Purchases and Sales Made in Q3 2021 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
611+ 8.66% |
$82.2K - $87.1K
|
7.67K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
609+ 21.34% |
$81.9K - $86.8K
|
3.46K
$628K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
602+ 74.23% |
$81K - $85.8K
|
1.41K
$256K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
590+ 3.61% |
$79.4K - $84.1K
|
16.9K
$3.07M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
585+ 12.53% |
$78.7K - $83.4K
|
5.25K
$952K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
584+ 5.15% |
$78.5K - $83.2K
|
11.9K
$2.16M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
574+ 1.64% |
$77.2K - $81.8K
|
35.6K
$6.44M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
574New |
$77.2K - $81.8K
|
574
$104K
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
572+ 8.38% |
$76.9K - $81.5K
|
7.39K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
571+ 3.14% |
$76.8K - $81.4K
|
18.8K
$3.4M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
566+ 13.52% |
$76.1K - $80.6K
|
4.75K
$861K
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
558+ 3.2% |
$75.1K - $79.5K
|
18K
$3.26M
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
556+ 2.81% |
$74.8K - $79.2K
|
20.3K
$3.68M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
555+ 1913.79% |
$74.6K - $79.1K
|
584
$106K
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
555+ 1.53% |
$74.6K - $79.1K
|
36.9K
$6.68M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
549+ 5.28% |
$73.8K - $78.2K
|
10.9K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
543+ 28.55% |
$73K - $77.4K
|
2.45K
$443K
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
541+ 12.82% |
$72.8K - $77.1K
|
4.76K
$863K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
524+ 3.14% |
$70.5K - $74.7K
|
17.2K
$3.12M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
522+ 22.65% |
$70.2K - $74.4K
|
2.83K
$512K
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
520+ 3.5% |
$69.9K - $74.1K
|
15.4K
$2.79M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
519+ 25.49% |
$69.8K - $73.9K
|
2.56K
$463K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
513+ 1.92% |
$69K - $73.1K
|
27.3K
$4.95M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
513+ 7.5% |
$69K - $73.1K
|
7.35K
$1.33M
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
509+ 32.99% |
$68.5K - $72.5K
|
2.05K
$372K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
502+ 6.25% |
$67.5K - $71.5K
|
8.54K
$1.55M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
502+ 2.0% |
$67.5K - $71.5K
|
25.7K
$4.65M
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
502New |
$67.5K - $71.5K
|
502
$91K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
500+ 2.03% |
$67.3K - $71.2K
|
25.1K
$4.55M
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
492+ 1.14% |
$66.2K - $70.1K
|
43.8K
$7.94M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
489+ 9.0% |
$65.8K - $69.7K
|
5.92K
$1.07M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
485+ 2.88% |
$65.2K - $69.1K
|
17.3K
$3.14M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
473+ 8.6% |
$63.6K - $67.4K
|
5.98K
$1.08M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
454+ 1.63% |
$61.1K - $64.7K
|
28.3K
$5.12M
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
451+ 5.82% |
$60.7K - $64.3K
|
8.2K
$1.49M
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
446+ 3.17% |
$60K - $63.5K
|
14.5K
$2.63M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
445+ 6.75% |
$59.9K - $63.4K
|
7.04K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
432+ 13.32% |
$58.1K - $61.6K
|
3.68K
$666K
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
430+ 17.68% |
$57.8K - $61.3K
|
2.86K
$519K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
429+ 6.38% |
$57.7K - $61.1K
|
7.15K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
423+ 5.25% |
$56.9K - $60.3K
|
8.48K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
410+ 6.09% |
$55.1K - $58.4K
|
7.15K
$1.3M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
395+ 26.78% |
$53.1K - $56.3K
|
1.87K
$339K
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
384+ 3.74% |
$51.6K - $54.7K
|
10.7K
$1.93M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
378+ 9.45% |
$50.8K - $53.9K
|
4.38K
$793K
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
374+ 12.82% |
$50.3K - $53.3K
|
3.29K
$597K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
365+ 11.3% |
$49.1K - $52K
|
3.6K
$652K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
352+ 0.6% |
$47.3K - $50.2K
|
58.6K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
351+ 4.56% |
$47.2K - $50K
|
8.05K
$1.46M
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
348+ 1.18% |
$46.8K - $49.6K
|
29.9K
$5.41M
|