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 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 0.41% |
$1.67M - $1.84M
|
3.06M
$551M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.8K- 4.19% |
$1.69M - $1.85M
|
293K
$52.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13K- 2.79% |
$1.72M - $1.89M
|
455K
$81.9M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-13.5K- 75.72% |
$1.78M - $1.95M
|
4.32K
$778K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.5K- 12.69% |
$1.79M - $1.96M
|
93.2K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.9K- 32.25% |
$1.83M - $2.01M
|
29.1K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-13.9K- 84.12% |
$1.83M - $2.01M
|
2.62K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 6.8% |
$1.84M - $2.01M
|
190K
$34.3M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.9K- 25.05% |
$1.84M - $2.02M
|
41.6K
$7.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-14K- 10.77% |
$1.85M - $2.02M
|
116K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.4K- 28.2% |
$1.9M - $2.08M
|
36.5K
$6.58M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.4K- 2.23% |
$1.9M - $2.09M
|
633K
$114M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.5K- 18.88% |
$1.91M - $2.1M
|
62.1K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 4.15% |
$1.93M - $2.12M
|
338K
$60.9M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 21.75% |
$1.94M - $2.12M
|
52.7K
$9.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.9K- 2.23% |
$1.97M - $2.16M
|
653K
$118M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15.1K- 31.16% |
$2M - $2.19M
|
33.4K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-16.1K- 69.58% |
$2.13M - $2.34M
|
7.06K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.2K- 4.2% |
$2.14M - $2.35M
|
369K
$66.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.4K- 6.25% |
$2.16M - $2.37M
|
245K
$44.2M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16.5K- 16.02% |
$2.18M - $2.39M
|
86.4K
$15.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 6.33% |
$2.26M - $2.48M
|
254K
$45.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.3K- 3.64% |
$2.28M - $2.5M
|
456K
$82.2M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-18K- 67.85% |
$2.37M - $2.6M
|
8.51K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-18.3K- 21.68% |
$2.42M - $2.66M
|
66.2K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-18.5K- 99.26% |
$2.44M - $2.68M
|
138
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-19.4K- 56.15% |
$2.57M - $2.82M
|
15.2K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-19.5K- 27.52% |
$2.58M - $2.83M
|
51.4K
$9.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 27.21% |
$2.61M - $2.86M
|
52.8K
$9.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.8K- 32.81% |
$2.61M - $2.87M
|
40.5K
$7.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.1K- 6.84% |
$3.05M - $3.34M
|
314K
$56.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-23.2K- 4.62% |
$3.07M - $3.37M
|
480K
$86.4M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-23.8K- 87.91% |
$3.14M - $3.45M
|
3.27K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.6K- 30.96% |
$3.25M - $3.56M
|
54.8K
$9.87M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-24.6K- 7.85% |
$3.25M - $3.57M
|
289K
$52M
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-26.5K- 32.14% |
$3.5M - $3.84M
|
55.9K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-27.1K- 15.96% |
$3.58M - $3.92M
|
143K
$25.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 2.95% |
$3.62M - $3.97M
|
901K
$162M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-27.7K- 87.59% |
$3.66M - $4.02M
|
3.93K
$707K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.8K- 2.79% |
$3.67M - $4.02M
|
966K
$174M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-28.7K- 8.28% |
$3.8M - $4.17M
|
318K
$57.3M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 8.85% |
$3.95M - $4.34M
|
308K
$55.5M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-31.3K- 20.06% |
$4.14M - $4.54M
|
125K
$22.5M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-32.2K- 76.61% |
$4.26M - $4.67M
|
9.84K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-33.3K- 5.45% |
$4.4M - $4.83M
|
579K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-33.6K- 1.76% |
$4.44M - $4.87M
|
1.87M
$337M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-34.1K- 23.51% |
$4.5M - $4.94M
|
111K
$20M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 24.65% |
$4.62M - $5.07M
|
107K
$19.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-35.4K- 17.24% |
$4.68M - $5.14M
|
170K
$30.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35.9K- 13.99% |
$4.74M - $5.2M
|
221K
$39.7M
|