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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.85K- 11.96% |
$519K - $548K
|
28.3K
$4.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.88K- 24.46% |
$523K - $553K
|
12K
$2.04M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.91K- 1.21% |
$527K - $557K
|
320K
$54.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.99K- 10.98% |
$537K - $568K
|
32.3K
$5.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.99K- 4.7% |
$538K - $569K
|
80.9K
$13.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4K- 3.98% |
$538K - $569K
|
96.3K
$16.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.03K- 14.32% |
$542K - $573K
|
24.1K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.03K- 20.93% |
$543K - $574K
|
15.2K
$2.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.06K- 2.43% |
$547K - $578K
|
163K
$27.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.22K- 33.04% |
$568K - $601K
|
8.55K
$1.46M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.36K- 16.15% |
$587K - $621K
|
22.6K
$3.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.36K- 1.66% |
$588K - $622K
|
258K
$44M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.38K- 1.27% |
$590K - $624K
|
341K
$58M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.42K- 32.87% |
$596K - $630K
|
9.03K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.44K- 1.98% |
$598K - $632K
|
219K
$37.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.48K- 11.92% |
$604K - $638K
|
33.1K
$5.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.54K- 7.73% |
$611K - $646K
|
54.1K
$9.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.65K- 3.72% |
$626K - $662K
|
120K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.79K- 13.43% |
$646K - $682K
|
30.9K
$5.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.81K- 7.75% |
$649K - $685K
|
57.3K
$9.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.9K- 2.99% |
$660K - $698K
|
159K
$27.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.08K- 9.06% |
$685K - $724K
|
51K
$8.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.09K- 7.95% |
$685K - $724K
|
58.9K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.11K- 33.67% |
$688K - $727K
|
10.1K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.16K- 12.94% |
$695K - $735K
|
34.7K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.17K- 0.13% |
$697K - $737K
|
3.88M
$661M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.17K- 0.13% |
$697K - $737K
|
3.88M
$661M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.23K- 6.0% |
$705K - $745K
|
82K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.26K- 22.84% |
$709K - $749K
|
17.8K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.28K- 4.52% |
$711K - $751K
|
111K
$19M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5.4K- 1.63% |
$727K - $768K
|
325K
$55.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.46K- 1.37% |
$736K - $777K
|
394K
$67.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 1.89% |
$737K - $779K
|
283K
$48.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5.57K- 8.07% |
$750K - $793K
|
63.4K
$10.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.64K- 18.36% |
$760K - $804K
|
25.1K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5.84K- 1.07% |
$787K - $831K
|
541K
$92.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6K- 11.19% |
$808K - $855K
|
47.6K
$8.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.13K- 18.78% |
$826K - $873K
|
26.5K
$4.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.22K- 8.81% |
$837K - $885K
|
64.3K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.29K- 72.91% |
$847K - $896K
|
2.34K
$398K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.38K- 14.28% |
$859K - $908K
|
38.3K
$6.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.49K- 32.8% |
$875K - $925K
|
13.3K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.93K- 10.96% |
$934K - $987K
|
56.3K
$9.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7K- 17.72% |
$943K - $997K
|
32.5K
$5.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-7.06K- 13.46% |
$951K - $1.01M
|
45.4K
$7.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-7.09K- 67.32% |
$955K - $1.01M
|
3.44K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-7.2K- 11.85% |
$970K - $1.02M
|
53.5K
$9.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7.25K- 76.87% |
$977K - $1.03M
|
2.18K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.79K- 72.83% |
$1.05M - $1.11M
|
2.91K
$495K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-7.85K- 12.06% |
$1.06M - $1.12M
|
57.3K
$9.75M
|