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 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-195- 3.29% |
$26.3K - $27.8K
|
5.74K
$970K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-195- 8.36% |
$26.3K - $27.8K
|
2.14K
$361K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 6.2% |
$26.8K - $28.3K
|
3.01K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-200- 2.35% |
$26.9K - $28.5K
|
8.3K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-204- 12.4% |
$27.5K - $29.1K
|
1.44K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-204- 18.99% |
$27.5K - $29.1K
|
870
$147K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-218- 9.88% |
$29.4K - $31K
|
1.99K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-220- 1.45% |
$29.6K - $31.3K
|
14.9K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.64% |
$30.3K - $32K
|
13.5K
$2.28M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-229- 11.19% |
$30.9K - $32.6K
|
1.82K
$307K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-235- 16.12% |
$31.7K - $33.5K
|
1.22K
$207K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-237- 2.57% |
$31.9K - $33.8K
|
8.98K
$1.52M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-237- 14.07% |
$31.9K - $33.8K
|
1.45K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-239- 1.72% |
$32.2K - $34K
|
13.7K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-240- 0.42% |
$32.3K - $34.2K
|
57.5K
$9.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-244- 1.16% |
$32.9K - $34.8K
|
20.9K
$3.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-247- 1.63% |
$33.3K - $35.2K
|
14.9K
$2.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-250- 1.96% |
$33.7K - $35.6K
|
12.5K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-250- 76.45% |
$33.7K - $35.6K
|
77
$13K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-251- 8.08% |
$33.8K - $35.7K
|
2.86K
$483K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-256- 2.71% |
$34.5K - $36.5K
|
9.19K
$1.55M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-258- 9.52% |
$34.8K - $36.7K
|
2.45K
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-264- 1.81% |
$35.6K - $37.6K
|
14.3K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-266- 1.69% |
$35.8K - $37.9K
|
15.4K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-270- 10.87% |
$36.4K - $38.5K
|
2.22K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-271- 0.05% |
$36.5K - $38.6K
|
589K
$99.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-275- 1.71% |
$37.1K - $39.2K
|
15.8K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-283- 10.01% |
$38.1K - $40.3K
|
2.54K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-285- 1.44% |
$38.4K - $40.6K
|
19.6K
$3.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-286- 3.59% |
$38.5K - $40.7K
|
7.68K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-287- 8.69% |
$38.7K - $40.9K
|
3.02K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-289- 1.59% |
$38.9K - $41.2K
|
17.9K
$3.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-291- 1.16% |
$39.2K - $41.4K
|
24.9K
$4.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-291- 14.59% |
$39.2K - $41.4K
|
1.7K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-291- 3.19% |
$39.2K - $41.4K
|
8.82K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-292- 6.82% |
$39.3K - $41.6K
|
3.99K
$675K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-293- 2.32% |
$39.5K - $41.7K
|
12.3K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-293- 5.96% |
$39.5K - $41.7K
|
4.63K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-295- 2.37% |
$39.7K - $42K
|
12.2K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-297- 0.27% |
$40K - $42.3K
|
109K
$18.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-298- 6.63% |
$40.2K - $42.4K
|
4.2K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-301- 4.98% |
$40.6K - $42.9K
|
5.74K
$970K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-303- 2.47% |
$40.8K - $43.2K
|
12K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-305- 3.1% |
$41.1K - $43.4K
|
9.55K
$1.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-315- 7.61% |
$42.4K - $44.9K
|
3.82K
$646K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-319- 2.02% |
$43K - $45.4K
|
15.5K
$2.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-321- 17.75% |
$43.3K - $45.7K
|
1.49K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-329- 7.91% |
$44.3K - $46.9K
|
3.83K
$647K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-331- 0.6% |
$44.6K - $47.1K
|
55.2K
$9.33M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-331- 29.4% |
$44.6K - $47.1K
|
795
$134K
|