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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 9.65% |
$2.36M - $2.52M
|
191K
$34.6M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16.8K+ 5.62% |
$2.35M - $2.52M
|
315K
$57.1M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
16.3KNew |
$2.29M - $2.45M
|
16.3K
$2.96M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.3K+ 7.04% |
$2.29M - $2.45M
|
247K
$44.9M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16.3K+ 15.99% |
$2.28M - $2.44M
|
118K
$21.4M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
15.9K+ 166.26% |
$2.24M - $2.4M
|
25.5K
$4.63M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
15.8K+ 40.21% |
$2.22M - $2.38M
|
55.1K
$9.99M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15.5K+ 60.86% |
$2.17M - $2.32M
|
40.9K
$7.41M
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15K+ 5.98% |
$2.11M - $2.26M
|
266K
$48.3M
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
15KNew |
$2.11M - $2.26M
|
15K
$2.72M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
14.9K+ 8.36% |
$2.1M - $2.25M
|
194K
$35.1M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 17.74% |
$2.08M - $2.23M
|
98.5K
$17.9M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
14.8K+ 12.87% |
$2.08M - $2.22M
|
130K
$23.5M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
14.6K+ 4.4% |
$2.05M - $2.2M
|
347K
$62.9M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
14K+ 460.52% |
$1.97M - $2.11M
|
17.1K
$3.1M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 12.8% |
$1.94M - $2.08M
|
122K
$22.1M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
13.8K+ 5.29% |
$1.93M - $2.07M
|
274K
$49.7M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
13.7K+ 7.17% |
$1.92M - $2.05M
|
204K
$37M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.3K+ 59.12% |
$1.87M - $2M
|
35.8K
$6.5M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
13.2K+ 9.95% |
$1.86M - $1.99M
|
146K
$26.5M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13K+ 8.71% |
$1.82M - $1.95M
|
162K
$29.4M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12.6KNew |
$1.78M - $1.9M
|
12.6K
$2.29M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
12.6K+ 14.07% |
$1.76M - $1.89M
|
102K
$18.5M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.5K+ 1.25% |
$1.75M - $1.88M
|
1.01M
$184M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.3K+ 126.43% |
$1.72M - $1.84M
|
21.9K
$3.98M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
12.2K+ 20.41% |
$1.71M - $1.83M
|
71.9K
$13M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12K+ 70.18% |
$1.69M - $1.81M
|
29.2K
$5.29M
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12K+ 244.98% |
$1.69M - $1.81M
|
16.9K
$3.07M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12K+ 10.39% |
$1.69M - $1.81M
|
128K
$23.1M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
11.8K+ 23.1% |
$1.65M - $1.77M
|
62.7K
$11.4M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 2.71% |
$1.62M - $1.73M
|
436K
$79.1M
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
11.4K+ 114.7% |
$1.6M - $1.71M
|
21.3K
$3.86M
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
11.2K+ 15.15% |
$1.58M - $1.69M
|
85.4K
$15.5M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1K+ 31.89% |
$1.56M - $1.67M
|
45.9K
$8.32M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.1K+ 39.98% |
$1.56M - $1.66M
|
38.8K
$7.03M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
11K+ 36.95% |
$1.55M - $1.66M
|
40.9K
$7.41M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.9K+ 2.23% |
$1.53M - $1.64M
|
499K
$90.6M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$1.53M - $1.64M
|
10.9K
$1.97M
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.9K+ 51.54% |
$1.53M - $1.63M
|
32K
$5.79M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10.6K+ 18.11% |
$1.48M - $1.59M
|
68.8K
$12.5M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
10.5KNew |
$1.48M - $1.58M
|
10.5K
$1.91M
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10.5KNew |
$1.48M - $1.58M
|
10.5K
$1.91M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
10.5K+ 3.73% |
$1.47M - $1.57M
|
291K
$52.8M
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.3K+ 21.66% |
$1.44M - $1.54M
|
57.7K
$10.5M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.2K+ 10.33% |
$1.43M - $1.53M
|
109K
$19.8M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 187.97% |
$1.42M - $1.52M
|
15.5K
$2.81M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.89KNew |
$1.39M - $1.49M
|
9.89K
$1.79M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.77K+ 21.43% |
$1.37M - $1.47M
|
55.3K
$10M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.72K+ 3.45% |
$1.36M - $1.46M
|
291K
$52.8M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
9.67K+ 35.52% |
$1.36M - $1.45M
|
36.9K
$6.69M
|