Purchases and Sales Made in Q3 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.52MNew |
$761M - $812M
|
5.52M
$940M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.86MNew |
$395M - $421M
|
2.86M
$487M
|
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.77MNew |
$381M - $407M
|
2.77M
$471M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.32M+ 3419.24% |
$321M - $342M
|
2.39M
$407M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69M+ 464.06% |
$233M - $249M
|
2.05M
$350M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04MNew |
$143M - $152M
|
1.04M
$176M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
854K+ 3623.25% |
$118M - $126M
|
878K
$149M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
603K+ 681.77% |
$83.2M - $88.8M
|
692K
$118M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
583K+ 1.1% |
$80.4M - $85.8M
|
53.7M
$9.14B
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
565K+ 6149.09% |
$77.9M - $83.1M
|
574K
$97.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
550K+ 7.09% |
$75.9M - $80.9M
|
8.31M
$1.41B
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
535K+ 56.36% |
$73.7M - $78.7M
|
1.48M
$253M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
532K+ 4976.03% |
$73.3M - $78.2M
|
542K
$92.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
479K+ 40.89% |
$66.1M - $70.6M
|
1.65M
$281M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
462K+ 16.44% |
$63.7M - $68M
|
3.27M
$557M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
391K+ 47.81% |
$53.9M - $57.5M
|
1.21M
$206M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
390K+ 46.25% |
$53.7M - $57.3M
|
1.23M
$210M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
383K+ 233632.31% |
$52.8M - $56.4M
|
383K
$65.3M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
357K+ 6904.12% |
$49.3M - $52.6M
|
362K
$61.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
352KNew |
$48.6M - $51.8M
|
352K
$59.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
273K+ 373.21% |
$37.7M - $40.2M
|
347K
$59M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
268KNew |
$37M - $39.5M
|
268K
$45.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
268K+ 16779.64% |
$36.9M - $39.4M
|
269K
$45.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
257K+ 284.39% |
$35.5M - $37.8M
|
348K
$59.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
250KNew |
$34.4M - $36.8M
|
250K
$42.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
249K+ 51.58% |
$34.3M - $36.6M
|
731K
$124M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
236K+ 26.54% |
$32.6M - $34.8M
|
1.13M
$192M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
231K+ 1.85% |
$31.9M - $34M
|
12.7M
$2.17B
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
176K+ 22.92% |
$24.3M - $25.9M
|
944K
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173K+ 3.84% |
$23.9M - $25.5M
|
4.69M
$798M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165K+ 3.46% |
$22.7M - $24.3M
|
4.92M
$838M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
154K+ 7936.14% |
$21.2M - $22.6M
|
156K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$20M - $21.3M
|
145K
$24.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$20M - $21.3M
|
145K
$24.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
130K+ 2.95% |
$18M - $19.2M
|
4.55M
$775M
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
129K+ 620.54% |
$17.8M - $19M
|
150K
$25.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
126K+ 240.42% |
$17.3M - $18.5M
|
178K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
124K+ 3.91% |
$17.2M - $18.3M
|
3.31M
$563M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
124K+ 2.76% |
$17.1M - $18.3M
|
4.63M
$788M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
123K+ 3.15% |
$17M - $18.1M
|
4.04M
$688M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
121K+ 28.45% |
$16.6M - $17.7M
|
544K
$92.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
120K+ 1.44% |
$16.5M - $17.7M
|
8.42M
$1.43B
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
112K+ 631.95% |
$15.4M - $16.5M
|
130K
$22.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
111K+ 15.08% |
$15.4M - $16.4M
|
850K
$145M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
110K+ 27.78% |
$15.2M - $16.2M
|
507K
$86.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
103KNew |
$14.1M - $15.1M
|
103K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
101K+ 559.92% |
$14M - $14.9M
|
120K
$20.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
100K+ 5.67% |
$13.8M - $14.7M
|
1.86M
$317M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
95.3K+ 32.22% |
$13.1M - $14M
|
391K
$66.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
94.2K+ 1312.01% |
$13M - $13.9M
|
101K
$17.3M
|