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 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
86+ 16.23% |
$11.9K - $12.7K
|
616
$106K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
85+ 113.33% |
$11.7K - $12.5K
|
160
$27.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
85+ 0.41% |
$11.7K - $12.5K
|
20.7K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
85+ 0.27% |
$11.7K - $12.5K
|
31K
$5.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
83+ 1.07% |
$11.4K - $12.2K
|
7.83K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82+ 3.09% |
$11.3K - $12.1K
|
2.74K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
81+ 9.31% |
$11.2K - $11.9K
|
951
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80New |
$11K - $11.8K
|
80
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
79+ 0.25% |
$10.9K - $11.6K
|
32.1K
$5.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
78+ 0.63% |
$10.8K - $11.5K
|
12.4K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
78+ 1.57% |
$10.8K - $11.5K
|
5.04K
$866K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
77+ 0.44% |
$10.6K - $11.3K
|
17.7K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
76+ 11.91% |
$10.5K - $11.2K
|
714
$123K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 0.79% |
$10.3K - $11K
|
9.62K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
72+ 0.98% |
$9.93K - $10.6K
|
7.43K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
71+ 1.75% |
$9.79K - $10.4K
|
4.13K
$709K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
67+ 5.61% |
$9.24K - $9.86K
|
1.26K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
65+ 0.4% |
$8.97K - $9.57K
|
16.5K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
64+ 3.47% |
$8.83K - $9.42K
|
1.91K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
63+ 4.2% |
$8.69K - $9.27K
|
1.56K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
63+ 0.33% |
$8.69K - $9.27K
|
19.2K
$3.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$8.55K - $9.13K
|
62
$10.6K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
62+ 2.17% |
$8.55K - $9.13K
|
2.92K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
61+ 3.18% |
$8.41K - $8.98K
|
1.98K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
60+ 0.64% |
$8.28K - $8.83K
|
9.49K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 1.18% |
$8.14K - $8.68K
|
5.06K
$869K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
56+ 5.0% |
$7.72K - $8.24K
|
1.18K
$202K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
56+ 2.59% |
$7.72K - $8.24K
|
2.22K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 3.59% |
$7.72K - $8.24K
|
1.62K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
55+ 0.39% |
$7.59K - $8.09K
|
14.2K
$2.43M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.56% |
$7.45K - $7.95K
|
9.7K
$1.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
54+ 3.46% |
$7.45K - $7.95K
|
1.62K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
54+ 0.49% |
$7.45K - $7.95K
|
11K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.39% |
$7.31K - $7.8K
|
13.8K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
53+ 2.27% |
$7.31K - $7.8K
|
2.39K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51+ 3.61% |
$7.03K - $7.51K
|
1.47K
$252K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
50+ 4.07% |
$6.9K - $7.36K
|
1.28K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$6.9K - $7.36K
|
50
$8.58K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
50+ 1.11% |
$6.9K - $7.36K
|
4.56K
$782K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49+ 22.07% |
$6.76K - $7.21K
|
271
$46.5K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
49+ 2.02% |
$6.76K - $7.21K
|
2.47K
$424K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
48+ 2.05% |
$6.62K - $7.06K
|
2.4K
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
45+ 0.38% |
$6.21K - $6.62K
|
12K
$2.06M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
45+ 2.37% |
$6.21K - $6.62K
|
1.94K
$333K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$6.07K - $6.48K
|
10.3K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
44+ 0.81% |
$6.07K - $6.48K
|
5.47K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
44+ 0.64% |
$6.07K - $6.48K
|
6.97K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
43+ 0.69% |
$5.93K - $6.33K
|
6.3K
$1.08M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
43+ 0.29% |
$5.93K - $6.33K
|
14.7K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
39+ 0.67% |
$5.38K - $5.74K
|
5.89K
$1.01M
|