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 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-87- 0.67% |
$11.5K - $13K
|
12.9K
$2.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-89- 4.19% |
$11.7K - $13.3K
|
2.04K
$362K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-90- 0.41% |
$11.9K - $13.5K
|
21.7K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-90- 1.06% |
$11.9K - $13.5K
|
8.38K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-90- 5.59% |
$11.9K - $13.5K
|
1.52K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-90- 2.24% |
$11.9K - $13.5K
|
3.92K
$698K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-91- 2.23% |
$12K - $13.6K
|
3.99K
$710K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-92- 5.53% |
$12.1K - $13.8K
|
1.57K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-94- 4.6% |
$12.4K - $14.1K
|
1.95K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-95- 0.37% |
$12.5K - $14.2K
|
25.7K
$4.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-96- 0.25% |
$12.7K - $14.4K
|
38.7K
$6.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-97- 2.52% |
$12.8K - $14.5K
|
3.76K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-97- 70.29% |
$12.8K - $14.5K
|
41
$7.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-98- 24.2% |
$12.9K - $14.7K
|
307
$54.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-100- 0.58% |
$13.2K - $15K
|
17.2K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.96% |
$13.2K - $15K
|
5.02K
$893K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-102- 0.26% |
$13.4K - $15.3K
|
39.2K
$6.97M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-103- 0.87% |
$13.6K - $15.4K
|
11.7K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-104- 1.27% |
$13.7K - $15.6K
|
8.09K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-110- 5.0% |
$14.5K - $16.5K
|
2.09K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-110- 10.72% |
$14.5K - $16.5K
|
916
$163K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-111- 0.88% |
$14.6K - $16.6K
|
12.5K
$2.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-112- 0.59% |
$14.8K - $16.8K
|
18.9K
$3.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-112- 0.61% |
$14.8K - $16.8K
|
18.1K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-112- 3.0% |
$14.8K - $16.8K
|
3.62K
$646K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-113- 1.75% |
$14.9K - $16.9K
|
6.36K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-113- 1.48% |
$14.9K - $16.9K
|
7.5K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-120- 37.97% |
$15.8K - $18K
|
196
$34.9K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-120- 0.73% |
$15.8K - $18K
|
16.4K
$2.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-120- 6.36% |
$15.8K - $18K
|
1.77K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-120- 2.11% |
$15.8K - $18K
|
5.58K
$993K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120- 3.02% |
$15.8K - $18K
|
3.86K
$688K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-121- 0.19% |
$16K - $18.1K
|
62.6K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-127- 2.88% |
$16.7K - $19K
|
4.28K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-127- 35.77% |
$16.7K - $19K
|
228
$40.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-128- 1.73% |
$16.9K - $19.2K
|
7.28K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-129- 4.41% |
$17K - $19.3K
|
2.8K
$498K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-136- 0.27% |
$17.9K - $20.4K
|
50K
$8.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-138- 2.34% |
$18.2K - $20.7K
|
5.75K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-139- 2.4% |
$18.3K - $20.8K
|
5.65K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-139- 5.89% |
$18.3K - $20.8K
|
2.22K
$396K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-140- 20.59% |
$18.5K - $21K
|
540
$96.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-142- 6.29% |
$18.7K - $21.3K
|
2.12K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-144- 1.44% |
$19K - $21.6K
|
9.84K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-144- 0.89% |
$19K - $21.6K
|
16K
$2.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-148- 0.57% |
$19.5K - $22.2K
|
25.7K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-148- 3.85% |
$19.5K - $22.2K
|
3.69K
$658K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-150- 2.66% |
$19.8K - $22.5K
|
5.49K
$978K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-150- 5.59% |
$19.8K - $22.5K
|
2.53K
$451K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-152- 3.93% |
$20K - $22.8K
|
3.71K
$661K
|