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
|
Natixis
Paris, I0 |
SELL
|
- |
-28- 0.87% |
$3.7K - $4.06K
|
3.19K
$562K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28- 0.19% |
$3.7K - $4.06K
|
14.8K
$2.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-29- 0.51% |
$3.83K - $4.2K
|
5.7K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-30- 0.7% |
$3.96K - $4.35K
|
4.28K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-30- 1.17% |
$3.96K - $4.35K
|
2.53K
$446K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-30- 1.85% |
$3.96K - $4.35K
|
1.59K
$280K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-31- 0.98% |
$4.1K - $4.49K
|
3.14K
$553K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-31- 0.89% |
$4.1K - $4.49K
|
3.43K
$604K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-32- 0.77% |
$4.23K - $4.64K
|
4.14K
$728K
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
SELL
|
- |
-33- 1.07% |
$4.36K - $4.78K
|
3.05K
$537K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-33- 2.01% |
$4.36K - $4.78K
|
1.61K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-34- 0.18% |
$4.49K - $4.93K
|
19.1K
$3.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-35- 1.36% |
$4.62K - $5.07K
|
2.54K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-35- 1.68% |
$4.62K - $5.07K
|
2.05K
$360K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 3.2% |
$5.29K - $5.8K
|
1.21K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-40- 1.13% |
$5.29K - $5.8K
|
3.51K
$617K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-42- 15.33% |
$5.55K - $6.09K
|
232
$40.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-43- 2.62% |
$5.68K - $6.23K
|
1.6K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-43- 2.31% |
$5.68K - $6.23K
|
1.82K
$320K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-43- 1.65% |
$5.68K - $6.23K
|
2.56K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-44- 0.36% |
$5.81K - $6.38K
|
12.3K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-49- 0.48% |
$6.47K - $7.1K
|
10.1K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.58% |
$6.47K - $7.1K
|
8.42K
$1.48M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-51- 2.94% |
$6.74K - $7.39K
|
1.69K
$296K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-53- 3.31% |
$7K - $7.68K
|
1.55K
$272K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-55- 16.72% |
$7.27K - $7.97K
|
274
$48.2K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-55- 0.39% |
$7.27K - $7.97K
|
14.1K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-55- 0.92% |
$7.27K - $7.97K
|
5.89K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-56- 0.55% |
$7.4K - $8.12K
|
10.1K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-58- 0.44% |
$7.66K - $8.41K
|
13K
$2.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-60- 0.28% |
$7.93K - $8.7K
|
21.7K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 1.14% |
$7.93K - $8.7K
|
5.22K
$917K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-62- 3.29% |
$8.19K - $8.99K
|
1.82K
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-63- 1.53% |
$8.32K - $9.13K
|
4.06K
$715K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 0.34% |
$8.46K - $9.28K
|
18.8K
$3.31M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-64- 2.32% |
$8.46K - $9.28K
|
2.69K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-67- 3.42% |
$8.85K - $9.71K
|
1.89K
$333K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-67- 0.18% |
$8.85K - $9.71K
|
37.8K
$6.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-68- 2.38% |
$8.98K - $9.86K
|
2.79K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-68- 14.53% |
$8.98K - $9.86K
|
400
$70.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-69- 0.22% |
$9.12K - $10K
|
30.7K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-71- 1.13% |
$9.38K - $10.3K
|
6.23K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-73- 39.46% |
$9.65K - $10.6K
|
112
$19.7K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-75- 0.31% |
$9.91K - $10.9K
|
24.3K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-75- 0.39% |
$9.91K - $10.9K
|
19.4K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76- 1.64% |
$10K - $11K
|
4.56K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-77- 3.43% |
$10.2K - $11.2K
|
2.17K
$381K
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-77- 0.63% |
$10.2K - $11.2K
|
12.1K
$2.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-78- 3.73% |
$10.3K - $11.3K
|
2.01K
$354K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-79- 0.14% |
$10.4K - $11.5K
|
57.4K
$10.1M
|