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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-683- 5.28% |
$91.9K - $97.3K
|
12.2K
$2.21M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-688- 2.03% |
$92.5K - $98K
|
33.2K
$5.97M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-698- 11.39% |
$93.9K - $99.5K
|
5.43K
$978K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-706- 72.19% |
$95K - $101K
|
272
$49K
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-721- 4.9% |
$97K - $103K
|
14K
$2.52M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-750Closed |
$101K - $107K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-763- 2.07% |
$103K - $109K
|
36K
$6.49M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-765- 3.6% |
$103K - $109K
|
20.5K
$3.69M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-770- 2.67% |
$104K - $110K
|
28.1K
$5.06M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-785- 31.29% |
$106K - $112K
|
1.72K
$310K
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-797- 2.27% |
$107K - $114K
|
34.4K
$6.19M
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-807- 1.39% |
$109K - $115K
|
57.3K
$10.3M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-814- 0.7% |
$109K - $116K
|
116K
$20.9M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-830- 0.44% |
$112K - $118K
|
187K
$33.7M
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-840- 35.59% |
$113K - $120K
|
1.52K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-857- 22.02% |
$115K - $122K
|
3.04K
$547K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-860- 16.8% |
$116K - $123K
|
4.26K
$767K
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-873- 0.96% |
$117K - $124K
|
89.8K
$16.2M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-894Closed |
$120K - $127K
|
0
$0
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-927- 3.6% |
$125K - $132K
|
24.9K
$4.48M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-931- 21.76% |
$125K - $133K
|
3.35K
$603K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-933- 3.85% |
$125K - $133K
|
23.3K
$4.2M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-935- 94.54% |
$126K - $133K
|
54
$9.72K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 9.24% |
$128K - $135K
|
9.32K
$1.68M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1K- 23.09% |
$135K - $142K
|
3.33K
$600K
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1KClosed |
$135K - $142K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1K- 4.58% |
$135K - $143K
|
20.9K
$3.77M
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.02K- 1.26% |
$137K - $145K
|
79.8K
$14.4M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 3.37% |
$142K - $151K
|
30.4K
$5.47M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.06K- 8.2% |
$142K - $151K
|
11.9K
$2.14M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.06K- 8.27% |
$143K - $151K
|
11.8K
$2.12M
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.08K- 3.67% |
$145K - $153K
|
28.2K
$5.07M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 4.01% |
$149K - $158K
|
26.5K
$4.77M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.12K- 0.42% |
$151K - $160K
|
267K
$48M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.12K- 19.49% |
$151K - $160K
|
4.64K
$835K
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.13KClosed |
$151K - $160K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 20.41% |
$153K - $162K
|
4.44K
$800K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 16.16% |
$159K - $169K
|
6.15K
$1.11M
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.19K- 1.3% |
$160K - $170K
|
90.1K
$16.2M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.2K- 1.84% |
$162K - $172K
|
64.3K
$11.6M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 0.78% |
$164K - $174K
|
156K
$28.1M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.23K- 12.27% |
$166K - $176K
|
8.82K
$1.59M
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.26K- 5.39% |
$169K - $180K
|
22.1K
$3.98M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 13.45% |
$171K - $181K
|
8.18K
$1.47M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.28K- 8.96% |
$172K - $183K
|
13K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.33K- 10.42% |
$179K - $189K
|
11.4K
$2.06M
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.34K- 1.77% |
$180K - $190K
|
74.2K
$13.4M
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.34K- 5.13% |
$180K - $191K
|
24.8K
$4.46M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-1.34K- 2.28% |
$180K - $191K
|
57.5K
$10.4M
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.34K- 1.41% |
$180K - $191K
|
93.8K
$16.9M
|