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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.08K- 20.27% |
$274K - $312K
|
8.18K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.11K- 21.52% |
$278K - $317K
|
7.7K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.13K- 8.56% |
$280K - $319K
|
22.7K
$4.04M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.13K- 0.47% |
$281K - $320K
|
455K
$81M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.16K- 18.92% |
$285K - $324K
|
9.25K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 3.53% |
$285K - $324K
|
59.2K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.17K- 26.22% |
$286K - $325K
|
6.1K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 3.71% |
$286K - $326K
|
56.3K
$10M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.18K- 14.94% |
$287K - $326K
|
12.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.18K- 0.38% |
$287K - $327K
|
569K
$101M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.2K- 22.29% |
$290K - $330K
|
7.68K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.27K- 1.22% |
$299K - $340K
|
183K
$32.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.27K- 3.81% |
$299K - $340K
|
57.3K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.28K- 3.32% |
$301K - $342K
|
66.4K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.34K- 4.26% |
$309K - $351K
|
52.7K
$9.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.38K- 51.18% |
$313K - $356K
|
2.27K
$404K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.38K- 19.25% |
$314K - $357K
|
9.99K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.42K- 3.15% |
$319K - $363K
|
74.4K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.44K- 8.2% |
$322K - $366K
|
27.3K
$4.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 3.83% |
$325K - $369K
|
61.9K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.51K- 23.63% |
$331K - $376K
|
8.11K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.53K- 6.69% |
$334K - $380K
|
35.3K
$6.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.54K- 25.36% |
$335K - $381K
|
7.47K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.55K- 3.74% |
$336K - $383K
|
65.7K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.59K- 19.43% |
$341K - $388K
|
10.7K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.63K- 4.87% |
$347K - $394K
|
51.4K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.73K- 29.06% |
$360K - $410K
|
6.67K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2.74K- 12.99% |
$361K - $410K
|
18.3K
$3.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 0.86% |
$362K - $411K
|
316K
$56.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.75K- 28.21% |
$362K - $412K
|
6.99K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.77K- 4.71% |
$365K - $415K
|
56K
$9.99M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2.79K- 40.04% |
$368K - $418K
|
4.18K
$744K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.79K- 30.24% |
$368K - $419K
|
6.44K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.8K- 24.37% |
$369K - $420K
|
8.69K
$1.55M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.82K- 11.89% |
$372K - $423K
|
20.9K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.86K- 27.69% |
$377K - $429K
|
7.47K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 9.76% |
$382K - $434K
|
26.8K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.91K- 6.16% |
$383K - $436K
|
44.3K
$7.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.91K- 7.43% |
$384K - $437K
|
36.3K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.93K- 2.37% |
$386K - $439K
|
121K
$21.5M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.95K- 15.6% |
$389K - $443K
|
16K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.97K- 10.52% |
$391K - $445K
|
25.2K
$4.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.04K- 3.94% |
$400K - $455K
|
74.1K
$13.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.07K- 26.31% |
$404K - $460K
|
8.59K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.08K- 34.94% |
$406K - $462K
|
5.73K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.15K- 95.89% |
$415K - $472K
|
135
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.22K- 24.71% |
$425K - $483K
|
9.82K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-3.22K- 1.23% |
$425K - $483K
|
259K
$46.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.25K- 20.69% |
$428K - $487K
|
12.4K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.26K- 6.08% |
$429K - $489K
|
50.3K
$8.97M
|