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
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12.7K- 99.83% |
$1.67M - $1.9M
|
21
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 4.27% |
$1.68M - $1.91M
|
285K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.9K- 8.28% |
$1.7M - $1.93M
|
143K
$25.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12.9K- 2.64% |
$1.71M - $1.94M
|
477K
$84.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-13.2K- 55.62% |
$1.74M - $1.98M
|
10.5K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.6K- 3.41% |
$1.79M - $2.04M
|
385K
$68.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.8K- 44.84% |
$1.82M - $2.07M
|
16.9K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-13.9K- 50.0% |
$1.83M - $2.08M
|
13.9K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-14.1K- 34.73% |
$1.86M - $2.11M
|
26.5K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 5.35% |
$1.86M - $2.11M
|
249K
$44.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-14.1K- 1.62% |
$1.86M - $2.12M
|
856K
$152M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.3K- 6.41% |
$1.89M - $2.15M
|
209K
$37.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.6K- 26.7% |
$1.92M - $2.18M
|
40K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.6K- 21.85% |
$1.92M - $2.19M
|
52.2K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.8K- 16.3% |
$1.96M - $2.23M
|
76.2K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-15K- 7.1% |
$1.98M - $2.25M
|
196K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.3K- 2.22% |
$2.02M - $2.3M
|
676K
$120M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-15.7K- 29.71% |
$2.07M - $2.36M
|
37.2K
$6.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-16.4K- 11.87% |
$2.16M - $2.45M
|
121K
$21.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.5K- 1.88% |
$2.18M - $2.48M
|
861K
$153M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-16.5K- 6.28% |
$2.18M - $2.48M
|
246K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.8K- 64.4% |
$2.21M - $2.51M
|
9.26K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.9K- 21.18% |
$2.23M - $2.54M
|
63K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-17.5K- 50.37% |
$2.31M - $2.62M
|
17.2K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.6K- 14.89% |
$2.32M - $2.63M
|
100K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-18.1K- 17.3% |
$2.38M - $2.71M
|
86.5K
$15.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-18.3K- 9.59% |
$2.41M - $2.74M
|
173K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-18.4K- 31.01% |
$2.42M - $2.76M
|
40.9K
$7.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-19.2K- 26.66% |
$2.53M - $2.88M
|
52.8K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.4K- 34.49% |
$2.56M - $2.91M
|
36.8K
$6.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.6K- 11.88% |
$2.59M - $2.94M
|
146K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.7K- 50.85% |
$2.6M - $2.96M
|
19.1K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.5K- 12.85% |
$2.7M - $3.07M
|
139K
$24.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-20.8K- 33.85% |
$2.74M - $3.12M
|
40.6K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-21.4K- 18.42% |
$2.82M - $3.2M
|
94.6K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-21.5K- 45.42% |
$2.83M - $3.22M
|
25.8K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-21.6K- 5.47% |
$2.85M - $3.24M
|
373K
$66.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23K- 14.1% |
$3.03M - $3.45M
|
140K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.4K- 3.56% |
$3.09M - $3.51M
|
634K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-24.5K- 83.91% |
$3.22M - $3.67M
|
4.69K
$835K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-25K- 17.73% |
$3.3M - $3.76M
|
116K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26.3K- 2.33% |
$3.46M - $3.94M
|
1.1M
$196M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-26.6K- 21.07% |
$3.51M - $3.99M
|
99.7K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-27.5K- 79.88% |
$3.62M - $4.12M
|
6.92K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 66.92% |
$3.93M - $4.47M
|
14.7K
$2.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-30.2K- 11.0% |
$3.98M - $4.53M
|
244K
$43.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.6K- 13.58% |
$4.03M - $4.58M
|
195K
$34.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-31K- 63.54% |
$4.09M - $4.65M
|
17.8K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32K- 2.65% |
$4.22M - $4.8M
|
1.18M
$209M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-32.1K- 53.4% |
$4.23M - $4.82M
|
28K
$4.99M
|