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 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-160- 4.36% |
$21.1K - $23.2K
|
3.51K
$632K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-161- 7.47% |
$21.3K - $23.3K
|
1.99K
$359K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-165- 3.34% |
$21.8K - $23.9K
|
4.78K
$861K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-167- 2.63% |
$22.1K - $24.2K
|
6.19K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-168- 1.59% |
$22.2K - $24.4K
|
10.4K
$1.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-172- 0.99% |
$22.7K - $24.9K
|
17.2K
$3.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-172- 1.29% |
$22.7K - $24.9K
|
13.1K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-173- 4.98% |
$22.9K - $25.1K
|
3.3K
$595K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-175- 6.72% |
$23.1K - $25.4K
|
2.43K
$437K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-175- 1.33% |
$23.1K - $25.4K
|
12.9K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-176- 0.29% |
$23.3K - $25.5K
|
60.7K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-176- 5.85% |
$23.3K - $25.5K
|
2.83K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-176- 5.36% |
$23.3K - $25.5K
|
3.11K
$559K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-182- 10.29% |
$24K - $26.4K
|
1.59K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-182- 2.29% |
$24K - $26.4K
|
7.76K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-184- 1.71% |
$24.3K - $26.7K
|
10.6K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-188- 3.23% |
$24.8K - $27.3K
|
5.63K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-189- 7.7% |
$25K - $27.4K
|
2.27K
$408K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-191- 1.58% |
$25.2K - $27.7K
|
11.9K
$2.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-192- 0.39% |
$25.4K - $27.8K
|
49.2K
$8.86M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-193- 6.29% |
$25.5K - $28K
|
2.88K
$518K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-198- 7.17% |
$26.2K - $28.7K
|
2.56K
$461K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-200- 6.98% |
$26.4K - $29K
|
2.67K
$480K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 0.61% |
$26.4K - $29K
|
32.8K
$5.9M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-200- 4.09% |
$26.4K - $29K
|
4.69K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-200- 3.08% |
$26.4K - $29K
|
6.29K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-202- 6.58% |
$26.7K - $29.3K
|
2.87K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-204- 1.33% |
$27K - $29.6K
|
15.1K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-204- 2.43% |
$27K - $29.6K
|
8.2K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-204- 2.36% |
$27K - $29.6K
|
8.46K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-205- 5.09% |
$27.1K - $29.7K
|
3.82K
$688K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-207- 0.43% |
$27.4K - $30K
|
47.5K
$8.56M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-207- 11.5% |
$27.4K - $30K
|
1.59K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-209- 5.43% |
$27.6K - $30.3K
|
3.64K
$656K
|
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-212- 4.84% |
$28K - $30.7K
|
4.17K
$750K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-213- 3.5% |
$28.1K - $30.9K
|
5.88K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-213- 2.96% |
$28.1K - $30.9K
|
6.97K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-215- 97.73% |
$28.4K - $31.2K
|
5
$900
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-220- 4.88% |
$29.1K - $31.9K
|
4.28K
$771K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-227- 6.5% |
$30K - $32.9K
|
3.27K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-229- 2.71% |
$30.3K - $33.2K
|
8.23K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 0.77% |
$30.8K - $33.8K
|
30.1K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-233- 2.5% |
$30.8K - $33.8K
|
9.09K
$1.64M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-233- 7.88% |
$30.8K - $33.8K
|
2.72K
$491K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-235- 5.55% |
$31.1K - $34.1K
|
4K
$720K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-236- 3.32% |
$31.2K - $34.2K
|
6.87K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-239- 14.02% |
$31.6K - $34.6K
|
1.47K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-240- 3.84% |
$31.7K - $34.8K
|
6.01K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-246- 0.77% |
$32.5K - $35.7K
|
31.8K
$5.74M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-248- 10.3% |
$32.8K - $36K
|
2.16K
$389K
|