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 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.08% |
$269 - $285
|
2.62K
$447K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.06% |
$135 - $142
|
1.58K
$270K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.23% |
$135 - $142
|
82
$14K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.03% |
$135 - $142
|
2.96K
$504K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.44% |
$135 - $142
|
230
$39.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$135 - $142
|
169
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.93% |
$135 - $142
|
109
$18.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.12% |
$135 - $142
|
805
$137K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.23% |
$135 - $142
|
82
$14K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1- 0.02% |
$135 - $142
|
5.94K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1- 0.03% |
$135 - $142
|
2.95K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- 0.01% |
$135 - $142
|
17.3K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1- 0.04% |
$135 - $142
|
2.5K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.06% |
$135 - $142
|
1.56K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-4- 0.74% |
$539 - $570
|
537
$91.5K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-4- 0.15% |
$539 - $570
|
2.74K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5- 1.66% |
$674 - $712
|
297
$50.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 1.3% |
$808 - $855
|
455
$77.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6- 0.1% |
$808 - $855
|
6.08K
$1.04M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-7- 0.29% |
$943 - $997
|
2.39K
$407K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.04% |
$943 - $997
|
18.6K
$3.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-7- 0.28% |
$943 - $997
|
2.49K
$424K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 2.01% |
$943 - $997
|
341
$58.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 6.9% |
$1.08K - $1.14K
|
108
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8- 0.5% |
$1.08K - $1.14K
|
1.6K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.52% |
$1.21K - $1.28K
|
1.72K
$293K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.29% |
$1.35K - $1.42K
|
3.42K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 0.08% |
$1.35K - $1.42K
|
12.3K
$2.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-10- 0.54% |
$1.35K - $1.42K
|
1.85K
$315K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11- 0.3% |
$1.48K - $1.57K
|
3.61K
$614K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12- 0.55% |
$1.62K - $1.71K
|
2.16K
$367K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-12- 0.12% |
$1.62K - $1.71K
|
10.1K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 8.57% |
$1.62K - $1.71K
|
128
$21.8K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.19% |
$1.75K - $1.85K
|
6.71K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14- 0.1% |
$1.89K - $1.99K
|
14.4K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.46% |
$1.89K - $1.99K
|
3.06K
$522K
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-15- 0.7% |
$2.02K - $2.14K
|
2.12K
$361K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-16- 0.58% |
$2.16K - $2.28K
|
2.75K
$468K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-16- 35.56% |
$2.16K - $2.28K
|
29
$4.94K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-17- 0.8% |
$2.29K - $2.42K
|
2.1K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 10.06% |
$2.29K - $2.42K
|
152
$25.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-20- 0.03% |
$2.69K - $2.85K
|
61.6K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 15.04% |
$2.69K - $2.85K
|
113
$19.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
SELL
|
- |
-21- 0.69% |
$2.83K - $2.99K
|
3.03K
$516K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21- 1.37% |
$2.83K - $2.99K
|
1.52K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-22- 9.69% |
$2.96K - $3.13K
|
205
$34.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-23- 34.33% |
$3.1K - $3.28K
|
44
$7.5K
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.11% |
$3.1K - $3.28K
|
21.1K
$3.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-24- 1.44% |
$3.23K - $3.42K
|
1.64K
$279K
|