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
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
296+ 15.75% |
$39.1K - $42.9K
|
2.18K
$383K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
295+ 52.96% |
$39K - $42.8K
|
852
$150K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
291+ 7.47% |
$38.4K - $42.2K
|
4.19K
$736K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
284+ 11.44% |
$37.5K - $41.2K
|
2.77K
$487K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
278+ 10.64% |
$36.7K - $40.3K
|
2.89K
$508K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
277+ 6.67% |
$36.6K - $40.2K
|
4.43K
$779K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
275+ 8.55% |
$36.3K - $39.9K
|
3.49K
$614K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
274+ 118.61% |
$36.2K - $39.7K
|
505
$88.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
271+ 2.67% |
$35.8K - $39.3K
|
10.4K
$1.83M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
268+ 3.27% |
$35.4K - $38.8K
|
8.47K
$1.49M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
265+ 1.71% |
$35K - $38.4K
|
15.7K
$2.77M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
255+ 11.05% |
$33.7K - $37K
|
2.56K
$451K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
248+ 2.44% |
$32.8K - $36K
|
10.4K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
247+ 2.42% |
$32.6K - $35.8K
|
10.4K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 241.18% |
$32.5K - $35.7K
|
348
$61.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
245+ 5.62% |
$32.4K - $35.5K
|
4.6K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
243+ 5.29% |
$32.1K - $35.2K
|
4.84K
$851K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
239+ 5.45% |
$31.6K - $34.6K
|
4.62K
$814K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
238+ 0.06% |
$31.4K - $34.5K
|
399K
$70.3M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
233+ 1.14% |
$30.8K - $33.8K
|
20.7K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
230+ 15.7% |
$30.4K - $33.3K
|
1.7K
$298K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
229New |
$30.3K - $33.2K
|
229
$40.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
228+ 15.79% |
$30.1K - $33.1K
|
1.67K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
224+ 6.01% |
$29.6K - $32.5K
|
3.95K
$695K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
224+ 1.15% |
$29.6K - $32.5K
|
19.8K
$3.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
222+ 0.45% |
$29.3K - $32.2K
|
49.6K
$8.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
219+ 1.28% |
$28.9K - $31.7K
|
17.3K
$3.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
219+ 11.02% |
$28.9K - $31.7K
|
2.21K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
216+ 53.2% |
$28.5K - $31.3K
|
622
$109K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
213+ 2.74% |
$28.1K - $30.9K
|
7.99K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
210+ 2.4% |
$27.7K - $30.4K
|
8.94K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
210+ 3.6% |
$27.7K - $30.4K
|
6.04K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
209+ 35.73% |
$27.6K - $30.3K
|
794
$140K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
209+ 35.73% |
$27.6K - $30.3K
|
794
$140K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
208New |
$27.5K - $30.2K
|
208
$36.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
207+ 0.92% |
$27.4K - $30K
|
22.6K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
202+ 10.2% |
$26.7K - $29.3K
|
2.18K
$384K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
200+ 1.85% |
$26.4K - $29K
|
11K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 0.91% |
$26.4K - $29K
|
22.1K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
199+ 17.85% |
$26.3K - $28.8K
|
1.31K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
199+ 1.72% |
$26.3K - $28.8K
|
11.8K
$2.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
197+ 6.7% |
$26K - $28.6K
|
3.14K
$552K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
194+ 1.32% |
$25.6K - $28.1K
|
14.9K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
194+ 0.61% |
$25.6K - $28.1K
|
32.2K
$5.66M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
192+ 11.21% |
$25.4K - $27.8K
|
1.9K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
190+ 2.41% |
$25.1K - $27.5K
|
8.09K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
187+ 0.32% |
$24.7K - $27.1K
|
58.7K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
184+ 0.97% |
$24.3K - $26.7K
|
19.1K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
182+ 2.79% |
$24K - $26.4K
|
6.7K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
181+ 1.71% |
$23.9K - $26.2K
|
10.7K
$1.89M
|