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 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
365+ 6.65% |
$49.2K - $52K
|
5.85K
$990K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
365+ 3.26% |
$49.2K - $52K
|
11.6K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
355+ 0.69% |
$47.8K - $50.6K
|
51.8K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
355+ 1.2% |
$47.8K - $50.6K
|
30.1K
$5.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
354+ 18.59% |
$47.7K - $50.4K
|
2.26K
$382K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
352+ 0.3% |
$47.4K - $50.1K
|
116K
$19.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
346+ 9.33% |
$46.6K - $49.3K
|
4.06K
$686K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
343+ 9.17% |
$46.2K - $48.9K
|
4.08K
$690K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
343+ 0.61% |
$46.2K - $48.9K
|
56.2K
$9.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
326+ 1.83% |
$43.9K - $46.4K
|
18.1K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326New |
$43.9K - $46.4K
|
326
$55.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
325+ 1.07% |
$43.8K - $46.3K
|
30.6K
$5.17M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
324+ 2.79% |
$43.7K - $46.1K
|
11.9K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
321+ 9.17% |
$43.3K - $45.7K
|
3.82K
$646K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
319+ 165.28% |
$43K - $45.4K
|
512
$86.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
318+ 20.19% |
$42.8K - $45.3K
|
1.89K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
318+ 4.73% |
$42.8K - $45.3K
|
7.04K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
317+ 0.25% |
$42.7K - $45.1K
|
125K
$21.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
309+ 3.54% |
$41.6K - $44K
|
9.05K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
302+ 0.05% |
$40.7K - $43K
|
630K
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
288+ 0.9% |
$38.8K - $41K
|
32.1K
$5.43M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
280+ 3.66% |
$37.7K - $39.9K
|
7.94K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
279New |
$37.6K - $39.7K
|
279
$47.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
277+ 8.83% |
$37.3K - $39.5K
|
3.42K
$577K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
275+ 4.97% |
$37.1K - $39.2K
|
5.81K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
271+ 3.26% |
$36.5K - $38.6K
|
8.59K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
267+ 1.38% |
$36K - $38K
|
19.6K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
264+ 6.6% |
$35.6K - $37.6K
|
4.26K
$721K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
264+ 1.06% |
$35.6K - $37.6K
|
25.2K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
264New |
$35.6K - $37.6K
|
264
$44.6K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
264+ 2.01% |
$35.6K - $37.6K
|
13.4K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
255+ 66.58% |
$34.4K - $36.3K
|
638
$108K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
241+ 30.35% |
$32.5K - $34.3K
|
1.04K
$175K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
241+ 0.66% |
$32.5K - $34.3K
|
36.8K
$6.22M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 30.35% |
$32.5K - $34.3K
|
1.04K
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
236+ 7.76% |
$31.8K - $33.6K
|
3.28K
$554K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
236+ 177.44% |
$31.8K - $33.6K
|
369
$62.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
232+ 1.15% |
$31.3K - $33K
|
20.3K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
227New |
$30.6K - $32.3K
|
227
$38.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
225+ 2.05% |
$30.3K - $32K
|
11.2K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
221+ 8.72% |
$29.8K - $31.5K
|
2.76K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
220+ 5.88% |
$29.6K - $31.3K
|
3.96K
$670K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
219+ 4.74% |
$29.5K - $31.2K
|
4.84K
$819K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
219+ 12.31% |
$29.5K - $31.2K
|
2K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
217+ 0.17% |
$29.2K - $30.9K
|
126K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
212+ 8.68% |
$28.6K - $30.2K
|
2.66K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
212+ 9.39% |
$28.6K - $30.2K
|
2.47K
$418K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
209+ 3.86% |
$28.2K - $29.8K
|
5.63K
$951K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
208+ 1.54% |
$28K - $29.6K
|
13.7K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
208+ 0.69% |
$28K - $29.6K
|
30.3K
$5.11M
|