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 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-418- 6.03% |
$55.2K - $60.6K
|
6.52K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-420- 19.84% |
$55.5K - $60.9K
|
1.7K
$306K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-421- 30.69% |
$55.6K - $61K
|
951
$171K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-428- 0.28% |
$56.6K - $62K
|
154K
$27.7M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-429- 0.44% |
$56.7K - $62.2K
|
97.8K
$17.6M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-430- 4.45% |
$56.8K - $62.3K
|
9.24K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-430- 3.3% |
$56.8K - $62.3K
|
12.6K
$2.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-432- 3.09% |
$57.1K - $62.6K
|
13.6K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-441- 1.34% |
$58.3K - $63.9K
|
32.4K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-453- 4.06% |
$59.9K - $65.7K
|
10.7K
$1.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-475- 6.6% |
$62.8K - $68.9K
|
6.72K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-478- 6.02% |
$63.2K - $69.3K
|
7.47K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-481- 0.85% |
$63.6K - $69.7K
|
55.9K
$10.1M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-494- 0.7% |
$65.3K - $71.6K
|
70.2K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-499- 83.31% |
$65.9K - $72.3K
|
100
$18K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.52% |
$66.1K - $72.5K
|
13.7K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-500- 60.46% |
$66.1K - $72.5K
|
327
$58.9K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-510- 11.11% |
$67.4K - $73.9K
|
4.08K
$735K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-513- 1.44% |
$67.8K - $74.4K
|
35K
$6.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-519- 0.37% |
$68.6K - $75.2K
|
138K
$24.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-524- 14.66% |
$69.2K - $76K
|
3.05K
$549K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-544- 22.93% |
$71.9K - $78.9K
|
1.83K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-563- 0.94% |
$74.4K - $81.6K
|
59.5K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-565- 25.4% |
$74.7K - $81.9K
|
1.66K
$299K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-578- 13.64% |
$76.4K - $83.8K
|
3.66K
$659K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-595- 0.96% |
$78.6K - $86.3K
|
61.6K
$11.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-598- 40.05% |
$79K - $86.7K
|
895
$161K
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-598- 10.75% |
$79K - $86.7K
|
4.96K
$894K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-616- 4.71% |
$81.4K - $89.3K
|
12.5K
$2.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-618- 1.9% |
$81.7K - $89.6K
|
31.9K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-622- 1.8% |
$82.2K - $90.2K
|
34K
$6.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-624- 0.4% |
$82.4K - $90.5K
|
156K
$28.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-626- 0.63% |
$82.7K - $90.7K
|
98.7K
$17.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-633- 1.06% |
$83.6K - $91.8K
|
59K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-637- 2.71% |
$84.2K - $92.3K
|
22.9K
$4.12M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-640- 1.18% |
$84.6K - $92.8K
|
53.6K
$9.66M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-640- 11.61% |
$84.6K - $92.8K
|
4.87K
$877K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-647- 10.92% |
$85.5K - $93.8K
|
5.28K
$950K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-647- 2.76% |
$85.5K - $93.8K
|
22.8K
$4.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-657- 1.88% |
$86.8K - $95.2K
|
34.2K
$6.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-658- 23.7% |
$86.9K - $95.4K
|
2.12K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-660- 1.39% |
$87.2K - $95.7K
|
46.8K
$8.42M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-664- 5.62% |
$87.7K - $96.3K
|
11.2K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-666- 5.81% |
$88K - $96.5K
|
10.8K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-670- 11.73% |
$88.5K - $97.1K
|
5.04K
$908K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-707- 1.41% |
$93.4K - $102K
|
49.4K
$8.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-716- 31.86% |
$94.6K - $104K
|
1.53K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-728- 9.7% |
$96.2K - $106K
|
6.78K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-742- 1.31% |
$98K - $108K
|
56.1K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-743- 31.66% |
$98.2K - $108K
|
1.6K
$289K
|