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
|
Valley National Advisers Inc
|
BUY
|
- |
6.7K+ 9.8% |
$884K - $1.01M
|
75.1K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.7KNew |
$883K - $1M
|
6.7K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.69K+ 2.29% |
$882K - $1M
|
299K
$53.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.67K+ 6.68% |
$879K - $1M
|
106K
$19M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.64KNew |
$875K - $995K
|
6.64K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.6K+ 10.39% |
$870K - $990K
|
70.1K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.56K+ 4.57% |
$865K - $984K
|
150K
$26.7M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.56K+ 9.07% |
$865K - $984K
|
78.9K
$14.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.46K+ 1.92% |
$851K - $968K
|
342K
$60.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.45K+ 9.76% |
$850K - $967K
|
72.5K
$12.9M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.4KNew |
$843K - $959K
|
6.4K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.37K+ 10.76% |
$840K - $955K
|
65.6K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.33K+ 1.63% |
$835K - $949K
|
395K
$70.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.29K+ 7.23% |
$829K - $943K
|
93.2K
$16.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6.24K+ 38.59% |
$823K - $936K
|
22.4K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.24K+ 426.08% |
$823K - $936K
|
7.71K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.17KNew |
$814K - $926K
|
6.17K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.15K+ 231.84% |
$811K - $923K
|
8.81K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.12K+ 9.33% |
$806K - $917K
|
71.7K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.11KNew |
$806K - $917K
|
6.11K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.04K+ 7.03% |
$796K - $905K
|
91.9K
$16.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.03K+ 30.0% |
$794K - $904K
|
26.1K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
6.03K+ 37.94% |
$794K - $904K
|
21.9K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
5.98KNew |
$788K - $896K
|
5.98K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.96KNew |
$786K - $894K
|
5.96K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.94K+ 2.58% |
$783K - $891K
|
236K
$42.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
5.93K+ 1846.73% |
$781K - $889K
|
6.25K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
5.79KNew |
$764K - $869K
|
5.79K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.78KNew |
$762K - $867K
|
5.78K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.68KNew |
$749K - $852K
|
5.68K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.64K+ 5.37% |
$743K - $845K
|
111K
$19.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.6K+ 1.34% |
$738K - $839K
|
422K
$75.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.59K+ 2.62% |
$736K - $838K
|
218K
$38.9M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5.51KNew |
$726K - $826K
|
5.51K
$981K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.51K+ 5.17% |
$726K - $826K
|
112K
$20M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.47KNew |
$721K - $820K
|
5.47K
$974K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.39K+ 3.65% |
$711K - $809K
|
153K
$27.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.39KNew |
$710K - $808K
|
5.39K
$960K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
5.39KNew |
$710K - $808K
|
5.39K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.31KNew |
$699K - $795K
|
5.31K
$945K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5.28KNew |
$696K - $792K
|
5.28K
$940K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.28KNew |
$696K - $791K
|
5.28K
$940K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$694K - $790K
|
5.27K
$938K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
5.24K+ 7.62% |
$691K - $786K
|
74K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.15K+ 3.89% |
$678K - $772K
|
137K
$24.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.13KNew |
$677K - $770K
|
5.13K
$914K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.07K+ 8.45% |
$668K - $759K
|
65K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.05K+ 13.34% |
$665K - $757K
|
42.9K
$7.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4.99K+ 9.14% |
$658K - $749K
|
59.7K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.96K+ 54.51% |
$654K - $744K
|
14.1K
$2.5M
|