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
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2+ 0.11% |
$264 - $290
|
1.79K
$318K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.25% |
$132 - $145
|
81
$14.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 1.28% |
$132 - $145
|
79
$14K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$132 - $145
|
228
$40.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$132 - $145
|
7.28K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.87% |
$132 - $145
|
116
$20.6K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$132 - $145
|
1
$177
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$132 - $145
|
8.55K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$132 - $145
|
3.21K
$569K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.47% |
$132 - $145
|
212
$37.6K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.93% |
$132 - $145
|
108
$19.1K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.33% |
$132 - $145
|
302
$53.5K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$132 - $145
|
1.68K
$297K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$132 - $145
|
1.59K
$281K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.79% |
$132 - $145
|
57
$10.1K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.57% |
$132 - $145
|
175
$31K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 5.88% |
$264 - $290
|
32
$5.67K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2- 0.08% |
$264 - $290
|
2.62K
$464K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.41% |
$264 - $290
|
81
$14.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3- 0.17% |
$396 - $435
|
1.71K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3- 0.03% |
$396 - $435
|
10.8K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3- 0.21% |
$396 - $435
|
1.41K
$250K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3- 0.4% |
$396 - $435
|
755
$134K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4- 0.05% |
$529 - $580
|
7.47K
$1.32M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4- 0.05% |
$529 - $580
|
7.47K
$1.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7- 0.24% |
$925 - $1.01K
|
2.88K
$510K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$925 - $1.01K
|
10.2K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-7- 0.03% |
$925 - $1.01K
|
22.5K
$3.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-8- 0.37% |
$1.06K - $1.16K
|
2.17K
$384K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-9- 0.31% |
$1.19K - $1.3K
|
2.91K
$515K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-11- 0.54% |
$1.45K - $1.59K
|
2.02K
$359K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-12- 0.49% |
$1.59K - $1.74K
|
2.44K
$433K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12- 11.54% |
$1.59K - $1.74K
|
92
$16.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-13- 0.69% |
$1.72K - $1.88K
|
1.87K
$332K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13- 0.15% |
$1.72K - $1.88K
|
8.74K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14- 0.06% |
$1.85K - $2.03K
|
22.9K
$4.06M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-14- 0.47% |
$1.85K - $2.03K
|
2.95K
$524K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.33% |
$1.85K - $2.03K
|
4.2K
$744K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.37% |
$1.98K - $2.17K
|
4.09K
$724K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-15- 0.1% |
$1.98K - $2.17K
|
14.9K
$2.65M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-16- 0.45% |
$2.11K - $2.32K
|
3.5K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 0.04% |
$2.11K - $2.32K
|
38.7K
$6.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 0.49% |
$2.38K - $2.61K
|
3.65K
$647K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 1.11% |
$2.64K - $2.9K
|
1.78K
$315K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.08% |
$2.77K - $3.04K
|
1.92K
$340K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22Closed |
$2.91K - $3.19K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26- 0.11% |
$3.44K - $3.77K
|
24.1K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 0.03% |
$3.57K - $3.91K
|
100K
$17.8M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 0.03% |
$3.57K - $3.91K
|
100K
$17.8M
|