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 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-798- 16.74% |
$110K - $117K
|
3.97K
$680K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-799- 30.74% |
$110K - $118K
|
1.8K
$308K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-803- 2.43% |
$111K - $118K
|
32.3K
$5.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-809- 1.7% |
$112K - $119K
|
46.8K
$8.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-813- 0.3% |
$112K - $120K
|
267K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-814- 0.15% |
$112K - $120K
|
558K
$95.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-826- 32.52% |
$114K - $122K
|
1.71K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-831- 3.38% |
$115K - $122K
|
23.7K
$4.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-841- 1.27% |
$116K - $124K
|
65.5K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-845- 21.82% |
$117K - $124K
|
3.03K
$519K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-853- 19.1% |
$118K - $126K
|
3.61K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-854- 10.14% |
$118K - $126K
|
7.57K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-860- 1.23% |
$119K - $127K
|
68.8K
$11.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-864- 1.63% |
$119K - $127K
|
52K
$8.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-874- 24.91% |
$121K - $129K
|
2.64K
$451K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-879- 6.38% |
$121K - $129K
|
12.9K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-883- 0.6% |
$122K - $130K
|
145K
$24.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-909- 2.36% |
$125K - $134K
|
37.6K
$6.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-918- 0.58% |
$127K - $135K
|
158K
$27.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-926- 2.27% |
$128K - $136K
|
39.9K
$6.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-927- 5.58% |
$128K - $136K
|
15.7K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-939- 2.02% |
$130K - $138K
|
45.4K
$7.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-944- 0.15% |
$130K - $139K
|
620K
$106M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-978- 19.91% |
$135K - $144K
|
3.93K
$674K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-990- 3.11% |
$137K - $146K
|
30.8K
$5.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-995- 2.2% |
$137K - $146K
|
44.3K
$7.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 12.06% |
$138K - $147K
|
7.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.01K- 13.42% |
$139K - $149K
|
6.52K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 4.6% |
$140K - $149K
|
21.1K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.02K- 2.52% |
$140K - $150K
|
39.2K
$6.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.02K- 40.17% |
$141K - $150K
|
1.52K
$260K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.04K- 0.87% |
$143K - $153K
|
118K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.05K- 4.15% |
$145K - $154K
|
24.2K
$4.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 6.7% |
$147K - $157K
|
14.8K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.07K- 4.73% |
$148K - $158K
|
21.6K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.08K- 4.29% |
$149K - $159K
|
24K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.08K- 51.16% |
$149K - $159K
|
1.03K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 3.19% |
$149K - $159K
|
32.8K
$5.62M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.09K- 18.27% |
$150K - $160K
|
4.85K
$831K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.09K- 0.73% |
$151K - $161K
|
149K
$25.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.11K- 7.73% |
$153K - $163K
|
13.2K
$2.27M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.11K- 1.63% |
$154K - $164K
|
67.3K
$11.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 2.51% |
$155K - $165K
|
43.5K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 17.33% |
$158K - $169K
|
5.47K
$937K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.15K- 42.5% |
$159K - $170K
|
1.56K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.16K- 37.36% |
$160K - $170K
|
1.94K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 44.29% |
$162K - $173K
|
1.48K
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.19K- 7.07% |
$165K - $176K
|
15.7K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.22K- 6.85% |
$168K - $179K
|
16.5K
$2.83M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.22K- 0.88% |
$168K - $180K
|
137K
$23.5M
|