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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
118K+ 1109.77% |
$15.5M - $17.6M
|
128K
$22.8M
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
117KNew |
$15.4M - $17.5M
|
117K
$20.8M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
116K+ 0.94% |
$15.4M - $17.5M
|
12.5M
$2.22B
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
114KNew |
$15.1M - $17.2M
|
114K
$20.4M
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
111K+ 116.9% |
$14.6M - $16.6M
|
205K
$36.6M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
110KNew |
$14.4M - $16.4M
|
110K
$19.5M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 2.21% |
$14M - $15.9M
|
4.92M
$877M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104K+ 16.49% |
$13.7M - $15.6M
|
733K
$131M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
101K+ 9.45% |
$13.4M - $15.2M
|
1.17M
$209M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
94.8K+ 238.36% |
$12.5M - $14.2M
|
135K
$24M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
94.2K+ 4.59% |
$12.4M - $14.1M
|
2.15M
$383M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94K+ 16.61% |
$12.4M - $14.1M
|
660K
$118M
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
90.6KNew |
$11.9M - $13.6M
|
90.6K
$16.1M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
90.3K+ 1.98% |
$11.9M - $13.5M
|
4.64M
$827M
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
90KNew |
$11.9M - $13.5M
|
90K
$16M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
88.2K+ 7.16% |
$11.6M - $13.2M
|
1.32M
$235M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
87.7K+ 50.84% |
$11.6M - $13.1M
|
260K
$46.3M
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
83.1K+ 5.86% |
$10.9M - $12.5M
|
1.5M
$267M
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
82.9KNew |
$10.9M - $12.4M
|
82.9K
$14.8M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
77.5K+ 41.88% |
$10.2M - $11.6M
|
263K
$46.8M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.5K+ 6.19% |
$9.82M - $11.2M
|
1.28M
$227M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
74.4K+ 10.17% |
$9.8M - $11.1M
|
805K
$143M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
71KNew |
$9.36M - $10.6M
|
71K
$12.6M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
71KNew |
$9.36M - $10.6M
|
71K
$12.6M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
70.2KNew |
$9.26M - $10.5M
|
70.2K
$12.5M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
70.2KNew |
$9.25M - $10.5M
|
70.2K
$12.5M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
69.1K+ 9.61% |
$9.11M - $10.4M
|
789K
$140M
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
67.3K+ 202.12% |
$8.87M - $10.1M
|
101K
$17.9M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
66.4K+ 1624.5% |
$8.76M - $9.96M
|
70.5K
$12.6M
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
66.2KNew |
$8.73M - $9.93M
|
66.2K
$11.8M
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
65.2KNew |
$8.6M - $9.78M
|
65.2K
$11.6M
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
64.9K+ 16.7% |
$8.56M - $9.74M
|
454K
$80.8M
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
63.5K+ 3.41% |
$8.36M - $9.52M
|
1.93M
$343M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
62.9K+ 156.6% |
$8.29M - $9.43M
|
103K
$18.4M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
61.3K+ 6.12% |
$8.08M - $9.19M
|
1.06M
$189M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
61.3K+ 6.12% |
$8.08M - $9.19M
|
1.06M
$189M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
59KNew |
$7.78M - $8.85M
|
59K
$10.5M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
58.8KNew |
$7.74M - $8.81M
|
58.8K
$10.5M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
58.3K+ 28419.51% |
$7.68M - $8.74M
|
58.5K
$10.4M
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
57.2KNew |
$7.54M - $8.58M
|
57.2K
$10.2M
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
56.6K+ 27590.73% |
$7.46M - $8.48M
|
56.8K
$10.1M
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
56.4K+ 181.89% |
$7.44M - $8.46M
|
87.5K
$15.6M
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
56.4KNew |
$7.44M - $8.46M
|
56.4K
$10M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56.4K+ 4.9% |
$7.43M - $8.46M
|
1.21M
$215M
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
56KNew |
$7.38M - $8.4M
|
56K
$9.98M
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
55.8KNew |
$7.35M - $8.36M
|
55.8K
$9.93M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
55.6KNew |
$7.33M - $8.33M
|
55.6K
$9.9M
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
54.3K+ 4.15% |
$7.16M - $8.15M
|
1.36M
$243M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.4K+ 389.84% |
$7.04M - $8.01M
|
67.1K
$12M
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
52.8K+ 19.6% |
$6.96M - $7.92M
|
322K
$57.4M
|