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
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
24.3K+ 3.91% |
$3.21M - $3.65M
|
646K
$115M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24.2K+ 50.45% |
$3.19M - $3.63M
|
72.1K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
24.2KNew |
$3.19M - $3.63M
|
24.2K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1KNew |
$3.18M - $3.62M
|
24.1K
$4.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
23.4KNew |
$3.09M - $3.51M
|
23.4K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
22.9KNew |
$3.01M - $3.43M
|
22.9K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
22.7KNew |
$2.99M - $3.41M
|
22.7K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3K+ 21.26% |
$2.95M - $3.35M
|
127K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.3K+ 448.47% |
$2.93M - $3.34M
|
27.2K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.1K+ 7.35% |
$2.91M - $3.31M
|
322K
$57.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
22KNew |
$2.91M - $3.31M
|
22K
$3.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
22K+ 23.58% |
$2.9M - $3.3M
|
115K
$20.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.3KNew |
$2.81M - $3.2M
|
21.3K
$3.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20.6KNew |
$2.72M - $3.09M
|
20.6K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$2.67M - $3.04M
|
20.2K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20.2KNew |
$2.66M - $3.03M
|
20.2K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20.1KNew |
$2.65M - $3.02M
|
20.1K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 370.83% |
$2.58M - $2.93M
|
24.8K
$4.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
19.5K+ 29.76% |
$2.57M - $2.92M
|
85K
$15.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
19.5KNew |
$2.57M - $2.92M
|
19.5K
$3.47M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
19.3KNew |
$2.54M - $2.89M
|
19.3K
$3.43M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 29.1% |
$2.53M - $2.88M
|
85.3K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 7.51% |
$2.53M - $2.88M
|
275K
$49M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19K+ 3.35% |
$2.51M - $2.85M
|
586K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
18.9K+ 10.44% |
$2.49M - $2.84M
|
200K
$35.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
18.8KNew |
$2.47M - $2.81M
|
18.8K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.1K+ 16.13% |
$2.38M - $2.71M
|
130K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
18KNew |
$2.38M - $2.71M
|
18K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.6KNew |
$2.32M - $2.64M
|
17.6K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
17.5K+ 3.07% |
$2.31M - $2.63M
|
588K
$105M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.5K+ 10.84% |
$2.3M - $2.62M
|
179K
$31.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
17.4KNew |
$2.3M - $2.61M
|
17.4K
$3.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
17.3K+ 11.55% |
$2.28M - $2.6M
|
167K
$29.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.3K+ 216.25% |
$2.28M - $2.59M
|
25.3K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
17.2K+ 10.34% |
$2.26M - $2.57M
|
183K
$32.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
17KNew |
$2.24M - $2.55M
|
17K
$3.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 19.96% |
$2.22M - $2.52M
|
101K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.7K+ 62.7% |
$2.2M - $2.51M
|
43.4K
$7.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
16.7K+ 20.37% |
$2.2M - $2.5M
|
98.6K
$17.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
16.5KNew |
$2.18M - $2.48M
|
16.5K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$2.17M - $2.47M
|
16.5K
$2.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
16.4K+ 144.9% |
$2.16M - $2.46M
|
27.7K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
16.1K+ 3.3% |
$2.13M - $2.42M
|
506K
$90.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 41.29% |
$2.12M - $2.41M
|
55K
$9.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16K+ 17.82% |
$2.11M - $2.4M
|
106K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
15.6KNew |
$2.06M - $2.35M
|
15.6K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15.4KNew |
$2.03M - $2.31M
|
15.4K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 5.13% |
$2.03M - $2.3M
|
315K
$56M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.2K+ 32.81% |
$2.01M - $2.28M
|
61.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.2K+ 158.77% |
$2M - $2.27M
|
24.7K
$4.4M
|