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
|
Security Financial Services, Inc.
|
SELL
|
- |
-249- 1.15% |
$32.9K - $36.1K
|
21.4K
$3.85M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-252- 4.28% |
$33.3K - $36.5K
|
5.64K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-254- 1.07% |
$33.6K - $36.8K
|
23.4K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-256- 0.36% |
$33.8K - $37.1K
|
70.3K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-257- 20.66% |
$34K - $37.3K
|
987
$178K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-258- 22.01% |
$34.1K - $37.4K
|
914
$165K
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-263- 0.46% |
$34.8K - $38.1K
|
57.3K
$10.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-270- 9.81% |
$35.7K - $39.1K
|
2.48K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-271- 0.18% |
$35.8K - $39.3K
|
147K
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-274- 7.71% |
$36.2K - $39.7K
|
3.28K
$590K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-275- 8.29% |
$36.3K - $39.9K
|
3.04K
$548K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-280- 1.49% |
$37K - $40.6K
|
18.5K
$3.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-281- 4.24% |
$37.1K - $40.7K
|
6.35K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-289- 5.09% |
$38.2K - $41.9K
|
5.39K
$970K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-290- 2.13% |
$38.3K - $42K
|
13.4K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-294- 2.42% |
$38.8K - $42.6K
|
11.9K
$2.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-295- 0.86% |
$39K - $42.8K
|
34.1K
$6.15M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-297- 0.05% |
$39.2K - $43.1K
|
589K
$106M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-299- 8.1% |
$39.5K - $43.3K
|
3.39K
$611K
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-300- 6.77% |
$39.6K - $43.5K
|
4.13K
$744K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-301- 5.44% |
$39.8K - $43.6K
|
5.23K
$942K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-303- 6.55% |
$40K - $43.9K
|
4.33K
$779K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-314- 14.19% |
$41.5K - $45.5K
|
1.9K
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-316- 13.57% |
$41.8K - $45.8K
|
2.01K
$363K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-319- 5.11% |
$42.1K - $46.2K
|
5.93K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-325- 10.53% |
$42.9K - $47.1K
|
2.76K
$497K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-329- 12.29% |
$43.5K - $47.7K
|
2.35K
$423K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-339- 3.02% |
$44.8K - $49.1K
|
10.9K
$1.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-340- 3.72% |
$44.9K - $49.3K
|
8.8K
$1.58M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-340- 10.18% |
$44.9K - $49.3K
|
3K
$540K
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-341- 0.64% |
$45.1K - $49.4K
|
52.8K
$9.52M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-346- 4.56% |
$45.7K - $50.2K
|
7.25K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-355- 2.56% |
$46.9K - $51.5K
|
13.5K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-356- 0.92% |
$47K - $51.6K
|
38.2K
$6.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-359- 2.0% |
$47.4K - $52K
|
17.6K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-365- 17.73% |
$48.2K - $52.9K
|
1.69K
$305K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-370- 0.44% |
$48.9K - $53.6K
|
83.9K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-374- 10.82% |
$49.4K - $54.2K
|
3.08K
$555K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-375- 66.02% |
$49.5K - $54.4K
|
193
$34.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-378- 3.05% |
$49.9K - $54.8K
|
12K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-378- 6.76% |
$49.9K - $54.8K
|
5.21K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-378- 0.7% |
$49.9K - $54.8K
|
53.5K
$9.64M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-378- 14.64% |
$49.9K - $54.8K
|
2.2K
$397K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-388- 15.49% |
$51.3K - $56.2K
|
2.12K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-396- 86.27% |
$52.3K - $57.4K
|
63
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-402- 0.71% |
$53.1K - $58.3K
|
56.6K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-404- 50.0% |
$53.4K - $58.6K
|
404
$72.8K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-409- 51.64% |
$54K - $59.3K
|
383
$69K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-415- 4.8% |
$54.8K - $60.2K
|
8.23K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-416- 3.15% |
$55K - $60.3K
|
12.8K
$2.3M
|