Purchases and Sales Made in Q2 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 8.04% |
$181K - $192K
|
18.1K
$3.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 10.24% |
$179K - $190K
|
14.3K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.32K+ 13.39% |
$178K - $188K
|
11.2K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 2.74% |
$174K - $184K
|
48.5K
$8.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.12% |
$174K - $184K
|
117K
$20.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.25KNew |
$169K - $179K
|
1.25K
$221K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.25K+ 64.3% |
$168K - $178K
|
3.19K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.23K+ 56.48% |
$166K - $176K
|
3.42K
$602K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.23K+ 3.33% |
$165K - $174K
|
38K
$6.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22K+ 4.79% |
$164K - $174K
|
26.7K
$4.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.22K+ 11.5% |
$164K - $173K
|
11.8K
$2.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2K+ 2.73% |
$162K - $171K
|
45.2K
$7.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.2K+ 374.92% |
$161K - $170K
|
1.52K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.6% |
$160K - $169K
|
75.4K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.17K+ 20.88% |
$158K - $167K
|
6.77K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.16K+ 2.91% |
$156K - $165K
|
40.9K
$7.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.16K+ 15.93% |
$156K - $165K
|
8.42K
$1.48M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.15K+ 7.74% |
$155K - $164K
|
16K
$2.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.15K+ 6.76% |
$155K - $163K
|
18.1K
$3.19M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.14K+ 2.2% |
$154K - $162K
|
52.9K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.14K+ 9.6% |
$154K - $162K
|
13K
$2.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.14K+ 0.8% |
$153K - $162K
|
143K
$25.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.1K+ 1.93% |
$149K - $157K
|
58.2K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 2.01% |
$149K - $157K
|
55.9K
$9.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.1K+ 5.05% |
$148K - $156K
|
22.8K
$4.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.09K+ 1.85% |
$147K - $156K
|
60.1K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.09K+ 18.7% |
$146K - $155K
|
6.89K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08K+ 3.76% |
$146K - $154K
|
29.8K
$5.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.08K+ 10.03% |
$145K - $154K
|
11.8K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.08K+ 104.76% |
$145K - $154K
|
2.11K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.05K+ 1.34% |
$141K - $150K
|
79.2K
$14M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.03K+ 30.39% |
$139K - $147K
|
4.43K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.03K+ 1.32% |
$139K - $147K
|
79K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.03K+ 35.91% |
$138K - $146K
|
3.88K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.02K+ 3.11% |
$138K - $145K
|
33.8K
$5.96M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.02K+ 49.58% |
$137K - $145K
|
3.06K
$540K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 2.86% |
$136K - $144K
|
36.4K
$6.42M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 15.5% |
$136K - $144K
|
7.53K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.01K+ 0.71% |
$136K - $143K
|
142K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 6.25% |
$135K - $142K
|
17K
$3M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
989+ 2.84% |
$133K - $141K
|
35.8K
$6.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
983+ 21.37% |
$132K - $140K
|
5.58K
$984K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
976+ 16.22% |
$132K - $139K
|
7K
$1.23M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
973+ 44.82% |
$131K - $139K
|
3.14K
$554K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
965+ 37.55% |
$130K - $137K
|
3.54K
$623K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
961+ 8.15% |
$129K - $137K
|
12.8K
$2.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
960+ 0.75% |
$129K - $137K
|
128K
$22.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
948+ 61.92% |
$128K - $135K
|
2.48K
$437K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
942New |
$127K - $134K
|
942
$166K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
940+ 1.35% |
$127K - $134K
|
70.5K
$12.4M
|