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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.63KNew |
$220K - $232K
|
1.63K
$273K
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
1.61K+ 0.78% |
$217K - $229K
|
207K
$34.7M
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
1.6K+ 5.83% |
$216K - $228K
|
29.1K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$214K - $226K
|
1.59K
$267K
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.59K+ 1.7% |
$214K - $226K
|
94.9K
$15.9M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 15.22% |
$213K - $225K
|
12K
$2.01M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.58K+ 8.42% |
$213K - $225K
|
20.4K
$3.42M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.57K+ 676.72% |
$212K - $224K
|
1.8K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 5.74% |
$211K - $223K
|
28.8K
$4.83M
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.54KNew |
$208K - $220K
|
1.54K
$259K
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.54K+ 32.27% |
$208K - $219K
|
6.32K
$1.06M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.54K+ 9.49% |
$207K - $219K
|
17.7K
$2.98M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.53KNew |
$206K - $218K
|
1.53K
$257K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.52KNew |
$205K - $216K
|
1.52K
$255K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.52K+ 6.41% |
$205K - $216K
|
25.2K
$4.23M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.49K+ 38.56% |
$201K - $213K
|
5.37K
$900K
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.49KNew |
$201K - $212K
|
1.49K
$250K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$200K - $211K
|
1.49K
$249K
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.47K+ 1.12% |
$198K - $209K
|
133K
$22.2M
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 4.84% |
$198K - $209K
|
31.9K
$5.34M
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.47K+ 24.72% |
$198K - $209K
|
7.41K
$1.24M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.41M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.45K+ 47.08% |
$196K - $207K
|
4.53K
$760K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 23.01% |
$196K - $207K
|
7.76K
$1.3M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 23.01% |
$196K - $207K
|
7.76K
$1.3M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.45K+ 0.43% |
$195K - $206K
|
337K
$56.6M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.44KNew |
$194K - $205K
|
1.44K
$242K
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.44KNew |
$194K - $205K
|
1.44K
$242K
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.44KNew |
$194K - $205K
|
1.44K
$241K
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.44K+ 5.59% |
$193K - $205K
|
27.1K
$4.55M
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.44KNew |
$193K - $204K
|
1.44K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.43K+ 1.47% |
$193K - $204K
|
99.2K
$16.6M
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.43KNew |
$193K - $204K
|
1.43K
$240K
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.43KNew |
$193K - $204K
|
1.43K
$240K
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 0.75% |
$193K - $204K
|
193K
$32.4M
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.43K+ 11.24% |
$192K - $203K
|
14.1K
$2.37M
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.41KNew |
$191K - $201K
|
1.41K
$237K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.41KNew |
$191K - $201K
|
1.41K
$237K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$191K - $201K
|
1.41K
$237K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.41K+ 11.49% |
$190K - $201K
|
13.7K
$2.3M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.87% |
$190K - $201K
|
50.6K
$8.49M
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.39K+ 51.84% |
$188K - $198K
|
4.08K
$684K
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 0.45% |
$187K - $198K
|
311K
$52.1M
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.38K+ 4.17% |
$186K - $197K
|
34.6K
$5.8M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.38K+ 39.01% |
$186K - $197K
|
4.93K
$827K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 8.29% |
$185K - $195K
|
17.9K
$3M
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.36K+ 1.39% |
$184K - $194K
|
99.4K
$16.7M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.36K+ 1.43% |
$183K - $194K
|
96.1K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 8.04% |
$181K - $192K
|
18.1K
$3.04M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 10.24% |
$179K - $190K
|
14.3K
$2.41M
|