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 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
66K+ 34.29% |
$8.72M - $9.57M
|
259K
$44.2M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
65.7KNew |
$8.69M - $9.53M
|
65.7K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
64.7K+ 50.94% |
$8.55M - $9.38M
|
192K
$32.8M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
64.3K+ 102.0% |
$8.49M - $9.32M
|
127K
$21.7M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
63.6K+ 44.95% |
$8.4M - $9.22M
|
205K
$35M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
60.2KNew |
$7.96M - $8.73M
|
60.2K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60.1K+ 3.89% |
$7.95M - $8.72M
|
1.6M
$274M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
60KNew |
$7.92M - $8.69M
|
60K
$10.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
55.9K+ 1.01% |
$7.39M - $8.11M
|
5.6M
$956M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
55.5KNew |
$7.33M - $8.05M
|
55.5K
$9.48M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
49.9K+ 7.93% |
$6.59M - $7.23M
|
679K
$116M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48.7K+ 39.26% |
$6.43M - $7.06M
|
173K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
48KNew |
$6.34M - $6.96M
|
48K
$8.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.3K+ 8.37% |
$5.86M - $6.43M
|
574K
$98.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
44.1K+ 17.32% |
$5.83M - $6.39M
|
299K
$51M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
44K+ 95.38% |
$5.81M - $6.37M
|
90K
$15.4M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
43.2K+ 31.75% |
$5.7M - $6.26M
|
179K
$30.6M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
43.1KNew |
$5.69M - $6.24M
|
43.1K
$7.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.5K+ 13.31% |
$5.35M - $5.87M
|
345K
$58.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.3K+ 6.58% |
$5.33M - $5.85M
|
653K
$112M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
38.8KNew |
$5.13M - $5.63M
|
38.8K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
38.6KNew |
$5.11M - $5.6M
|
38.6K
$6.6M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
37.9K+ 4.15% |
$5.01M - $5.5M
|
952K
$163M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.4K+ 4.38% |
$4.94M - $5.42M
|
891K
$152M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
37.2K+ 3.04% |
$4.91M - $5.39M
|
1.26M
$215M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
37K+ 7.12% |
$4.89M - $5.36M
|
557K
$95.1M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
36.5K+ 127.72% |
$4.83M - $5.29M
|
65.1K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36.3K+ 167.37% |
$4.79M - $5.26M
|
58K
$9.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35.8K+ 104.1% |
$4.73M - $5.19M
|
70.2K
$12M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.4K+ 187.22% |
$4.41M - $4.84M
|
51.2K
$8.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
32.6K+ 6.92% |
$4.31M - $4.72M
|
504K
$86.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
32.4KNew |
$4.28M - $4.7M
|
32.4K
$5.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.1K+ 7.31% |
$3.85M - $4.22M
|
428K
$73M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
28.7K+ 114.33% |
$3.8M - $4.16M
|
53.9K
$9.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
28.1K+ 39.26% |
$3.72M - $4.08M
|
99.8K
$17M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
28K+ 12.05% |
$3.7M - $4.06M
|
260K
$44.5M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
27.8K+ 16.83% |
$3.67M - $4.02M
|
193K
$32.9M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
27.7K+ 402.6% |
$3.66M - $4.02M
|
34.6K
$5.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.2K+ 9.83% |
$3.6M - $3.94M
|
304K
$52M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.1K+ 10.9% |
$3.58M - $3.93M
|
275K
$47.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
27K+ 28.09% |
$3.57M - $3.92M
|
123K
$21.1M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
27KNew |
$3.57M - $3.91M
|
27K
$4.61M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.9K+ 7.81% |
$3.55M - $3.9M
|
371K
$63.4M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
26.9KNew |
$3.55M - $3.89M
|
26.9K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.6K+ 8.93% |
$3.52M - $3.86M
|
325K
$55.5M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
26.5K+ 4.92% |
$3.5M - $3.84M
|
565K
$96.6M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26.4KNew |
$3.49M - $3.83M
|
26.4K
$4.52M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26.4K+ 480.63% |
$3.49M - $3.83M
|
31.9K
$5.45M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 0.68% |
$3.47M - $3.81M
|
3.89M
$664M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.3K+ 0.68% |
$3.47M - $3.81M
|
3.89M
$664M
|