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 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.3K- 51.87% |
$1.36M - $1.55M
|
9.56K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-10.4K- 3.74% |
$1.37M - $1.56M
|
268K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.8K- 11.43% |
$1.42M - $1.61M
|
83.4K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-10.9K- 46.09% |
$1.44M - $1.64M
|
12.8K
$2.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-11K- 10.8% |
$1.44M - $1.64M
|
90.5K
$16.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-11K- 9.29% |
$1.45M - $1.65M
|
107K
$19.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11K- 7.57% |
$1.46M - $1.66M
|
135K
$24M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 17.95% |
$1.46M - $1.66M
|
50.7K
$9.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11.3K- 87.92% |
$1.49M - $1.7M
|
1.56K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.5K- 4.85% |
$1.51M - $1.72M
|
225K
$40.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12K- 26.23% |
$1.58M - $1.79M
|
33.6K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-12.4K- 10.77% |
$1.63M - $1.85M
|
102K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12.7K- 99.83% |
$1.67M - $1.9M
|
21
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 4.27% |
$1.68M - $1.91M
|
285K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.9K- 8.28% |
$1.7M - $1.93M
|
143K
$25.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12.9K- 2.64% |
$1.71M - $1.94M
|
477K
$84.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-13.2K- 55.62% |
$1.74M - $1.98M
|
10.5K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.6K- 3.41% |
$1.79M - $2.04M
|
385K
$68.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.8K- 44.84% |
$1.82M - $2.07M
|
16.9K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-13.9K- 50.0% |
$1.83M - $2.08M
|
13.9K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-14.1K- 34.73% |
$1.86M - $2.11M
|
26.5K
$4.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 5.35% |
$1.86M - $2.11M
|
249K
$44.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-14.1K- 1.62% |
$1.86M - $2.12M
|
856K
$152M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.3K- 6.41% |
$1.89M - $2.15M
|
209K
$37.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.6K- 26.7% |
$1.92M - $2.18M
|
40K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.6K- 21.85% |
$1.92M - $2.19M
|
52.2K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.8K- 16.3% |
$1.96M - $2.23M
|
76.2K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-15K- 7.1% |
$1.98M - $2.25M
|
196K
$35M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.3K- 2.22% |
$2.02M - $2.3M
|
676K
$120M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-15.7K- 29.71% |
$2.07M - $2.36M
|
37.2K
$6.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-16.4K- 11.87% |
$2.16M - $2.45M
|
121K
$21.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.5K- 1.88% |
$2.18M - $2.48M
|
861K
$153M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-16.5K- 6.28% |
$2.18M - $2.48M
|
246K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.8K- 64.4% |
$2.21M - $2.51M
|
9.26K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.9K- 21.18% |
$2.23M - $2.54M
|
63K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-17.5K- 50.37% |
$2.31M - $2.62M
|
17.2K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.6K- 14.89% |
$2.32M - $2.63M
|
100K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-18.1K- 17.3% |
$2.38M - $2.71M
|
86.5K
$15.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-18.3K- 9.59% |
$2.41M - $2.74M
|
173K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-18.4K- 31.01% |
$2.42M - $2.76M
|
40.9K
$7.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-19.2K- 26.66% |
$2.53M - $2.88M
|
52.8K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.4K- 34.49% |
$2.56M - $2.91M
|
36.8K
$6.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.6K- 11.88% |
$2.59M - $2.94M
|
146K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.7K- 50.85% |
$2.6M - $2.96M
|
19.1K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.5K- 12.85% |
$2.7M - $3.07M
|
139K
$24.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-20.8K- 33.85% |
$2.74M - $3.12M
|
40.6K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-21.4K- 18.42% |
$2.82M - $3.2M
|
94.6K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-21.5K- 45.42% |
$2.83M - $3.22M
|
25.8K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-21.6K- 5.47% |
$2.85M - $3.24M
|
373K
$66.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23K- 14.1% |
$3.03M - $3.45M
|
140K
$25M
|