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 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.18KClosed |
$294K - $311K
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.19K- 2.82% |
$295K - $311K
|
75.3K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.2K- 6.67% |
$297K - $314K
|
30.8K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 9.26% |
$301K - $319K
|
21.9K
$3.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.27K- 5.41% |
$306K - $324K
|
39.8K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.33K- 75.66% |
$314K - $332K
|
750
$133K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.36K- 2.49% |
$318K - $336K
|
92.4K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.37K- 17.82% |
$319K - $338K
|
10.9K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.39K- 5.66% |
$322K - $340K
|
39.8K
$7.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.39K- 1.66% |
$322K - $340K
|
141K
$25.1M
|
|
|
Feb 12, 2024
Q2 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.39K- 1.66% |
$322K - $340K
|
141K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.42K- 37.66% |
$326K - $344K
|
4K
$709K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.5K- 5.56% |
$336K - $355K
|
42.4K
$7.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.5K- 3.96% |
$337K - $356K
|
60.8K
$10.8M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.52K- 0.94% |
$339K - $358K
|
265K
$46.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.52K- 2.74% |
$340K - $359K
|
89.5K
$15.9M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.57K- 63.35% |
$347K - $367K
|
1.49K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.72K- 1.97% |
$367K - $388K
|
135K
$24M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.75K- 2.6% |
$371K - $392K
|
103K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.76K- 8.12% |
$371K - $393K
|
31.2K
$5.53M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.87K- 6.77% |
$386K - $408K
|
39.5K
$6.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.87K- 1.08% |
$386K - $408K
|
262K
$46.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 31.49% |
$394K - $417K
|
6.37K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 10.02% |
$395K - $417K
|
26.3K
$4.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.93K- 7.81% |
$395K - $418K
|
34.6K
$6.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.97K- 6.29% |
$400K - $423K
|
44.2K
$7.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3K- 4.35% |
$404K - $427K
|
65.8K
$11.7M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.04K- 3.29% |
$409K - $432K
|
89.2K
$15.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.09K- 16.17% |
$416K - $440K
|
16K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.1K- 6.01% |
$418K - $442K
|
48.5K
$8.6M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.13K- 36.77% |
$421K - $445K
|
5.38K
$953K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.17K- 19.09% |
$427K - $451K
|
13.4K
$2.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.19K- 2.46% |
$430K - $455K
|
126K
$22.4M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-3.24K- 15.37% |
$436K - $461K
|
17.8K
$3.16M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.25K- 17.91% |
$438K - $463K
|
14.9K
$2.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.26K- 1.48% |
$439K - $464K
|
217K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.26K- 65.01% |
$440K - $465K
|
1.76K
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.29K- 75.1% |
$443K - $468K
|
1.09K
$193K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.32K- 16.0% |
$447K - $472K
|
17.4K
$3.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.33K- 11.72% |
$449K - $475K
|
25.1K
$4.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-3.37K- 12.53% |
$454K - $480K
|
23.5K
$4.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.38K- 4.48% |
$456K - $482K
|
72.2K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.44K- 41.98% |
$463K - $489K
|
4.75K
$842K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.58K- 94.59% |
$483K - $510K
|
205
$36.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.59K- 3.61% |
$484K - $512K
|
96K
$17M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.7K- 16.15% |
$498K - $527K
|
19.2K
$3.4M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.71K- 36.48% |
$500K - $528K
|
6.46K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.72K- 7.69% |
$501K - $529K
|
44.6K
$7.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-3.72K- 2.19% |
$502K - $530K
|
166K
$29.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-3.73K- 1.65% |
$502K - $531K
|
223K
$39.4M
|