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
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
21+ 0.06% |
$2.77K - $3.15K
|
34.2K
$6.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 2.0% |
$2.64K - $3K
|
1.02K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20+ 0.46% |
$2.64K - $3K
|
4.4K
$783K
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
20+ 0.49% |
$2.64K - $3K
|
4.12K
$733K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$2.64K - $3K
|
20
$3.56K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 0.48% |
$2.64K - $3K
|
4.2K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
19+ 1.04% |
$2.5K - $2.85K
|
1.84K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.7% |
$2.37K - $2.7K
|
2.59K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
18+ 0.92% |
$2.37K - $2.7K
|
1.97K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18New |
$2.37K - $2.7K
|
18
$3.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.35% |
$2.24K - $2.55K
|
4.87K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
17+ 0.55% |
$2.24K - $2.55K
|
3.09K
$550K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.37% |
$2.11K - $2.4K
|
4.38K
$780K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
16+ 0.08% |
$2.11K - $2.4K
|
19.6K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
16+ 0.61% |
$2.11K - $2.4K
|
2.63K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
16+ 0.66% |
$2.11K - $2.4K
|
2.44K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
15+ 0.68% |
$1.98K - $2.25K
|
2.22K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
15+ 0.25% |
$1.98K - $2.25K
|
6.09K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 3.06% |
$1.98K - $2.25K
|
505
$90K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
14+ 0.1% |
$1.85K - $2.1K
|
13.8K
$2.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$2.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
13+ 0.23% |
$1.71K - $1.95K
|
5.78K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.31% |
$1.71K - $1.95K
|
4.22K
$752K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.24% |
$1.71K - $1.95K
|
5.47K
$975K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.74% |
$1.58K - $1.8K
|
1.63K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$1.58K - $1.8K
|
12
$2.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.45K - $1.65K
|
5.21K
$929K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 0.41% |
$1.32K - $1.5K
|
2.46K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.57% |
$1.32K - $1.5K
|
1.76K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
10+ 0.58% |
$1.32K - $1.5K
|
1.74K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.67% |
$1.32K - $1.5K
|
1.51K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 0.68% |
$1.32K - $1.5K
|
1.47K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
9+ 0.77% |
$1.19K - $1.35K
|
1.19K
$211K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.43% |
$1.19K - $1.35K
|
2.09K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.26% |
$1.19K - $1.35K
|
3.49K
$621K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9+ 0.41% |
$1.19K - $1.35K
|
2.18K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.39% |
$1.05K - $1.2K
|
2.06K
$366K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
8+ 0.04% |
$1.05K - $1.2K
|
18.8K
$3.35M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7+ 0.08% |
$923 - $1.05K
|
9.27K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.38% |
$923 - $1.05K
|
1.84K
$328K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 2.71% |
$923 - $1.05K
|
265
$47.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.01% |
$923 - $1.05K
|
70.8K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.5% |
$923 - $1.05K
|
1.39K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
7New |
$923 - $1.05K
|
7
$1.25K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6+ 0.33% |
$791 - $900
|
1.81K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.24% |
$791 - $900
|
2.55K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.11% |
$791 - $900
|
5.51K
$981K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.08% |
$659 - $750
|
6.34K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5+ 0.19% |
$659 - $750
|
2.68K
$477K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5+ 0.13% |
$659 - $750
|
3.84K
$684K
|