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 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.04KNew |
$137K - $156K
|
1.04K
$186K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.04K+ 4.55% |
$137K - $156K
|
23.9K
$4.26M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.04K+ 61.36% |
$137K - $155K
|
2.73K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.03K+ 2.64% |
$136K - $155K
|
40.1K
$7.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 57.9% |
$136K - $154K
|
2.81K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03K+ 52.13% |
$136K - $154K
|
3K
$534K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.02KNew |
$135K - $154K
|
1.02K
$182K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.01K+ 3.47% |
$134K - $152K
|
30.2K
$5.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
995+ 4.27% |
$131K - $149K
|
24.3K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
992+ 21.51% |
$131K - $149K
|
5.6K
$998K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
983+ 2.69% |
$130K - $147K
|
37.5K
$6.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
982+ 60.8% |
$129K - $147K
|
2.6K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
975+ 7.39% |
$129K - $146K
|
14.2K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
975+ 130.0% |
$129K - $146K
|
1.73K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
974+ 6.03% |
$128K - $146K
|
17.1K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
965+ 3.85% |
$127K - $145K
|
26K
$4.63M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
957+ 3.72% |
$126K - $144K
|
26.7K
$4.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
956+ 81.29% |
$126K - $143K
|
2.13K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
950+ 2.75% |
$125K - $142K
|
35.5K
$6.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
949+ 1.45% |
$125K - $142K
|
66.6K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
924+ 18.42% |
$122K - $139K
|
5.94K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
912+ 1.51% |
$120K - $137K
|
61.3K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
911+ 5.76% |
$120K - $137K
|
16.7K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
901+ 7.25% |
$119K - $135K
|
13.3K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
892+ 665.67% |
$118K - $134K
|
1.03K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
885+ 21.71% |
$117K - $133K
|
4.96K
$884K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
873+ 3.99% |
$115K - $131K
|
22.8K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
869+ 42.39% |
$115K - $130K
|
2.92K
$520K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
866+ 17.16% |
$114K - $130K
|
5.91K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
863+ 4.73% |
$114K - $129K
|
19.1K
$3.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
862+ 55.12% |
$114K - $129K
|
2.43K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
862+ 9.99% |
$114K - $129K
|
9.49K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
855New |
$113K - $128K
|
855
$152K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
854+ 0.13% |
$113K - $128K
|
656K
$117M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
840+ 6.33% |
$111K - $126K
|
14.1K
$2.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
823+ 3.16% |
$108K - $123K
|
26.9K
$4.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
813+ 5.03% |
$107K - $122K
|
17K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
811+ 5.89% |
$107K - $122K
|
14.6K
$2.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
808+ 50.34% |
$107K - $121K
|
2.41K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
804+ 4.13% |
$106K - $121K
|
20.3K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
800+ 31.75% |
$105K - $120K
|
3.32K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
789+ 44.88% |
$104K - $118K
|
2.55K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
783+ 2.42% |
$103K - $117K
|
33.1K
$5.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
779New |
$103K - $117K
|
779
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
778+ 6.08% |
$103K - $117K
|
13.6K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
771+ 4.45% |
$102K - $116K
|
18.1K
$3.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
756+ 47.76% |
$99.7K - $113K
|
2.34K
$417K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
747+ 9.33% |
$98.5K - $112K
|
8.75K
$1.56M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
734New |
$96.8K - $110K
|
734
$131K
|