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 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82- 0.17% |
$10.8K - $11.9K
|
47.4K
$8.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-84- 1.19% |
$11.1K - $12.2K
|
6.96K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-84- 0.51% |
$11.1K - $12.2K
|
16.3K
$2.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-85- 1.18% |
$11.2K - $12.3K
|
7.09K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-86- 0.55% |
$11.4K - $12.5K
|
15.7K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-89- 1.25% |
$11.8K - $12.9K
|
7.04K
$1.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-90- 1.28% |
$11.9K - $13K
|
6.94K
$1.25M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-90- 1.6% |
$11.9K - $13K
|
5.55K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-91- 0.67% |
$12K - $13.2K
|
13.6K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-91- 1.69% |
$12K - $13.2K
|
5.28K
$952K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-94- 3.63% |
$12.4K - $13.6K
|
2.49K
$449K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-95- 0.42% |
$12.6K - $13.8K
|
22.4K
$4.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-96- 3.28% |
$12.7K - $13.9K
|
2.83K
$510K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-97- 6.12% |
$12.8K - $14.1K
|
1.49K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-99- 22.2% |
$13.1K - $14.4K
|
347
$62.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-99- 2.26% |
$13.1K - $14.4K
|
4.28K
$771K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-99- 3.48% |
$13.1K - $14.4K
|
2.75K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-100- 1.95% |
$13.2K - $14.5K
|
5.02K
$904K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-102- 4.31% |
$13.5K - $14.8K
|
2.27K
$408K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-103- 1.94% |
$13.6K - $14.9K
|
5.21K
$938K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-104- 2.14% |
$13.7K - $15.1K
|
4.75K
$855K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-106- 0.34% |
$14K - $15.4K
|
31.2K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-106- 4.07% |
$14K - $15.4K
|
2.5K
$450K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-107- 1.99% |
$14.1K - $15.5K
|
5.27K
$949K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-108- 1.89% |
$14.3K - $15.7K
|
5.61K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.66% |
$14.3K - $15.7K
|
6.42K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-110- 0.64% |
$14.5K - $15.9K
|
17K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-111- 0.04% |
$14.7K - $16.1K
|
265K
$47.7M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-111- 2.0% |
$14.7K - $16.1K
|
5.44K
$979K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-114- 4.54% |
$15.1K - $16.5K
|
2.4K
$432K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-117- 0.98% |
$15.5K - $17K
|
11.8K
$2.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-120- 5.8% |
$15.9K - $17.4K
|
1.95K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-121- 6.07% |
$16K - $17.5K
|
1.87K
$337K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-124- 1.44% |
$16.4K - $18K
|
8.46K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-127- 7.52% |
$16.8K - $18.4K
|
1.56K
$281K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-128- 0.61% |
$16.9K - $18.6K
|
20.9K
$3.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-128- 0.9% |
$16.9K - $18.6K
|
14.1K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-131- 0.16% |
$17.3K - $19K
|
79.5K
$14.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-136- 6.09% |
$18K - $19.7K
|
2.1K
$377K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-136- 2.7% |
$18K - $19.7K
|
4.91K
$883K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-136- 20.09% |
$18K - $19.7K
|
541
$97.4K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-142- 6.48% |
$18.8K - $20.6K
|
2.05K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-143- 0.32% |
$18.9K - $20.7K
|
45.2K
$8.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-145- 3.61% |
$19.2K - $21K
|
3.87K
$698K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-148- 7.02% |
$19.6K - $21.5K
|
1.96K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-150- 0.94% |
$19.8K - $21.7K
|
15.9K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 17.65% |
$19.8K - $21.7K
|
700
$126K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-151- 2.56% |
$20K - $21.9K
|
5.74K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-154- 4.54% |
$20.3K - $22.3K
|
3.24K
$583K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-160- 1.33% |
$21.1K - $23.2K
|
11.9K
$2.14M
|