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 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.02K- 18.42% |
$137K - $145K
|
4.5K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.02K- 1.54% |
$137K - $145K
|
65.1K
$11.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.02K- 6.03% |
$138K - $145K
|
15.9K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 5.45% |
$138K - $146K
|
17.8K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 34.72% |
$139K - $147K
|
1.94K
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.03K- 14.7% |
$139K - $147K
|
5.99K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 0.69% |
$140K - $148K
|
150K
$26.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.04K- 1.77% |
$141K - $149K
|
58K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.05K- 2.28% |
$141K - $149K
|
45K
$7.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-1.05K- 5.35% |
$142K - $150K
|
18.6K
$3.29M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.05K- 9.94% |
$142K - $150K
|
9.53K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.06K- 40.62% |
$142K - $150K
|
1.54K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.06K- 4.01% |
$143K - $151K
|
25.3K
$4.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.07K- 47.26% |
$144K - $152K
|
1.19K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.5% |
$148K - $157K
|
221K
$39.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.1K- 1.22% |
$149K - $157K
|
89.4K
$15.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.11K- 6.61% |
$150K - $158K
|
15.7K
$2.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.11K- 2.38% |
$150K - $159K
|
45.7K
$8.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.12K- 9.46% |
$151K - $160K
|
10.7K
$1.9M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.12K- 3.59% |
$151K - $160K
|
30.2K
$5.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.13K- 2.01% |
$152K - $160K
|
54.8K
$9.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.14K- 2.88% |
$153K - $162K
|
38.3K
$6.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.15K- 2.03% |
$155K - $163K
|
55.5K
$9.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.15K- 3.63% |
$155K - $164K
|
30.6K
$5.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 2.61% |
$158K - $167K
|
43.7K
$7.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 10.25% |
$163K - $172K
|
10.6K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.21K- 31.52% |
$163K - $173K
|
2.63K
$467K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.23K- 7.36% |
$165K - $175K
|
15.4K
$2.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 12.17% |
$167K - $177K
|
8.96K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.24K- 5.54% |
$167K - $177K
|
21.2K
$3.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.24K- 0.41% |
$167K - $177K
|
303K
$53.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.24K- 14.36% |
$168K - $177K
|
7.42K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.25K- 3.1% |
$169K - $179K
|
39.3K
$6.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.26K- 10.32% |
$169K - $179K
|
10.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.26K- 1.58% |
$169K - $179K
|
78.3K
$13.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.26K- 79.73% |
$170K - $180K
|
321
$56.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.27K- 4.03% |
$171K - $181K
|
30.3K
$5.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.27K- 29.13% |
$172K - $181K
|
3.1K
$549K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 1.46% |
$176K - $186K
|
88K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.32K- 8.12% |
$178K - $188K
|
14.9K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.32K- 1.07% |
$178K - $188K
|
122K
$21.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.32K- 5.4% |
$178K - $189K
|
23.2K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-1.33K- 10.55% |
$179K - $189K
|
11.3K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.33K- 52.07% |
$180K - $190K
|
1.23K
$218K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.36K- 3.42% |
$184K - $194K
|
38.5K
$6.82M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.37K- 5.6% |
$184K - $195K
|
23K
$4.08M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.37K- 4.8% |
$185K - $195K
|
27.2K
$4.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.37K- 1.98% |
$185K - $196K
|
68.1K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 2.59% |
$187K - $198K
|
52.1K
$9.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.39K- 42.3% |
$187K - $198K
|
1.9K
$336K
|