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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26K+ 43.18% |
$3.44M - $3.77M
|
86.3K
$14.7M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
25.6K+ 4.54% |
$3.38M - $3.71M
|
590K
$101M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24.8K+ 4.19% |
$3.27M - $3.59M
|
616K
$105M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 6.14% |
$3.26M - $3.57M
|
426K
$72.8M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
24.4K+ 9.1% |
$3.22M - $3.53M
|
292K
$49.9M
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
24.3K+ 11.31% |
$3.21M - $3.52M
|
239K
$40.9M
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
24.1K+ 264.4% |
$3.18M - $3.49M
|
33.2K
$5.67M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
23.8K+ 2.55% |
$3.14M - $3.45M
|
956K
$163M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
23.3K+ 97.23% |
$3.07M - $3.37M
|
47.2K
$8.06M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
22.9K+ 18.84% |
$3.03M - $3.32M
|
144K
$24.7M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
22.8K+ 5.96% |
$3.01M - $3.31M
|
406K
$69.3M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
22.7K+ 80.81% |
$3M - $3.29M
|
50.8K
$8.68M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
22.3K+ 8.11% |
$2.95M - $3.24M
|
298K
$50.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2K+ 332.71% |
$2.93M - $3.21M
|
28.8K
$4.92M
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
21.9K+ 23.44% |
$2.9M - $3.18M
|
116K
$19.7M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
20.8K+ 15.23% |
$2.74M - $3.01M
|
157K
$26.8M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20.6K+ 3.95% |
$2.72M - $2.98M
|
542K
$92.5M
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
20.3K+ 7.69% |
$2.68M - $2.94M
|
284K
$48.5M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.5K+ 155.74% |
$2.57M - $2.82M
|
32K
$5.46M
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19.4K+ 9.48% |
$2.56M - $2.81M
|
224K
$38.2M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
19.3K+ 6.08% |
$2.55M - $2.79M
|
336K
$57.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 2.54% |
$2.52M - $2.77M
|
772K
$132M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18.8K+ 5.11% |
$2.49M - $2.73M
|
388K
$66.2M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.8KNew |
$2.48M - $2.72M
|
18.8K
$3.21M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
18.6KNew |
$2.46M - $2.69M
|
18.6K
$3.18M
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
18.6K+ 16.52% |
$2.46M - $2.69M
|
131K
$22.4M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 16.42% |
$2.45M - $2.69M
|
131K
$22.5M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
18.5K+ 13405.07% |
$2.44M - $2.68M
|
18.6K
$3.18M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.1K+ 0.59% |
$2.4M - $2.63M
|
3.11M
$531M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
17.9K+ 3.38% |
$2.37M - $2.6M
|
548K
$93.7M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.9K+ 741.01% |
$2.36M - $2.59M
|
20.3K
$3.47M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 3.04% |
$2.35M - $2.58M
|
602K
$103M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
17.5K+ 8.3% |
$2.31M - $2.53M
|
228K
$38.9M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
17.3KNew |
$2.28M - $2.5M
|
17.3K
$2.95M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
17.1K+ 1.41% |
$2.26M - $2.48M
|
1.23M
$211M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 0.54% |
$2.26M - $2.48M
|
3.16M
$539M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.8K+ 4.86% |
$2.22M - $2.43M
|
362K
$61.9M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16.6K+ 8.26% |
$2.2M - $2.41M
|
218K
$37.2M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 4.97% |
$2.18M - $2.39M
|
349K
$59.5M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
16.5K+ 5.24% |
$2.18M - $2.39M
|
331K
$56.5M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.4K+ 63.46% |
$2.16M - $2.37M
|
42.2K
$7.21M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
16.3KNew |
$2.15M - $2.36M
|
16.3K
$2.78M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.2K+ 35.29% |
$2.14M - $2.34M
|
62K
$10.6M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16KNew |
$2.11M - $2.32M
|
16K
$2.73M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
15.7K+ 3.03% |
$2.08M - $2.28M
|
535K
$91.4M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15.7K+ 34.75% |
$2.07M - $2.27M
|
60.8K
$10.4M
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 522.73% |
$2.06M - $2.26M
|
18.6K
$3.17M
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
15.1K+ 18.11% |
$2M - $2.19M
|
98.7K
$16.9M
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
15K+ 5.62% |
$1.98M - $2.17M
|
281K
$48M
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
14.8K+ 444.44% |
$1.95M - $2.14M
|
18.1K
$3.09M
|