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 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74.1K+ 23.85% |
$9.98M - $10.6M
|
385K
$65.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
72.3KNew |
$9.74M - $10.3M
|
72.3K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
69.2KNew |
$9.33M - $9.86M
|
69.2K
$11.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
67.4K+ 435.98% |
$9.09M - $9.6M
|
82.9K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
66.9K+ 7.07% |
$9.02M - $9.53M
|
1.01M
$173M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
65.4K+ 109.83% |
$8.81M - $9.31M
|
125K
$21.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.4K+ 7.15% |
$8.68M - $9.18M
|
965K
$164M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
56K+ 9.9% |
$7.54M - $7.97M
|
621K
$106M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.5K+ 9.05% |
$7.47M - $7.9M
|
668K
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54.8K+ 416.7% |
$7.39M - $7.81M
|
68K
$11.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
53.1K+ 88.13% |
$7.15M - $7.56M
|
113K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 16.35% |
$6.63M - $7.01M
|
350K
$59.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.2K+ 9.33% |
$6.63M - $7.01M
|
577K
$98.2M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48.4K+ 28.05% |
$6.53M - $6.9M
|
221K
$37.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 1.53% |
$6.52M - $6.89M
|
3.2M
$546M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47.7K+ 14.68% |
$6.43M - $6.8M
|
373K
$63.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.3K+ 1.22% |
$6.38M - $6.74M
|
3.91M
$667M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
47.3K+ 15.83% |
$6.37M - $6.74M
|
346K
$58.9M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
46.9KNew |
$6.32M - $6.68M
|
46.9K
$7.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
46.7K+ 3.3% |
$6.29M - $6.65M
|
1.46M
$249M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46.2K+ 60.27% |
$6.23M - $6.58M
|
123K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
45.2K+ 2.78% |
$6.09M - $6.44M
|
1.67M
$285M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 5.84% |
$6.07M - $6.42M
|
817K
$139M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43.9K+ 323.49% |
$5.92M - $6.25M
|
57.5K
$9.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.8K+ 70.66% |
$5.9M - $6.24M
|
106K
$18M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
43.5K+ 210.05% |
$5.87M - $6.2M
|
64.3K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
43.4KNew |
$5.84M - $6.18M
|
43.4K
$7.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
43.3K+ 8.78% |
$5.83M - $6.16M
|
536K
$91.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
43K+ 32.95% |
$5.8M - $6.13M
|
174K
$29.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
42.5K+ 19.29% |
$5.72M - $6.05M
|
263K
$44.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
41.9K+ 10.33% |
$5.65M - $5.97M
|
448K
$76.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.7K+ 20.85% |
$5.35M - $5.65M
|
230K
$39.2M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
38.8K+ 4.0% |
$5.23M - $5.52M
|
1.01M
$172M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
38.3K+ 0.68% |
$5.16M - $5.45M
|
5.63M
$959M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.2K+ 6.34% |
$5.15M - $5.44M
|
641K
$109M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
38K+ 2.07% |
$5.13M - $5.42M
|
1.88M
$320M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37.8KNew |
$5.1M - $5.39M
|
37.8K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.6K+ 10.08% |
$4.93M - $5.21M
|
399K
$68M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
36.5KNew |
$4.92M - $5.2M
|
36.5K
$6.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
36.4K+ 10.14% |
$4.9M - $5.18M
|
395K
$67.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34.2K+ 17.29% |
$4.61M - $4.88M
|
232K
$39.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
33.8KNew |
$4.56M - $4.82M
|
33.8K
$5.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
33.5K+ 0.76% |
$4.51M - $4.77M
|
4.42M
$753M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
33.3K+ 9.17% |
$4.49M - $4.75M
|
397K
$67.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 14.4% |
$4.28M - $4.52M
|
252K
$43M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.4K+ 0.79% |
$4.23M - $4.47M
|
4.01M
$683M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
30.4KNew |
$4.1M - $4.33M
|
30.4K
$5.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
29.5K+ 29.5% |
$3.98M - $4.2M
|
130K
$22.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29.2K+ 29.94% |
$3.93M - $4.15M
|
127K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.8K+ 4.07% |
$3.75M - $3.96M
|
711K
$121M
|