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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
5.38K+ 1.46% |
$710K - $779K
|
373K
$65.6M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.36K+ 4.2% |
$708K - $777K
|
133K
$23.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.29K+ 5.91% |
$699K - $767K
|
94.8K
$16.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.28K+ 7.65% |
$697K - $765K
|
74.3K
$13.1M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
5.19K+ 23.29% |
$685K - $752K
|
27.5K
$4.83M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
5.19K+ 26.99% |
$685K - $752K
|
24.4K
$4.29M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.16K+ 8.89% |
$682K - $748K
|
63.2K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$676K - $741K
|
5.11K
$900K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.08K+ 1.34% |
$671K - $737K
|
384K
$67.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.07K+ 27.22% |
$669K - $734K
|
23.7K
$4.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.06K+ 32.13% |
$669K - $734K
|
20.8K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5KNew |
$661K - $725K
|
5K
$880K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.94K+ 5.5% |
$653K - $716K
|
94.8K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.91K+ 9.73% |
$649K - $712K
|
55.4K
$9.75M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.9K+ 21.95% |
$648K - $711K
|
27.2K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.86KNew |
$643K - $705K
|
4.86K
$856K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
4.84K+ 4.93% |
$639K - $701K
|
103K
$18.1M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.81K+ 126.23% |
$636K - $698K
|
8.62K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.79K+ 9.18% |
$633K - $695K
|
57K
$10M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.73KNew |
$626K - $686K
|
4.73K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.6K+ 0.58% |
$608K - $667K
|
800K
$141M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.6KNew |
$608K - $667K
|
4.6K
$809K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
4.6K+ 1.0% |
$608K - $667K
|
466K
$82M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
4.55K+ 4.89% |
$601K - $659K
|
97.5K
$17.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.52K+ 43.91% |
$597K - $655K
|
14.8K
$2.6M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
4.5K+ 3.73% |
$595K - $652K
|
125K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.47K+ 15.63% |
$590K - $648K
|
33.1K
$5.82M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
4.46KNew |
$589K - $646K
|
4.46K
$784K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4.42K+ 29.56% |
$584K - $641K
|
19.4K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.38K+ 12.05% |
$578K - $634K
|
40.7K
$7.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.37KNew |
$577K - $633K
|
4.37K
$769K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.37K+ 23.4% |
$577K - $633K
|
23K
$4.05M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.37K+ 3.34% |
$577K - $633K
|
135K
$23.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
4.35K+ 224.32% |
$574K - $630K
|
6.28K
$1.11M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.29KNew |
$566K - $621K
|
4.29K
$754K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
4.25K+ 1.91% |
$562K - $616K
|
227K
$40M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.16KNew |
$549K - $603K
|
4.16K
$732K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.15K+ 44.88% |
$548K - $602K
|
13.4K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.14KNew |
$547K - $600K
|
4.14K
$729K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.12K+ 3.16% |
$544K - $597K
|
134K
$23.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
4.11K+ 19.76% |
$543K - $596K
|
24.9K
$4.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.09K+ 7.01% |
$540K - $592K
|
62.4K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 0.91% |
$540K - $592K
|
452K
$79.6M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.07K+ 2.8% |
$537K - $590K
|
149K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.03K+ 2.7% |
$532K - $583K
|
153K
$26.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.02K+ 0.58% |
$531K - $583K
|
703K
$124M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 2.64% |
$528K - $580K
|
155K
$27.4M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.99K+ 5.39% |
$527K - $578K
|
78K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.91K+ 185.94% |
$517K - $567K
|
6.02K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
3.91K+ 41.77% |
$517K - $567K
|
13.3K
$2.34M
|