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 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-125- 1.48% |
$16.8K - $17.8K
|
8.3K
$1.41M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 2.87% |
$16.8K - $17.8K
|
4.23K
$720K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-125- 7.03% |
$16.8K - $17.8K
|
1.65K
$282K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-126- 1.33% |
$17K - $17.9K
|
9.33K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-126- 5.17% |
$17K - $17.9K
|
2.31K
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-127- 0.64% |
$17.1K - $18.1K
|
19.8K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-129- 17.09% |
$17.4K - $18.4K
|
626
$107K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-130- 0.44% |
$17.5K - $18.5K
|
29.4K
$5.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-130- 4.01% |
$17.5K - $18.5K
|
3.11K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-131- 4.1% |
$17.7K - $18.7K
|
3.06K
$522K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-134- 1.89% |
$18.1K - $19.1K
|
6.96K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-138- 0.2% |
$18.6K - $19.7K
|
70.2K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-139- 1.18% |
$18.7K - $19.8K
|
11.7K
$1.99M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-139- 3.24% |
$18.7K - $19.8K
|
4.15K
$706K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-142- 0.85% |
$19.1K - $20.2K
|
16.5K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-142- 6.88% |
$19.1K - $20.2K
|
1.92K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-143- 7.37% |
$19.3K - $20.4K
|
1.8K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-143- 2.14% |
$19.3K - $20.4K
|
6.54K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-144- 3.24% |
$19.4K - $20.5K
|
4.3K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-145- 2.88% |
$19.5K - $20.7K
|
4.9K
$834K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-146- 3.61% |
$19.7K - $20.8K
|
3.9K
$664K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.67% |
$19.8K - $20.9K
|
21.9K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-150- 0.07% |
$20.2K - $21.4K
|
208K
$35.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-152- 1.18% |
$20.5K - $21.6K
|
12.7K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-152- 2.33% |
$20.5K - $21.6K
|
6.36K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-154- 5.57% |
$20.7K - $21.9K
|
2.61K
$445K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-155- 11.8% |
$20.9K - $22.1K
|
1.16K
$197K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-155- 2.55% |
$20.9K - $22.1K
|
5.93K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-157- 1.5% |
$21.2K - $22.4K
|
10.3K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-157- 1.12% |
$21.2K - $22.4K
|
13.9K
$2.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-161- 4.84% |
$21.7K - $22.9K
|
3.16K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-161- 0.69% |
$21.7K - $22.9K
|
23.1K
$3.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-167- 0.44% |
$22.5K - $23.8K
|
38K
$6.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-168- 2.39% |
$22.6K - $23.9K
|
6.86K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-169- 0.96% |
$22.8K - $24.1K
|
17.4K
$2.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-169- 1.08% |
$22.8K - $24.1K
|
15.5K
$2.64M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-171- 8.56% |
$23K - $24.4K
|
1.83K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-175- 0.95% |
$23.6K - $24.9K
|
18.2K
$3.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-176- 1.54% |
$23.7K - $25.1K
|
11.3K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-177- 1.26% |
$23.8K - $25.2K
|
13.9K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-180- 1.89% |
$24.3K - $25.6K
|
9.34K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-180- 0.93% |
$24.3K - $25.6K
|
19.2K
$3.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-182- 8.43% |
$24.5K - $25.9K
|
1.98K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-186- 6.71% |
$25.1K - $26.5K
|
2.59K
$441K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-189- 6.96% |
$25.5K - $26.9K
|
2.53K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-190- 3.92% |
$25.6K - $27.1K
|
4.66K
$794K
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-191- 0.23% |
$25.7K - $27.2K
|
84K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-193- 54.06% |
$26K - $27.5K
|
164
$27.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-193- 2.28% |
$26K - $27.5K
|
8.27K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-195- 7.99% |
$26.3K - $27.8K
|
2.25K
$383K
|