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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 0.73% |
$3.37K - $3.56K
|
3.41K
$581K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.74% |
$3.37K - $3.56K
|
3.35K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26- 0.02% |
$3.5K - $3.7K
|
112K
$19.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-27- 0.32% |
$3.64K - $3.85K
|
8.52K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-27- 0.63% |
$3.64K - $3.85K
|
4.25K
$724K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-28- 1.09% |
$3.77K - $3.99K
|
2.54K
$432K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-28- 0.82% |
$3.77K - $3.99K
|
3.4K
$579K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-28- 25.93% |
$3.77K - $3.99K
|
80
$13.6K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.15% |
$4.04K - $4.27K
|
2.58K
$440K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.82% |
$4.04K - $4.27K
|
3.65K
$621K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-30- 0.2% |
$4.04K - $4.27K
|
14.6K
$2.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-31- 0.59% |
$4.18K - $4.42K
|
5.24K
$893K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-31- 0.29% |
$4.18K - $4.42K
|
10.8K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-32- 0.15% |
$4.31K - $4.56K
|
20.9K
$3.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 1.0% |
$4.31K - $4.56K
|
3.18K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-32- 1.96% |
$4.31K - $4.56K
|
1.6K
$273K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-35- 16.67% |
$4.72K - $4.98K
|
175
$29.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-36- 3.82% |
$4.85K - $5.13K
|
907
$155K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-36- 2.15% |
$4.85K - $5.13K
|
1.64K
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-37- 0.31% |
$4.99K - $5.27K
|
12K
$2.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.03% |
$4.99K - $5.27K
|
1.78K
$304K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-37- 0.45% |
$4.99K - $5.27K
|
8.19K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-38- 3.08% |
$5.12K - $5.41K
|
1.19K
$203K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-38- 1.13% |
$5.12K - $5.41K
|
3.33K
$567K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-39- 1.2% |
$5.25K - $5.55K
|
3.2K
$545K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-40- 2.9% |
$5.39K - $5.7K
|
1.34K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-40- 0.18% |
$5.39K - $5.7K
|
21.6K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-40- 0.64% |
$5.39K - $5.7K
|
6.25K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-41- 2.55% |
$5.52K - $5.84K
|
1.57K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-42- 0.47% |
$5.66K - $5.98K
|
8.9K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-43- 2.82% |
$5.79K - $6.12K
|
1.48K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-45- 4.56% |
$6.06K - $6.41K
|
942
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-45- 0.98% |
$6.06K - $6.41K
|
4.53K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-46- 1.59% |
$6.2K - $6.55K
|
2.84K
$485K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-46- 1.04% |
$6.2K - $6.55K
|
4.38K
$747K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-46- 0.66% |
$6.2K - $6.55K
|
6.93K
$1.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-48- 13.79% |
$6.47K - $6.84K
|
300
$51.1K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-48- 1.05% |
$6.47K - $6.84K
|
4.51K
$768K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-48- 9.6% |
$6.47K - $6.84K
|
452
$77K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-48- 0.23% |
$6.47K - $6.84K
|
20.8K
$3.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 1.37% |
$6.74K - $7.12K
|
3.6K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 2.06% |
$6.74K - $7.12K
|
2.38K
$405K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-51- 1.4% |
$6.87K - $7.26K
|
3.59K
$611K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52- 1.91% |
$7.01K - $7.41K
|
2.67K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-52- 1.91% |
$7.01K - $7.41K
|
2.67K
$455K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-54- 0.73% |
$7.28K - $7.69K
|
7.33K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-55- 0.68% |
$7.41K - $7.83K
|
8.03K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-55- 1.05% |
$7.41K - $7.83K
|
5.16K
$879K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-56- 0.64% |
$7.55K - $7.98K
|
8.76K
$1.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-56- 0.18% |
$7.55K - $7.98K
|
31.9K
$5.43M
|