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 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.91K+ 12.47% |
$385K - $422K
|
26.3K
$4.41M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.87K+ 6.22% |
$379K - $415K
|
49K
$8.21M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.82KNew |
$373K - $409K
|
2.82K
$473K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2.8KNew |
$370K - $406K
|
2.8K
$470K
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.79K+ 2.93% |
$369K - $404K
|
98.1K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.77K+ 5.42% |
$366K - $401K
|
53.9K
$9.04M
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.72KNew |
$360K - $395K
|
2.72K
$457K
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.72KNew |
$360K - $395K
|
2.72K
$457K
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
2.72K+ 3.02% |
$359K - $394K
|
92.8K
$15.6M
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 26.61% |
$359K - $394K
|
12.9K
$2.17M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.66K+ 4.48% |
$352K - $386K
|
62.1K
$10.4M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.66KNew |
$352K - $386K
|
2.66K
$446K
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.09% |
$351K - $385K
|
130K
$21.7M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.65K+ 5.79% |
$350K - $384K
|
48.4K
$8.12M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.65KNew |
$350K - $384K
|
2.65K
$444K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.62K+ 0.83% |
$346K - $379K
|
316K
$53.1M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.58K+ 5.19% |
$341K - $374K
|
52.3K
$8.77M
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.57K+ 172.87% |
$340K - $373K
|
4.06K
$681K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.57K+ 8.52% |
$340K - $373K
|
32.7K
$5.49M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.55K+ 2.32% |
$337K - $370K
|
112K
$18.9M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.53K+ 2.52% |
$334K - $367K
|
103K
$17.3M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.53K+ 13.43% |
$334K - $367K
|
21.4K
$3.58M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.49KNew |
$329K - $361K
|
2.49K
$417K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.46K+ 2.51% |
$325K - $357K
|
100K
$16.8M
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 1.42% |
$323K - $355K
|
175K
$29.3M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.42K+ 5.82% |
$320K - $351K
|
44K
$7.38M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.42K+ 17.68% |
$319K - $351K
|
16.1K
$2.7M
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.42K+ 13.19% |
$319K - $350K
|
20.7K
$3.48M
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.35K+ 9.13% |
$311K - $341K
|
28.1K
$4.72M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.35K+ 1.15% |
$310K - $340K
|
206K
$34.5M
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.34K+ 3.28% |
$310K - $340K
|
73.8K
$12.4M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.34K+ 96.38% |
$310K - $340K
|
4.78K
$801K
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$308K - $338K
|
2.33K
$391K
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.33KNew |
$308K - $338K
|
2.33K
$391K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.31KNew |
$305K - $335K
|
2.31K
$387K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.3K+ 17.97% |
$304K - $334K
|
15.1K
$2.54M
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.29KNew |
$303K - $332K
|
2.29K
$384K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.29K+ 13.17% |
$302K - $331K
|
19.6K
$3.29M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.28KNew |
$302K - $331K
|
2.28K
$383K
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.28KNew |
$301K - $331K
|
2.28K
$383K
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.28KNew |
$301K - $330K
|
2.28K
$382K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.27K+ 153.54% |
$300K - $330K
|
3.76K
$630K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 31.03% |
$300K - $329K
|
9.58K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.25K+ 1.01% |
$297K - $325K
|
224K
$37.6M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 7.91% |
$294K - $323K
|
30.4K
$5.1M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.22K+ 17.74% |
$294K - $322K
|
14.8K
$2.47M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.19K+ 19.47% |
$290K - $318K
|
13.5K
$2.26M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.19K+ 14.22% |
$289K - $317K
|
17.6K
$2.95M
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.18KNew |
$288K - $316K
|
2.18K
$366K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.18K+ 24.15% |
$288K - $316K
|
11.2K
$1.88M
|