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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
208+ 0.69% |
$28K - $29.6K
|
30.3K
$5.11M
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
207+ 1.14% |
$27.9K - $29.5K
|
18.3K
$3.1M
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
206+ 0.4% |
$27.8K - $29.3K
|
51.6K
$8.72M
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
203+ 10.83% |
$27.4K - $28.9K
|
2.08K
$351K
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
200+ 1.64% |
$26.9K - $28.5K
|
12.4K
$2.1M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
198+ 1.5% |
$26.7K - $28.2K
|
13.4K
$2.27M
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
189+ 0.26% |
$25.5K - $26.9K
|
74K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$32K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
187+ 1.58% |
$25.2K - $26.6K
|
12K
$2.03M
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
182+ 7.33% |
$24.5K - $25.9K
|
2.66K
$450K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
181+ 0.87% |
$24.4K - $25.8K
|
21K
$3.55M
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
181+ 7.82% |
$24.4K - $25.8K
|
2.5K
$422K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
177+ 11.43% |
$23.8K - $25.2K
|
1.73K
$292K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
173+ 173.0% |
$23.3K - $24.6K
|
273
$46.2K
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
171+ 1.08% |
$23K - $24.4K
|
16K
$2.7M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
170+ 0.76% |
$22.9K - $24.2K
|
22.6K
$3.83M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
169+ 17.77% |
$22.8K - $24.1K
|
1.12K
$189K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
169+ 9.31% |
$22.8K - $24.1K
|
1.99K
$336K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
169+ 1.12% |
$22.8K - $24.1K
|
15.3K
$2.58M
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
167+ 521.88% |
$22.5K - $23.8K
|
199
$33.6K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
166+ 0.09% |
$22.4K - $23.6K
|
175K
$29.6M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
166+ 0.83% |
$22.4K - $23.6K
|
20.1K
$3.4M
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
164+ 1.65% |
$22.1K - $23.4K
|
10.1K
$1.71M
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
164+ 5.64% |
$22.1K - $23.4K
|
3.07K
$519K
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
163+ 0.8% |
$22K - $23.2K
|
20.5K
$3.47M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 3.3% |
$21.7K - $22.9K
|
5.04K
$852K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
157+ 8.88% |
$21.2K - $22.4K
|
1.93K
$325K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
153+ 4.2% |
$20.6K - $21.8K
|
3.8K
$642K
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
151+ 1.09% |
$20.3K - $21.5K
|
13.9K
$2.36M
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
151+ 0.76% |
$20.3K - $21.5K
|
19.9K
$3.37M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 9.91% |
$18.6K - $19.7K
|
1.53K
$259K
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.6% |
$18.3K - $19.4K
|
22.8K
$3.85M
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
133+ 0.1% |
$17.9K - $18.9K
|
139K
$23.5M
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
132+ 2.0% |
$17.8K - $18.8K
|
6.73K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
132+ 0.35% |
$17.8K - $18.8K
|
37.8K
$6.4M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
131+ 4.65% |
$17.7K - $18.7K
|
2.95K
$499K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
130+ 0.32% |
$17.5K - $18.5K
|
40.8K
$6.9M
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
130+ 2.08% |
$17.5K - $18.5K
|
6.38K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
130New |
$17.5K - $18.5K
|
130
$22K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
129+ 586.36% |
$17.4K - $18.4K
|
151
$25.5K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
129+ 2.36% |
$17.4K - $18.4K
|
5.6K
$946K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
127+ 2.61% |
$17.1K - $18.1K
|
5K
$845K
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
126+ 3.44% |
$17K - $17.9K
|
3.79K
$640K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
125+ 0.53% |
$16.8K - $17.8K
|
23.5K
$3.98M
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
125+ 156.25% |
$16.8K - $17.8K
|
205
$34.7K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
125New |
$16.8K - $17.8K
|
125
$21.1K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
124+ 0.87% |
$16.7K - $17.7K
|
14.4K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
123+ 5.56% |
$16.6K - $17.5K
|
2.34K
$395K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
121+ 0.73% |
$16.3K - $17.2K
|
16.6K
$2.81M
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.75M
|