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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200- 50.0% |
$27.6K - $29.4K
|
200
$34.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-203- 8.19% |
$28K - $29.9K
|
2.28K
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-204- 1.4% |
$28.1K - $30K
|
14.4K
$2.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-204- 2.26% |
$28.1K - $30K
|
8.82K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-207- 1.56% |
$28.6K - $30.5K
|
13.1K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-207- 1.34% |
$28.6K - $30.5K
|
15.2K
$2.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-210- 9.28% |
$29K - $30.9K
|
2.05K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-211- 0.4% |
$29.1K - $31.1K
|
52.2K
$8.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-211- 0.93% |
$29.1K - $31.1K
|
22.4K
$3.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-211- 3.02% |
$29.1K - $31.1K
|
6.78K
$1.16M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-215- 2.27% |
$29.7K - $31.6K
|
9.26K
$1.59M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-217- 9.56% |
$29.9K - $31.9K
|
2.05K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-218- 0.34% |
$30.1K - $32.1K
|
64.1K
$11M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-219- 10.96% |
$30.2K - $32.2K
|
1.78K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-221- 4.25% |
$30.5K - $32.5K
|
4.98K
$855K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-222- 5.64% |
$30.6K - $32.7K
|
3.71K
$638K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-232- 1.0% |
$32K - $34.1K
|
23K
$3.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-246- 6.86% |
$33.9K - $36.2K
|
3.34K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-246- 12.81% |
$33.9K - $36.2K
|
1.68K
$288K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-247- 2.43% |
$34.1K - $36.4K
|
9.91K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-247- 0.74% |
$34.1K - $36.4K
|
33.2K
$5.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-250- 2.77% |
$34.5K - $36.8K
|
8.78K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-250- 1.41% |
$34.5K - $36.8K
|
17.5K
$3M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-250- 2.56% |
$34.5K - $36.8K
|
9.52K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-255- 2.48% |
$35.2K - $37.5K
|
10K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-257- 2.03% |
$35.4K - $37.8K
|
12.4K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-259- 0.54% |
$35.7K - $38.1K
|
48.1K
$8.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-262- 2.32% |
$36.1K - $38.6K
|
11K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-264- 6.5% |
$36.4K - $38.9K
|
3.8K
$652K
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-265- 0.2% |
$36.6K - $39K
|
132K
$22.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-270- 1.71% |
$37.2K - $39.7K
|
15.5K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-275- 3.31% |
$37.9K - $40.5K
|
8.02K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-285- 0.63% |
$39.3K - $41.9K
|
45.1K
$7.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-286- 1.56% |
$39.4K - $42.1K
|
18K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-288- 6.97% |
$39.7K - $42.4K
|
3.84K
$660K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-296- 7.07% |
$40.8K - $43.6K
|
3.89K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-298- 2.57% |
$41.1K - $43.9K
|
11.3K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-300- 6.02% |
$41.4K - $44.2K
|
4.68K
$804K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-302- 5.65% |
$41.7K - $44.4K
|
5.05K
$866K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-303- 11.69% |
$41.8K - $44.6K
|
2.29K
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-309- 0.48% |
$42.6K - $45.5K
|
64.4K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-313- 0.72% |
$43.2K - $46.1K
|
43.3K
$7.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-318- 1.81% |
$43.9K - $46.8K
|
17.3K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-318- 16.8% |
$43.9K - $46.8K
|
1.58K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-319- 10.83% |
$44K - $47K
|
2.63K
$451K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-322- 3.22% |
$44.4K - $47.4K
|
9.67K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-325- 3.68% |
$44.8K - $47.8K
|
8.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-326- 7.45% |
$45K - $48K
|
4.05K
$695K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-327- 13.04% |
$45.1K - $48.1K
|
2.18K
$374K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-328- 1.55% |
$45.2K - $48.3K
|
20.9K
$3.59M
|