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 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
27.6K+ 12.68% |
$3.72M - $3.93M
|
245K
$41.8M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
27.3KNew |
$3.67M - $3.88M
|
27.3K
$4.64M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.2K+ 15.12% |
$3.66M - $3.87M
|
207K
$35.2M
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
26.9KNew |
$3.63M - $3.83M
|
26.9K
$4.58M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
26.8K+ 791.17% |
$3.61M - $3.82M
|
30.2K
$5.14M
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
25.1KNew |
$3.38M - $3.57M
|
25.1K
$4.27M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
25K+ 1048.03% |
$3.36M - $3.56M
|
27.3K
$4.66M
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23.9K+ 4.29% |
$3.22M - $3.4M
|
581K
$98.9M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
23.6K+ 6.23% |
$3.19M - $3.37M
|
403K
$68.6M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.7KNew |
$3.06M - $3.23M
|
22.7K
$3.87M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22.7KNew |
$3.06M - $3.23M
|
22.7K
$3.87M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.4K+ 53.93% |
$3.02M - $3.2M
|
64.1K
$10.9M
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
22.4K+ 66.97% |
$3.01M - $3.18M
|
55.7K
$9.49M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22.3K+ 22.38% |
$3.01M - $3.18M
|
122K
$20.8M
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
21.8K+ 8.42% |
$2.93M - $3.1M
|
280K
$47.7M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.5K+ 27.52% |
$2.89M - $3.06M
|
99.4K
$16.9M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
21.4K+ 217.77% |
$2.89M - $3.05M
|
31.3K
$5.32M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
20.8K+ 351.29% |
$2.81M - $2.97M
|
26.8K
$4.56M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.4K+ 1.62% |
$2.74M - $2.9M
|
1.28M
$218M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20.3K+ 5.46% |
$2.73M - $2.88M
|
392K
$66.7M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
20.1K+ 12.31% |
$2.7M - $2.86M
|
183K
$31.2M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19.3K+ 66.32% |
$2.6M - $2.75M
|
48.4K
$8.24M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
19.1K+ 190.67% |
$2.58M - $2.72M
|
29.1K
$4.96M
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
19K+ 205.99% |
$2.56M - $2.71M
|
28.2K
$4.81M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.4K+ 16.67% |
$2.48M - $2.62M
|
129K
$21.9M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
18.2K+ 13.64% |
$2.45M - $2.59M
|
152K
$25.8M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
17.9K+ 112.47% |
$2.41M - $2.54M
|
33.7K
$5.75M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
16.7K+ 213.82% |
$2.25M - $2.37M
|
24.5K
$4.17M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16.6K+ 47.59% |
$2.23M - $2.36M
|
51.4K
$8.76M
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16.4K+ 10.11% |
$2.21M - $2.33M
|
179K
$30.4M
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
16.2K+ 19.47% |
$2.19M - $2.31M
|
99.6K
$17M
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
16.1KNew |
$2.17M - $2.3M
|
16.1K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.9K+ 49.95% |
$2.15M - $2.27M
|
47.8K
$8.14M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 4.5% |
$2.12M - $2.24M
|
364K
$62M
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
15.6K+ 295.8% |
$2.1M - $2.21M
|
20.8K
$3.54M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
15.5K+ 5.32% |
$2.09M - $2.21M
|
308K
$52.4M
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
15.5K+ 11.15% |
$2.09M - $2.21M
|
155K
$26.4M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 2325.34% |
$2.05M - $2.17M
|
15.9K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.9K+ 40.16% |
$2M - $2.12M
|
51.9K
$8.84M
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
14.1K+ 10.55% |
$1.9M - $2M
|
147K
$25.1M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14K+ 29.04% |
$1.89M - $2M
|
62.3K
$10.6M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.9K+ 9.71% |
$1.87M - $1.98M
|
157K
$26.7M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13.7K+ 2.1% |
$1.85M - $1.95M
|
667K
$114M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
13.5K+ 76.96% |
$1.81M - $1.92M
|
30.9K
$5.27M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 27.87% |
$1.8M - $1.9M
|
61.4K
$10.4M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 3.21% |
$1.79M - $1.89M
|
427K
$72.7M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 9.02% |
$1.76M - $1.86M
|
158K
$26.9M
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
13K+ 1.05% |
$1.75M - $1.85M
|
1.25M
$212M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12.6K+ 8.07% |
$1.69M - $1.79M
|
168K
$28.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 14.4% |
$1.68M - $1.78M
|
99.3K
$16.9M
|