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 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.21K+ 138.1% |
$1.22M - $1.34M
|
15.9K
$2.71M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.1KNew |
$1.2M - $1.32M
|
9.1K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.09K+ 171.57% |
$1.2M - $1.32M
|
14.4K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.99K+ 5.84% |
$1.19M - $1.3M
|
163K
$27.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.99K+ 13.18% |
$1.19M - $1.3M
|
77.2K
$13.2M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.9KNew |
$1.18M - $1.29M
|
8.9K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.87K+ 448.68% |
$1.17M - $1.29M
|
10.8K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.54K+ 5.53% |
$1.13M - $1.24M
|
163K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8.35K+ 249.67% |
$1.1M - $1.21M
|
11.7K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.26K+ 18.68% |
$1.09M - $1.2M
|
52.5K
$8.96M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
8.13K+ 39.79% |
$1.07M - $1.18M
|
28.6K
$4.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.06K+ 2.39% |
$1.07M - $1.17M
|
345K
$59M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.01K+ 5.2% |
$1.06M - $1.16M
|
162K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.98K+ 468.15% |
$1.05M - $1.16M
|
9.69K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.96KNew |
$1.05M - $1.15M
|
7.96K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.95K+ 16.31% |
$1.05M - $1.15M
|
56.7K
$9.68M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.92K+ 46.68% |
$1.05M - $1.15M
|
24.9K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.91K+ 33.21% |
$1.05M - $1.15M
|
31.7K
$5.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
7.84K+ 5.96% |
$1.04M - $1.14M
|
139K
$23.8M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.76K+ 11.05% |
$1.02M - $1.12M
|
78K
$13.3M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.75K+ 19.12% |
$1.02M - $1.12M
|
48.3K
$8.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.7K+ 15.27% |
$1.02M - $1.12M
|
58.1K
$9.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
7.69K+ 182.98% |
$1.02M - $1.11M
|
11.9K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.52K+ 16.85% |
$993K - $1.09M
|
52.1K
$8.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.45K+ 5.91% |
$984K - $1.08M
|
133K
$22.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
7.33K+ 691.7% |
$969K - $1.06M
|
8.39K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.24K+ 8.28% |
$956K - $1.05M
|
94.7K
$16.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.03K+ 5.57% |
$929K - $1.02M
|
133K
$22.8M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.02K+ 6.7% |
$928K - $1.02M
|
112K
$19.1M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.81K+ 5.32% |
$900K - $987K
|
135K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.78KNew |
$895K - $982K
|
6.78K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.76K+ 2.22% |
$893K - $979K
|
311K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.68KNew |
$883K - $968K
|
6.68K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.62K+ 11.15% |
$875K - $959K
|
66K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.58K+ 5.68% |
$870K - $954K
|
123K
$20.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
6.57K+ 19.87% |
$867K - $952K
|
39.6K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.37K+ 7.44% |
$842K - $924K
|
92K
$15.7M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.32K+ 0.66% |
$835K - $917K
|
969K
$166M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.26K+ 277.88% |
$826K - $907K
|
8.51K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.19K+ 88.49% |
$818K - $897K
|
13.2K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.19K+ 63.93% |
$817K - $897K
|
15.9K
$2.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.1K+ 107.33% |
$807K - $885K
|
11.8K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.08K+ 13.98% |
$803K - $881K
|
49.5K
$8.46M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6K+ 21.49% |
$793K - $870K
|
33.9K
$5.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$785K - $861K
|
5.94K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
5.89K+ 2.95% |
$778K - $854K
|
205K
$35.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.78K+ 11.97% |
$764K - $838K
|
54.1K
$9.25M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.76K+ 16.9% |
$761K - $835K
|
39.9K
$6.81M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.63K+ 32.95% |
$744K - $817K
|
22.7K
$3.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
5.58K+ 101.82% |
$737K - $809K
|
11.1K
$1.89M
|