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 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.73K+ 1.95% |
$907K - $958K
|
352K
$59.9M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.61K+ 6.41% |
$890K - $941K
|
110K
$18.7M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.51K+ 12.08% |
$877K - $927K
|
60.4K
$10.3M
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
6.46K+ 17.14% |
$871K - $920K
|
44.2K
$7.52M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.17K+ 26.03% |
$831K - $878K
|
29.9K
$5.08M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.16K+ 4.59% |
$831K - $878K
|
141K
$23.9M
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.08KNew |
$819K - $865K
|
6.08K
$1.03M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
5.93KNew |
$798K - $844K
|
5.93K
$1.01M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.87K+ 144.44% |
$791K - $836K
|
9.93K
$1.69M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.76K+ 9.93% |
$776K - $820K
|
63.7K
$10.8M
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.73K+ 226.29% |
$772K - $816K
|
8.27K
$1.41M
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.73K+ 13.72% |
$772K - $816K
|
47.5K
$8.09M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5.69KNew |
$767K - $811K
|
5.69K
$969K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.63K+ 31.35% |
$758K - $801K
|
23.6K
$4.01M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.59K+ 13.37% |
$753K - $796K
|
47.4K
$8.07M
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
5.56K+ 30.25% |
$749K - $791K
|
23.9K
$4.07M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.52K+ 5.06% |
$744K - $786K
|
115K
$19.5M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.52K+ 28.73% |
$743K - $786K
|
24.7K
$4.21M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.49K+ 1.09% |
$740K - $782K
|
507K
$86.4M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.45K+ 9.62% |
$734K - $776K
|
62.1K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5.45KNew |
$734K - $776K
|
5.45K
$928K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.37K+ 10.3% |
$724K - $765K
|
57.5K
$9.79M
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.37K+ 5.22% |
$723K - $765K
|
108K
$18.4M
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.29K+ 25.21% |
$713K - $753K
|
26.3K
$4.47M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 43.58% |
$706K - $747K
|
17.3K
$2.94M
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.2K+ 22.88% |
$701K - $741K
|
27.9K
$4.76M
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
5.18K+ 43.58% |
$698K - $738K
|
17.1K
$2.91M
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.18K+ 8.34% |
$698K - $737K
|
67.3K
$11.5M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.16K+ 23.65% |
$695K - $734K
|
27K
$4.59M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.14K+ 2.71% |
$692K - $732K
|
195K
$33.2M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 99.82% |
$691K - $730K
|
10.3K
$1.75M
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.11K+ 8.8% |
$689K - $728K
|
63.2K
$10.8M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.1K+ 7.31% |
$687K - $727K
|
74.9K
$12.8M
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 1.11% |
$677K - $716K
|
457K
$77.9M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.92K+ 4.35% |
$663K - $701K
|
118K
$20.1M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.92K+ 118.66% |
$662K - $700K
|
9.06K
$1.54M
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.91K+ 10.71% |
$662K - $699K
|
50.8K
$8.64M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.9K+ 1.25% |
$660K - $698K
|
398K
$67.9M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$660K - $697K
|
4.9K
$834K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.85KNew |
$653K - $690K
|
4.85K
$825K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.83K+ 3.35% |
$651K - $688K
|
149K
$25.4M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.81K+ 14.69% |
$648K - $685K
|
37.6K
$6.4M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.78K+ 316.36% |
$644K - $680K
|
6.29K
$1.07M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.74K+ 109.66% |
$639K - $675K
|
9.07K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.7KNew |
$634K - $670K
|
4.7K
$801K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.63K+ 2.59% |
$624K - $659K
|
183K
$31.2M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.57K+ 17.44% |
$616K - $651K
|
30.8K
$5.24M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.52KNew |
$609K - $644K
|
4.52K
$770K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5K+ 3.41% |
$606K - $641K
|
137K
$23.3M
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
4.38K+ 7.38% |
$590K - $624K
|
63.7K
$10.9M
|