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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
801+ 16.9% |
$106K - $116K
|
5.54K
$978K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
791+ 2.7% |
$105K - $115K
|
30.1K
$5.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
789+ 3.78% |
$104K - $114K
|
21.7K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
789+ 7.18% |
$104K - $114K
|
11.8K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
775+ 5.39% |
$102K - $112K
|
15.2K
$2.68M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
758+ 3.65% |
$100K - $110K
|
21.5K
$3.8M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
749+ 3.32% |
$99K - $109K
|
23.3K
$4.12M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
744+ 3.96% |
$98.3K - $108K
|
19.5K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
713+ 28.57% |
$94.2K - $103K
|
3.21K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
710+ 1.57% |
$93.8K - $103K
|
46.1K
$8.14M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
681+ 6.23% |
$90K - $98.7K
|
11.6K
$2.05M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
675+ 6.82% |
$89.2K - $97.8K
|
10.6K
$1.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
669+ 2.33% |
$88.4K - $97K
|
29.4K
$5.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
667+ 1.17% |
$88.1K - $96.7K
|
57.8K
$10.2M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
660+ 4.35% |
$87.2K - $95.7K
|
15.8K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
654+ 2.44% |
$86.4K - $94.8K
|
27.5K
$4.86M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
651+ 3.2% |
$86K - $94.4K
|
21K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
651+ 11.29% |
$86K - $94.4K
|
6.42K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
646+ 9.76% |
$85.4K - $93.6K
|
7.27K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
645+ 6.38% |
$85.2K - $93.5K
|
10.8K
$1.9M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
632+ 6.35% |
$83.5K - $91.6K
|
10.6K
$1.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
631+ 23.43% |
$83.4K - $91.5K
|
3.32K
$587K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
615+ 13.68% |
$81.3K - $89.2K
|
5.11K
$903K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
606+ 15.42% |
$80.1K - $87.8K
|
4.54K
$801K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
605+ 19.29% |
$79.9K - $87.7K
|
3.74K
$661K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
604+ 4.04% |
$79.8K - $87.6K
|
15.5K
$2.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
602+ 198.03% |
$79.5K - $87.3K
|
906
$160K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
599+ 0.69% |
$79.1K - $86.8K
|
87.2K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
598+ 3.7% |
$79K - $86.7K
|
16.7K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
597+ 0.93% |
$78.9K - $86.5K
|
65.1K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
596+ 1.91% |
$78.7K - $86.4K
|
31.8K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
591+ 0.61% |
$78.1K - $85.7K
|
97.3K
$17.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
590+ 1.55% |
$78K - $85.5K
|
38.6K
$6.81M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
575+ 6.2% |
$76K - $83.4K
|
9.85K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
574+ 5.32% |
$75.8K - $83.2K
|
11.4K
$2.01M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
572+ 2.33% |
$75.6K - $82.9K
|
25.2K
$4.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
567+ 21.82% |
$74.9K - $82.2K
|
3.17K
$559K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
566+ 2.15% |
$74.8K - $82K
|
27K
$4.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
560+ 17.61% |
$74K - $81.2K
|
3.74K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
548+ 3.53% |
$72.4K - $79.4K
|
16.1K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
547+ 1.07% |
$72.3K - $79.3K
|
51.5K
$9.09M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
547+ 0.45% |
$72.3K - $79.3K
|
122K
$21.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
544+ 29.76% |
$71.9K - $78.9K
|
2.37K
$419K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
544+ 0.29% |
$71.9K - $78.9K
|
190K
$33.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
542+ 6.09% |
$71.6K - $78.6K
|
9.44K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
536+ 3.42% |
$70.8K - $77.7K
|
16.2K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
528+ 1.26% |
$69.8K - $76.5K
|
42.4K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
513+ 4.76% |
$67.8K - $74.4K
|
11.3K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
503+ 8.75% |
$66.5K - $72.9K
|
6.25K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
501+ 15.72% |
$66.2K - $72.6K
|
3.69K
$651K
|