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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.8M+ 28.48% |
$3.28B - $3.59B
|
112M
$19.2B
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.1MNew |
$410M - $449M
|
3.1M
$531M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.02M+ 44930.63% |
$267M - $293M
|
2.03M
$348M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
1.73MNew |
$229M - $251M
|
1.73M
$297M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.35M+ 2319.47% |
$179M - $196M
|
1.41M
$242M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
925K+ 3219.33% |
$122M - $134M
|
954K
$163M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
889K+ 103.39% |
$117M - $129M
|
1.75M
$300M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
601K+ 1.16% |
$79.4M - $87.1M
|
52.3M
$8.95B
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
587K+ 12303.18% |
$77.6M - $85.1M
|
592K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
544K+ 336.2% |
$71.9M - $78.8M
|
706K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
523K+ 13.96% |
$69.2M - $75.9M
|
4.27M
$732M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
493K+ 44.4% |
$65.2M - $71.5M
|
1.6M
$275M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
493KNew |
$65.1M - $71.5M
|
493K
$84.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 1.27% |
$48.3M - $53M
|
29.1M
$4.98B
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
275K+ 330.06% |
$36.3M - $39.8M
|
358K
$61.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
255KNew |
$33.7M - $36.9M
|
255K
$43.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250K+ 6.71% |
$33M - $36.2M
|
3.98M
$681M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
242K+ 34.31% |
$31.9M - $35.1M
|
947K
$162M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
222K+ 2182.02% |
$29.3M - $32.1M
|
232K
$39.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
213K+ 13.09% |
$28.2M - $30.9M
|
1.84M
$315M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
200K+ 4.79% |
$26.5M - $29.1M
|
4.39M
$751M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
198K+ 0.97% |
$26.2M - $28.7M
|
20.6M
$3.53B
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
177KNew |
$23.4M - $25.6M
|
177K
$30.3M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
175KNew |
$23.1M - $25.4M
|
175K
$30M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
160K+ 106.58% |
$21.1M - $23.1M
|
309K
$53M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 5.25% |
$19.9M - $21.9M
|
3.02M
$518M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
129K+ 1.07% |
$17.1M - $18.7M
|
12.2M
$2.09B
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124K+ 24.34% |
$16.3M - $17.9M
|
632K
$108M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
117K+ 3.99% |
$15.4M - $16.9M
|
3.05M
$522M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
112KNew |
$14.8M - $16.2M
|
112K
$19.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
110K+ 7.24% |
$14.5M - $15.9M
|
1.63M
$278M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
109KNew |
$14.4M - $15.8M
|
109K
$18.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
108K+ 71.68% |
$14.3M - $15.7M
|
260K
$44.5M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
106K+ 60.45% |
$14M - $15.4M
|
281K
$48.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
103K+ 19.14% |
$13.6M - $15M
|
642K
$110M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
102K+ 187.18% |
$13.5M - $14.8M
|
156K
$26.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 1.38% |
$13.4M - $14.7M
|
7.44M
$1.27B
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
100KNew |
$13.2M - $14.5M
|
100K
$17.1M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
97.8KNew |
$12.9M - $14.2M
|
97.8K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
93.7K+ 5.53% |
$12.4M - $13.6M
|
1.79M
$306M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
86K+ 149.06% |
$11.4M - $12.5M
|
144K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84.9K+ 89.41% |
$11.2M - $12.3M
|
180K
$30.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
83K+ 35.55% |
$11M - $12M
|
317K
$54.2M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
79.7K+ 13.9% |
$10.5M - $11.5M
|
653K
$112M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.5KNew |
$10.4M - $11.4M
|
78.5K
$13.5M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
77.7K+ 2357.0% |
$10.3M - $11.3M
|
81K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75.6K+ 9.45% |
$9.99M - $11M
|
876K
$150M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
75.3K+ 341.58% |
$9.95M - $10.9M
|
97.3K
$16.7M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
68.4K+ 91.6% |
$9.04M - $9.91M
|
143K
$24.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
66K+ 34.29% |
$8.72M - $9.57M
|
259K
$44.3M
|