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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.8K- 1.14% |
$767K - $841K
|
502K
$90.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-5.81K- 20.67% |
$767K - $842K
|
22.3K
$4.01M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.89K- 17.51% |
$778K - $853K
|
27.7K
$4.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.89K- 16.48% |
$778K - $853K
|
29.8K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.89KClosed |
$778K - $853K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-6.04K- 3.26% |
$798K - $875K
|
179K
$32.3M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-6.07K- 3.49% |
$802K - $880K
|
168K
$30.2M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.09K- 13.36% |
$804K - $882K
|
39.5K
$7.11M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.12K- 1.53% |
$808K - $886K
|
394K
$70.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.19K- 80.09% |
$817K - $897K
|
1.54K
$277K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.39K- 8.09% |
$844K - $926K
|
72.5K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6.45K- 5.83% |
$852K - $935K
|
104K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.5K- 15.77% |
$859K - $942K
|
34.7K
$6.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-6.52K- 7.13% |
$861K - $945K
|
84.9K
$15.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-6.63K- 73.04% |
$876K - $961K
|
2.45K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.71K- 7.84% |
$886K - $972K
|
78.8K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-6.89K- 56.62% |
$911K - $999K
|
5.28K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.16K- 0.93% |
$946K - $1.04M
|
759K
$137M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.24K- 28.5% |
$957K - $1.05M
|
18.2K
$3.27M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.32K- 26.92% |
$968K - $1.06M
|
19.9K
$3.58M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.48K- 34.94% |
$988K - $1.08M
|
13.9K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.57K- 81.14% |
$1M - $1.1M
|
1.76K
$317K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.79K- 1.88% |
$1.03M - $1.13M
|
407K
$73.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.83K- 17.23% |
$1.03M - $1.13M
|
37.6K
$6.77M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.83K- 3.23% |
$1.03M - $1.14M
|
235K
$42.3M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.23K- 46.49% |
$1.09M - $1.19M
|
9.48K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-8.29K- 21.49% |
$1.1M - $1.2M
|
30.3K
$5.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.38K- 26.37% |
$1.11M - $1.21M
|
23.4K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8.41K- 0.18% |
$1.11M - $1.22M
|
4.65M
$837M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-8.46K- 2.18% |
$1.12M - $1.23M
|
379K
$68.3M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-8.59K- 44.83% |
$1.14M - $1.25M
|
10.6K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8.74K- 98.9% |
$1.15M - $1.27M
|
97
$17.5K
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-8.83K- 77.26% |
$1.17M - $1.28M
|
2.6K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.95K- 1.22% |
$1.18M - $1.3M
|
724K
$130M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.82K- 1.49% |
$1.3M - $1.42M
|
650K
$117M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.97K- 44.05% |
$1.32M - $1.45M
|
12.7K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.3K- 0.73% |
$1.35M - $1.49M
|
1.39M
$251M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10.4K- 27.88% |
$1.37M - $1.51M
|
26.9K
$4.84M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10.7K- 25.96% |
$1.41M - $1.54M
|
30.4K
$5.47M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-10.7K- 7.45% |
$1.41M - $1.55M
|
133K
$23.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10.9K- 25.01% |
$1.44M - $1.58M
|
32.7K
$5.88M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 2.48% |
$1.49M - $1.64M
|
443K
$79.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-11.3K- 84.0% |
$1.5M - $1.64M
|
2.16K
$389K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 2.42% |
$1.51M - $1.66M
|
463K
$83.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-11.5K- 23.39% |
$1.52M - $1.67M
|
37.7K
$6.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12K- 10.37% |
$1.58M - $1.73M
|
103K
$18.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12K- 30.87% |
$1.58M - $1.74M
|
26.9K
$4.84M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12.2K- 1.34% |
$1.61M - $1.76M
|
897K
$162M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 4.3% |
$1.62M - $1.77M
|
272K
$49.1M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.3K- 21.63% |
$1.63M - $1.79M
|
44.7K
$8.04M
|