Purchases and Sales Made in Q1 2023 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.61K+ 8.39% |
$213K - $233K
|
20.8K
$3.67M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 3.23% |
$212K - $233K
|
51.4K
$9.08M
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.61K+ 7.08% |
$212K - $233K
|
24.3K
$4.29M
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.6K+ 7.22% |
$212K - $232K
|
23.8K
$4.21M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.58KNew |
$209K - $229K
|
1.58K
$279K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.57K+ 2.7% |
$208K - $228K
|
59.8K
$10.6M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$206K - $226K
|
1.56K
$275K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.55KNew |
$205K - $224K
|
1.55K
$273K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.54K+ 16.04% |
$203K - $223K
|
11.1K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.54KNew |
$203K - $223K
|
1.54K
$271K
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.52K+ 1.97% |
$200K - $220K
|
78.7K
$13.9M
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.51KNew |
$200K - $219K
|
1.51K
$267K
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.49KNew |
$197K - $216K
|
1.49K
$264K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.49K+ 1.8% |
$196K - $215K
|
84K
$14.8M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.48KNew |
$195K - $214K
|
1.48K
$261K
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.44K+ 10.68% |
$190K - $209K
|
14.9K
$2.63M
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.43K+ 17.71% |
$189K - $208K
|
9.53K
$1.68M
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 5.31% |
$189K - $207K
|
28.3K
$5M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 0.52% |
$188K - $207K
|
276K
$48.8M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.42K+ 8.79% |
$188K - $206K
|
17.6K
$3.11M
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.41K+ 1.83% |
$186K - $204K
|
78.2K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 5.05% |
$185K - $203K
|
29.2K
$5.16M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.4K+ 3.14% |
$185K - $203K
|
45.9K
$8.1M
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.4K+ 1.32% |
$184K - $202K
|
107K
$18.8M
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.39K+ 111.01% |
$184K - $202K
|
2.64K
$467K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39K+ 2.54% |
$184K - $201K
|
56K
$9.89M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.39K+ 17.57% |
$184K - $201K
|
9.29K
$1.64M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.39KNew |
$183K - $201K
|
1.39K
$245K
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.38K+ 7.71% |
$182K - $199K
|
19.2K
$3.39M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 1.96% |
$179K - $197K
|
70.5K
$12.5M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 1.14% |
$178K - $195K
|
120K
$21.1M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.32K+ 0.36% |
$174K - $191K
|
363K
$64.2M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.32KNew |
$174K - $191K
|
1.32K
$233K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 8.65% |
$174K - $191K
|
16.5K
$2.92M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.31K+ 0.94% |
$173K - $190K
|
141K
$25M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.31K+ 3.19% |
$173K - $190K
|
42.3K
$7.47M
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.3K+ 0.68% |
$172K - $189K
|
193K
$34.2M
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 4.51% |
$169K - $186K
|
29.7K
$5.24M
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.28K+ 38.11% |
$169K - $185K
|
4.64K
$819K
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.27K+ 2.54% |
$168K - $184K
|
51.4K
$9.07M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.26K+ 3.29% |
$166K - $182K
|
39.5K
$6.97M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.24K+ 3.51% |
$164K - $180K
|
36.7K
$6.49M
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.23K+ 0.67% |
$162K - $178K
|
185K
$32.7M
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
1.23K+ 0.19% |
$162K - $178K
|
630K
$111M
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.2K+ 3.37% |
$158K - $174K
|
36.7K
$6.48M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.19K+ 11.04% |
$157K - $172K
|
12K
$2.11M
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.19K+ 29.1% |
$157K - $172K
|
5.26K
$928K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.18K+ 0.82% |
$156K - $171K
|
146K
$25.7M
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.05% |
$156K - $171K
|
30.3K
$5.35M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.17K+ 17.7% |
$155K - $170K
|
7.8K
$1.38M
|