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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
179+ 5.56% |
$23.7K - $25.9K
|
3.4K
$603K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
178+ 5.48% |
$23.5K - $25.8K
|
3.43K
$608K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
177+ 2.74% |
$23.4K - $25.7K
|
6.63K
$1.18M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
176+ 5.18% |
$23.3K - $25.5K
|
3.57K
$633K
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
175+ 3.04% |
$23.1K - $25.4K
|
5.94K
$1.05M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
173+ 1.96% |
$22.9K - $25.1K
|
9.01K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
170New |
$22.5K - $24.6K
|
170
$30.1K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
168New |
$22.2K - $24.4K
|
168
$29.8K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
168+ 0.47% |
$22.2K - $24.4K
|
36.1K
$6.41M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
163+ 0.25% |
$21.5K - $23.6K
|
66K
$11.7M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
156+ 0.48% |
$20.6K - $22.6K
|
32.6K
$5.78M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
151New |
$20K - $21.9K
|
151
$26.8K
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
151+ 0.97% |
$20K - $21.9K
|
15.8K
$2.8M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
148+ 3.0% |
$19.6K - $21.5K
|
5.09K
$902K
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
148+ 4.34% |
$19.6K - $21.5K
|
3.56K
$630K
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
147+ 1.2% |
$19.4K - $21.3K
|
12.4K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
146+ 1.89% |
$19.3K - $21.2K
|
7.86K
$1.39M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
143+ 2.68% |
$18.9K - $20.7K
|
5.49K
$973K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
143+ 1.22% |
$18.9K - $20.7K
|
11.8K
$2.1M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
143+ 11.89% |
$18.9K - $20.7K
|
1.35K
$239K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
143+ 0.77% |
$18.9K - $20.7K
|
18.8K
$3.33M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
142+ 3.28% |
$18.8K - $20.6K
|
4.47K
$793K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
138New |
$18.2K - $20K
|
138
$24.5K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
138+ 2.45% |
$18.2K - $20K
|
5.76K
$1.02M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
136+ 0.64% |
$18K - $19.7K
|
21.4K
$3.8M
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
136New |
$18K - $19.7K
|
136
$24.1K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
136+ 17.69% |
$18K - $19.7K
|
905
$160K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
132+ 40.12% |
$17.4K - $19.1K
|
461
$81.7K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
131New |
$17.3K - $19K
|
131
$23.2K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
131+ 23.99% |
$17.3K - $19K
|
677
$120K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
130+ 0.44% |
$17.2K - $18.8K
|
29.6K
$5.24M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
129+ 14.24% |
$17K - $18.7K
|
1.04K
$184K
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
128+ 2.22% |
$16.9K - $18.6K
|
5.88K
$1.04M
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
123+ 0.23% |
$16.3K - $17.8K
|
54.7K
$9.7M
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
120+ 0.68% |
$15.9K - $17.4K
|
17.7K
$3.14M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
118New |
$15.6K - $17.1K
|
118
$20.9K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
116+ 0.83% |
$15.3K - $16.8K
|
14K
$2.48M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
110+ 0.3% |
$14.5K - $15.9K
|
36.8K
$6.52M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
110+ 5.23% |
$14.5K - $15.9K
|
2.21K
$392K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
108+ 4.75% |
$14.3K - $15.7K
|
2.38K
$422K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
105New |
$13.9K - $15.2K
|
105
$18.6K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
105+ 0.71% |
$13.9K - $15.2K
|
14.8K
$2.63M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
104+ 1.57% |
$13.7K - $15.1K
|
6.72K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
104+ 3.95% |
$13.7K - $15.1K
|
2.73K
$485K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
103+ 0.3% |
$13.6K - $14.9K
|
34.8K
$6.18M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
102+ 4.16% |
$13.5K - $14.8K
|
2.55K
$453K
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
99+ 3.9% |
$13.1K - $14.4K
|
2.64K
$468K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
99+ 4.54% |
$13.1K - $14.4K
|
2.28K
$404K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
97+ 1.62% |
$12.8K - $14.1K
|
6.08K
$1.08M
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
93+ 1.63% |
$12.3K - $13.5K
|
5.82K
$1.03M
|