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
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-34.1K- 23.51% |
$4.5M - $4.94M
|
111K
$19.5M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 24.65% |
$4.62M - $5.07M
|
107K
$18.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-35.4K- 17.24% |
$4.68M - $5.14M
|
170K
$29.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35.9K- 13.99% |
$4.74M - $5.2M
|
221K
$38.8M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-36.4K- 24.0% |
$4.81M - $5.28M
|
115K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.4K- 1.98% |
$4.94M - $5.42M
|
1.85M
$326M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-38.5K- 54.89% |
$5.08M - $5.57M
|
31.6K
$5.56M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38.5K- 22.69% |
$5.09M - $5.58M
|
131K
$23.1M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.6K- 6.21% |
$5.36M - $5.88M
|
613K
$108M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41.1K- 99.93% |
$5.43M - $5.96M
|
30
$5.28K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-41.3K- 35.57% |
$5.46M - $5.99M
|
74.8K
$13.2M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-41.3K- 35.57% |
$5.46M - $5.99M
|
74.8K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-41.7K- 62.46% |
$5.51M - $6.05M
|
25.1K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-43K- 0.33% |
$5.68M - $6.23M
|
13.1M
$2.31B
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.7K- 7.82% |
$5.91M - $6.48M
|
527K
$92.8M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-45.1K- 11.81% |
$5.96M - $6.54M
|
337K
$59.3M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-48.6K- 66.27% |
$6.41M - $7.04M
|
24.7K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-48.6K- 38.94% |
$6.42M - $7.05M
|
76.2K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-49.5K- 19.19% |
$6.53M - $7.17M
|
208K
$36.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.6K- 5.21% |
$6.55M - $7.19M
|
902K
$159M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50K- 34.82% |
$6.6M - $7.24M
|
93.5K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-52K- 82.07% |
$6.87M - $7.54M
|
11.4K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53.1K- 4.04% |
$7.01M - $7.69M
|
1.26M
$222M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-54.9K- 78.01% |
$7.25M - $7.96M
|
15.5K
$2.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-57.9K- 92.97% |
$7.64M - $8.39M
|
4.38K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58K- 13.79% |
$7.66M - $8.41M
|
363K
$63.8M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-58.2K- 75.25% |
$7.69M - $8.44M
|
19.2K
$3.37M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-58.7K- 52.81% |
$7.76M - $8.52M
|
52.5K
$9.24M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60.8K- 90.6% |
$8.03M - $8.81M
|
6.31K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-60.9K- 5.64% |
$8.04M - $8.82M
|
1.02M
$179M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-65.9K- 43.29% |
$8.71M - $9.55M
|
86.3K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-66.8K- 36.61% |
$8.82M - $9.68M
|
116K
$20.3M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-68.9K- 84.43% |
$9.1M - $9.98M
|
12.7K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-71.8K- 36.75% |
$9.48M - $10.4M
|
123K
$21.7M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-73.3K- 96.36% |
$9.69M - $10.6M
|
2.77K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-75.1K- 42.74% |
$9.93M - $10.9M
|
101K
$17.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-78.6K- 50.6% |
$10.4M - $11.4M
|
76.7K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-80K- 88.59% |
$10.6M - $11.6M
|
10.3K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-82.8K- 24.09% |
$10.9M - $12M
|
261K
$45.9M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-93.2K- 51.6% |
$12.3M - $13.5M
|
87.4K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-95.5K- 6.22% |
$12.6M - $13.8M
|
1.44M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-107K- 2.26% |
$14.1M - $15.5M
|
4.61M
$811M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-109K- 2.27% |
$14.4M - $15.8M
|
4.69M
$824M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-110K- 73.37% |
$14.5M - $15.9M
|
39.8K
$7.01M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-113K- 94.15% |
$15M - $16.4M
|
7.04K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-115K- 3.58% |
$15.3M - $16.7M
|
3.11M
$547M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118K- 2.38% |
$15.7M - $17.2M
|
4.86M
$856M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-133K- 96.45% |
$17.5M - $19.2M
|
4.88K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-147K- 28.61% |
$19.4M - $21.3M
|
367K
$64.6M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-151K- 43.21% |
$19.9M - $21.8M
|
198K
$34.8M
|