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
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.95K+ 16.2% |
$397K - $420K
|
21.1K
$3.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.95KNew |
$397K - $420K
|
2.95K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.89KNew |
$390K - $412K
|
2.89K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
2.89K+ 5.78% |
$389K - $412K
|
52.9K
$9M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.88K+ 181.35% |
$388K - $410K
|
4.47K
$760K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$488K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.79K+ 15.1% |
$376K - $398K
|
21.3K
$3.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.79K+ 9.34% |
$375K - $397K
|
32.6K
$5.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
2.75K+ 15.63% |
$370K - $392K
|
20.3K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.74K+ 11.49% |
$369K - $390K
|
26.6K
$4.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.74KNew |
$369K - $390K
|
2.74K
$466K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.72KNew |
$367K - $388K
|
2.72K
$464K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.72KNew |
$366K - $387K
|
2.72K
$463K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.66K+ 4.03% |
$358K - $379K
|
68.7K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.66K+ 2.73% |
$358K - $378K
|
100K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.66K+ 3.03% |
$358K - $378K
|
90.4K
$15.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2.64K+ 1.14% |
$356K - $376K
|
234K
$39.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 20.18% |
$356K - $376K
|
15.7K
$2.68M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.64K+ 46.81% |
$356K - $376K
|
8.28K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.63K+ 33.84% |
$354K - $374K
|
10.4K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.61K+ 4.77% |
$352K - $372K
|
57.3K
$9.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$350K - $370K
|
2.6K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.58K+ 17.42% |
$347K - $367K
|
17.4K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.57K+ 6.49% |
$347K - $366K
|
42.2K
$7.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.56K+ 100.0% |
$345K - $364K
|
5.12K
$872K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.54KNew |
$342K - $362K
|
2.54K
$433K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.54KNew |
$342K - $362K
|
2.54K
$432K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.45K+ 10.38% |
$330K - $348K
|
26K
$4.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
2.37K+ 12.99% |
$319K - $337K
|
20.6K
$3.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.37K+ 1.73% |
$319K - $337K
|
139K
$23.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.35K+ 5.48% |
$317K - $335K
|
45.3K
$7.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.32K+ 1.89% |
$313K - $331K
|
126K
$21.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.3K+ 7.75% |
$310K - $328K
|
32K
$5.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.3K+ 7.63% |
$310K - $328K
|
32.4K
$5.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.27K+ 3.32% |
$306K - $323K
|
70.5K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 17.39% |
$303K - $320K
|
15.2K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
2.25K+ 3.73% |
$302K - $320K
|
62.5K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.2K+ 6.78% |
$296K - $313K
|
34.6K
$5.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$296K - $313K
|
2.2K
$374K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.19K+ 0.47% |
$295K - $312K
|
468K
$79.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.18K+ 0.4% |
$293K - $310K
|
544K
$92.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2.15K+ 3.71% |
$289K - $306K
|
60K
$10.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.14K+ 15.44% |
$288K - $305K
|
16K
$2.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.14KNew |
$288K - $304K
|
2.14K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.12KNew |
$285K - $302K
|
2.12K
$361K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.1K+ 3.87% |
$282K - $298K
|
56.2K
$9.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 4.58% |
$281K - $298K
|
47.7K
$8.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.09K+ 158.27% |
$281K - $297K
|
3.4K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.08K+ 4.24% |
$280K - $296K
|
51K
$8.69M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 3.6% |
$279K - $295K
|
59.7K
$10.2M
|