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 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
8.48K+ 5.48% |
$1.17M - $1.25M
|
163K
$28M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.45K+ 4.13% |
$1.17M - $1.24M
|
213K
$36.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.38K+ 104.36% |
$1.16M - $1.23M
|
16.4K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.31K+ 2.41% |
$1.15M - $1.22M
|
353K
$60.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.28K+ 6.12% |
$1.14M - $1.22M
|
143K
$24.6M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.26K+ 12.15% |
$1.14M - $1.22M
|
76.2K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.24K+ 14.37% |
$1.14M - $1.21M
|
65.6K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8KNew |
$1.1M - $1.18M
|
8K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 2.53% |
$1.09M - $1.16M
|
318K
$54.6M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.76K+ 17.9% |
$1.07M - $1.14M
|
51.1K
$8.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.63K+ 2.0% |
$1.05M - $1.12M
|
389K
$66.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.49KNew |
$1.03M - $1.1M
|
7.49K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
7.46K+ 23.08% |
$1.03M - $1.1M
|
39.8K
$6.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.29K+ 6.44% |
$1.01M - $1.07M
|
121K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.28K+ 14.02% |
$1M - $1.07M
|
59.2K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.28K+ 22.4% |
$1M - $1.07M
|
39.8K
$6.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.27KNew |
$1M - $1.07M
|
7.27K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.21K+ 2.21% |
$994K - $1.06M
|
333K
$57.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.18KNew |
$991K - $1.06M
|
7.18K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.17K+ 15.1% |
$989K - $1.06M
|
54.7K
$9.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.15K+ 23.23% |
$986K - $1.05M
|
37.9K
$6.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.14K+ 7.44% |
$984K - $1.05M
|
103K
$17.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.1K+ 13.62% |
$979K - $1.05M
|
59.2K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.08K+ 445.47% |
$977K - $1.04M
|
8.67K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
7.04KNew |
$971K - $1.04M
|
7.04K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
BUY
|
- |
6.97KNew |
$961K - $1.03M
|
6.97K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.97K+ 37.23% |
$961K - $1.03M
|
25.7K
$4.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.92K+ 264.14% |
$955K - $1.02M
|
9.54K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.92K+ 162.06% |
$954K - $1.02M
|
11.2K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.91K+ 3.45% |
$953K - $1.02M
|
207K
$35.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
6.9K+ 18.94% |
$952K - $1.02M
|
43.3K
$7.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.87K+ 4.96% |
$947K - $1.01M
|
145K
$24.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
6.83K+ 3.83% |
$942K - $1.01M
|
185K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.77K+ 3.03% |
$933K - $996K
|
230K
$39.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.72K+ 31.54% |
$927K - $989K
|
28K
$4.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.58K+ 9.33% |
$907K - $968K
|
77.1K
$13.2M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.56K+ 1.46% |
$905K - $965K
|
457K
$78.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
6.51K+ 5.67% |
$898K - $958K
|
121K
$20.8M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
6.48K+ 23.7% |
$894K - $954K
|
33.8K
$5.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.32K+ 43.22% |
$872K - $930K
|
20.9K
$3.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
6.3KNew |
$869K - $927K
|
6.3K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6.27K+ 10.09% |
$865K - $923K
|
68.4K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
6.18K+ 3.2% |
$852K - $909K
|
199K
$34.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
6.07KNew |
$838K - $894K
|
6.07K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.07K+ 16.79% |
$837K - $893K
|
42.2K
$7.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.98KNew |
$825K - $881K
|
5.98K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
5.98K+ 45.44% |
$825K - $880K
|
19.1K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 76.56% |
$819K - $874K
|
13.7K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.87K+ 5.92% |
$810K - $864K
|
105K
$18M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.87K+ 10.5% |
$810K - $864K
|
61.8K
$10.6M
|