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 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 38.46% |
$2.69K - $2.85K
|
72
$13K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
BUY
|
- |
20New |
$2.69K - $2.85K
|
20
$3.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
18+ 0.53% |
$2.42K - $2.56K
|
3.39K
$611K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18+ 1.15% |
$2.42K - $2.56K
|
1.58K
$284K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
17+ 1.02% |
$2.29K - $2.42K
|
1.68K
$303K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.03% |
$2.15K - $2.28K
|
46.7K
$8.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
15+ 0.25% |
$2.02K - $2.14K
|
5.93K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.38% |
$2.02K - $2.14K
|
3.94K
$709K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15+ 0.24% |
$2.02K - $2.14K
|
6.39K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 5.58% |
$1.88K - $1.99K
|
265
$47.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 0.58% |
$1.88K - $1.99K
|
2.44K
$440K
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
13+ 0.05% |
$1.75K - $1.85K
|
28.8K
$5.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
13+ 0.57% |
$1.75K - $1.85K
|
2.31K
$415K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.55% |
$1.75K - $1.85K
|
2.37K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
13+ 0.53% |
$1.75K - $1.85K
|
2.49K
$448K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.49% |
$1.61K - $1.71K
|
2.47K
$444K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
12+ 0.02% |
$1.61K - $1.71K
|
50.5K
$9.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
11+ 0.61% |
$1.48K - $1.57K
|
1.82K
$327K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 0.03% |
$1.48K - $1.57K
|
34.7K
$6.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.35K - $1.42K
|
10
$1.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
10+ 0.6% |
$1.35K - $1.42K
|
1.67K
$301K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.23% |
$1.35K - $1.42K
|
4.44K
$799K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.21% |
$1.21K - $1.28K
|
4.32K
$778K
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
9+ 2.01% |
$1.21K - $1.28K
|
457
$82.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9+ 0.54% |
$1.21K - $1.28K
|
1.69K
$304K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8+ 0.1% |
$1.08K - $1.14K
|
7.83K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
8+ 0.4% |
$1.08K - $1.14K
|
2.03K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
8+ 9.52% |
$1.08K - $1.14K
|
92
$16.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
7+ 0.29% |
$942 - $997
|
2.42K
$435K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 0.2% |
$942 - $997
|
3.53K
$636K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 36.84% |
$942 - $997
|
26
$4.68K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
6+ 0.12% |
$807 - $855
|
5.03K
$906K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$807 - $855
|
4.35K
$783K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6+ 0.55% |
$807 - $855
|
1.09K
$196K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.78% |
$673 - $712
|
645
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.2% |
$673 - $712
|
2.47K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$673 - $712
|
5
$900
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
5New |
$673 - $712
|
5
$900
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$404 - $427
|
714
$129K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$404 - $427
|
1.72K
$309K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.39% |
$404 - $427
|
763
$137K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.15% |
$404 - $427
|
1.96K
$353K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
2+ 0.02% |
$269 - $285
|
8.39K
$1.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$269 - $285
|
8.75K
$1.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.35% |
$269 - $285
|
567
$102K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$269 - $285
|
2.95K
$531K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.25% |
$269 - $285
|
799
$144K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$269 - $285
|
3.04K
$548K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$269 - $285
|
3.44K
$619K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.04% |
$135 - $142
|
2.68K
$483K
|