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 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
90+ 100.0% |
$11.9K - $13K
|
180
$31.8K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
87+ 19.16% |
$11.5K - $12.6K
|
541
$95.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
86+ 1.36% |
$11.4K - $12.5K
|
6.43K
$1.14M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
86New |
$11.4K - $12.5K
|
86
$15.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
84+ 3.86% |
$11.1K - $12.2K
|
2.26K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
84+ 3.39% |
$11.1K - $12.2K
|
2.56K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
84+ 2.87% |
$11.1K - $12.2K
|
3.01K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84+ 0.54% |
$11.1K - $12.2K
|
15.7K
$2.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
80+ 1.84% |
$10.6K - $11.6K
|
4.42K
$780K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
80New |
$10.6K - $11.6K
|
80
$14.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
78+ 0.61% |
$10.3K - $11.3K
|
12.8K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
75New |
$9.91K - $10.9K
|
75
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
74+ 4.72% |
$9.78K - $10.7K
|
1.64K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
72New |
$9.51K - $10.4K
|
72
$12.7K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 3.59% |
$9.38K - $10.3K
|
2.05K
$361K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
70+ 1.64% |
$9.25K - $10.1K
|
4.35K
$768K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
70+ 4.19% |
$9.25K - $10.1K
|
1.74K
$308K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
69+ 1.09% |
$9.12K - $10K
|
6.39K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
69+ 2.01% |
$9.12K - $10K
|
3.51K
$620K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 0.52% |
$9.12K - $10K
|
13.2K
$2.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
68+ 1.13% |
$8.98K - $9.86K
|
6.07K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
68+ 0.49% |
$8.98K - $9.86K
|
13.9K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
66+ 0.61% |
$8.72K - $9.57K
|
11K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
65+ 1.92% |
$8.59K - $9.42K
|
3.46K
$610K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
64+ 1.38% |
$8.46K - $9.28K
|
4.69K
$829K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
62New |
$8.19K - $8.99K
|
62
$11K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
60+ 1.26% |
$7.93K - $8.7K
|
4.81K
$850K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
60+ 53.1% |
$7.93K - $8.7K
|
173
$30.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
60+ 2.47% |
$7.93K - $8.7K
|
2.49K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
60+ 0.66% |
$7.93K - $8.7K
|
9.11K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 3.53% |
$7.8K - $8.55K
|
1.73K
$306K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
58+ 0.12% |
$7.66K - $8.41K
|
46.8K
$8.27M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
56+ 3.8% |
$7.4K - $8.12K
|
1.53K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
55+ 14.25% |
$7.27K - $7.97K
|
441
$77.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 66.25% |
$7K - $7.68K
|
133
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$6.61K - $7.25K
|
50
$8.83K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
50+ 0.29% |
$6.61K - $7.25K
|
17.3K
$3.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.3% |
$6.47K - $7.1K
|
16.7K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
48+ 1.4% |
$6.34K - $6.96K
|
3.47K
$613K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
47+ 0.59% |
$6.21K - $6.81K
|
7.95K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
47+ 0.96% |
$6.21K - $6.81K
|
4.92K
$869K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
45New |
$5.95K - $6.52K
|
45
$7.95K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 0.85% |
$5.95K - $6.52K
|
5.33K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45+ 2.76% |
$5.95K - $6.52K
|
1.68K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
44+ 2.14% |
$5.81K - $6.38K
|
2.1K
$371K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
43+ 0.44% |
$5.68K - $6.23K
|
9.9K
$1.75M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.41% |
$5.68K - $6.23K
|
10.6K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
42+ 2.64% |
$5.55K - $6.09K
|
1.63K
$288K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
42+ 0.88% |
$5.55K - $6.09K
|
4.8K
$848K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
42+ 0.88% |
$5.55K - $6.09K
|
4.8K
$848K
|