Purchases and Sales Made in Q1 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 2022. 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, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
40+ 0.87% |
$5.62K - $6.01K
|
4.65K
$794K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
39+ 3.42% |
$5.48K - $5.86K
|
1.18K
$202K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
39+ 1.7% |
$5.48K - $5.86K
|
2.34K
$400K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
38New |
$5.34K - $5.71K
|
38
$6.49K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
38+ 0.18% |
$5.34K - $5.71K
|
21.3K
$3.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
37+ 4.85% |
$5.2K - $5.56K
|
800
$137K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
34+ 0.55% |
$4.78K - $5.11K
|
6.18K
$1.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
34+ 1.57% |
$4.78K - $5.11K
|
2.2K
$375K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
33+ 0.27% |
$4.64K - $4.96K
|
12.4K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 2.44% |
$4.64K - $4.96K
|
1.38K
$236K
|
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
32+ 0.5% |
$4.49K - $4.81K
|
6.39K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
32+ 0.37% |
$4.49K - $4.81K
|
8.58K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.53% |
$4.35K - $4.66K
|
5.89K
$1.01M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 0.16% |
$4.21K - $4.51K
|
19K
$3.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
28+ 1.01% |
$3.93K - $4.21K
|
2.8K
$477K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.96% |
$3.79K - $4.06K
|
2.83K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
26+ 0.51% |
$3.65K - $3.91K
|
5.1K
$871K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.88% |
$3.65K - $3.91K
|
3K
$512K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
25+ 1.52% |
$3.51K - $3.76K
|
1.68K
$286K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
25+ 1.28% |
$3.51K - $3.76K
|
1.98K
$339K
|
|
|
May 11, 2022
Q1 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
25+ 0.79% |
$3.51K - $3.76K
|
3.21K
$548K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
24+ 0.51% |
$3.37K - $3.61K
|
4.71K
$805K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.39% |
$3.23K - $3.46K
|
5.96K
$1.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
23+ 0.53% |
$3.23K - $3.46K
|
4.38K
$747K
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23+ 0.88% |
$3.23K - $3.46K
|
2.63K
$449K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.37% |
$3.09K - $3.31K
|
5.9K
$1.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.14% |
$2.95K - $3.16K
|
15.3K
$2.61M
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
20+ 1.09% |
$2.81K - $3.01K
|
1.85K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
20New |
$2.81K - $3.01K
|
20
$3.42K
|
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
20+ 0.14% |
$2.81K - $3.01K
|
14.3K
$2.45M
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
20+ 0.55% |
$2.81K - $3.01K
|
3.66K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
19New |
$2.67K - $2.86K
|
19
$3.25K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 0.5% |
$2.11K - $2.25K
|
3K
$513K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 300.0% |
$2.11K - $2.25K
|
20
$3.42K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
14+ 0.54% |
$1.97K - $2.1K
|
2.61K
$445K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 1.48% |
$1.97K - $2.1K
|
958
$164K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.93% |
$1.97K - $2.1K
|
1.51K
$258K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.06% |
$1.97K - $2.1K
|
25.1K
$4.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
13+ 0.47% |
$1.83K - $1.95K
|
2.76K
$471K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
13+ 50.0% |
$1.83K - $1.95K
|
39
$6.66K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
13+ 0.56% |
$1.83K - $1.95K
|
2.33K
$398K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12+ 0.52% |
$1.69K - $1.8K
|
2.32K
$396K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.27% |
$1.69K - $1.8K
|
4.5K
$768K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
12New |
$1.69K - $1.8K
|
12
$2.05K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.24% |
$1.55K - $1.65K
|
4.59K
$783K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.53% |
$1.55K - $1.65K
|
2.1K
$359K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11+ 0.62% |
$1.55K - $1.65K
|
1.79K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 0.5% |
$1.55K - $1.65K
|
2.2K
$376K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$1.4K - $1.5K
|
2.49K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.51% |
$1.4K - $1.5K
|
1.95K
$334K
|