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 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
48+ 0.61% |
$6.33K - $7.2K
|
7.98K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
46+ 2.24% |
$6.06K - $6.9K
|
2.1K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45+ 0.43% |
$5.93K - $6.75K
|
10.4K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
42+ 0.69% |
$5.54K - $6.3K
|
6.16K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
42+ 0.5% |
$5.54K - $6.3K
|
8.51K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
42+ 0.67% |
$5.54K - $6.3K
|
6.34K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
41+ 0.62% |
$5.4K - $6.15K
|
6.67K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 0.95% |
$5.4K - $6.15K
|
4.34K
$773K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.71% |
$5.4K - $6.15K
|
5.85K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
41+ 0.61% |
$5.4K - $6.15K
|
6.8K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40+ 137.93% |
$5.27K - $6K
|
69
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40New |
$5.27K - $6K
|
40
$7.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$4.88K - $5.55K
|
37
$6.59K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
37+ 1.17% |
$4.88K - $5.55K
|
3.2K
$570K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
37+ 0.05% |
$4.88K - $5.55K
|
67.4K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
36+ 0.66% |
$4.75K - $5.4K
|
5.5K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
36+ 0.8% |
$4.75K - $5.4K
|
4.56K
$813K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 79.55% |
$4.61K - $5.25K
|
79
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
35+ 0.6% |
$4.61K - $5.25K
|
5.92K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 4.88% |
$4.61K - $5.25K
|
752
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
35+ 2.03% |
$4.61K - $5.25K
|
1.76K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
35+ 0.75% |
$4.61K - $5.25K
|
4.67K
$832K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
35+ 1.74% |
$4.61K - $5.25K
|
2.04K
$364K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 0.69% |
$4.61K - $5.25K
|
5.08K
$905K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
34+ 1.03% |
$4.48K - $5.1K
|
3.33K
$594K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
34+ 0.28% |
$4.48K - $5.1K
|
12K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34+ 0.02% |
$4.48K - $5.1K
|
145K
$25.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
33+ 0.66% |
$4.35K - $4.95K
|
5.04K
$898K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
32+ 0.86% |
$4.22K - $4.8K
|
3.75K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 76.19% |
$4.22K - $4.8K
|
74
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
32+ 0.66% |
$4.22K - $4.8K
|
4.89K
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
32New |
$4.22K - $4.8K
|
32
$5.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
32+ 84.21% |
$4.22K - $4.8K
|
70
$12.5K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
32+ 0.56% |
$4.22K - $4.8K
|
5.75K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
27+ 0.54% |
$3.56K - $4.05K
|
5K
$891K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
27+ 0.77% |
$3.56K - $4.05K
|
3.55K
$633K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
26+ 0.92% |
$3.43K - $3.9K
|
2.84K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
25+ 0.08% |
$3.3K - $3.75K
|
31.5K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.57% |
$3.3K - $3.75K
|
4.42K
$787K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
24+ 0.41% |
$3.16K - $3.6K
|
5.84K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23New |
$3.03K - $3.45K
|
23
$4.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
23+ 1.18% |
$3.03K - $3.45K
|
1.96K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23+ 0.04% |
$3.03K - $3.45K
|
56K
$9.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
22+ 0.41% |
$2.9K - $3.3K
|
5.45K
$970K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22+ 0.47% |
$2.9K - $3.3K
|
4.7K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$2.9K - $3.3K
|
22
$3.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
22+ 0.45% |
$2.9K - $3.3K
|
4.91K
$874K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
22+ 100.0% |
$2.9K - $3.3K
|
44
$7.84K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
21+ 0.7% |
$2.77K - $3.15K
|
3.01K
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
21+ 0.24% |
$2.77K - $3.15K
|
8.78K
$1.56M
|