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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-331- 29.4% |
$44.6K - $47.1K
|
795
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-332- 2.62% |
$44.7K - $47.3K
|
12.3K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-333- 8.15% |
$44.9K - $47.4K
|
3.76K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-334- 1.01% |
$45K - $47.6K
|
32.7K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-342- 3.35% |
$46.1K - $48.7K
|
9.86K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-343- 6.37% |
$46.2K - $48.9K
|
5.04K
$880K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-346- 18.14% |
$46.6K - $49.3K
|
1.56K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-350- 8.47% |
$47.2K - $49.8K
|
3.78K
$661K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-352- 6.84% |
$47.4K - $50.1K
|
4.8K
$838K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-358- 11.19% |
$48.2K - $51K
|
2.84K
$496K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-360- 15.33% |
$48.5K - $51.3K
|
1.99K
$347K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-371- 12.89% |
$50K - $52.8K
|
2.51K
$438K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-376- 0.8% |
$50.7K - $53.5K
|
46.4K
$8.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-376- 1.51% |
$50.7K - $53.5K
|
24.6K
$4.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-384- 4.74% |
$51.7K - $54.7K
|
7.72K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-385- 4.84% |
$51.9K - $54.8K
|
7.56K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-385- 6.74% |
$51.9K - $54.8K
|
5.33K
$931K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-399- 1.45% |
$53.8K - $56.8K
|
27.1K
$4.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-405- 45.25% |
$54.6K - $57.7K
|
490
$85.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-408- 4.81% |
$55K - $58.1K
|
8.07K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-414- 23.79% |
$55.8K - $59K
|
1.33K
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-418- 22.31% |
$56.3K - $59.5K
|
1.46K
$254K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-425- 7.89% |
$57.3K - $60.5K
|
4.96K
$867K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-433- 13.95% |
$58.3K - $61.7K
|
2.67K
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-464- 0.33% |
$62.5K - $66.1K
|
142K
$24.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-467- 1.22% |
$62.9K - $66.5K
|
37.7K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-470- 4.37% |
$63.3K - $66.9K
|
10.3K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-472- 0.59% |
$63.6K - $67.2K
|
79K
$13.8M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-472- 10.1% |
$63.6K - $67.2K
|
4.2K
$733K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-476- 53.91% |
$64.1K - $67.8K
|
407
$71.1K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-476- 53.91% |
$64.1K - $67.8K
|
407
$71.1K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-478- 1.08% |
$64.4K - $68.1K
|
43.6K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-480- 4.11% |
$64.7K - $68.4K
|
11.2K
$1.96M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-481- 9.95% |
$64.8K - $68.5K
|
4.35K
$761K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-482- 25.75% |
$64.9K - $68.6K
|
1.39K
$243K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-482- 19.37% |
$64.9K - $68.6K
|
2.01K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-495- 0.51% |
$66.7K - $70.5K
|
97.1K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-500- 0.77% |
$67.4K - $71.2K
|
64.7K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-500- 4.73% |
$67.4K - $71.2K
|
10.1K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-508- 9.03% |
$68.4K - $72.3K
|
5.12K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-509- 11.43% |
$68.6K - $72.5K
|
3.95K
$689K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-513- 8.28% |
$69.1K - $73.1K
|
5.69K
$993K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-517- 2.42% |
$69.7K - $73.6K
|
20.8K
$3.64M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-517- 16.08% |
$69.7K - $73.6K
|
2.7K
$471K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-520- 3.68% |
$70.1K - $74.1K
|
13.6K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-520- 0.87% |
$70.1K - $74.1K
|
59.5K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-523- 18.24% |
$70.5K - $74.5K
|
2.34K
$409K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-525- 7.57% |
$70.7K - $74.8K
|
6.41K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-528- 4.08% |
$71.1K - $75.2K
|
12.4K
$2.17M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-529- 5.0% |
$71.3K - $75.3K
|
10K
$1.76M
|