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 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7.25K- 76.87% |
$977K - $1.03M
|
2.18K
$387K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.79K- 72.83% |
$1.05M - $1.11M
|
2.91K
$515K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-7.85K- 12.06% |
$1.06M - $1.12M
|
57.3K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.89K- 79.67% |
$1.06M - $1.12M
|
2.01K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.12K- 2.94% |
$1.09M - $1.16M
|
268K
$47.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.13K- 0.83% |
$1.1M - $1.16M
|
976K
$173M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.2K- 11.31% |
$1.11M - $1.17M
|
64.3K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.25K- 2.63% |
$1.11M - $1.18M
|
306K
$54.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-8.31K- 26.0% |
$1.12M - $1.18M
|
23.6K
$4.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8.33K- 0.93% |
$1.12M - $1.19M
|
889K
$158M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.46K- 18.25% |
$1.14M - $1.21M
|
37.9K
$6.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.56K- 1.26% |
$1.15M - $1.22M
|
671K
$119M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-8.62K- 39.57% |
$1.16M - $1.23M
|
13.2K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.7K- 1.25% |
$1.17M - $1.24M
|
689K
$122M
|
|
|
Aug 01, 2023
Q2 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-8.74K- 7.08% |
$1.18M - $1.24M
|
115K
$20.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.82K- 16.71% |
$1.19M - $1.26M
|
43.9K
$7.79M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-9.19K- 11.84% |
$1.24M - $1.31M
|
68.4K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-9.32K- 28.6% |
$1.26M - $1.33M
|
23.3K
$4.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.34K- 7.12% |
$1.26M - $1.33M
|
122K
$21.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-9.51K- 6.17% |
$1.28M - $1.35M
|
145K
$25.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.89K- 28.59% |
$1.33M - $1.41M
|
24.7K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-9.93K- 86.12% |
$1.34M - $1.41M
|
1.6K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 19.04% |
$1.35M - $1.43M
|
42.7K
$7.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.2K- 1.77% |
$1.37M - $1.45M
|
564K
$99.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.2K- 6.28% |
$1.38M - $1.46M
|
153K
$27.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-10.4K- 7.29% |
$1.4M - $1.48M
|
132K
$23.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.5K- 24.79% |
$1.41M - $1.49M
|
31.8K
$5.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-10.6K- 9.53% |
$1.42M - $1.5M
|
100K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-10.6K- 7.4% |
$1.43M - $1.51M
|
132K
$23.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11.4K- 13.24% |
$1.54M - $1.63M
|
74.9K
$13.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 84.81% |
$1.54M - $1.63M
|
2.05K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.6K- 1.79% |
$1.56M - $1.65M
|
638K
$113M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 76.69% |
$1.57M - $1.66M
|
3.53K
$626K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.7K- 17.6% |
$1.58M - $1.67M
|
54.9K
$9.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.1K- 12.02% |
$1.63M - $1.72M
|
88.6K
$15.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-12.1K- 3.15% |
$1.63M - $1.73M
|
372K
$65.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.2K- 45.54% |
$1.65M - $1.74M
|
14.6K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.4K- 54.18% |
$1.67M - $1.77M
|
10.5K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-12.6K- 3.24% |
$1.69M - $1.79M
|
375K
$66.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 2.98% |
$1.71M - $1.81M
|
414K
$73.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.8K- 4.81% |
$1.72M - $1.82M
|
253K
$44.8M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.1K- 5.57% |
$1.76M - $1.86M
|
222K
$39.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13.3K- 98.95% |
$1.79M - $1.9M
|
141
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.8K- 4.98% |
$1.86M - $1.97M
|
264K
$46.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-14.3K- 45.93% |
$1.93M - $2.04M
|
16.9K
$2.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-14.5K- 9.5% |
$1.96M - $2.07M
|
138K
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 4.33% |
$2.03M - $2.14M
|
333K
$59M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15.2K- 7.17% |
$2.05M - $2.16M
|
197K
$34.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.3K- 5.87% |
$2.06M - $2.18M
|
245K
$43.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 4.0% |
$2.09M - $2.21M
|
372K
$66M
|