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 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.06K- 21.47% |
$139K - $158K
|
3.86K
$688K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.06K- 20.71% |
$139K - $159K
|
4.05K
$722K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.06K- 3.3% |
$140K - $160K
|
31.2K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.06K- 1.91% |
$140K - $160K
|
54.6K
$9.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.08K- 5.11% |
$142K - $161K
|
20K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.08K- 4.93% |
$142K - $162K
|
20.8K
$3.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.09K- 0.59% |
$143K - $163K
|
184K
$32.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.09K- 0.82% |
$143K - $163K
|
131K
$23.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.11K- 1.39% |
$146K - $166K
|
78.9K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.11K- 2.5% |
$147K - $167K
|
43.3K
$7.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 15.2% |
$147K - $167K
|
6.21K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.11K- 27.99% |
$147K - $167K
|
2.87K
$511K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 7.93% |
$148K - $169K
|
13K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.14K- 0.29% |
$150K - $171K
|
390K
$69.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.15K- 2.81% |
$152K - $172K
|
39.8K
$7.09M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.19K- 15.61% |
$156K - $178K
|
6.41K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.2K- 30.15% |
$158K - $179K
|
2.77K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 9.86% |
$158K - $180K
|
11K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.2K- 0.17% |
$159K - $180K
|
710K
$127M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.21K- 8.31% |
$159K - $181K
|
13.3K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.21K- 43.73% |
$159K - $181K
|
1.55K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.23K- 4.3% |
$162K - $185K
|
27.4K
$4.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.24K- 2.55% |
$163K - $185K
|
47.2K
$8.41M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 7.16% |
$163K - $185K
|
16.1K
$2.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.24K- 8.91% |
$164K - $186K
|
12.7K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 9.69% |
$164K - $187K
|
11.6K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.25K- 39.14% |
$165K - $187K
|
1.94K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-1.25K- 11.81% |
$165K - $188K
|
9.35K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.26K- 4.89% |
$165K - $188K
|
24.4K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.26K- 95.88% |
$166K - $189K
|
54
$9.62K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.27K- 1.44% |
$167K - $190K
|
86.6K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.29K- 1.91% |
$170K - $194K
|
66.2K
$11.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.3K- 16.16% |
$172K - $195K
|
6.76K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.33K- 4.64% |
$175K - $200K
|
27.4K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.35K- 37.03% |
$178K - $202K
|
2.29K
$409K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.37K- 11.4% |
$180K - $205K
|
10.6K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 7.0% |
$185K - $210K
|
18.6K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 26.11% |
$188K - $214K
|
4.04K
$720K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.43K- 1.17% |
$189K - $215K
|
121K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.45K- 1.09% |
$191K - $217K
|
131K
$23.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.46K- 4.76% |
$192K - $218K
|
29.1K
$5.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 18.24% |
$194K - $221K
|
6.6K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.47K- 19.82% |
$194K - $221K
|
5.95K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.48K- 20.22% |
$195K - $221K
|
5.83K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.51K- 9.18% |
$199K - $226K
|
14.9K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 5.88% |
$199K - $226K
|
24.1K
$4.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 3.62% |
$201K - $229K
|
40.7K
$7.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.53K- 6.5% |
$202K - $229K
|
22K
$3.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.53K- 0.9% |
$202K - $230K
|
169K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.55K- 4.5% |
$204K - $233K
|
32.9K
$5.86M
|