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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 1.11% |
$6.74K - $7.12K
|
4.57K
$739K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
50+ 0.94% |
$6.74K - $7.12K
|
5.38K
$871K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$6.74K - $7.12K
|
50
$8.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49New |
$6.6K - $6.98K
|
49
$7.93K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
47+ 1.06% |
$6.33K - $6.69K
|
4.47K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
47+ 0.52% |
$6.33K - $6.69K
|
9.14K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
46+ 0.58% |
$6.2K - $6.55K
|
7.96K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
46+ 2.82% |
$6.2K - $6.55K
|
1.68K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
44+ 1.26% |
$5.93K - $6.27K
|
3.54K
$572K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
42+ 0.69% |
$5.66K - $5.98K
|
6.17K
$998K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
40+ 0.23% |
$5.39K - $5.7K
|
17.7K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
40+ 1.86% |
$5.39K - $5.7K
|
2.19K
$354K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 2.88% |
$5.39K - $5.7K
|
1.43K
$231K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
39+ 390.0% |
$5.25K - $5.55K
|
49
$7.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
38New |
$5.12K - $5.41K
|
38
$6.15K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
37+ 2.13% |
$4.99K - $5.27K
|
1.78K
$287K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
36+ 360.0% |
$4.85K - $5.13K
|
46
$7.44K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
35+ 0.65% |
$4.72K - $4.98K
|
5.43K
$878K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
35+ 0.1% |
$4.72K - $4.98K
|
36.2K
$5.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$4.72K - $4.98K
|
35
$5.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 1.16% |
$4.72K - $4.98K
|
3.06K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
35+ 0.09% |
$4.72K - $4.98K
|
38.7K
$6.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35+ 2.09% |
$4.72K - $4.98K
|
1.71K
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
32+ 2.02% |
$4.31K - $4.56K
|
1.62K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
32+ 0.66% |
$4.31K - $4.56K
|
4.87K
$788K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.31% |
$4.18K - $4.42K
|
10K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 1.59% |
$4.04K - $4.27K
|
1.92K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 1.88% |
$4.04K - $4.27K
|
1.62K
$263K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
29+ 0.93% |
$3.91K - $4.13K
|
3.16K
$511K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
28+ 1.29% |
$3.77K - $3.99K
|
2.19K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 0.61% |
$3.77K - $3.99K
|
4.58K
$741K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
27+ 0.16% |
$3.64K - $3.85K
|
17.3K
$2.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 4.95% |
$3.37K - $3.56K
|
530
$85.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
25+ 0.64% |
$3.37K - $3.56K
|
3.94K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23+ 0.27% |
$3.1K - $3.28K
|
8.47K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23New |
$3.1K - $3.28K
|
23
$3.72K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
22+ 1.59% |
$2.96K - $3.13K
|
1.41K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
22+ 0.46% |
$2.96K - $3.13K
|
4.77K
$771K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
21+ 0.86% |
$2.83K - $2.99K
|
2.47K
$399K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
21+ 0.69% |
$2.83K - $2.99K
|
3.07K
$497K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.21% |
$2.56K - $2.71K
|
8.94K
$1.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18+ 0.67% |
$2.43K - $2.56K
|
2.72K
$439K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 6.64% |
$2.43K - $2.56K
|
289
$46.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18+ 0.41% |
$2.43K - $2.56K
|
4.36K
$705K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
16+ 0.12% |
$2.16K - $2.28K
|
13.2K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
16+ 0.67% |
$2.16K - $2.28K
|
2.41K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.35% |
$2.02K - $2.14K
|
4.35K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15+ 0.63% |
$2.02K - $2.14K
|
2.4K
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
15+ 0.32% |
$2.02K - $2.14K
|
4.71K
$762K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.31% |
$2.02K - $2.14K
|
4.89K
$791K
|