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 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.14KNew |
$283K - $310K
|
2.14K
$378K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.14K+ 5.24% |
$282K - $310K
|
42.9K
$7.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.13KNew |
$282K - $309K
|
2.13K
$377K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.13K+ 1.21% |
$281K - $308K
|
179K
$31.6M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.12K+ 11.93% |
$281K - $308K
|
19.9K
$3.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.12K+ 1.57% |
$280K - $307K
|
137K
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1K+ 213.75% |
$277K - $304K
|
3.08K
$544K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.07K+ 4.32% |
$274K - $300K
|
50.1K
$8.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.07K+ 3.84% |
$274K - $300K
|
56.1K
$9.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.06K+ 7.49% |
$273K - $299K
|
29.6K
$5.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$273K - $299K
|
2.06K
$364K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
2.06K+ 5.06% |
$272K - $299K
|
42.8K
$7.57M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.06K+ 153.35% |
$272K - $298K
|
3.4K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
2.06K+ 2.17% |
$272K - $298K
|
96.7K
$17.1M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.06K+ 5.1% |
$272K - $298K
|
42.3K
$7.48M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.03K+ 15.58% |
$268K - $294K
|
15K
$2.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.01K+ 12.58% |
$266K - $292K
|
18K
$3.18M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.99K+ 9.24% |
$263K - $289K
|
23.6K
$4.16M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 8.08% |
$260K - $285K
|
26.3K
$4.65M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.96K+ 2.28% |
$258K - $283K
|
87.7K
$15.5M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.93K+ 6.18% |
$254K - $279K
|
33.1K
$5.84M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.92K+ 5.47% |
$254K - $278K
|
37K
$6.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.89K+ 2.07% |
$250K - $274K
|
93.3K
$16.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.86K+ 2.42% |
$246K - $270K
|
78.8K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 9.85% |
$245K - $269K
|
20.7K
$3.66M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.83K+ 1.69% |
$241K - $265K
|
110K
$19.4M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.82KNew |
$240K - $264K
|
1.82K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 181800.0% |
$240K - $264K
|
1.82K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.82KNew |
$240K - $263K
|
1.82K
$321K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.79K+ 12.84% |
$237K - $260K
|
15.8K
$2.78M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 1.61% |
$236K - $259K
|
112K
$19.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.77K+ 17.18% |
$234K - $257K
|
12.1K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.77KNew |
$234K - $256K
|
1.77K
$312K
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.76KNew |
$232K - $255K
|
1.76K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.76K+ 6.62% |
$232K - $255K
|
28.3K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.75KNew |
$232K - $254K
|
1.75K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 9.8% |
$231K - $254K
|
19.6K
$3.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.75KNew |
$231K - $253K
|
1.75K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.73KNew |
$229K - $251K
|
1.73K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.72K+ 0.6% |
$228K - $250K
|
289K
$51.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.72KNew |
$228K - $250K
|
1.72K
$304K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.72K+ 0.65% |
$227K - $249K
|
267K
$47.2M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.7K+ 4.2% |
$225K - $246K
|
42.2K
$7.45M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.7K+ 21.45% |
$224K - $246K
|
9.62K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.69K+ 8.12% |
$224K - $246K
|
22.6K
$3.98M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.69K+ 3.51% |
$224K - $245K
|
50K
$8.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.68K+ 10.44% |
$222K - $243K
|
17.8K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.68KNew |
$221K - $243K
|
1.68K
$296K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
1.64KNew |
$216K - $237K
|
1.64K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.61K+ 8.39% |
$213K - $233K
|
20.8K
$3.67M
|