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 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
123+ 5.56% |
$16.6K - $17.5K
|
2.34K
$412K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
121+ 0.73% |
$16.3K - $17.2K
|
16.6K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
120+ 4.21% |
$16.2K - $17.1K
|
2.97K
$524K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
118+ 1.49% |
$15.9K - $16.8K
|
8.02K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
117+ 111.43% |
$15.8K - $16.7K
|
222
$39.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
115+ 2.88% |
$15.5K - $16.4K
|
4.11K
$723K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
113+ 0.76% |
$15.2K - $16.1K
|
15K
$2.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
113+ 1.55% |
$15.2K - $16.1K
|
7.4K
$1.3M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
112+ 0.65% |
$15.1K - $16K
|
17.4K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
111New |
$15K - $15.8K
|
111
$19.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
110+ 2.43% |
$14.8K - $15.7K
|
4.64K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
108+ 6.02% |
$14.6K - $15.4K
|
1.9K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101+ 3.08% |
$13.6K - $14.4K
|
3.38K
$595K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.5K - $14.2K
|
100
$17.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 2.95% |
$13.5K - $14.2K
|
3.49K
$615K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
95+ 3.89% |
$12.8K - $13.5K
|
2.54K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
95New |
$12.8K - $13.5K
|
95
$16.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 0.43% |
$12.7K - $13.4K
|
22K
$3.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 0.68% |
$11.3K - $12K
|
12.5K
$2.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.45% |
$11.3K - $12K
|
18.7K
$3.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
83+ 4.82% |
$11.2K - $11.8K
|
1.81K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.22% |
$10.5K - $11.1K
|
6.49K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
76+ 1.02% |
$10.2K - $10.8K
|
7.55K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
76+ 1.01% |
$10.2K - $10.8K
|
7.63K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
76+ 0.38% |
$10.2K - $10.8K
|
19.9K
$3.51M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
76+ 1.02% |
$10.2K - $10.8K
|
7.55K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
72New |
$9.7K - $10.3K
|
72
$12.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
72+ 3.18% |
$9.7K - $10.3K
|
2.34K
$411K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
71+ 0.74% |
$9.57K - $10.1K
|
9.67K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
71New |
$9.57K - $10.1K
|
71
$12.5K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
70+ 0.04% |
$9.43K - $9.97K
|
164K
$28.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 2.69% |
$9.3K - $9.83K
|
2.63K
$464K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
68+ 2.98% |
$9.16K - $9.68K
|
2.35K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
67+ 1.14% |
$9.03K - $9.54K
|
5.95K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
64+ 1.21% |
$8.62K - $9.11K
|
5.35K
$942K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.66% |
$8.49K - $8.97K
|
9.64K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
62+ 0.06% |
$8.35K - $8.83K
|
97.6K
$17.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
60+ 1.22% |
$8.08K - $8.55K
|
4.98K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
60+ 0.16% |
$8.08K - $8.55K
|
38.7K
$6.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
59+ 1.14% |
$7.95K - $8.4K
|
5.25K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
59+ 60.82% |
$7.95K - $8.4K
|
156
$27.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
57+ 4.08% |
$7.68K - $8.12K
|
1.46K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
53+ 0.56% |
$7.14K - $7.55K
|
9.58K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
53+ 2.48% |
$7.14K - $7.55K
|
2.19K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.5% |
$7.14K - $7.55K
|
10.6K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
51New |
$6.87K - $7.26K
|
51
$8.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
51New |
$6.87K - $7.26K
|
51
$8.99K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 0.32% |
$6.74K - $7.12K
|
15.8K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 1.11% |
$6.74K - $7.12K
|
4.57K
$805K
|