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 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 6.95% |
$246K - $270K
|
24.9K
$4.51M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.86K- 15.04% |
$246K - $270K
|
10.5K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.87K- 20.46% |
$247K - $271K
|
7.26K
$1.32M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.92K- 2.8% |
$253K - $278K
|
66.6K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 6.87% |
$256K - $280K
|
26.2K
$4.75M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 0.56% |
$258K - $283K
|
348K
$63.1M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 3.18% |
$258K - $283K
|
59.4K
$10.8M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.98K- 9.56% |
$262K - $287K
|
18.7K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2K- 12.96% |
$265K - $290K
|
13.4K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2K- 13.19% |
$265K - $290K
|
13.2K
$2.39M
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.02K- 7.28% |
$266K - $292K
|
25.7K
$4.65M
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.02K- 14.55% |
$267K - $293K
|
11.9K
$2.15M
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.03K- 6.08% |
$268K - $294K
|
31.3K
$5.68M
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.05K- 13.24% |
$271K - $298K
|
13.5K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.07K- 2.54% |
$274K - $300K
|
79.5K
$14.4M
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.08K- 1.15% |
$275K - $301K
|
179K
$32.5M
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.08K- 43.46% |
$275K - $302K
|
2.71K
$491K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.09K- 23.62% |
$276K - $303K
|
6.76K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.12K- 32.76% |
$280K - $307K
|
4.34K
$787K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.12K- 1.93% |
$280K - $307K
|
108K
$19.5M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.14K- 3.97% |
$282K - $310K
|
51.8K
$9.38M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-2.17K- 5.72% |
$287K - $315K
|
35.8K
$6.49M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.18K- 2.35% |
$288K - $316K
|
90.6K
$16.4M
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.19K- 5.63% |
$289K - $317K
|
36.7K
$6.64M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.19K- 32.76% |
$289K - $317K
|
4.5K
$815K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.22K- 10.09% |
$293K - $322K
|
19.8K
$3.59M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.24K- 61.68% |
$296K - $325K
|
1.39K
$252K
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.34K- 5.25% |
$309K - $339K
|
42.2K
$7.64M
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.36K- 2.04% |
$312K - $342K
|
113K
$20.5M
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.38KClosed |
$314K - $344K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-2.39K- 2.2% |
$316K - $347K
|
106K
$19.3M
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 0.34% |
$317K - $348K
|
698K
$127M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.41K- 8.19% |
$318K - $349K
|
27K
$4.89M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.46K- 3.84% |
$325K - $357K
|
61.6K
$11.2M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.47K- 0.87% |
$326K - $358K
|
280K
$50.8M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-2.49K- 61.12% |
$329K - $361K
|
1.59K
$287K
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.5K- 5.76% |
$330K - $362K
|
40.8K
$7.4M
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.53K- 1.35% |
$334K - $366K
|
185K
$33.6M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.54K- 93.94% |
$336K - $369K
|
164
$29.7K
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.58K- 25.86% |
$340K - $374K
|
7.39K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.59K- 0.79% |
$342K - $376K
|
323K
$58.6M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62K- 40.21% |
$347K - $380K
|
3.9K
$707K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.63K- 3.03% |
$347K - $381K
|
84.2K
$15.3M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.69K- 2.72% |
$356K - $390K
|
96.4K
$17.5M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.75K- 5.02% |
$363K - $399K
|
52.1K
$9.44M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.79K- 2.33% |
$369K - $404K
|
117K
$21.2M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.92K- 7.1% |
$385K - $423K
|
38.1K
$6.91M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.95K- 33.21% |
$390K - $428K
|
5.94K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.95K- 6.43% |
$390K - $428K
|
43K
$7.79M
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3K- 30.0% |
$396K - $435K
|
7K
$1.27M
|