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 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-32.6K- 1.72% |
$4.3M - $4.89M
|
1.86M
$331M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34.5K- 50.29% |
$4.55M - $5.17M
|
34.1K
$6.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-35K- 1.39% |
$4.62M - $5.25M
|
2.49M
$444M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-36.2K- 18.42% |
$4.77M - $5.42M
|
160K
$28.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.8K- 12.48% |
$4.98M - $5.66M
|
265K
$47.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-38.9K- 8.67% |
$5.13M - $5.84M
|
410K
$73.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-40.6K- 28.67% |
$5.35M - $6.09M
|
101K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-41.5K- 9.99% |
$5.47M - $6.22M
|
374K
$66.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-44.7K- 12.06% |
$5.89M - $6.7M
|
326K
$58M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-45.1K- 45.23% |
$5.95M - $6.77M
|
54.7K
$9.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 11.71% |
$5.95M - $6.77M
|
340K
$60.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-45.2K- 7.29% |
$5.96M - $6.78M
|
575K
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.7K- 5.64% |
$6.15M - $7M
|
781K
$139M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47.8K- 55.31% |
$6.3M - $7.17M
|
38.6K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.4K- 81.38% |
$6.77M - $7.7M
|
11.8K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-59K- 92.46% |
$7.78M - $8.85M
|
4.81K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-60.2K- 12.22% |
$7.94M - $9.03M
|
432K
$77M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-60.9K- 13.32% |
$8.02M - $9.13M
|
396K
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-62K- 69.8% |
$8.17M - $9.29M
|
26.8K
$4.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-64.1K- 44.0% |
$8.44M - $9.61M
|
81.5K
$14.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.4K- 6.46% |
$8.49M - $9.66M
|
933K
$166M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-72.8K- 3.89% |
$9.6M - $10.9M
|
1.8M
$320M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-73K- 57.49% |
$9.63M - $10.9M
|
54K
$9.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74.6K- 15.15% |
$9.84M - $11.2M
|
418K
$74.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76.1K- 6.85% |
$10M - $11.4M
|
1.03M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-76.5K- 4.8% |
$10.1M - $11.5M
|
1.52M
$270M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-77.3K- 60.86% |
$10.2M - $11.6M
|
49.7K
$8.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-81K- 79.92% |
$10.7M - $12.1M
|
20.4K
$3.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-85.9K- 99.42% |
$11.3M - $12.9M
|
505
$90K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87.1K- 4.59% |
$11.5M - $13.1M
|
1.81M
$322M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-89.9K- 87.76% |
$11.8M - $13.5M
|
12.5K
$2.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-96K- 29.45% |
$12.7M - $14.4M
|
230K
$41M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-99.9K- 35.22% |
$13.2M - $15M
|
184K
$32.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-101K- 98.3% |
$13.3M - $15.1M
|
1.74K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102K- 63.13% |
$13.5M - $15.3M
|
59.7K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103K- 16.81% |
$13.6M - $15.4M
|
509K
$90.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106K- 32.95% |
$14M - $15.9M
|
216K
$38.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-122K- 75.7% |
$16M - $18.3M
|
39.1K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-123K- 69.44% |
$16.3M - $18.5M
|
54.3K
$9.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-123K- 49.91% |
$16.3M - $18.5M
|
124K
$22.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-125K- 23.0% |
$16.5M - $18.8M
|
419K
$74.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-128K- 13.58% |
$16.9M - $19.2M
|
816K
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-148K- 22.17% |
$19.5M - $22.1M
|
519K
$92.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150K- 3.1% |
$19.8M - $22.6M
|
4.7M
$838M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-151K- 21.97% |
$19.9M - $22.7M
|
537K
$95.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
SELL
|
- |
-190K- 24.03% |
$25M - $28.4M
|
599K
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-207K- 59.65% |
$27.3M - $31M
|
140K
$24.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-209K- 86.16% |
$27.6M - $31.4M
|
33.6K
$5.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-236K- 5.83% |
$31.1M - $35.3M
|
3.8M
$677M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-286K- 8.65% |
$37.7M - $42.9M
|
3.02M
$538M
|