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 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
39+ 0.64% |
$5.38K - $5.74K
|
6.11K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
39+ 1.69% |
$5.38K - $5.74K
|
2.35K
$404K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
38+ 33.63% |
$5.24K - $5.59K
|
151
$25.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
36+ 1.01% |
$4.97K - $5.3K
|
3.6K
$618K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
36+ 0.44% |
$4.97K - $5.3K
|
8.3K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
36+ 0.17% |
$4.97K - $5.3K
|
21.7K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
35+ 0.22% |
$4.83K - $5.15K
|
16.2K
$2.77M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
35+ 0.63% |
$4.83K - $5.15K
|
5.57K
$956K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
33+ 0.61% |
$4.55K - $4.86K
|
5.46K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.51% |
$4.55K - $4.86K
|
6.53K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
33+ 0.35% |
$4.55K - $4.86K
|
9.56K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
32+ 0.39% |
$4.41K - $4.71K
|
8.31K
$1.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
31+ 1.08% |
$4.28K - $4.56K
|
2.91K
$500K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
31+ 0.73% |
$4.28K - $4.56K
|
4.28K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
31+ 0.36% |
$4.28K - $4.56K
|
8.63K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
30+ 2.09% |
$4.14K - $4.42K
|
1.46K
$251K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
29+ 0.09% |
$4K - $4.27K
|
31K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 0.61% |
$3.86K - $4.12K
|
4.61K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 0.41% |
$3.86K - $4.12K
|
6.89K
$1.18M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
27+ 1.09% |
$3.72K - $3.97K
|
2.49K
$428K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
26New |
$3.59K - $3.83K
|
26
$4.46K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
26+ 30.59% |
$3.59K - $3.83K
|
111
$19.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25+ 1.07% |
$3.45K - $3.68K
|
2.36K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
25+ 0.29% |
$3.45K - $3.68K
|
8.77K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.43% |
$3.45K - $3.68K
|
5.78K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
25+ 1.08% |
$3.45K - $3.68K
|
2.34K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24+ 1.09% |
$3.31K - $3.53K
|
2.22K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
23+ 0.14% |
$3.17K - $3.39K
|
16.1K
$2.76M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
22New |
$3.03K - $3.24K
|
22
$3.78K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.02% |
$2.9K - $3.09K
|
139K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21+ 0.42% |
$2.9K - $3.09K
|
5.04K
$866K
|
|
|
Nov 03, 2023
Q3 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
19+ 0.47% |
$2.62K - $2.8K
|
4.1K
$703K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
18+ 0.45% |
$2.48K - $2.65K
|
3.98K
$683K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$2.48K - $2.65K
|
18
$3.09K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.39% |
$2.34K - $2.5K
|
4.38K
$752K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17+ 0.6% |
$2.34K - $2.5K
|
2.85K
$489K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 3.7% |
$2.34K - $2.5K
|
476
$81.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 0.52% |
$2.21K - $2.35K
|
3.07K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
16+ 0.66% |
$2.21K - $2.35K
|
2.43K
$416K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.32% |
$2.07K - $2.21K
|
4.68K
$803K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15+ 150.0% |
$2.07K - $2.21K
|
25
$4.29K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 3.4% |
$2.07K - $2.21K
|
456
$78.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
14+ 0.34% |
$1.93K - $2.06K
|
4.09K
$703K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14+ 0.64% |
$1.93K - $2.06K
|
2.21K
$379K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
14+ 0.18% |
$1.93K - $2.06K
|
7.6K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.82% |
$1.93K - $2.06K
|
1.72K
$295K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14+ 0.4% |
$1.93K - $2.06K
|
3.49K
$599K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
14+ 0.32% |
$1.93K - $2.06K
|
4.36K
$749K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
14+ 0.23% |
$1.93K - $2.06K
|
6.07K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
14+ 0.62% |
$1.93K - $2.06K
|
2.26K
$389K
|