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 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-750- 3.4% |
$99.1K - $109K
|
21.3K
$3.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-757- 1.74% |
$100K - $110K
|
42.8K
$7.75M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-762- 0.27% |
$101K - $110K
|
278K
$50.4M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-762- 4.82% |
$101K - $110K
|
15.1K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-768- 23.92% |
$101K - $111K
|
2.44K
$443K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-779- 10.46% |
$103K - $113K
|
6.67K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-800- 8.99% |
$106K - $116K
|
8.1K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-814- 7.19% |
$108K - $118K
|
10.5K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-822- 11.9% |
$109K - $119K
|
6.08K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-840- 4.59% |
$111K - $122K
|
17.5K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-843- 24.52% |
$111K - $122K
|
2.6K
$470K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-845- 35.99% |
$112K - $122K
|
1.5K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-845- 13.06% |
$112K - $122K
|
5.63K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-847- 5.98% |
$112K - $123K
|
13.3K
$2.41M
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-853- 30.55% |
$113K - $124K
|
1.94K
$351K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-858- 18.78% |
$113K - $124K
|
3.71K
$672K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-865- 6.01% |
$114K - $125K
|
13.5K
$2.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-875- 3.98% |
$116K - $127K
|
21.1K
$3.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-886- 2.7% |
$117K - $128K
|
32K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-900- 20.17% |
$119K - $130K
|
3.56K
$646K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-905- 0.08% |
$120K - $131K
|
1.1M
$200M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-912- 23.3% |
$121K - $132K
|
3K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-927- 1.72% |
$122K - $134K
|
53.1K
$9.62M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-932- 11.72% |
$123K - $135K
|
7.02K
$1.27M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-936- 12.42% |
$124K - $136K
|
6.6K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-937- 11.77% |
$124K - $136K
|
7.02K
$1.27M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-941- 7.15% |
$124K - $136K
|
12.2K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-948- 98.54% |
$125K - $137K
|
14
$2.54K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-958- 0.57% |
$127K - $139K
|
167K
$30.3M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-963- 10.0% |
$127K - $140K
|
8.66K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-979- 4.25% |
$129K - $142K
|
22.1K
$4M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-983- 9.92% |
$130K - $142K
|
8.92K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 29.8% |
$132K - $145K
|
2.36K
$427K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.01K- 6.51% |
$134K - $147K
|
14.6K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.02K- 6.16% |
$135K - $148K
|
15.6K
$2.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.04K- 7.8% |
$137K - $150K
|
12.2K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.04K- 2.96% |
$138K - $151K
|
34.3K
$6.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 28.97% |
$138K - $152K
|
2.57K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.06K- 24.67% |
$140K - $154K
|
3.24K
$587K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 0.64% |
$141K - $154K
|
164K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.07K- 22.46% |
$141K - $154K
|
3.68K
$666K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.08K- 6.16% |
$142K - $156K
|
16.4K
$2.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.08K- 7.82% |
$142K - $156K
|
12.7K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-1.09K- 1.92% |
$144K - $158K
|
55.5K
$10.1M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.1K- 2.43% |
$145K - $159K
|
44.1K
$8M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.11K- 32.07% |
$146K - $160K
|
2.34K
$424K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 18.49% |
$146K - $160K
|
4.87K
$883K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-1.12K- 2.59% |
$148K - $162K
|
42.1K
$7.63M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.12K- 47.62% |
$148K - $162K
|
1.23K
$223K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 1.64% |
$152K - $167K
|
68.8K
$12.5M
|