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 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.17K+ 17.33% |
$155K - $170K
|
7.93K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.17K+ 47.31% |
$154K - $169K
|
3.64K
$645K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.16K+ 18.68% |
$153K - $168K
|
7.36K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.16K+ 6.12% |
$153K - $168K
|
20.1K
$3.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.15K+ 2.03% |
$152K - $167K
|
57.9K
$10.3M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.15K+ 2.98% |
$152K - $167K
|
39.8K
$7.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.14K+ 10.22% |
$151K - $165K
|
12.3K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.14K+ 1.96% |
$150K - $165K
|
59.1K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.14K+ 43.7% |
$150K - $165K
|
3.74K
$663K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 4.61% |
$149K - $164K
|
25.7K
$4.55M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.12K+ 30.44% |
$148K - $162K
|
4.8K
$850K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.1K+ 20.02% |
$145K - $159K
|
6.59K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.08K+ 1.71% |
$143K - $156K
|
64.1K
$11.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 18.68% |
$142K - $155K
|
6.81K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.07K+ 21380.0% |
$141K - $155K
|
1.07K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 16.09% |
$138K - $152K
|
7.56K
$1.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 11.04% |
$134K - $147K
|
10.2K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1K+ 4.43% |
$133K - $146K
|
23.7K
$4.2M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
994+ 34.54% |
$131K - $144K
|
3.87K
$686K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
986+ 6.17% |
$130K - $143K
|
17K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
983+ 1.35% |
$130K - $142K
|
74K
$13.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
967+ 1.7% |
$128K - $140K
|
57.8K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
963+ 6.65% |
$127K - $140K
|
15.4K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
962+ 5.58% |
$127K - $139K
|
18.2K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
960+ 827.59% |
$127K - $139K
|
1.08K
$191K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
946+ 2.32% |
$125K - $137K
|
41.6K
$7.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
928+ 48.23% |
$123K - $135K
|
2.85K
$506K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
918+ 14.85% |
$121K - $133K
|
7.1K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
918+ 4.85% |
$121K - $133K
|
19.8K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$119K - $130K
|
31K
$5.49M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$119K - $130K
|
31K
$5.49M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
898+ 60.51% |
$119K - $130K
|
2.38K
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
894+ 5.39% |
$118K - $130K
|
17.5K
$3.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
871+ 11.95% |
$115K - $126K
|
8.16K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
871+ 1.4% |
$115K - $126K
|
63.3K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
870+ 80.41% |
$115K - $126K
|
1.95K
$346K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
865+ 34.26% |
$114K - $125K
|
3.39K
$601K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
859+ 17.7% |
$113K - $125K
|
5.71K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
856+ 0.71% |
$113K - $124K
|
122K
$21.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
855+ 45.26% |
$113K - $124K
|
2.74K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
854+ 1.71% |
$113K - $124K
|
50.9K
$9.02M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
852+ 1.41% |
$113K - $124K
|
61.4K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
850+ 5.05% |
$112K - $123K
|
17.7K
$3.13M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
832+ 12.51% |
$110K - $121K
|
7.48K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
828+ 6.35% |
$109K - $120K
|
13.9K
$2.46M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
828+ 6.35% |
$109K - $120K
|
13.9K
$2.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
820+ 13.61% |
$108K - $119K
|
6.84K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
815+ 4.73% |
$108K - $118K
|
18K
$3.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
810+ 10.94% |
$107K - $117K
|
8.21K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
809+ 3.17% |
$107K - $117K
|
26.4K
$4.67M
|