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 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.5KNew |
$1.68M - $1.78M
|
12.5K
$2.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12.3K+ 9.67% |
$1.66M - $1.76M
|
140K
$23.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.3K+ 147.0% |
$1.66M - $1.76M
|
20.7K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.16% |
$1.59M - $1.68M
|
296K
$49.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$1.58M - $1.67M
|
11.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11.5K+ 8794.66% |
$1.55M - $1.64M
|
11.7K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 0.23% |
$1.54M - $1.63M
|
4.88M
$818M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
11.4KNew |
$1.54M - $1.63M
|
11.4K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11.3K+ 2.48% |
$1.52M - $1.61M
|
468K
$78.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.3K+ 26.69% |
$1.52M - $1.6M
|
53.4K
$8.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 5.8% |
$1.51M - $1.59M
|
204K
$34.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11K+ 100.8% |
$1.48M - $1.57M
|
21.9K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 1.43% |
$1.46M - $1.55M
|
770K
$129M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 12.56% |
$1.46M - $1.54M
|
97.1K
$16.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10.8K+ 9.35% |
$1.45M - $1.54M
|
126K
$21.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 0.35% |
$1.43M - $1.51M
|
3.04M
$509M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.4K+ 1.9% |
$1.4M - $1.48M
|
559K
$93.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 6.84% |
$1.4M - $1.48M
|
163K
$27.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.4K+ 39.49% |
$1.4M - $1.48M
|
36.7K
$6.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.99K+ 1.58% |
$1.35M - $1.42M
|
643K
$108M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.96K+ 4.21% |
$1.34M - $1.42M
|
247K
$41.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 0.53% |
$1.33M - $1.41M
|
1.86M
$312M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
9.73K+ 3.08% |
$1.31M - $1.39M
|
326K
$54.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.73K+ 6.51% |
$1.31M - $1.39M
|
159K
$26.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9.55K+ 1.55% |
$1.29M - $1.36M
|
626K
$105M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.52K+ 123.84% |
$1.28M - $1.36M
|
17.2K
$2.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.51K+ 139.64% |
$1.28M - $1.35M
|
16.3K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.14KNew |
$1.23M - $1.3M
|
9.14K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
9.06K+ 4.41% |
$1.22M - $1.29M
|
215K
$36M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.94K+ 2.66% |
$1.2M - $1.27M
|
345K
$57.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.85KNew |
$1.19M - $1.26M
|
8.85K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.77K+ 14.82% |
$1.18M - $1.25M
|
68K
$11.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.73K+ 47.7% |
$1.18M - $1.24M
|
27K
$4.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.61K+ 4.49% |
$1.16M - $1.23M
|
200K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.54K+ 109.94% |
$1.15M - $1.22M
|
16.3K
$2.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
8.29KNew |
$1.12M - $1.18M
|
8.29K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.86K+ 57.43% |
$1.06M - $1.12M
|
21.5K
$3.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
7.85K+ 4.5% |
$1.06M - $1.12M
|
182K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.51K+ 2.67% |
$1.01M - $1.07M
|
289K
$48.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7.46K+ 1.26% |
$1.01M - $1.06M
|
598K
$100M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.4KNew |
$997K - $1.05M
|
7.4K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.3K+ 92.04% |
$983K - $1.04M
|
15.2K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.08K+ 23.66% |
$954K - $1.01M
|
37K
$6.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.88K+ 10.37% |
$926K - $979K
|
73.2K
$12.3M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.86K+ 1.55% |
$924K - $977K
|
450K
$75.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.86KNew |
$924K - $976K
|
6.86K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.84K+ 9.59% |
$921K - $974K
|
78.1K
$13.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.81K+ 5.56% |
$918K - $970K
|
129K
$21.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.78K+ 24.16% |
$914K - $966K
|
34.9K
$5.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.74K+ 10.56% |
$908K - $959K
|
70.5K
$11.8M
|