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 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$252K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.41K+ 0.6% |
$185K - $211K
|
238K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.41K+ 1.13% |
$185K - $211K
|
125K
$22.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.39KNew |
$183K - $209K
|
1.39K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.38KNew |
$182K - $208K
|
1.38K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.38KNew |
$182K - $207K
|
1.38K
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.38KNew |
$182K - $207K
|
1.38K
$246K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.37K+ 39.48% |
$180K - $205K
|
4.84K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.37K+ 6.19% |
$180K - $205K
|
23.5K
$4.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.37KNew |
$180K - $205K
|
1.37K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.35KNew |
$178K - $203K
|
1.35K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.35K+ 17.1% |
$178K - $203K
|
9.25K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.34KNew |
$177K - $201K
|
1.34K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.34K+ 3.53% |
$177K - $201K
|
39.3K
$7M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.34K+ 4.02% |
$177K - $201K
|
34.7K
$6.18M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.34K+ 1.1% |
$176K - $200K
|
123K
$21.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.32KNew |
$174K - $198K
|
1.32K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.3K+ 4.64% |
$171K - $195K
|
29.3K
$5.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.29K+ 6.23% |
$170K - $194K
|
22.1K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.29K+ 1.25% |
$170K - $194K
|
104K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.28K+ 6.19% |
$169K - $192K
|
22K
$3.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.28K+ 42.04% |
$168K - $192K
|
4.32K
$769K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.24K+ 1.13% |
$163K - $186K
|
110K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.24K+ 14.85% |
$163K - $185K
|
9.55K
$1.7M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.23K+ 17.54% |
$162K - $184K
|
8.22K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.23K+ 64.1% |
$161K - $184K
|
3.14K
$559K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.21K+ 3.35% |
$160K - $182K
|
37.4K
$6.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.21K+ 72.25% |
$159K - $181K
|
2.88K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
1.21KNew |
$159K - $181K
|
1.21K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.2K+ 108.33% |
$158K - $179K
|
2.3K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.18K+ 65.89% |
$156K - $178K
|
2.98K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.17K+ 0.82% |
$154K - $176K
|
145K
$25.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.16K+ 0.95% |
$153K - $174K
|
124K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 5.37% |
$153K - $174K
|
22.8K
$4.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.14KNew |
$151K - $171K
|
1.14K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.14K+ 4.63% |
$151K - $171K
|
25.9K
$4.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.13K+ 3.57% |
$149K - $170K
|
32.8K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 18.86% |
$145K - $165K
|
6.93K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.1K+ 22.92% |
$145K - $165K
|
5.89K
$1.05M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.1K+ 7.66% |
$144K - $164K
|
15.4K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.09K+ 7.31% |
$143K - $163K
|
16K
$2.84M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.09K+ 0.98% |
$143K - $163K
|
112K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.06K+ 2110.0% |
$139K - $158K
|
1.11K
$197K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.05KNew |
$139K - $158K
|
1.05K
$187K
|