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, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
721+ 2.69% |
$95K - $108K
|
27.5K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
718New |
$94.6K - $108K
|
718
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
718+ 2.39% |
$94.6K - $108K
|
30.8K
$5.48M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
716+ 10.64% |
$94.4K - $107K
|
7.45K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
713+ 4.46% |
$94K - $107K
|
16.7K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
701+ 13.9% |
$92.4K - $105K
|
5.74K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
694+ 10.38% |
$91.5K - $104K
|
7.38K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
694+ 5.47% |
$91.5K - $104K
|
13.4K
$2.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
685+ 8.03% |
$90.3K - $103K
|
9.22K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
681+ 12.09% |
$89.8K - $102K
|
6.32K
$1.13M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
651+ 1.44% |
$85.8K - $97.6K
|
45.8K
$8.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
647New |
$85.3K - $97K
|
647
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
642+ 7.73% |
$84.6K - $96.3K
|
8.95K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
641+ 19.69% |
$84.5K - $96.1K
|
3.9K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
638+ 4.95% |
$84.1K - $95.7K
|
13.5K
$2.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
626+ 18.15% |
$82.5K - $93.9K
|
4.08K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
623New |
$82.1K - $93.4K
|
623
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
596+ 298.0% |
$78.6K - $89.4K
|
796
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
593+ 3.92% |
$78.2K - $88.9K
|
15.7K
$2.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
593+ 3.8% |
$78.2K - $88.9K
|
16.2K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
588+ 1.89% |
$77.5K - $88.2K
|
31.8K
$5.66M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
587+ 407.64% |
$77.4K - $88K
|
731
$130K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
586+ 10.22% |
$77.2K - $87.9K
|
6.32K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
583+ 5.02% |
$76.9K - $87.4K
|
12.2K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
579+ 13.81% |
$76.3K - $86.8K
|
4.77K
$850K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
552+ 20.63% |
$72.8K - $82.8K
|
3.23K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
550New |
$72.5K - $82.5K
|
550
$98K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
536+ 5.06% |
$70.7K - $80.4K
|
11.1K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
527+ 2.4% |
$69.5K - $79K
|
22.5K
$4.01M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 23.06% |
$68.9K - $78.4K
|
2.79K
$497K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
520+ 18.44% |
$68.5K - $78K
|
3.34K
$595K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
519+ 4.62% |
$68.4K - $77.8K
|
11.7K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
519+ 11.31% |
$68.4K - $77.8K
|
5.11K
$910K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
519+ 2.14% |
$68.4K - $77.8K
|
24.8K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
519+ 1.63% |
$68.4K - $77.8K
|
32.3K
$5.76M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
517+ 0.69% |
$68.2K - $77.5K
|
75.8K
$13.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
516+ 7.1% |
$68K - $77.4K
|
7.78K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
516+ 14.07% |
$68K - $77.4K
|
4.18K
$745K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
515+ 32.95% |
$67.9K - $77.2K
|
2.08K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
511+ 1.67% |
$67.4K - $76.6K
|
31K
$5.53M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
504New |
$66.4K - $75.6K
|
504
$89.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
499+ 13.74% |
$65.8K - $74.8K
|
4.13K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
493New |
$65K - $73.9K
|
493
$87.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
487+ 15.74% |
$64.2K - $73K
|
3.58K
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
485+ 13.92% |
$63.9K - $72.7K
|
3.97K
$707K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
483+ 1.74% |
$63.7K - $72.4K
|
28.2K
$5.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
482+ 1.26% |
$63.5K - $72.3K
|
38.8K
$6.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
476+ 5.01% |
$62.7K - $71.4K
|
9.97K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
473+ 3.3% |
$62.4K - $70.9K
|
14.8K
$2.64M
|