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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$121K - $128K
|
31K
$5.31M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
897+ 16.26% |
$121K - $128K
|
6.41K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
887+ 24.9% |
$120K - $126K
|
4.45K
$762K
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
886+ 28.38% |
$119K - $126K
|
4.01K
$687K
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
876+ 5.87% |
$118K - $125K
|
15.8K
$2.71M
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
872+ 0.23% |
$117K - $124K
|
374K
$64.1M
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
871+ 1.55% |
$117K - $124K
|
56.9K
$9.75M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
861+ 4.14% |
$116K - $123K
|
21.6K
$3.71M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
861+ 4.14% |
$116K - $123K
|
21.6K
$3.71M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
845+ 27.92% |
$114K - $120K
|
3.87K
$663K
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
843+ 6.35% |
$114K - $120K
|
14.1K
$2.42M
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
842+ 7.1% |
$113K - $120K
|
12.7K
$2.18M
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
805+ 0.75% |
$108K - $115K
|
108K
$18.4M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
801+ 12.08% |
$108K - $114K
|
7.43K
$1.27M
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
800+ 53.33% |
$108K - $114K
|
2.3K
$394K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
791+ 3.55% |
$107K - $113K
|
23.1K
$3.95M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
780+ 0.69% |
$105K - $111K
|
113K
$19.4M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
768+ 21.29% |
$103K - $109K
|
4.38K
$750K
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
763+ 15.78% |
$103K - $109K
|
5.6K
$959K
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
760+ 1.37% |
$102K - $108K
|
56.2K
$9.63M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
758+ 15.55% |
$102K - $108K
|
5.63K
$965K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
752+ 9.41% |
$101K - $107K
|
8.75K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
748+ 15.25% |
$101K - $107K
|
5.65K
$969K
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
736+ 3.84% |
$99.2K - $105K
|
19.9K
$3.41M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
735+ 8.94% |
$99K - $105K
|
8.96K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
727+ 12.34% |
$98K - $104K
|
6.62K
$1.13M
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
715+ 22.77% |
$96.3K - $102K
|
3.86K
$660K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
707New |
$95.3K - $101K
|
707
$121K
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
698+ 44.43% |
$94K - $99.4K
|
2.27K
$389K
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
684+ 1.91% |
$92.2K - $97.4K
|
36.4K
$6.24M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
665+ 0.61% |
$89.6K - $94.7K
|
110K
$18.8M
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
663+ 3.0% |
$89.3K - $94.4K
|
22.7K
$3.89M
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
656+ 0.53% |
$88.4K - $93.4K
|
125K
$21.5M
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
653+ 0.6% |
$88K - $93K
|
109K
$18.6M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
652+ 1304.0% |
$87.9K - $92.9K
|
702
$120K
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
642+ 0.98% |
$86.5K - $91.4K
|
66.4K
$11.4M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
637+ 96.08% |
$85.8K - $90.7K
|
1.3K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
636+ 5.72% |
$85.7K - $90.6K
|
11.8K
$2.01M
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
607+ 36.94% |
$81.8K - $86.4K
|
2.25K
$385K
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
604+ 0.29% |
$81.4K - $86K
|
206K
$35.2M
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
603+ 2.24% |
$81.2K - $85.9K
|
27.6K
$4.72M
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
600+ 10.67% |
$80.8K - $85.5K
|
6.22K
$1.07M
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
599+ 9.87% |
$80.7K - $85.3K
|
6.67K
$1.14M
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
597+ 1.17% |
$80.4K - $85K
|
51.5K
$8.82M
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
593+ 6.23% |
$79.9K - $84.5K
|
10.1K
$1.73M
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
589+ 3.66% |
$79.4K - $83.9K
|
16.7K
$2.86M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 10.49% |
$78.3K - $82.7K
|
6.12K
$1.05M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
578+ 1.82% |
$77.9K - $82.3K
|
32.4K
$5.55M
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
576+ 6.47% |
$77.6K - $82K
|
9.48K
$1.62M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
574+ 31.61% |
$77.3K - $81.7K
|
2.39K
$409K
|