Purchases and Sales Made in Q2 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
832+ 3.73% |
$107K - $125K
|
23.1K
$4.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
828+ 24.41% |
$106K - $125K
|
4.22K
$741K
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
806+ 5.38% |
$103K - $122K
|
15.8K
$2.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
798+ 1.16% |
$102K - $120K
|
69.9K
$12.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
792+ 26.16% |
$101K - $119K
|
3.82K
$670K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
792+ 19.86% |
$101K - $119K
|
4.78K
$839K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
787+ 1.25% |
$101K - $119K
|
63.7K
$11.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
BUY
|
- |
787+ 2.01% |
$101K - $119K
|
40K
$7.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
786+ 8.06% |
$101K - $119K
|
10.5K
$1.85M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
785+ 1.59% |
$100K - $118K
|
50.3K
$8.82M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
766+ 2.36% |
$98.1K - $116K
|
33.3K
$5.84M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
754+ 4.78% |
$96.5K - $114K
|
16.5K
$2.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
752+ 5.39% |
$96.3K - $113K
|
14.7K
$2.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
750+ 105.78% |
$96K - $113K
|
1.46K
$256K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
738+ 320.87% |
$94.5K - $111K
|
968
$170K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
733+ 17.62% |
$93.8K - $111K
|
4.89K
$859K
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
724+ 6.89% |
$92.7K - $109K
|
11.2K
$1.97M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
712+ 24.97% |
$91.1K - $107K
|
3.56K
$625K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
697+ 13.17% |
$89.2K - $105K
|
5.99K
$1.05M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
694+ 4.5% |
$88.8K - $105K
|
16.1K
$2.83M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
690+ 28.51% |
$88.3K - $104K
|
3.11K
$546K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
678+ 43.74% |
$86.8K - $102K
|
2.23K
$391K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
675+ 20.83% |
$86.4K - $102K
|
3.92K
$687K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
671+ 4.8% |
$85.9K - $101K
|
14.7K
$2.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
670+ 3.0% |
$85.8K - $101K
|
23K
$4.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
663+ 10.32% |
$84.9K - $100K
|
7.09K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
662+ 4.45% |
$84.7K - $99.8K
|
15.6K
$2.73M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
657+ 134.63% |
$84.1K - $99.1K
|
1.15K
$201K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
655+ 6.27% |
$83.8K - $98.8K
|
11.1K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
653+ 1.65% |
$83.6K - $98.5K
|
40.3K
$7.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
652+ 96.74% |
$83.5K - $98.3K
|
1.33K
$233K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
652+ 7.09% |
$83.5K - $98.3K
|
9.85K
$1.73M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
650+ 7.85% |
$83.2K - $98K
|
8.93K
$1.57M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
648+ 7.83% |
$83K - $97.7K
|
8.93K
$1.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
644+ 1.95% |
$82.4K - $97.1K
|
33.7K
$5.91M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
642+ 4.04% |
$82.2K - $96.8K
|
16.5K
$2.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
638+ 8.79% |
$81.7K - $96.2K
|
7.89K
$1.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
632+ 5.17% |
$80.9K - $95.3K
|
12.8K
$2.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
625+ 5.77% |
$80K - $94.3K
|
11.5K
$2.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
620New |
$79.4K - $93.5K
|
620
$109K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
616+ 0.28% |
$78.9K - $92.9K
|
224K
$39.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
612+ 5.01% |
$78.3K - $92.3K
|
12.8K
$2.25M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
601+ 4.09% |
$76.9K - $90.6K
|
15.3K
$2.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
590+ 1.66% |
$75.5K - $89K
|
36.2K
$6.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
587+ 7.02% |
$75.1K - $88.5K
|
8.95K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
582+ 36.67% |
$74.5K - $87.8K
|
2.17K
$381K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
578+ 0.97% |
$74K - $87.2K
|
60K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
573+ 6.59% |
$73.3K - $86.4K
|
9.27K
$1.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
571+ 1.13% |
$73.1K - $86.1K
|
51.3K
$9M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
562+ 80.29% |
$71.9K - $84.7K
|
1.26K
$222K
|