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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.16K- 18.25% |
$153K - $168K
|
5.19K
$935K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-1.16K- 22.88% |
$153K - $168K
|
3.91K
$704K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.18K- 81.07% |
$156K - $171K
|
276
$49.7K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.2K- 21.79% |
$158K - $173K
|
4.29K
$773K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.21K- 22.96% |
$159K - $175K
|
4.04K
$728K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.21K- 3.22% |
$159K - $175K
|
36.3K
$6.54M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.21K- 3.72% |
$160K - $175K
|
31.3K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.24K- 30.24% |
$163K - $179K
|
2.85K
$514K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.24K- 0.81% |
$164K - $179K
|
152K
$27.4M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.25K- 5.34% |
$165K - $181K
|
22.1K
$3.99M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.25K- 33.79% |
$165K - $181K
|
2.45K
$441K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.29K- 5.0% |
$171K - $187K
|
24.5K
$4.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.33K- 2.28% |
$176K - $193K
|
57.1K
$10.3M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.37K- 0.9% |
$181K - $199K
|
151K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.37K- 5.66% |
$182K - $199K
|
22.9K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.38K- 1.9% |
$182K - $200K
|
71.3K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.39K- 5.99% |
$184K - $201K
|
21.8K
$3.93M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.39K- 99.07% |
$184K - $202K
|
13
$2.34K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.41K- 42.29% |
$186K - $204K
|
1.92K
$346K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.41K- 1.91% |
$186K - $204K
|
72.5K
$13.1M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.41K- 48.94% |
$186K - $204K
|
1.47K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.42K- 1.01% |
$188K - $206K
|
139K
$25M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.43K- 3.18% |
$189K - $208K
|
43.6K
$7.86M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.46K- 7.07% |
$193K - $212K
|
19.2K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 26.69% |
$197K - $216K
|
4.09K
$736K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 50.0% |
$198K - $217K
|
1.5K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.5K- 13.61% |
$199K - $218K
|
9.54K
$1.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.53K- 1.2% |
$202K - $222K
|
126K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.54K- 15.15% |
$204K - $224K
|
8.64K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.54K- 32.95% |
$204K - $224K
|
3.14K
$565K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.54K- 4.24% |
$204K - $224K
|
34.9K
$6.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 1.72% |
$206K - $226K
|
89.3K
$16.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.58K- 15.8% |
$208K - $228K
|
8.39K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.58K- 99.94% |
$209K - $229K
|
1
$180
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.63K- 1.9% |
$215K - $236K
|
84.2K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.63K- 4.38% |
$216K - $237K
|
35.7K
$6.42M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.64K- 6.49% |
$216K - $237K
|
23.6K
$4.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.66K- 25.52% |
$219K - $240K
|
4.84K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.7K- 3.68% |
$225K - $247K
|
44.5K
$8.02M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.7K- 5.01% |
$225K - $247K
|
32.3K
$5.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.71K- 8.57% |
$226K - $247K
|
18.2K
$3.28M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 2.6% |
$226K - $248K
|
63.9K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 25.09% |
$227K - $249K
|
5.13K
$925K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 0.73% |
$231K - $254K
|
237K
$42.8M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.77K- 27.87% |
$233K - $256K
|
4.57K
$823K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.77K- 42.11% |
$234K - $257K
|
2.44K
$439K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.79K- 29.24% |
$236K - $259K
|
4.33K
$779K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.82K- 48.42% |
$241K - $264K
|
1.94K
$350K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.42% |
$243K - $266K
|
128K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.86K- 1.62% |
$245K - $269K
|
113K
$20.3M
|