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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
52.2KNew |
$6.89M - $7.83M
|
52.2K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
50.6KNew |
$6.68M - $7.59M
|
50.6K
$9.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49.6K+ 127.67% |
$6.53M - $7.43M
|
88.4K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
48.5KNew |
$6.39M - $7.27M
|
48.5K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
48KNew |
$6.33M - $7.2M
|
48K
$8.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
47.2K+ 39.46% |
$6.22M - $7.08M
|
167K
$29.7M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
45.3K+ 546.2% |
$5.98M - $6.8M
|
53.6K
$9.56M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
44.3K+ 3.01% |
$5.84M - $6.65M
|
1.52M
$270M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
42.1K+ 17.21% |
$5.54M - $6.31M
|
287K
$51M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.3K+ 3.99% |
$5.44M - $6.19M
|
1.08M
$192M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
41.3K+ 29.1% |
$5.44M - $6.19M
|
183K
$32.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
40.9K+ 836.85% |
$5.39M - $6.13M
|
45.8K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40.2K+ 23.17% |
$5.3M - $6.03M
|
214K
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 1.21% |
$5.22M - $5.94M
|
3.32M
$591M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.5K+ 19.01% |
$5.21M - $5.92M
|
247K
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
39.4KNew |
$5.19M - $5.91M
|
39.4K
$7.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
38.8K+ 37.12% |
$5.11M - $5.81M
|
143K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.5K+ 10.1% |
$4.95M - $5.63M
|
409K
$72.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
36.6K+ 77.3% |
$4.82M - $5.49M
|
83.9K
$15M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.9K+ 14.72% |
$4.6M - $5.23M
|
272K
$48.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
34K+ 1126.4% |
$4.48M - $5.09M
|
37K
$6.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
33.7KNew |
$4.44M - $5.05M
|
33.7K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33.1KNew |
$4.36M - $4.96M
|
33.1K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.1KNew |
$4.24M - $4.82M
|
32.1K
$5.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
31.9K+ 5.51% |
$4.21M - $4.78M
|
611K
$109M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
31.8K+ 7.72% |
$4.19M - $4.76M
|
443K
$78.9M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
31.8K+ 7.72% |
$4.19M - $4.76M
|
443K
$78.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
31.8K+ 24.48% |
$4.19M - $4.76M
|
161K
$28.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
31.6K+ 79.5% |
$4.17M - $4.74M
|
71.4K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31.3K+ 12.08% |
$4.13M - $4.7M
|
291K
$51.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
31.2KNew |
$4.12M - $4.68M
|
31.2K
$5.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
30.4K+ 60.93% |
$4M - $4.55M
|
80.2K
$14.3M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
30.3KNew |
$3.99M - $4.54M
|
30.3K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.8K+ 10.01% |
$3.92M - $4.46M
|
327K
$58.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 3.69% |
$3.9M - $4.44M
|
831K
$148M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
29.4KNew |
$3.88M - $4.41M
|
29.4K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
29.4K+ 0.6% |
$3.87M - $4.41M
|
4.95M
$882M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
29.1KNew |
$3.83M - $4.36M
|
29.1K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
29KNew |
$3.83M - $4.35M
|
29K
$5.17M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
28.8KNew |
$3.8M - $4.32M
|
28.8K
$5.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 14.81% |
$3.76M - $4.27M
|
221K
$39.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
27.7KNew |
$3.66M - $4.16M
|
27.7K
$4.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.5K+ 13.72% |
$3.62M - $4.12M
|
228K
$40.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
26.9K+ 108.87% |
$3.54M - $4.03M
|
51.5K
$9.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
26.6KNew |
$3.5M - $3.99M
|
26.6K
$4.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
26.5K+ 0.48% |
$3.49M - $3.97M
|
5.55M
$988M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.5KNew |
$3.36M - $3.82M
|
25.5K
$4.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
25.2KNew |
$3.32M - $3.78M
|
25.2K
$4.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.8K+ 5.96% |
$3.27M - $3.72M
|
441K
$78.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
24.6K+ 180.17% |
$3.25M - $3.69M
|
38.3K
$6.82M
|