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 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.78KNew |
$367K - $417K
|
2.78K
$496K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.78K+ 11.93% |
$366K - $417K
|
26.1K
$4.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.78K+ 1.39% |
$366K - $417K
|
202K
$36M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.78K+ 2.69% |
$366K - $416K
|
106K
$18.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
2.77K+ 0.77% |
$364K - $415K
|
364K
$64.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.76KNew |
$364K - $414K
|
2.76K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.72KNew |
$359K - $408K
|
2.72K
$485K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 1.35% |
$356K - $405K
|
203K
$36.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.69K+ 6.75% |
$354K - $403K
|
42.5K
$7.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.67KNew |
$352K - $400K
|
2.67K
$476K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.64K+ 1.0% |
$348K - $396K
|
267K
$47.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.64K+ 3.95% |
$347K - $395K
|
69.3K
$12.3M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.62K+ 4.99% |
$346K - $393K
|
55.1K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.61K+ 3.15% |
$344K - $392K
|
85.5K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.57K+ 20.61% |
$339K - $386K
|
15.1K
$2.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.55K+ 6.2% |
$337K - $383K
|
43.8K
$7.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.55K+ 148.75% |
$337K - $383K
|
4.27K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
2.55K+ 2.1% |
$336K - $382K
|
124K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.54K+ 1550.61% |
$335K - $381K
|
2.71K
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.51K+ 11.31% |
$331K - $376K
|
24.7K
$4.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.51K+ 18.6% |
$331K - $376K
|
16K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.44K+ 6.37% |
$322K - $366K
|
40.8K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.44K+ 10.67% |
$322K - $366K
|
25.3K
$4.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.42K+ 8.49% |
$319K - $363K
|
30.9K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.4K+ 4.6% |
$317K - $360K
|
54.7K
$9.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.4K+ 12.65% |
$317K - $360K
|
21.4K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.4KNew |
$316K - $360K
|
2.4K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.4KNew |
$316K - $359K
|
2.4K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.39KNew |
$315K - $358K
|
2.39K
$425K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.37KNew |
$312K - $355K
|
2.37K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.34K+ 1.56% |
$309K - $351K
|
152K
$27.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.34K+ 16.27% |
$309K - $351K
|
16.7K
$2.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.33KNew |
$307K - $350K
|
2.33K
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 2.7% |
$307K - $349K
|
88.6K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.32K+ 2.36% |
$306K - $348K
|
101K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.32K+ 8.42% |
$306K - $348K
|
29.9K
$5.33M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.32KNew |
$306K - $348K
|
2.32K
$413K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 20.15% |
$302K - $344K
|
13.7K
$2.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.29K+ 5.46% |
$301K - $343K
|
44.2K
$7.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
2.28K+ 18.33% |
$301K - $342K
|
14.7K
$2.63M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.28KNew |
$301K - $342K
|
2.28K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 5.15% |
$300K - $342K
|
46.5K
$8.29M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.27K+ 4.74% |
$300K - $341K
|
50.3K
$8.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
2.27KNew |
$299K - $341K
|
2.27K
$405K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.22KNew |
$293K - $333K
|
2.22K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.21KNew |
$292K - $332K
|
2.21K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.21KNew |
$292K - $332K
|
2.21K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.19KNew |
$289K - $329K
|
2.19K
$391K
|