11.4K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
91+ 2.16% |
$12.6K - $13.4K
|
4.3K
$736K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
88+ 1.38% |
$12.1K - $13K
|
6.47K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
86+ 1.25% |
$11.9K - $12.7K
|
6.94K
$1.19M
|