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 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 2.13% |
$515K - $565K
|
187K
$31.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
3.86K+ 5.86% |
$510K - $560K
|
69.8K
$11.7M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$508K - $557K
|
3.85K
$645K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.83K+ 26.32% |
$506K - $556K
|
18.4K
$3.09M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.8KNew |
$502K - $551K
|
3.8K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.79KNew |
$501K - $550K
|
3.79K
$636K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.78K+ 1.11% |
$499K - $548K
|
345K
$57.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.77K+ 47.84% |
$498K - $546K
|
11.6K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.74K+ 2.67% |
$494K - $542K
|
144K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.73KNew |
$492K - $540K
|
3.73K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.72K+ 5.96% |
$492K - $539K
|
66.1K
$11.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.63K+ 0.96% |
$479K - $526K
|
383K
$64.2M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.62K+ 89.58% |
$478K - $525K
|
7.66K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
3.6K+ 61.88% |
$476K - $522K
|
9.42K
$1.58M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.6K+ 54.5% |
$476K - $522K
|
10.2K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.57K+ 27.26% |
$472K - $518K
|
16.7K
$2.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.56K+ 5.51% |
$471K - $516K
|
68.2K
$11.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.53K+ 29.35% |
$466K - $512K
|
15.6K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
3.53K+ 18.73% |
$466K - $511K
|
22.4K
$3.75M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.48K+ 89.81% |
$460K - $505K
|
7.36K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.47K+ 2.86% |
$459K - $503K
|
125K
$20.9M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.44K+ 5.2% |
$454K - $498K
|
69.5K
$11.7M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.43KNew |
$454K - $498K
|
3.43K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.43KNew |
$453K - $497K
|
3.43K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.41K+ 4.61% |
$451K - $495K
|
77.5K
$13M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.38KNew |
$446K - $490K
|
3.38K
$567K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.36K+ 0.88% |
$444K - $487K
|
384K
$64.4M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 6.05% |
$443K - $486K
|
58.7K
$9.84M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.33K+ 154.64% |
$441K - $483K
|
5.49K
$921K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.32K+ 35.55% |
$439K - $482K
|
12.7K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.31K+ 18.82% |
$437K - $480K
|
20.9K
$3.5M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 67.16% |
$434K - $477K
|
8.18K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.27K+ 2.64% |
$432K - $474K
|
127K
$21.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 7.26% |
$432K - $474K
|
48.3K
$8.1M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.27K+ 1.56% |
$431K - $473K
|
212K
$35.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.25K+ 10.12% |
$430K - $472K
|
35.4K
$5.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.21K+ 5.72% |
$423K - $465K
|
59.2K
$9.93M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.14K+ 3.76% |
$415K - $455K
|
86.6K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.12K+ 2.31% |
$412K - $452K
|
138K
$23.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.07K+ 19.92% |
$406K - $446K
|
18.5K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.07K+ 6.31% |
$405K - $444K
|
51.6K
$8.66M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.06K+ 0.61% |
$404K - $443K
|
503K
$84.4M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.02KNew |
$399K - $438K
|
3.02K
$507K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.02K+ 16.16% |
$399K - $437K
|
21.7K
$3.64M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.99K+ 7.14% |
$395K - $434K
|
44.9K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.99K+ 9.49% |
$395K - $433K
|
34.5K
$5.78M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.97K+ 1.5% |
$393K - $431K
|
201K
$33.7M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 155.8% |
$392K - $430K
|
4.87K
$817K
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
2.96K+ 1.73% |
$391K - $429K
|
175K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.95K+ 10.93% |
$390K - $427K
|
29.9K
$5.02M
|