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
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$91.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 1.9% |
$465K - $529K
|
189K
$33.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.41K+ 1.56% |
$449K - $511K
|
222K
$39.6M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.41K+ 6.66% |
$449K - $511K
|
54.5K
$9.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.38K+ 7.13% |
$445K - $506K
|
50.7K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.36K+ 98.02% |
$443K - $504K
|
6.79K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.36K+ 51.54% |
$443K - $504K
|
9.89K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.33K+ 30.64% |
$439K - $499K
|
14.2K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.29K+ 6.54% |
$434K - $494K
|
53.7K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.26K+ 22.01% |
$430K - $489K
|
18.1K
$3.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.26K+ 2832.17% |
$429K - $488K
|
3.37K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.25KNew |
$429K - $488K
|
3.25K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.24K+ 9.08% |
$427K - $486K
|
38.9K
$6.93M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.22K+ 0.32% |
$425K - $483K
|
1.03M
$183M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.22KNew |
$424K - $483K
|
3.22K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
3.22K+ 3.4% |
$424K - $482K
|
97.9K
$17.4M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.2K+ 2.49% |
$422K - $480K
|
132K
$23.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.2K+ 0.91% |
$422K - $480K
|
357K
$63.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.2KNew |
$422K - $480K
|
3.2K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.19K+ 16.32% |
$421K - $478K
|
22.7K
$4.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.18K+ 12.05% |
$419K - $477K
|
29.6K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.17KNew |
$418K - $476K
|
3.17K
$565K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.15K+ 22.37% |
$415K - $472K
|
17.2K
$3.07M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.15KNew |
$415K - $472K
|
3.15K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.14KNew |
$413K - $470K
|
3.14K
$559K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.13K+ 16.98% |
$412K - $469K
|
21.5K
$3.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.13K+ 0.83% |
$412K - $469K
|
380K
$67.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.1K+ 56.86% |
$408K - $465K
|
8.55K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.08K+ 6.82% |
$406K - $462K
|
48.2K
$8.59M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.07K+ 133.67% |
$405K - $461K
|
5.37K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.04KNew |
$401K - $456K
|
3.04K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
3.03K+ 129.01% |
$400K - $455K
|
5.38K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.03KNew |
$399K - $454K
|
3.03K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.02KNew |
$398K - $453K
|
3.02K
$538K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.01K+ 170.61% |
$397K - $452K
|
4.78K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$397K - $452K
|
3.01K
$537K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.97K+ 8.93% |
$392K - $446K
|
36.3K
$6.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.97KNew |
$391K - $445K
|
2.97K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.96K+ 287.21% |
$391K - $444K
|
4K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.95KNew |
$388K - $442K
|
2.95K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.93K+ 2.64% |
$386K - $439K
|
114K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.9KNew |
$382K - $435K
|
2.9K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.89K+ 3.46% |
$381K - $434K
|
86.5K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.89KNew |
$381K - $433K
|
2.89K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.86K+ 2.07% |
$377K - $428K
|
141K
$25M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.85K+ 1.98% |
$376K - $428K
|
147K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.83KNew |
$374K - $425K
|
2.83K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.81K+ 3.68% |
$370K - $421K
|
79K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.79KNew |
$368K - $418K
|
2.79K
$497K
|