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 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-57- 0.51% |
$7.68K - $8.12K
|
11.1K
$1.89M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-59- 1.25% |
$7.95K - $8.4K
|
4.68K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-61- 1.77% |
$8.22K - $8.69K
|
3.39K
$578K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-65- 1.99% |
$8.76K - $9.26K
|
3.21K
$546K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-66- 0.95% |
$8.89K - $9.4K
|
6.89K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-66- 4.68% |
$8.89K - $9.4K
|
1.34K
$229K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 0.73% |
$9.16K - $9.68K
|
9.23K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.23% |
$9.16K - $9.68K
|
5.48K
$934K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 2.5% |
$9.3K - $9.83K
|
2.69K
$459K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-70- 2.84% |
$9.43K - $9.97K
|
2.39K
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-70- 3.58% |
$9.43K - $9.97K
|
1.89K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 0.76% |
$9.43K - $9.97K
|
9.17K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-72- 0.43% |
$9.7K - $10.3K
|
16.6K
$2.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-73- 0.32% |
$9.84K - $10.4K
|
22.5K
$3.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76- 0.67% |
$10.2K - $10.8K
|
11.3K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-77- 0.65% |
$10.4K - $11K
|
11.8K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-77- 0.5% |
$10.4K - $11K
|
15.5K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-77- 1.95% |
$10.4K - $11K
|
3.87K
$660K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-80- 1.7% |
$10.8K - $11.4K
|
4.64K
$790K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-81- 0.6% |
$10.9K - $11.5K
|
13.3K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-83- 3.24% |
$11.2K - $11.8K
|
2.48K
$422K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-84- 4.62% |
$11.3K - $12K
|
1.74K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-85- 0.88% |
$11.5K - $12.1K
|
9.53K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-86- 1.43% |
$11.6K - $12.2K
|
5.92K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86- 0.2% |
$11.6K - $12.2K
|
42.3K
$7.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-87- 0.21% |
$11.7K - $12.4K
|
41.6K
$7.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-88- 2.11% |
$11.9K - $12.5K
|
4.08K
$695K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-89- 72.95% |
$12K - $12.7K
|
33
$5.62K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-91- 0.34% |
$12.3K - $13K
|
26.4K
$4.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-93- 1.47% |
$12.5K - $13.2K
|
6.25K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-96- 4.24% |
$12.9K - $13.7K
|
2.17K
$370K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-96- 0.51% |
$12.9K - $13.7K
|
18.7K
$3.19M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-97- 1.41% |
$13.1K - $13.8K
|
6.78K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 28.82% |
$13.5K - $14.2K
|
247
$42.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-100- 1.96% |
$13.5K - $14.2K
|
5.01K
$854K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 14.29% |
$13.5K - $14.2K
|
600
$102K
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-102- 1.63% |
$13.7K - $14.5K
|
6.17K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-104- 6.46% |
$14K - $14.8K
|
1.51K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-104- 3.8% |
$14K - $14.8K
|
2.63K
$448K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-107- 12.56% |
$14.4K - $15.2K
|
745
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-107- 1.72% |
$14.4K - $15.2K
|
6.12K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-108- 51.92% |
$14.6K - $15.4K
|
100
$17K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-111- 1.1% |
$15K - $15.8K
|
9.98K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-113- 0.08% |
$15.2K - $16.1K
|
138K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113- 0.24% |
$15.2K - $16.1K
|
47.2K
$8.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-114- 0.19% |
$15.4K - $16.2K
|
58.6K
$9.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-117- 4.91% |
$15.8K - $16.7K
|
2.26K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-119- 2.0% |
$16K - $16.9K
|
5.83K
$992K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-121- 0.68% |
$16.3K - $17.2K
|
17.6K
$2.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-121- 0.52% |
$16.3K - $17.2K
|
23.3K
$3.96M
|