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 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.25K- 2.42% |
$172K - $183K
|
50.2K
$8.6M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.26K- 9.06% |
$174K - $185K
|
12.6K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 12.06% |
$175K - $186K
|
9.24K
$1.58M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.27K- 2.77% |
$175K - $187K
|
44.4K
$7.61M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.27K- 1.32% |
$176K - $188K
|
95.1K
$16.3M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.28K- 19.0% |
$176K - $188K
|
5.45K
$933K
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.29K- 2.32% |
$177K - $189K
|
54K
$9.26M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.3K- 5.62% |
$180K - $192K
|
21.9K
$3.75M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.34K- 4.48% |
$184K - $197K
|
28.5K
$4.88M
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.35K- 3.41% |
$186K - $198K
|
38.1K
$6.53M
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.36K- 7.61% |
$187K - $200K
|
16.5K
$2.82M
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-1.36K- 3.89% |
$187K - $200K
|
33.5K
$5.74M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.39K- 5.63% |
$192K - $205K
|
23.3K
$4M
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.4K- 3.7% |
$194K - $206K
|
36.5K
$6.25M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.42K- 3.36% |
$196K - $209K
|
40.9K
$7.01M
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.43K- 23.19% |
$197K - $211K
|
4.74K
$812K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.45K- 10.11% |
$199K - $213K
|
12.8K
$2.2M
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.46K- 1.45% |
$201K - $214K
|
98.8K
$16.9M
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.47K- 5.39% |
$202K - $216K
|
25.7K
$4.41M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 2.49% |
$206K - $220K
|
58.5K
$10M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.52K- 6.5% |
$209K - $223K
|
21.8K
$3.73M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.52K- 7.48% |
$210K - $224K
|
18.8K
$3.22M
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.53K- 2.18% |
$211K - $225K
|
68.6K
$11.8M
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.56K- 6.53% |
$216K - $230K
|
22.4K
$3.83M
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.57K- 4.8% |
$216K - $231K
|
31.1K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.57K- 0.52% |
$217K - $231K
|
303K
$51.8M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.59K- 5.98% |
$219K - $233K
|
24.9K
$4.27M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.6K- 43.26% |
$220K - $235K
|
2.1K
$359K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.61K- 0.99% |
$222K - $237K
|
161K
$27.6M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.61K- 28.66% |
$223K - $238K
|
4.02K
$688K
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.62K- 2.82% |
$223K - $238K
|
55.7K
$9.53M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.65K- 12.41% |
$228K - $243K
|
11.7K
$2M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.65KClosed |
$228K - $243K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 6.37% |
$229K - $244K
|
24.4K
$4.17M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.66K- 49.95% |
$229K - $244K
|
1.66K
$285K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.71K- 1.35% |
$236K - $252K
|
125K
$21.3M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.75K- 1.69% |
$241K - $257K
|
101K
$17.4M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.76K- 5.11% |
$243K - $259K
|
32.6K
$5.59M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.78K- 0.67% |
$245K - $262K
|
263K
$45M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 37.53% |
$246K - $262K
|
2.97K
$508K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.79K- 0.3% |
$247K - $264K
|
596K
$102M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.79K- 14.97% |
$247K - $264K
|
10.2K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.8K- 5.91% |
$248K - $264K
|
28.6K
$4.9M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 0.26% |
$248K - $265K
|
688K
$118M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.83K- 59.63% |
$252K - $269K
|
1.24K
$212K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 8.5% |
$256K - $274K
|
20K
$3.43M
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.86K- 24.25% |
$257K - $274K
|
5.81K
$995K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 10.82% |
$258K - $275K
|
15.4K
$2.64M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.87K- 4.5% |
$258K - $275K
|
39.7K
$6.8M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.88K- 12.09% |
$260K - $277K
|
13.7K
$2.35M
|