Purchases and Sales Made in Q2 2023 in Vanguard Value ETF (VTV)

VTV Quotes by TradingView

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 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
567
+ 10.43%
$76.4K - $80.8K
6.01K $1.02M
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
566
+ 11.37%
$76.3K - $80.6K
5.55K $937K
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
564
+ 1.16%
$76K - $80.3K
49K $8.28M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
561
+ 13.73%
$75.6K - $79.9K
4.65K $785K
Aug 14, 2023 Q2 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
560
+ 6.62%
$75.5K - $79.8K
9.03K $1.53M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
545
+ 0.87%
$73.4K - $77.6K
63K $10.6M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
514
+ 0.35%
$69.3K - $73.2K
146K $24.7M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
500
+ 0.68%
$67.4K - $71.2K
74.5K $12.6M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
494
+ 5.1%
$66.6K - $70.4K
10.2K $1.72M
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
493
+ 1.66%
$66.4K - $70.2K
30.1K $5.09M
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
487
+ 2.55%
$65.6K - $69.4K
19.6K $3.32M
Jul 26, 2023 Q2 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
480
+ 1.98%
$64.7K - $68.4K
24.8K $4.19M
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
477
+ 10.18%
$64.3K - $67.9K
5.16K $873K
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
473
+ 18.51%
$63.7K - $67.4K
3.03K $512K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
469
New
$63.2K - $66.8K
469 $79.3K
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
466
+ 466.0%
$62.8K - $66.4K
566 $95.7K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
465
+ 44.93%
$62.7K - $66.2K
1.5K $254K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
463
+ 133.05%
$62.4K - $65.9K
811 $137K
Aug 11, 2023 Q2 2023
Warwick Investment Management, Inc.

BUY
 -
460
+ 1.52%
$62K - $65.5K
30.8K $5.2M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
448
+ 1.52%
$60.4K - $63.8K
29.9K $5.05M
Aug 14, 2023 Q2 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
447
+ 17.07%
$60.2K - $63.7K
3.07K $518K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
443
+ 4.21%
$59.7K - $63.1K
11K $1.85M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
443
+ 4.06%
$59.7K - $63.1K
11.4K $1.92M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
439
New
$59.2K - $62.5K
439 $74.2K
Jul 25, 2023 Q2 2023
Gpwm LLC

BUY
 -
436
+ 1.02%
$58.7K - $62.1K
43.3K $7.32M
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
434
+ 1.94%
$58.5K - $61.8K
22.8K $3.85M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
432
+ 4.0%
$58.2K - $61.5K
11.2K $1.9M
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
427
+ 23.26%
$57.5K - $60.8K
2.26K $383K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
417
+ 7.43%
$56.2K - $59.4K
6.03K $1.02M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
416
+ 0.53%
$56.1K - $59.2K
79.2K $13.4M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
415
+ 66.72%
$55.9K - $59.1K
1.04K $175K
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
412
+ 11.02%
$55.5K - $58.7K
4.15K $702K
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
407
+ 7.13%
$54.8K - $58K
6.12K $1.03M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
400
New
$53.9K - $57K
400 $67.6K
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
395
+ 18.16%
$53.2K - $56.3K
2.57K $434K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
393
+ 1.58%
$53K - $56K
25.3K $4.27M
Jul 21, 2023 Q2 2023
E&G Advisors, LP

BUY
 -
391
+ 0.47%
$52.7K - $55.7K
84.2K $14.2M
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
385
+ 16.95%
$51.9K - $54.8K
2.66K $449K
Jul 21, 2023 Q2 2023
Summit Financial Strategies, Inc.

BUY
 -
385
+ 8.0%
$51.9K - $54.8K
5.2K $879K
Aug 01, 2023 Q2 2023
Cookson Peirce & CO Inc

BUY
 -
382
+ 2.57%
$51.5K - $54.4K
15.2K $2.57M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
382
+ 34.17%
$51.5K - $54.4K
1.5K $254K
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
381
+ 22.54%
$51.3K - $54.3K
2.07K $350K
Aug 11, 2023 Q2 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
380
+ 1.78%
$51.2K - $54.1K
21.7K $3.66M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
376
+ 1.41%
$50.7K - $53.5K
27.1K $4.59M
Aug 04, 2023 Q2 2023
Pictet North America Advisors Sa

BUY
 -
374
+ 21.26%
$50.4K - $53.3K
2.13K $361K
Aug 04, 2023 Q2 2023
Banque Pictet & Cie Sa

BUY
 -
374
+ 21.26%
$50.4K - $53.3K
2.13K $361K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
373
+ 5.8%
$50.3K - $53.1K
6.8K $1.15M
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
373
+ 2.16%
$50.3K - $53.1K
17.7K $2.98M
Jul 28, 2023 Q2 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
370
+ 0.96%
$49.9K - $52.7K
38.9K $6.58M

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