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 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
31.9K+ 29.85% |
$4.49M - $4.8M
|
139K
$25M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.8K+ 12.43% |
$4.47M - $4.79M
|
288K
$51.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.5K+ 12.48% |
$4.43M - $4.74M
|
284K
$51.2M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 8.35% |
$4.35M - $4.65M
|
401K
$72.3M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30.8K+ 16.61% |
$4.32M - $4.63M
|
216K
$38.9M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
30.5K+ 925.83% |
$4.28M - $4.59M
|
33.8K
$6.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
29.3K+ 12.63% |
$4.11M - $4.4M
|
261K
$47M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
29.2K+ 983.3% |
$4.1M - $4.39M
|
32.2K
$5.79M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29.1K+ 24.03% |
$4.09M - $4.38M
|
150K
$27.1M
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
29K+ 101.56% |
$4.08M - $4.37M
|
57.6K
$10.4M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
28.6K+ 36.91% |
$4.01M - $4.3M
|
106K
$19.1M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
28.4KNew |
$3.99M - $4.27M
|
28.4K
$5.12M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27.6K+ 32.9% |
$3.87M - $4.15M
|
111K
$20.1M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.5K+ 2.87% |
$3.86M - $4.13M
|
983K
$177M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.3K+ 1.2% |
$3.84M - $4.11M
|
2.31M
$416M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
27.3K+ 522.28% |
$3.83M - $4.1M
|
32.5K
$5.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
27.3K+ 59.83% |
$3.83M - $4.1M
|
72.9K
$13.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26.3K+ 78.72% |
$3.69M - $3.95M
|
59.6K
$10.7M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.2K+ 103.81% |
$3.69M - $3.95M
|
51.5K
$9.28M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.8K+ 26.97% |
$3.62M - $3.87M
|
121K
$21.8M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
24.7K+ 481.47% |
$3.47M - $3.71M
|
29.8K
$5.37M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
24.4K+ 7.77% |
$3.43M - $3.67M
|
339K
$61M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.3KNew |
$3.41M - $3.65M
|
24.3K
$4.37M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.5K+ 19.1% |
$3.3M - $3.53M
|
147K
$26.4M
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23.2K+ 16.61% |
$3.26M - $3.49M
|
163K
$29.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 25.03% |
$3.26M - $3.49M
|
116K
$20.9M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23.2K+ 27.49% |
$3.25M - $3.48M
|
107K
$19.3M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.2KNew |
$3.11M - $3.33M
|
22.2K
$3.99M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
22.1K+ 57.96% |
$3.11M - $3.33M
|
60.3K
$10.9M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
21.5K+ 30.54% |
$3.02M - $3.24M
|
92K
$16.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
21.3KNew |
$2.99M - $3.2M
|
21.3K
$3.83M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20.9K+ 406.17% |
$2.94M - $3.15M
|
26.1K
$4.7M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20.6KNew |
$2.89M - $3.09M
|
20.6K
$3.7M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.5K+ 27.02% |
$2.88M - $3.08M
|
96.3K
$17.3M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.5K+ 1.64% |
$2.87M - $3.08M
|
1.27M
$228M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
20.4KNew |
$2.87M - $3.07M
|
20.4K
$3.68M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.7KNew |
$2.77M - $2.97M
|
19.7K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
19.7K+ 162.6% |
$2.76M - $2.96M
|
31.8K
$5.72M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19.3K+ 13.56% |
$2.72M - $2.91M
|
162K
$29.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
19.2K+ 3.5% |
$2.7M - $2.88M
|
567K
$102M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.7K+ 30.97% |
$2.62M - $2.81M
|
79K
$14.2M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
18.2K+ 36.64% |
$2.56M - $2.74M
|
68K
$12.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
18.2K+ 16.6% |
$2.56M - $2.73M
|
128K
$23M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.2K+ 3.72% |
$2.55M - $2.73M
|
507K
$91.3M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18.1KNew |
$2.54M - $2.72M
|
18.1K
$3.26M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
18K+ 19.91% |
$2.53M - $2.7M
|
108K
$19.5M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17.8KNew |
$2.5M - $2.67M
|
17.8K
$3.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
17.5K+ 62.61% |
$2.46M - $2.63M
|
45.4K
$8.18M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17K+ 14.15% |
$2.38M - $2.55M
|
137K
$24.6M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
16.8KNew |
$2.36M - $2.53M
|
16.8K
$3.03M
|