Purchases and Sales Made in Q4 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-372- 5.68% |
$49K - $55.8K
|
6.18K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-380- 3.16% |
$50.1K - $57K
|
11.7K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-381- 1.65% |
$50.2K - $57.1K
|
22.6K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 6.55% |
$50.8K - $57.7K
|
5.49K
$978K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-390- 8.53% |
$51.4K - $58.5K
|
4.18K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-400- 24.75% |
$52.7K - $60K
|
1.22K
$217K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-402- 1.36% |
$53K - $60.3K
|
29.3K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-403- 1.88% |
$53.1K - $60.4K
|
21.1K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-405- 10.0% |
$53.4K - $60.7K
|
3.65K
$649K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-407- 9.41% |
$53.7K - $61K
|
3.92K
$698K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-410- 10.53% |
$54K - $61.5K
|
3.48K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-410- 1.25% |
$54K - $61.5K
|
32.4K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-416- 73.5% |
$54.8K - $62.4K
|
150
$26.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-418- 26.61% |
$55.1K - $62.7K
|
1.15K
$205K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-420- 21.83% |
$55.4K - $63K
|
1.5K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-425- 8.96% |
$56K - $63.7K
|
4.32K
$770K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-437- 14.16% |
$57.6K - $65.5K
|
2.65K
$472K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-438- 2.09% |
$57.7K - $65.7K
|
20.5K
$3.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-439- 2.88% |
$57.9K - $65.8K
|
14.8K
$2.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-448- 23.09% |
$59.1K - $67.2K
|
1.49K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-452- 3.04% |
$59.6K - $67.8K
|
14.4K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-455- 4.76% |
$60K - $68.2K
|
9.11K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-457- 12.19% |
$60.2K - $68.5K
|
3.29K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-459- 11.72% |
$60.5K - $68.8K
|
3.46K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-461- 2.7% |
$60.8K - $69.1K
|
16.6K
$2.96M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-462- 5.81% |
$60.9K - $69.3K
|
7.48K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-468- 16.64% |
$61.7K - $70.2K
|
2.34K
$418K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-473- 13.31% |
$62.4K - $70.9K
|
3.08K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-482- 9.68% |
$63.5K - $72.3K
|
4.5K
$801K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-483- 5.31% |
$63.7K - $72.4K
|
8.62K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-490- 17.03% |
$64.6K - $73.5K
|
2.39K
$425K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-497- 2.76% |
$65.5K - $74.5K
|
17.5K
$3.12M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-498- 23.37% |
$65.6K - $74.7K
|
1.63K
$291K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-499- 4.87% |
$65.8K - $74.8K
|
9.75K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-506- 5.13% |
$66.7K - $75.9K
|
9.36K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-506- 10.16% |
$66.7K - $75.9K
|
4.47K
$797K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-512- 3.22% |
$67.5K - $76.8K
|
15.4K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-515- 1.26% |
$67.9K - $77.2K
|
40.3K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-517- 5.15% |
$68.2K - $77.5K
|
9.52K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-519- 10.29% |
$68.4K - $77.8K
|
4.53K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-521- 1.73% |
$68.7K - $78.1K
|
29.6K
$5.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-534- 4.82% |
$70.4K - $80.1K
|
10.5K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-535- 2.04% |
$70.5K - $80.2K
|
25.7K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-538- 1.8% |
$70.9K - $80.7K
|
29.4K
$5.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-544- 9.38% |
$71.7K - $81.6K
|
5.26K
$937K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-549- 5.33% |
$72.4K - $82.3K
|
9.76K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-566- 1.82% |
$74.6K - $84.9K
|
30.4K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-574- 3.45% |
$75.7K - $86.1K
|
16.1K
$2.86M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-583- 0.92% |
$76.9K - $87.4K
|
62.4K
$11.1M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-598- 6.68% |
$78.8K - $89.7K
|
8.36K
$1.49M
|