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 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.33K+ 7.5% |
$584K - $617K
|
62.1K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.27KNew |
$575K - $608K
|
4.27K
$727K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.2K+ 3.16% |
$565K - $597K
|
137K
$23.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
4.19K+ 44.45% |
$564K - $596K
|
13.6K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.16K+ 0.78% |
$561K - $592K
|
539K
$91.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 218.18% |
$559K - $591K
|
6.06K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.11K+ 12.09% |
$554K - $585K
|
38.1K
$6.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
4.06KNew |
$547K - $578K
|
4.06K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.05K+ 49.41% |
$546K - $577K
|
12.3K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.02KNew |
$542K - $573K
|
4.02K
$685K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.01K+ 133.62% |
$540K - $571K
|
7.01K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.01K+ 14.15% |
$540K - $571K
|
32.3K
$5.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.96K+ 14.67% |
$533K - $564K
|
31K
$5.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.94K+ 14.99% |
$531K - $561K
|
30.2K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.93K+ 2.99% |
$530K - $560K
|
135K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.91K+ 11.84% |
$527K - $557K
|
37K
$6.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.85K+ 30.44% |
$519K - $549K
|
16.5K
$2.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.72K+ 3.77% |
$502K - $530K
|
102K
$17.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 6.87% |
$498K - $527K
|
57.6K
$9.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.68K+ 8.57% |
$496K - $524K
|
46.6K
$7.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.64K+ 8.5% |
$490K - $518K
|
46.4K
$7.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.63K+ 93.18% |
$490K - $518K
|
7.53K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.62K+ 137.23% |
$488K - $516K
|
6.26K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.62K+ 7.23% |
$487K - $515K
|
53.7K
$9.14M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.6K+ 23.96% |
$485K - $513K
|
18.6K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 7.05% |
$483K - $510K
|
54.4K
$9.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.55K+ 1.77% |
$478K - $506K
|
204K
$34.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$476K - $503K
|
3.53K
$602K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
3.53K+ 2.61% |
$475K - $502K
|
138K
$23.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.46K+ 2.4% |
$466K - $492K
|
147K
$25.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3.42K+ 5.17% |
$461K - $487K
|
69.6K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.41K+ 0.68% |
$459K - $486K
|
507K
$86.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.41K+ 169.3% |
$459K - $485K
|
5.42K
$923K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.39K+ 5.57% |
$457K - $483K
|
64.2K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.32KNew |
$447K - $473K
|
3.32K
$565K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.27KNew |
$441K - $466K
|
3.27K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.26K+ 2.91% |
$439K - $464K
|
115K
$19.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 1.84% |
$434K - $459K
|
178K
$30.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
3.21KNew |
$433K - $458K
|
3.21K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.21K+ 47.41% |
$433K - $457K
|
9.99K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.21K+ 21.31% |
$432K - $457K
|
18.3K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.18K+ 8.63% |
$428K - $452K
|
40K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.17KNew |
$428K - $452K
|
3.17K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.16K+ 5.52% |
$426K - $450K
|
60.5K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.15K+ 14.52% |
$425K - $449K
|
24.9K
$4.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 41.31% |
$421K - $445K
|
10.7K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.1K+ 111.1% |
$418K - $442K
|
5.9K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.07K+ 157.27% |
$414K - $437K
|
5.02K
$855K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.02KNew |
$407K - $430K
|
3.02K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
3.01K+ 100.0% |
$406K - $429K
|
6.03K
$1.03M
|