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
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.76K+ 10.86% |
$518K - $553K
|
38.4K
$6.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.76K+ 25.95% |
$518K - $553K
|
18.2K
$3.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.75KNew |
$517K - $552K
|
3.75K
$642K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
3.75K+ 5.88% |
$517K - $552K
|
67.5K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.68K+ 3.7% |
$508K - $542K
|
103K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 1.59% |
$503K - $537K
|
234K
$40M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.61K+ 56.67% |
$498K - $531K
|
9.97K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.58K+ 80.05% |
$494K - $527K
|
8.06K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.52K+ 185.65% |
$486K - $518K
|
5.42K
$928K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.51K+ 6.91% |
$484K - $516K
|
54.3K
$9.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
3.48K+ 0.28% |
$480K - $512K
|
1.25M
$214M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.47KNew |
$478K - $510K
|
3.47K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.47K+ 22.79% |
$478K - $510K
|
18.7K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.36K+ 0.62% |
$464K - $495K
|
542K
$92.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.36K+ 1.71% |
$464K - $495K
|
200K
$34.3M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.35KNew |
$462K - $493K
|
3.35K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.35K+ 3.08% |
$462K - $493K
|
112K
$19.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.35K+ 33.69% |
$461K - $492K
|
13.3K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.34KNew |
$461K - $491K
|
3.34K
$572K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.3K+ 4.8% |
$455K - $486K
|
72K
$12.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.3KNew |
$455K - $485K
|
3.3K
$565K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.29K+ 1.8% |
$453K - $484K
|
186K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.26K+ 126.89% |
$450K - $480K
|
5.83K
$999K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.25K+ 1.79% |
$448K - $478K
|
185K
$31.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.25K+ 3.42% |
$448K - $478K
|
98.1K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.23K+ 2.9% |
$446K - $476K
|
115K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.21K+ 0.63% |
$442K - $472K
|
510K
$87.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.18KNew |
$439K - $468K
|
3.18K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.18K+ 6.16% |
$438K - $467K
|
54.7K
$9.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.15K+ 5.6% |
$434K - $463K
|
59.4K
$10.2M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
3.06K+ 1.68% |
$422K - $451K
|
186K
$31.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.06KNew |
$422K - $450K
|
3.06K
$524K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.05KNew |
$421K - $449K
|
3.05K
$523K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
3.02K+ 5.37% |
$416K - $444K
|
59.2K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.99KNew |
$413K - $441K
|
2.99K
$513K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.95K+ 42.89% |
$407K - $435K
|
9.84K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.93K+ 2.05% |
$404K - $431K
|
146K
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.93K+ 3.7% |
$404K - $431K
|
81.9K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.91K+ 3.47% |
$402K - $429K
|
86.9K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.88K+ 7.52% |
$397K - $424K
|
41.2K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83K+ 4.76% |
$390K - $416K
|
62.3K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.83K+ 151.91% |
$390K - $416K
|
4.69K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.75K+ 2.51% |
$379K - $405K
|
112K
$19.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2.75K+ 1.18% |
$379K - $404K
|
236K
$40.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.73KNew |
$377K - $402K
|
2.73K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.71K+ 12.59% |
$374K - $399K
|
24.2K
$4.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.7K+ 4.61% |
$372K - $397K
|
61.3K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.68K+ 1.99% |
$370K - $395K
|
138K
$23.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.66K+ 34.69% |
$367K - $392K
|
10.3K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 2.72% |
$365K - $389K
|
99.8K
$17.1M
|