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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 20.32% |
$1.94M - $2.12M
|
86.8K
$14.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$1.94M - $2.12M
|
14.7K
$2.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.6KNew |
$1.93M - $2.12M
|
14.6K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 11.2% |
$1.93M - $2.11M
|
145K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 1.94% |
$1.88M - $2.06M
|
744K
$127M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.7K+ 550.75% |
$1.8M - $1.98M
|
16.1K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.5K+ 11.41% |
$1.79M - $1.96M
|
132K
$22.6M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.3K+ 110.12% |
$1.76M - $1.93M
|
25.5K
$4.35M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.1K+ 18.64% |
$1.73M - $1.9M
|
83.3K
$14.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
13K+ 54.17% |
$1.72M - $1.88M
|
37K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12.8K+ 15.09% |
$1.69M - $1.85M
|
97.4K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12K+ 9.32% |
$1.59M - $1.75M
|
141K
$24.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
12K+ 5.5% |
$1.59M - $1.75M
|
231K
$39.5M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
11.9K+ 5.53% |
$1.57M - $1.72M
|
226K
$38.6M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
11.8K+ 24.29% |
$1.56M - $1.71M
|
60.2K
$10.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11.7K+ 65.34% |
$1.55M - $1.7M
|
29.7K
$5.07M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.7K+ 21.4% |
$1.54M - $1.69M
|
66.3K
$11.3M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11.7K+ 175.55% |
$1.54M - $1.69M
|
18.3K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$1.52M - $1.67M
|
11.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.5K+ 4.52% |
$1.52M - $1.66M
|
265K
$45.4M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 61.78% |
$1.52M - $1.66M
|
30K
$5.13M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 61.78% |
$1.52M - $1.66M
|
30K
$5.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11.5K+ 37.86% |
$1.52M - $1.66M
|
41.8K
$7.13M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11.4K+ 43.29% |
$1.51M - $1.65M
|
37.7K
$6.44M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11.3KNew |
$1.49M - $1.64M
|
11.3K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.3K+ 3.24% |
$1.49M - $1.63M
|
359K
$61.3M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
11.2K+ 9.36% |
$1.48M - $1.62M
|
131K
$22.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
11.1K+ 23.03% |
$1.47M - $1.61M
|
59.3K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.1K+ 4.4% |
$1.46M - $1.61M
|
263K
$44.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10.9KNew |
$1.44M - $1.58M
|
10.9K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
10.9K+ 68.26% |
$1.43M - $1.57M
|
26.8K
$4.57M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10.8K+ 13.98% |
$1.42M - $1.56M
|
87.7K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
10.5K+ 10.8% |
$1.39M - $1.53M
|
108K
$18.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
10.5K+ 0.27% |
$1.39M - $1.52M
|
3.88M
$663M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3K+ 15.82% |
$1.36M - $1.5M
|
75.6K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
10.3KNew |
$1.36M - $1.49M
|
10.3K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.3K+ 156.71% |
$1.36M - $1.49M
|
16.8K
$2.87M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10.1KNew |
$1.34M - $1.47M
|
10.1K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.1K+ 18.82% |
$1.34M - $1.46M
|
63.8K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
10KNew |
$1.32M - $1.45M
|
10K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.69K+ 3.32% |
$1.28M - $1.4M
|
301K
$51.4M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
9.68K+ 10.77% |
$1.28M - $1.4M
|
99.6K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.56K+ 1.6% |
$1.26M - $1.39M
|
608K
$104M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.45KNew |
$1.25M - $1.37M
|
9.45K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.44KNew |
$1.25M - $1.37M
|
9.44K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
9.32K+ 26.41% |
$1.23M - $1.35M
|
44.6K
$7.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.32K+ 4.62% |
$1.23M - $1.35M
|
211K
$36M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.24K+ 19.09% |
$1.22M - $1.34M
|
57.6K
$9.84M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.23KNew |
$1.22M - $1.34M
|
9.23K
$1.58M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.22KNew |
$1.22M - $1.34M
|
9.22K
$1.57M
|