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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.3K- 0.73% |
$1.35M - $1.49M
|
1.39M
$238M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10.4K- 27.88% |
$1.37M - $1.51M
|
26.9K
$4.59M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10.7K- 25.96% |
$1.41M - $1.54M
|
30.4K
$5.19M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-10.7K- 7.45% |
$1.41M - $1.55M
|
133K
$22.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10.9K- 25.01% |
$1.44M - $1.58M
|
32.7K
$5.58M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 2.48% |
$1.49M - $1.64M
|
443K
$75.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-11.3K- 84.0% |
$1.5M - $1.64M
|
2.16K
$369K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 2.42% |
$1.51M - $1.66M
|
463K
$79.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-11.5K- 23.39% |
$1.52M - $1.67M
|
37.7K
$6.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12K- 10.37% |
$1.58M - $1.73M
|
103K
$17.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12K- 30.87% |
$1.58M - $1.74M
|
26.9K
$4.59M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12.2K- 1.34% |
$1.61M - $1.76M
|
897K
$153M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 4.3% |
$1.62M - $1.77M
|
272K
$46.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.3K- 21.63% |
$1.63M - $1.79M
|
44.7K
$7.63M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 0.41% |
$1.67M - $1.84M
|
3.06M
$523M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.8K- 4.19% |
$1.69M - $1.85M
|
293K
$50M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13K- 2.79% |
$1.72M - $1.89M
|
455K
$77.7M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-13.5K- 75.72% |
$1.78M - $1.95M
|
4.32K
$738K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.5K- 12.69% |
$1.79M - $1.96M
|
93.2K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.9K- 32.25% |
$1.83M - $2.01M
|
29.1K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-13.9K- 84.12% |
$1.83M - $2.01M
|
2.62K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 6.8% |
$1.84M - $2.01M
|
190K
$32.5M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.9K- 25.05% |
$1.84M - $2.02M
|
41.6K
$7.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-14K- 10.77% |
$1.85M - $2.02M
|
116K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.4K- 28.2% |
$1.9M - $2.08M
|
36.5K
$6.24M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.4K- 2.23% |
$1.9M - $2.09M
|
633K
$108M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.5K- 18.88% |
$1.91M - $2.1M
|
62.1K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 4.15% |
$1.93M - $2.12M
|
338K
$57.8M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 21.75% |
$1.94M - $2.12M
|
52.7K
$9.01M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 2.23% |
$1.97M - $2.16M
|
653K
$112M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15.1K- 31.16% |
$2M - $2.19M
|
33.4K
$5.7M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-16.1K- 69.58% |
$2.13M - $2.34M
|
7.06K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.2K- 4.2% |
$2.14M - $2.35M
|
369K
$63M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.4K- 6.25% |
$2.16M - $2.37M
|
245K
$41.9M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16.5K- 16.02% |
$2.18M - $2.39M
|
86.4K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 6.33% |
$2.26M - $2.48M
|
254K
$43.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.3K- 3.64% |
$2.28M - $2.5M
|
456K
$78M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-18K- 67.85% |
$2.37M - $2.6M
|
8.51K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-18.3K- 21.68% |
$2.42M - $2.66M
|
66.2K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-18.5K- 99.26% |
$2.44M - $2.68M
|
138
$23.6K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-19.4K- 56.15% |
$2.57M - $2.82M
|
15.2K
$2.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-19.5K- 27.52% |
$2.58M - $2.83M
|
51.4K
$8.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 27.21% |
$2.61M - $2.86M
|
52.8K
$9.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.8K- 32.81% |
$2.61M - $2.87M
|
40.5K
$6.92M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.1K- 6.84% |
$3.05M - $3.34M
|
314K
$53.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-23.2K- 4.62% |
$3.07M - $3.37M
|
480K
$81.9M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-23.8K- 87.91% |
$3.14M - $3.45M
|
3.27K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.6K- 30.96% |
$3.25M - $3.56M
|
54.8K
$9.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-24.6K- 7.85% |
$3.25M - $3.57M
|
289K
$49.3M
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-26.5K- 32.14% |
$3.5M - $3.84M
|
55.9K
$9.55M
|