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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
41+ 0.12% |
$5.42K - $5.94K
|
33K
$5.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
40New |
$5.29K - $5.8K
|
40
$7.06K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
40+ 0.32% |
$5.29K - $5.8K
|
12.6K
$2.23M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.48% |
$5.02K - $5.51K
|
2.61K
$462K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36+ 0.28% |
$4.76K - $5.22K
|
12.7K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
36+ 1.88% |
$4.76K - $5.22K
|
1.95K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
36+ 0.59% |
$4.76K - $5.22K
|
6.12K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
36+ 0.83% |
$4.76K - $5.22K
|
4.4K
$777K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.83% |
$4.62K - $5.07K
|
4.26K
$752K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35+ 20.0% |
$4.62K - $5.07K
|
210
$37.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
35+ 0.46% |
$4.62K - $5.07K
|
7.7K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
35+ 0.42% |
$4.62K - $5.07K
|
8.44K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
34+ 0.45% |
$4.49K - $4.93K
|
7.65K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
32+ 0.34% |
$4.23K - $4.64K
|
9.52K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32+ 1.74% |
$4.23K - $4.64K
|
1.87K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
32New |
$4.23K - $4.64K
|
32
$5.65K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32+ 23.36% |
$4.23K - $4.64K
|
169
$29.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
31+ 3.4% |
$4.1K - $4.49K
|
943
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.03% |
$4.1K - $4.49K
|
90.5K
$16M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
30+ 0.39% |
$3.96K - $4.35K
|
7.67K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$3.83K - $4.2K
|
4.84K
$855K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
29+ 0.98% |
$3.83K - $4.2K
|
2.99K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
29+ 0.35% |
$3.83K - $4.2K
|
8.32K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
28+ 0.28% |
$3.7K - $4.06K
|
10K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 1.38% |
$3.17K - $3.48K
|
1.77K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 1.53% |
$3.17K - $3.48K
|
1.59K
$281K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
22+ 0.03% |
$2.91K - $3.19K
|
79.8K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
22+ 10.73% |
$2.91K - $3.19K
|
227
$40.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22New |
$2.91K - $3.19K
|
22
$3.89K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
22+ 5.56% |
$2.91K - $3.19K
|
418
$73.8K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
22+ 0.36% |
$2.91K - $3.19K
|
6.13K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
21+ 0.27% |
$2.77K - $3.04K
|
7.68K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 0.15% |
$2.77K - $3.04K
|
14.2K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 0.48% |
$2.77K - $3.04K
|
4.44K
$785K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
20+ 0.37% |
$2.64K - $2.9K
|
5.42K
$957K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
20+ 0.16% |
$2.64K - $2.9K
|
12.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.65% |
$2.64K - $2.9K
|
3.08K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 0.44% |
$2.51K - $2.75K
|
4.37K
$771K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19+ 0.59% |
$2.51K - $2.75K
|
3.22K
$568K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
17+ 0.22% |
$2.25K - $2.46K
|
7.92K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
17+ 0.18% |
$2.25K - $2.46K
|
9.63K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 0.6% |
$2.11K - $2.32K
|
2.7K
$476K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 0.23% |
$2.11K - $2.32K
|
6.84K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.64% |
$2.11K - $2.32K
|
2.53K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 0.53% |
$2.11K - $2.32K
|
3.02K
$534K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
15+ 0.99% |
$1.98K - $2.17K
|
1.53K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15+ 0.63% |
$1.98K - $2.17K
|
2.38K
$421K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
15New |
$1.98K - $2.17K
|
15
$2.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.29% |
$1.85K - $2.03K
|
4.85K
$857K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
14+ 0.59% |
$1.85K - $2.03K
|
2.39K
$423K
|