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
|
United Bank
Vienna, VA |
SELL
|
- |
-3.09K- 12.79% |
$408K - $448K
|
21.1K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.12K- 0.52% |
$412K - $452K
|
594K
$107M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-3.16K- 2.16% |
$417K - $457K
|
143K
$25.8M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-3.19K- 3.9% |
$421K - $462K
|
78.5K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.21K- 20.1% |
$424K - $465K
|
12.8K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 59.0% |
$428K - $469K
|
2.25K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.25K- 14.06% |
$429K - $471K
|
19.8K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3.25K- 2.24% |
$430K - $472K
|
142K
$25.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.26K- 25.33% |
$430K - $472K
|
9.6K
$1.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.26K- 5.44% |
$431K - $473K
|
56.7K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-3.31K- 15.36% |
$437K - $479K
|
18.2K
$3.28M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.37K- 29.76% |
$445K - $488K
|
7.95K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.4K- 19.89% |
$449K - $492K
|
13.7K
$2.46M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.41K- 46.63% |
$450K - $494K
|
3.9K
$702K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.5K- 3.07% |
$462K - $507K
|
110K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.5K- 0.64% |
$462K - $507K
|
547K
$98.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.54K- 0.71% |
$468K - $513K
|
497K
$89.5M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.55K- 17.02% |
$469K - $514K
|
17.3K
$3.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.56K- 23.68% |
$470K - $515K
|
11.5K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-3.58K- 5.13% |
$473K - $519K
|
66.1K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.67K- 39.98% |
$485K - $532K
|
5.52K
$993K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.77K- 3.72% |
$498K - $546K
|
97.6K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.77K- 0.38% |
$499K - $547K
|
985K
$177M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-3.78K- 7.76% |
$499K - $547K
|
44.9K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.8K- 6.13% |
$502K - $551K
|
58.2K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 5.63% |
$514K - $564K
|
65.2K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.91K- 0.99% |
$517K - $567K
|
393K
$70.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.92K- 8.57% |
$518K - $568K
|
41.8K
$7.53M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 12.83% |
$546K - $599K
|
28.1K
$5.06M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.18K- 20.02% |
$552K - $605K
|
16.7K
$3M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-4.18K- 3.5% |
$553K - $606K
|
115K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.19K- 11.96% |
$553K - $607K
|
30.8K
$5.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.22K- 31.66% |
$557K - $611K
|
9.1K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.28K- 11.87% |
$565K - $620K
|
31.8K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.33K- 1.92% |
$572K - $627K
|
221K
$39.7M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.47K- 1.97% |
$591K - $648K
|
222K
$40M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.5K- 12.15% |
$595K - $653K
|
32.6K
$5.87M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.67K- 8.21% |
$617K - $677K
|
52.2K
$9.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.7K- 26.84% |
$621K - $682K
|
12.8K
$2.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-4.83K- 3.59% |
$638K - $700K
|
129K
$23.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.84K- 4.37% |
$640K - $702K
|
106K
$19.1M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.98K- 66.26% |
$657K - $721K
|
2.53K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-5.07K- 3.63% |
$670K - $735K
|
135K
$24.3M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.1K- 4.98% |
$674K - $739K
|
97.2K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.17K- 6.87% |
$683K - $749K
|
70K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.33K- 1.36% |
$705K - $773K
|
388K
$69.8M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.34K- 36.51% |
$706K - $775K
|
9.29K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.36K- 51.86% |
$708K - $776K
|
4.97K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.62K- 11.27% |
$742K - $814K
|
44.2K
$7.97M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.72K- 35.93% |
$756K - $829K
|
10.2K
$1.84M
|