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 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-152K- 12.27% |
$20.1M - $22M
|
1.09M
$182M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-157K- 20.16% |
$20.8M - $22.8M
|
622K
$104M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-162K- 11.15% |
$21.4M - $23.5M
|
1.29M
$217M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-173K- 4.99% |
$22.8M - $25.1M
|
3.29M
$552M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-174K- 98.59% |
$23M - $25.3M
|
2.49K
$418K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-185K- 93.05% |
$24.4M - $26.8M
|
13.8K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-192K- 6.39% |
$25.4M - $27.8M
|
2.81M
$472M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-199K- 8.27% |
$26.2M - $28.8M
|
2.2M
$370M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-199K- 99.98% |
$26.3M - $28.8M
|
32
$5.37K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-209K- 9.04% |
$27.6M - $30.2M
|
2.1M
$352M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-211K- 5.18% |
$27.9M - $30.6M
|
3.87M
$649M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-263K- 3.96% |
$34.7M - $38.1M
|
6.38M
$1.07B
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-265K- 60.83% |
$35M - $38.4M
|
171K
$28.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-281K- 5.75% |
$37.1M - $40.7M
|
4.61M
$773M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-334K- 39.48% |
$44.1M - $48.4M
|
511K
$85.8M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-366K- 98.67% |
$48.4M - $53.1M
|
4.92K
$826K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-367K- 95.34% |
$48.5M - $53.2M
|
17.9K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-391K- 19.37% |
$51.6M - $56.6M
|
1.63M
$273M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-400K- 27.65% |
$52.9M - $58M
|
1.05M
$176M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-405K- 98.12% |
$53.5M - $58.6M
|
7.76K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-454K- 5.33% |
$60M - $65.8M
|
8.07M
$1.35B
|
|
|
Nov 03, 2023
Q1 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
SELL
|
- |
-615K- 43.81% |
$81.2M - $89.1M
|
789K
$132M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-902K- 56.92% |
$119M - $131M
|
683K
$115M
|
|
|
Feb 14, 2024
Q1 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
SELL
|
- |
-1.22M- 60.75% |
$161M - $177M
|
789K
$132M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.01M- 99.25% |
$266M - $292M
|
15.2K
$2.54M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.48M- 99.47% |
$327M - $359M
|
13.2K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.73M- 84.07% |
$361M - $396M
|
517K
$86.7M
|