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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
14+ 0.23% |
$1.93K - $2.06K
|
6.07K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
14+ 0.62% |
$1.93K - $2.06K
|
2.26K
$401K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
12+ 0.29% |
$1.66K - $1.77K
|
4.21K
$746K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.33% |
$1.66K - $1.77K
|
3.7K
$656K
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.52K - $1.62K
|
4.48K
$794K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.1% |
$1.38K - $1.47K
|
10.4K
$1.84M
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.67% |
$1.38K - $1.47K
|
1.5K
$265K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.26% |
$1.24K - $1.32K
|
3.48K
$616K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.62% |
$1.24K - $1.32K
|
1.46K
$259K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.1K - $1.18K
|
10K
$1.78M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.38% |
$966 - $1.03K
|
1.84K
$325K
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
7+ 0.11% |
$966 - $1.03K
|
6.18K
$1.09M
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$828 - $883
|
1.36K
$241K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 2.78% |
$828 - $883
|
222
$39.3K
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6+ 0.07% |
$828 - $883
|
8.91K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$828 - $883
|
4.41K
$782K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.19% |
$828 - $883
|
3.15K
$558K
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$690 - $736
|
6.23K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.26% |
$690 - $736
|
1.96K
$347K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.02% |
$690 - $736
|
26.3K
$4.66M
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5+ 0.24% |
$690 - $736
|
2.11K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.31% |
$690 - $736
|
1.63K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.19% |
$690 - $736
|
2.68K
$474K
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.09% |
$690 - $736
|
5.5K
$975K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.13% |
$690 - $736
|
3.73K
$662K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.31% |
$552 - $589
|
1.3K
$231K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.18% |
$552 - $589
|
2.17K
$385K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$552 - $589
|
4
$709
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.13% |
$552 - $589
|
3.07K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.37% |
$552 - $589
|
1.08K
$191K
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
3+ 0.09% |
$414 - $442
|
3.28K
$582K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$414 - $442
|
8.47K
$1.5M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.6% |
$414 - $442
|
507
$89.9K
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.06% |
$414 - $442
|
5.45K
$965K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3+ 0.06% |
$414 - $442
|
4.7K
$832K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.61% |
$414 - $442
|
491
$87K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.19% |
$414 - $442
|
1.59K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3+ 0.19% |
$414 - $442
|
1.55K
$274K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$276 - $294
|
4.11K
$728K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.0% |
$276 - $294
|
86.4K
$15.3M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.02% |
$276 - $294
|
12K
$2.13M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$276 - $294
|
3.83K
$678K
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2+ 0.08% |
$276 - $294
|
2.61K
$463K
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2+ 0.05% |
$276 - $294
|
3.7K
$655K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.26% |
$276 - $294
|
784
$139K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $294
|
3.18K
$563K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2+ 0.13% |
$276 - $294
|
1.57K
$278K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.5% |
$276 - $294
|
405
$71.8K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.0% |
$276 - $294
|
94.2K
$16.7M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.06% |
$276 - $294
|
3.59K
$637K
|