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 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
499+ 80.61% |
$65.9K - $72.3K
|
1.12K
$198K
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
491+ 11.71% |
$64.9K - $71.2K
|
4.69K
$830K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
490+ 13.41% |
$64.7K - $71K
|
4.14K
$735K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
488+ 1.32% |
$64.5K - $70.7K
|
37.5K
$6.65M
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
485+ 3.2% |
$64.1K - $70.3K
|
15.6K
$2.77M
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
475+ 11.14% |
$62.8K - $68.9K
|
4.74K
$840K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
467+ 2.12% |
$61.7K - $67.7K
|
22.5K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
463+ 4.88% |
$61.2K - $67.1K
|
9.96K
$1.77M
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
455+ 3.88% |
$60.1K - $66K
|
12.2K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
453+ 14.36% |
$59.9K - $65.7K
|
3.61K
$640K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
452+ 9.63% |
$59.7K - $65.5K
|
5.15K
$912K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
451New |
$59.6K - $65.4K
|
451
$79.9K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
447+ 1.92% |
$59.1K - $64.8K
|
23.7K
$4.2M
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
446+ 24.44% |
$58.9K - $64.7K
|
2.27K
$403K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
446+ 11.92% |
$58.9K - $64.7K
|
4.19K
$743K
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
446+ 3.23% |
$58.9K - $64.7K
|
14.2K
$2.53M
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
441+ 13.88% |
$58.3K - $63.9K
|
3.62K
$641K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
441+ 5.9% |
$58.3K - $63.9K
|
7.92K
$1.4M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
433+ 0.13% |
$57.2K - $62.8K
|
336K
$59.5M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
430+ 16.95% |
$56.8K - $62.3K
|
2.97K
$526K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
420+ 5.81% |
$55.5K - $60.9K
|
7.66K
$1.36M
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
418+ 5.59% |
$55.2K - $60.6K
|
7.9K
$1.4M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
415+ 6.19% |
$54.8K - $60.2K
|
7.12K
$1.26M
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
408+ 5.06% |
$53.9K - $59.1K
|
8.48K
$1.5M
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
401+ 5.75% |
$53K - $58.1K
|
7.37K
$1.31M
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
399+ 1.92% |
$52.7K - $57.8K
|
21.1K
$3.74M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
397+ 24.06% |
$52.5K - $57.5K
|
2.05K
$363K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
396+ 628.57% |
$52.3K - $57.4K
|
459
$81.4K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
393+ 0.24% |
$51.9K - $57K
|
164K
$29.1M
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
393+ 1.26% |
$51.9K - $57K
|
31.5K
$5.59M
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
382+ 22.72% |
$50.5K - $55.4K
|
2.06K
$366K
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
374+ 6.42% |
$49.4K - $54.2K
|
6.2K
$1.1M
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
370+ 17.82% |
$48.9K - $53.6K
|
2.45K
$434K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
365+ 12.88% |
$48.2K - $52.9K
|
3.2K
$567K
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
364+ 3.83% |
$48.1K - $52.8K
|
9.86K
$1.75M
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
357+ 1.01% |
$47.2K - $51.8K
|
35.7K
$6.34M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
357+ 17.11% |
$47.2K - $51.8K
|
2.44K
$433K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
356+ 35600.0% |
$47K - $51.6K
|
357
$63.3K
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
349+ 22.4% |
$46.1K - $50.6K
|
1.91K
$338K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
345+ 5.79% |
$45.6K - $50K
|
6.31K
$1.12M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
341+ 0.28% |
$45.1K - $49.4K
|
122K
$21.5M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
332+ 4.47% |
$43.9K - $48.1K
|
7.75K
$1.37M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
328+ 0.95% |
$43.3K - $47.5K
|
34.9K
$6.18M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
327+ 1.51% |
$43.2K - $47.4K
|
22K
$3.9M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
325+ 9.7% |
$42.9K - $47.1K
|
3.68K
$651K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
323+ 20.65% |
$42.7K - $46.8K
|
1.89K
$334K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
312+ 4.31% |
$41.2K - $45.2K
|
7.56K
$1.34M
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
310+ 0.66% |
$41K - $44.9K
|
47.2K
$8.37M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
310+ 4.12% |
$41K - $44.9K
|
7.83K
$1.39M
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
309+ 10.1% |
$40.8K - $44.8K
|
3.37K
$597K
|