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 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
90.6KNew |
$12.5M - $13.3M
|
90.6K
$15.5M
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
89.4K+ 605.38% |
$12.3M - $13.2M
|
104K
$17.8M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
87KNew |
$12M - $12.8M
|
87K
$14.9M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
86.2K+ 32647.73% |
$11.9M - $12.7M
|
86.5K
$14.8M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.4K+ 2.78% |
$11.6M - $12.4M
|
3.12M
$534M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.4K+ 1.68% |
$10.4M - $11.1M
|
4.57M
$784M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.5K+ 2.32% |
$10.3M - $11M
|
3.28M
$562M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
74.2K+ 74.58% |
$10.2M - $10.9M
|
174K
$29.7M
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
66.7KNew |
$9.2M - $9.81M
|
66.7K
$11.4M
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
66.4KNew |
$9.16M - $9.77M
|
66.4K
$11.4M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
65.9KNew |
$9.09M - $9.7M
|
65.9K
$11.3M
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
65K+ 112.93% |
$8.97M - $9.57M
|
123K
$21M
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
64.4K+ 18.29% |
$8.88M - $9.47M
|
416K
$71.3M
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
64.3K+ 48.63% |
$8.86M - $9.46M
|
196K
$33.6M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
61.2K+ 869.82% |
$8.44M - $9.01M
|
68.2K
$11.7M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
59.8K+ 5.9% |
$8.25M - $8.8M
|
1.07M
$184M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59.8K+ 8.06% |
$8.24M - $8.8M
|
802K
$137M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.1K+ 11.66% |
$8.16M - $8.7M
|
566K
$97M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.3K+ 7.58% |
$8.05M - $8.58M
|
828K
$142M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
57.4KNew |
$7.91M - $8.44M
|
57.4K
$9.83M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.7K+ 878.67% |
$7.82M - $8.34M
|
63.1K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.4K+ 5.17% |
$7.64M - $8.15M
|
1.13M
$193M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.6K+ 9.12% |
$7.25M - $7.74M
|
629K
$108M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51.7K+ 45.56% |
$7.13M - $7.61M
|
165K
$28.3M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
50.9K+ 560.94% |
$7.02M - $7.49M
|
59.9K
$10.3M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
50.8K+ 32.37% |
$7.01M - $7.48M
|
208K
$35.6M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
45.4K+ 305.87% |
$6.26M - $6.68M
|
60.3K
$10.3M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42.9K+ 0.9% |
$5.92M - $6.31M
|
4.82M
$825M
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
42.9K+ 247.7% |
$5.91M - $6.31M
|
60.2K
$10.3M
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
42.7K+ 12.34% |
$5.89M - $6.28M
|
389K
$66.6M
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
42.5K+ 15.15% |
$5.86M - $6.25M
|
323K
$55.3M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40.9K+ 85.64% |
$5.65M - $6.03M
|
88.8K
$15.2M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.7K+ 8.23% |
$5.47M - $5.84M
|
521K
$89.3M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.4K+ 17.35% |
$5.29M - $5.65M
|
259K
$44.4M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.1K+ 413.45% |
$5.26M - $5.61M
|
47.4K
$8.11M
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$5.22M - $5.57M
|
37.8K
$6.48M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
36.6K+ 9.66% |
$5.04M - $5.38M
|
415K
$71.1M
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35.3K+ 6.49% |
$4.87M - $5.2M
|
579K
$99.2M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35.2K+ 10.04% |
$4.85M - $5.17M
|
385K
$66M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34.7K+ 22.0% |
$4.79M - $5.11M
|
193K
$33M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.6K+ 1.86% |
$4.77M - $5.09M
|
1.9M
$325M
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
34.5KNew |
$4.76M - $5.08M
|
34.5K
$5.92M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
33.8K+ 29.73% |
$4.67M - $4.98M
|
148K
$25.3M
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
33.6KNew |
$4.63M - $4.94M
|
33.6K
$5.75M
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.6K+ 133.82% |
$4.63M - $4.94M
|
58.7K
$10.1M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33.3KNew |
$4.59M - $4.9M
|
33.3K
$5.7M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 3.39% |
$4.51M - $4.82M
|
998K
$171M
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
32.5K+ 13.26% |
$4.49M - $4.79M
|
278K
$47.6M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
31.9K+ 21.34% |
$4.39M - $4.69M
|
181K
$31M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31K+ 10.87% |
$4.28M - $4.56M
|
316K
$54.2M
|