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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.39K- 99.07% |
$188K - $198K
|
13
$2.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.42K- 2.86% |
$191K - $202K
|
48.1K
$8.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.42K- 5.11% |
$191K - $202K
|
26.3K
$4.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.42K- 8.29% |
$192K - $203K
|
15.8K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.43K- 0.37% |
$192K - $203K
|
382K
$67.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.46K- 42.47% |
$196K - $207K
|
1.97K
$350K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.46K- 6.21% |
$197K - $208K
|
22.1K
$3.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.47K- 19.24% |
$198K - $210K
|
6.18K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.49K- 11.04% |
$201K - $212K
|
12K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.49K- 1.29% |
$201K - $212K
|
114K
$20.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.5K- 1.02% |
$202K - $214K
|
146K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.55K- 28.48% |
$209K - $220K
|
3.89K
$689K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.57K- 0.69% |
$212K - $224K
|
226K
$40.1M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.58K- 2.01% |
$213K - $225K
|
76.9K
$13.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.58K- 18.65% |
$213K - $225K
|
6.88K
$1.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.59K- 12.37% |
$214K - $226K
|
11.2K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.59K- 2.58% |
$214K - $226K
|
60K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.61K- 13.27% |
$217K - $229K
|
10.5K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.62K- 4.73% |
$218K - $231K
|
32.6K
$5.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.66K- 35.71% |
$223K - $236K
|
2.98K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.66K- 13.1% |
$224K - $237K
|
11K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 38.96% |
$227K - $240K
|
2.64K
$468K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.7K- 2.77% |
$229K - $242K
|
59.7K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.72K- 21.66% |
$231K - $244K
|
6.2K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.73K- 14.31% |
$233K - $246K
|
10.4K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.74K- 16.84% |
$234K - $247K
|
8.58K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.75K- 46.19% |
$236K - $250K
|
2.04K
$362K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.79K- 1.84% |
$241K - $255K
|
95.6K
$16.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.79K- 18.8% |
$242K - $256K
|
7.75K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.81K- 4.09% |
$244K - $258K
|
42.4K
$7.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.81K- 6.75% |
$244K - $258K
|
25.1K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.83K- 5.66% |
$246K - $260K
|
30.4K
$5.39M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.84K- 42.21% |
$247K - $261K
|
2.51K
$446K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1.88K- 13.76% |
$254K - $268K
|
11.8K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.9K- 5.18% |
$256K - $270K
|
34.8K
$6.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.91K- 2.11% |
$258K - $272K
|
88.7K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 49.04% |
$259K - $274K
|
2K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.93K- 28.22% |
$260K - $275K
|
4.91K
$871K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 2.0% |
$262K - $277K
|
95.3K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.96K- 5.59% |
$264K - $279K
|
33.1K
$5.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.01K- 15.77% |
$270K - $286K
|
10.7K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.04K- 2.36% |
$275K - $291K
|
84.6K
$15M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.08K- 1.71% |
$280K - $296K
|
119K
$21.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.09K- 3.64% |
$281K - $297K
|
55.3K
$9.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.09K- 4.01% |
$281K - $297K
|
50K
$8.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.12K- 14.21% |
$286K - $302K
|
12.8K
$2.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.13K- 1.98% |
$287K - $303K
|
105K
$18.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.15K- 4.51% |
$289K - $306K
|
45.4K
$8.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 22.7% |
$290K - $306K
|
7.33K
$1.3M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.17K- 10.69% |
$293K - $309K
|
18.1K
$3.21M
|