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 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
2.19KNew |
$288K - $328K
|
2.19K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2.18KNew |
$287K - $327K
|
2.18K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.18K+ 96.29% |
$287K - $327K
|
4.44K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.16K+ 2.78% |
$285K - $324K
|
79.8K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.15K+ 13.33% |
$283K - $322K
|
18.2K
$3.25M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.13KNew |
$281K - $320K
|
2.13K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.12K+ 27.86% |
$280K - $318K
|
9.73K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.12K+ 61.27% |
$279K - $317K
|
5.57K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.11K+ 1.95% |
$278K - $316K
|
110K
$19.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.11K+ 0.54% |
$277K - $316K
|
390K
$69.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.1K+ 26.17% |
$277K - $315K
|
10.1K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.1K+ 2.92% |
$276K - $314K
|
73.9K
$13.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.09K+ 115.89% |
$275K - $313K
|
3.89K
$692K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$275K - $312K
|
2.08K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.07K+ 6.8% |
$273K - $310K
|
32.5K
$5.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.07K+ 4.76% |
$272K - $310K
|
45.5K
$8.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.06KNew |
$272K - $309K
|
2.06K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.05KNew |
$271K - $308K
|
2.05K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.04K+ 4.88% |
$269K - $306K
|
43.9K
$7.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.02KNew |
$266K - $303K
|
2.02K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.01KNew |
$265K - $301K
|
2.01K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2K+ 9.13% |
$264K - $300K
|
23.9K
$4.26M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2K+ 50.81% |
$264K - $300K
|
5.93K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2K+ 1.61% |
$263K - $299K
|
126K
$22.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 8.89% |
$262K - $298K
|
24.3K
$4.33M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.98KNew |
$261K - $297K
|
1.98K
$353K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.97K+ 1.68% |
$260K - $296K
|
120K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
1.95KNew |
$257K - $293K
|
1.95K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.95K+ 10.44% |
$257K - $292K
|
20.6K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.95KNew |
$257K - $292K
|
1.95K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.94K+ 9.36% |
$256K - $292K
|
22.7K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.93K+ 77.1% |
$254K - $289K
|
4.43K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.93K+ 2.38% |
$254K - $289K
|
82.9K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.92KNew |
$254K - $289K
|
1.92K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.91KNew |
$252K - $287K
|
1.91K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.91K+ 10.97% |
$252K - $287K
|
19.3K
$3.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.91K+ 19.71% |
$251K - $286K
|
11.6K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.9KNew |
$250K - $284K
|
1.9K
$338K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.89KNew |
$250K - $284K
|
1.89K
$337K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.88K+ 1.01% |
$248K - $282K
|
188K
$33.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$246K - $279K
|
1.86K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.83K+ 47.51% |
$241K - $275K
|
5.69K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.81K+ 21.78% |
$238K - $271K
|
10.1K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.79KNew |
$236K - $269K
|
1.79K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.79KNew |
$236K - $268K
|
1.79K
$319K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.79KNew |
$235K - $268K
|
1.79K
$318K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.78KNew |
$235K - $267K
|
1.78K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.76K+ 7.39% |
$232K - $264K
|
25.6K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.76K+ 2.13% |
$232K - $264K
|
84.6K
$15.1M
|