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 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
9.89K+ 3.43% |
$1.3M - $1.48M
|
299K
$53.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.88K+ 304.37% |
$1.3M - $1.48M
|
13.1K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
9.76K+ 59.25% |
$1.29M - $1.46M
|
26.2K
$4.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.72K+ 49.38% |
$1.28M - $1.46M
|
29.4K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.69K+ 4.15% |
$1.28M - $1.45M
|
243K
$43.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
9.66K+ 13.6% |
$1.27M - $1.45M
|
80.7K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
9.65K+ 2.9% |
$1.27M - $1.45M
|
343K
$61.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.59K+ 18.38% |
$1.26M - $1.44M
|
61.8K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.46K+ 3.79% |
$1.25M - $1.42M
|
259K
$46.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.41K+ 25.05% |
$1.24M - $1.41M
|
47K
$8.37M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
9.29KNew |
$1.22M - $1.39M
|
9.29K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
9.21K+ 8.35% |
$1.21M - $1.38M
|
119K
$21.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.18K+ 19.91% |
$1.21M - $1.38M
|
55.3K
$9.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.15KNew |
$1.21M - $1.37M
|
9.15K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.11K+ 15.11% |
$1.2M - $1.37M
|
69.4K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
9.01K+ 323.2% |
$1.19M - $1.35M
|
11.8K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.95K+ 6.47% |
$1.18M - $1.34M
|
147K
$26.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.85K+ 3.35% |
$1.17M - $1.33M
|
273K
$48.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.65KNew |
$1.14M - $1.3M
|
8.65K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.63K+ 42.66% |
$1.14M - $1.29M
|
28.9K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.45K+ 30.02% |
$1.11M - $1.27M
|
36.6K
$6.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
8.42K+ 3.14% |
$1.11M - $1.26M
|
277K
$49.3M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8.32KNew |
$1.1M - $1.25M
|
8.32K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.19K+ 9.77% |
$1.08M - $1.23M
|
92K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.16KNew |
$1.08M - $1.22M
|
8.16K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.98K+ 3.74% |
$1.05M - $1.2M
|
221K
$39.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.96K+ 359.37% |
$1.05M - $1.19M
|
10.2K
$1.81M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.95KNew |
$1.05M - $1.19M
|
7.95K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
7.85K+ 17.37% |
$1.04M - $1.18M
|
53.1K
$9.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.84K+ 0.25% |
$1.03M - $1.18M
|
3.13M
$557M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.78K+ 11.41% |
$1.03M - $1.17M
|
76K
$13.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.71K+ 29.81% |
$1.02M - $1.16M
|
33.6K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.65K+ 7.35% |
$1.01M - $1.15M
|
112K
$19.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
7.65K+ 19.06% |
$1.01M - $1.15M
|
47.8K
$8.51M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.63KNew |
$1.01M - $1.14M
|
7.63K
$1.36M
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.63KNew |
$1.01M - $1.14M
|
7.63K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.42K+ 67.25% |
$978K - $1.11M
|
18.4K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.41K+ 22.7% |
$977K - $1.11M
|
40.1K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.24K+ 3.5% |
$955K - $1.09M
|
214K
$38.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.24KNew |
$954K - $1.08M
|
7.24K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.21K+ 102.5% |
$951K - $1.08M
|
14.3K
$2.54M
|
|
|
Feb 14, 2025
Q4 2023
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
7.21KNew |
$950K - $1.08M
|
7.21K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.19K+ 3.12% |
$948K - $1.08M
|
238K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.09K+ 6.3% |
$934K - $1.06M
|
120K
$21.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.03KNew |
$926K - $1.05M
|
7.03K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.95K+ 12.42% |
$915K - $1.04M
|
62.8K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.94K+ 3.22% |
$914K - $1.04M
|
222K
$39.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.85K+ 10.03% |
$903K - $1.03M
|
75.1K
$13.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6.74K+ 5.12% |
$889K - $1.01M
|
138K
$24.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.72KNew |
$886K - $1.01M
|
6.72K
$1.2M
|