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 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.31% |
$1.85K - $2.03K
|
4.56K
$820K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13+ 0.67% |
$1.72K - $1.88K
|
1.96K
$352K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.24% |
$1.72K - $1.88K
|
5.39K
$971K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
13+ 0.06% |
$1.72K - $1.88K
|
20.4K
$3.67M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
13+ 0.58% |
$1.72K - $1.88K
|
2.26K
$407K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.07% |
$1.59K - $1.74K
|
16.5K
$2.97M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 0.77% |
$1.59K - $1.74K
|
1.57K
$283K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 0.58% |
$1.45K - $1.59K
|
1.92K
$345K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11+ 0.43% |
$1.45K - $1.59K
|
2.56K
$461K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.05% |
$1.32K - $1.45K
|
18.6K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.2% |
$1.32K - $1.45K
|
4.98K
$897K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.44% |
$1.32K - $1.45K
|
2.28K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.56% |
$1.32K - $1.45K
|
1.81K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.19K - $1.3K
|
9
$1.62K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.65% |
$1.19K - $1.3K
|
1.4K
$252K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8+ 0.2% |
$1.06K - $1.16K
|
3.99K
$719K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.41% |
$1.06K - $1.16K
|
1.95K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.15% |
$1.06K - $1.16K
|
5.44K
$979K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8+ 0.01% |
$1.06K - $1.16K
|
109K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$1.06K - $1.16K
|
4.33K
$780K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.35% |
$1.06K - $1.16K
|
2.32K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.09% |
$1.06K - $1.16K
|
8.8K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 6.09% |
$925 - $1.01K
|
122
$22K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
7+ 0.11% |
$925 - $1.01K
|
6.27K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.11% |
$793 - $870
|
5.66K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.25% |
$793 - $870
|
2.42K
$435K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5+ 0.31% |
$661 - $725
|
1.61K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5+ 1.61% |
$661 - $725
|
316
$56.9K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5+ 0.07% |
$661 - $725
|
6.88K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.38% |
$529 - $580
|
1.07K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4+ 1.94% |
$529 - $580
|
210
$37.8K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$529 - $580
|
10.3K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 0.8% |
$529 - $580
|
501
$90.2K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.61% |
$529 - $580
|
663
$119K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$396 - $435
|
2.71K
$489K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.22% |
$396 - $435
|
1.38K
$249K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.46% |
$396 - $435
|
655
$118K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.18% |
$396 - $435
|
1.71K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.39% |
$396 - $435
|
779
$140K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.09% |
$396 - $435
|
3.21K
$578K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.06% |
$396 - $435
|
5.44K
$980K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.16% |
$396 - $435
|
1.87K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 3.09% |
$396 - $435
|
100
$18K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$396 - $435
|
1.65K
$296K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$264 - $290
|
484
$87.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$264 - $290
|
4.53K
$816K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.87% |
$264 - $290
|
232
$41.8K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2+ 0.07% |
$264 - $290
|
2.83K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2+ 0.08% |
$264 - $290
|
2.56K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2+ 0.11% |
$264 - $290
|
1.79K
$323K
|