Purchases and Sales Made in Q3 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
839+ 32.82% |
$104K - $120K
|
3.4K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
824+ 112.26% |
$102K - $118K
|
1.56K
$276K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
823+ 5.11% |
$102K - $118K
|
16.9K
$3M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
820+ 3.6% |
$101K - $118K
|
23.6K
$4.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
797+ 1.81% |
$98.4K - $114K
|
44.9K
$7.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
787+ 68.73% |
$97.2K - $113K
|
1.93K
$343K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
785+ 8.79% |
$96.9K - $113K
|
9.71K
$1.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
BUY
|
- |
779+ 1.95% |
$96.2K - $112K
|
40.7K
$7.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
778+ 0.65% |
$96.1K - $112K
|
121K
$21.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
769+ 2.22% |
$95K - $110K
|
35.4K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
769New |
$95K - $110K
|
769
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
768+ 5.4% |
$94.8K - $110K
|
15K
$2.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
759+ 1.6% |
$93.7K - $109K
|
48.1K
$8.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
750+ 21.8% |
$92.6K - $108K
|
4.19K
$743K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
749+ 6.01% |
$92.5K - $107K
|
13.2K
$2.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
743+ 1.03% |
$91.7K - $107K
|
72.7K
$12.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
743+ 4.58% |
$91.7K - $107K
|
17K
$3.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
734+ 5.01% |
$90.6K - $105K
|
15.4K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
728+ 4.81% |
$89.9K - $104K
|
15.9K
$2.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
727+ 4.55% |
$89.8K - $104K
|
16.7K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
727+ 0.16% |
$89.8K - $104K
|
455K
$80.6M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
724+ 12.01% |
$89.4K - $104K
|
6.75K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Newton One Investments LLC
|
BUY
|
- |
705+ 3.14% |
$87.1K - $101K
|
23.1K
$4.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
705+ 1.41% |
$87.1K - $101K
|
50.7K
$8.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
700+ 55.16% |
$86.4K - $100K
|
1.97K
$349K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
699+ 6.36% |
$86.3K - $100K
|
11.7K
$2.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
699+ 37.34% |
$86.3K - $100K
|
2.57K
$456K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
697+ 29.6% |
$86.1K - $100K
|
3.05K
$541K
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
695+ 4.13% |
$85.8K - $99.7K
|
17.5K
$3.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
693+ 1.56% |
$85.6K - $99.4K
|
45.1K
$7.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
690New |
$85.2K - $99K
|
690
$122K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
676New |
$83.5K - $97K
|
676
$120K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
674+ 96.29% |
$83.2K - $96.7K
|
1.37K
$244K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
668+ 1.74% |
$82.5K - $95.8K
|
39.1K
$6.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
664+ 21.75% |
$82K - $95.2K
|
3.72K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
663+ 0.2% |
$81.9K - $95.1K
|
339K
$60.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
662+ 10.59% |
$81.7K - $95K
|
6.92K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
658+ 3.98% |
$81.2K - $94.4K
|
17.2K
$3.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
654+ 11.31% |
$80.8K - $93.8K
|
6.44K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
650+ 0.95% |
$80.3K - $93.2K
|
69.1K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
649+ 17.5% |
$80.1K - $93.1K
|
4.36K
$773K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
648+ 2.18% |
$80K - $92.9K
|
30.4K
$5.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
646+ 5.82% |
$79.8K - $92.7K
|
11.7K
$2.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
646+ 12.08% |
$79.8K - $92.7K
|
6K
$1.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
645+ 40.26% |
$79.6K - $92.5K
|
2.25K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
641+ 0.08% |
$79.2K - $91.9K
|
818K
$145M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
632+ 8.5% |
$78K - $90.6K
|
8.07K
$1.43M
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
630+ 35.59% |
$77.8K - $90.4K
|
2.4K
$426K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
626+ 8.57% |
$77.3K - $89.8K
|
7.93K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
622+ 38.66% |
$76.8K - $89.2K
|
2.23K
$396K
|