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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.67KNew |
$1.36M - $1.45M
|
9.67K
$1.74M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.65K+ 62.03% |
$1.36M - $1.45M
|
25.2K
$4.54M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.61K+ 27.72% |
$1.35M - $1.45M
|
44.3K
$7.98M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.61KNew |
$1.35M - $1.44M
|
9.61K
$1.73M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.61K+ 2.14% |
$1.35M - $1.44M
|
460K
$82.8M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9.59K+ 0.96% |
$1.35M - $1.44M
|
1.01M
$183M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
9.39K+ 103.34% |
$1.32M - $1.41M
|
18.5K
$3.33M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.38K+ 30.95% |
$1.32M - $1.41M
|
39.7K
$7.14M
|
|
|
May 16, 2022
Q1 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
9.37K+ 1421.85% |
$1.32M - $1.41M
|
10K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.36K+ 4.95% |
$1.32M - $1.41M
|
199K
$35.8M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.36K+ 4.95% |
$1.32M - $1.41M
|
199K
$35.8M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.28K+ 3.1% |
$1.3M - $1.4M
|
309K
$55.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.25K+ 6.61% |
$1.3M - $1.39M
|
149K
$26.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
9.17K+ 4.27% |
$1.29M - $1.38M
|
224K
$40.3M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.1K+ 282.61% |
$1.28M - $1.37M
|
12.3K
$2.22M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.08K+ 18.51% |
$1.28M - $1.37M
|
58.2K
$10.5M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.85K+ 28.15% |
$1.24M - $1.33M
|
40.3K
$7.26M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
8.78K+ 293.84% |
$1.23M - $1.32M
|
11.8K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.69K+ 145.65% |
$1.22M - $1.31M
|
14.6K
$2.64M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.56K+ 3.7% |
$1.2M - $1.29M
|
240K
$43.2M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.54K+ 576.69% |
$1.2M - $1.28M
|
10K
$1.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
8.51KNew |
$1.19M - $1.28M
|
8.51K
$1.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
8.48K+ 90.34% |
$1.19M - $1.28M
|
17.9K
$3.22M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
8.31K+ 2.24% |
$1.17M - $1.25M
|
379K
$68.3M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.21KNew |
$1.15M - $1.23M
|
8.21K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.04KNew |
$1.13M - $1.21M
|
8.04K
$1.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.95K+ 51.42% |
$1.12M - $1.19M
|
23.4K
$4.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
7.93K+ 320.61% |
$1.11M - $1.19M
|
10.4K
$1.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.81K+ 105.59% |
$1.1M - $1.17M
|
15.2K
$2.74M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.69K+ 14.56% |
$1.08M - $1.16M
|
60.5K
$10.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
7.5K+ 7.36% |
$1.05M - $1.13M
|
109K
$19.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.37K+ 69.27% |
$1.04M - $1.11M
|
18K
$3.24M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.33KNew |
$1.03M - $1.1M
|
7.33K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.32K+ 56.56% |
$1.03M - $1.1M
|
20.3K
$3.65M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.3K+ 11.69% |
$1.02M - $1.1M
|
69.7K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.23KNew |
$1.02M - $1.09M
|
7.23K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.18K+ 39.48% |
$1.01M - $1.08M
|
25.4K
$4.57M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
7.06K+ 38.61% |
$991K - $1.06M
|
25.3K
$4.56M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.03K+ 581.64% |
$988K - $1.06M
|
8.24K
$1.48M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.03KNew |
$987K - $1.06M
|
7.03K
$1.27M
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.97K+ 6.3% |
$979K - $1.05M
|
118K
$21.2M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.96K+ 23.33% |
$978K - $1.05M
|
36.8K
$6.63M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.92KNew |
$972K - $1.04M
|
6.92K
$1.25M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.88K+ 43.89% |
$966K - $1.03M
|
22.6K
$4.06M
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.87KNew |
$965K - $1.03M
|
6.87K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.84K+ 14.09% |
$961K - $1.03M
|
55.4K
$9.97M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.82KNew |
$958K - $1.03M
|
6.82K
$1.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.75K+ 14.96% |
$948K - $1.01M
|
51.9K
$9.34M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.71K+ 2.96% |
$943K - $1.01M
|
233K
$42M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$941K - $1.01M
|
6.7K
$1.21M
|