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 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.62% |
$1.48K - $1.57K
|
1.78K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
11+ 0.48% |
$1.48K - $1.57K
|
2.29K
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.26% |
$1.48K - $1.57K
|
4.2K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
11New |
$1.48K - $1.57K
|
11
$1.92K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.6% |
$1.35K - $1.42K
|
1.67K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10+ 0.1% |
$1.35K - $1.42K
|
10.1K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10+ 0.6% |
$1.35K - $1.42K
|
1.67K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.35K - $1.42K
|
3.34K
$584K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.16% |
$1.21K - $1.28K
|
5.71K
$998K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.26% |
$1.21K - $1.28K
|
3.47K
$606K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$1.21K - $1.28K
|
1.91K
$333K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8+ 0.17% |
$1.08K - $1.14K
|
4.69K
$820K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
8+ 0.22% |
$1.08K - $1.14K
|
3.56K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8+ 0.52% |
$1.08K - $1.14K
|
1.54K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
7+ 0.19% |
$943 - $997
|
3.7K
$645K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.29% |
$943 - $997
|
2.42K
$423K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.52% |
$943 - $997
|
1.35K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.33% |
$808 - $855
|
1.83K
$319K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 2.86% |
$808 - $855
|
216
$37.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$808 - $855
|
4.41K
$769K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.04% |
$674 - $712
|
12.2K
$2.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.26% |
$674 - $712
|
1.95K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.14% |
$674 - $712
|
3.48K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5+ 0.07% |
$674 - $712
|
6.88K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.09% |
$674 - $712
|
5.5K
$960K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$674 - $712
|
5
$873
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.21% |
$539 - $570
|
1.89K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.83% |
$539 - $570
|
488
$85.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.09% |
$539 - $570
|
4.61K
$804K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.44% |
$539 - $570
|
918
$160K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.37% |
$539 - $570
|
1.07K
$187K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.03% |
$539 - $570
|
12K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.05% |
$539 - $570
|
8.8K
$1.54M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.64% |
$404 - $427
|
186
$32.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$404 - $427
|
2.88K
$503K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$404 - $427
|
16.4K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.39% |
$404 - $427
|
782
$137K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.75% |
$404 - $427
|
403
$70.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.06% |
$404 - $427
|
5.44K
$951K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.16% |
$404 - $427
|
1.88K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$404 - $427
|
1.75K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.13% |
$404 - $427
|
2.27K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.6% |
$404 - $427
|
504
$88K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.88% |
$269 - $285
|
230
$40.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.04% |
$269 - $285
|
4.97K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 7.41% |
$269 - $285
|
29
$5.07K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.94% |
$269 - $285
|
214
$37.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$269 - $285
|
1.9K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$269 - $285
|
8.23K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.0% |
$269 - $285
|
86.4K
$15.1M
|