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 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-528- 4.08% |
$71.1K - $75.2K
|
12.4K
$2.19M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-529- 5.0% |
$71.3K - $75.3K
|
10K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-534- 15.22% |
$72K - $76.1K
|
2.98K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-537- 11.18% |
$72.4K - $76.5K
|
4.27K
$752K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-537- 11.18% |
$72.4K - $76.5K
|
4.27K
$752K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-540- 33.05% |
$72.8K - $76.9K
|
1.09K
$193K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-551- 4.73% |
$74.2K - $78.5K
|
11.1K
$1.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-554- 7.62% |
$74.6K - $78.9K
|
6.71K
$1.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-557- 17.59% |
$75.1K - $79.3K
|
2.61K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-560- 1.06% |
$75.5K - $79.8K
|
52.3K
$9.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-566- 1.39% |
$76.3K - $80.6K
|
40.2K
$7.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-573- 16.3% |
$77.2K - $81.6K
|
2.94K
$519K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-574- 9.96% |
$77.3K - $81.7K
|
5.19K
$914K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-575- 3.07% |
$77.5K - $81.9K
|
18.2K
$3.2M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-580- 6.82% |
$78.1K - $82.6K
|
7.93K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-586- 9.57% |
$79K - $83.5K
|
5.54K
$975K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-587- 3.59% |
$79.1K - $83.6K
|
15.8K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-589- 0.1% |
$79.4K - $83.9K
|
608K
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-590- 28.11% |
$79.5K - $84K
|
1.51K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-595- 5.54% |
$80.2K - $84.7K
|
10.2K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-601- 25.49% |
$81K - $85.6K
|
1.76K
$310K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-605- 0.86% |
$81.5K - $86.2K
|
69.6K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-609- 8.4% |
$82.1K - $86.7K
|
6.64K
$1.17M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-609- 4.0% |
$82.1K - $86.7K
|
14.6K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-614- 9.2% |
$82.7K - $87.4K
|
6.06K
$1.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-619- 8.27% |
$83.4K - $88.2K
|
6.86K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-624- 3.99% |
$84.1K - $88.9K
|
15K
$2.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-625- 7.61% |
$84.2K - $89K
|
7.59K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-627- 14.02% |
$84.5K - $89.3K
|
3.85K
$677K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-628- 29.96% |
$84.6K - $89.4K
|
1.47K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-628- 3.48% |
$84.6K - $89.4K
|
17.4K
$3.07M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-631- 5.59% |
$85K - $89.9K
|
10.7K
$1.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-633- 9.45% |
$85.3K - $90.2K
|
6.06K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-634- 2.47% |
$85.4K - $90.3K
|
25K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-637- 4.58% |
$85.8K - $90.7K
|
13.3K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-642- 31.2% |
$86.5K - $91.4K
|
1.42K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-650- 8.3% |
$87.6K - $92.6K
|
7.18K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-651- 3.04% |
$87.7K - $92.7K
|
20.8K
$3.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-652- 7.99% |
$87.9K - $92.9K
|
7.51K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-659- 6.01% |
$88.8K - $93.9K
|
10.3K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-672- 6.2% |
$90.5K - $95.7K
|
10.2K
$1.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-681- 4.32% |
$91.8K - $97K
|
15.1K
$2.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-691- 0.88% |
$93.1K - $98.4K
|
78K
$13.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-696- 9.45% |
$93.8K - $99.1K
|
6.67K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-697- 2.04% |
$93.9K - $99.3K
|
33.4K
$5.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-702- 1.91% |
$94.6K - $100K
|
36K
$6.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-703- 0.26% |
$94.7K - $100K
|
272K
$47.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-704- 3.18% |
$94.9K - $100K
|
21.4K
$3.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-707- 24.97% |
$95.3K - $101K
|
2.12K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-717- 58.82% |
$96.6K - $102K
|
502
$88.5K
|