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 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
613+ 1.05% |
$75.7K - $87.9K
|
59.1K
$10.5M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
606+ 3.76% |
$74.8K - $86.9K
|
16.7K
$2.97M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
602+ 3.98% |
$74.3K - $86.3K
|
15.7K
$2.79M
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
602+ 0.59% |
$74.3K - $86.3K
|
103K
$18.3M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
602+ 6.33% |
$74.3K - $86.3K
|
10.1K
$1.79M
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
601+ 4.37% |
$74.2K - $86.2K
|
14.4K
$2.55M
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
600+ 2.85% |
$74.1K - $86.1K
|
21.6K
$3.83M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
591+ 11.16% |
$73K - $84.8K
|
5.89K
$1.04M
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
587+ 0.26% |
$72.5K - $84.2K
|
225K
$39.9M
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
585+ 4.7% |
$72.2K - $83.9K
|
13K
$2.31M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
584+ 5.76% |
$72.1K - $83.8K
|
10.7K
$1.9M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
582New |
$71.9K - $83.5K
|
582
$103K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
573+ 4.98% |
$70.8K - $82.2K
|
12.1K
$2.14M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
557+ 5.76% |
$68.8K - $79.9K
|
10.2K
$1.81M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
557+ 1.5% |
$68.8K - $79.9K
|
37.7K
$6.68M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
550+ 17.65% |
$67.9K - $78.9K
|
3.67K
$650K
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
545+ 3.23% |
$67.3K - $78.2K
|
17.4K
$3.09M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
545New |
$67.3K - $78.2K
|
545
$96.6K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
524+ 3.44% |
$64.7K - $75.2K
|
15.8K
$2.79M
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
516+ 0.93% |
$63.7K - $74K
|
55.8K
$9.9M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
510+ 6.95% |
$63K - $73.1K
|
7.84K
$1.39M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 0.69% |
$61.7K - $71.7K
|
73K
$13M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
492+ 15.12% |
$60.8K - $70.6K
|
3.75K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
484+ 0.82% |
$59.8K - $69.4K
|
59.7K
$10.6M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
475+ 3.04% |
$58.7K - $68.1K
|
16.1K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
470+ 1.11% |
$58K - $67.4K
|
42.9K
$7.61M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
461+ 0.15% |
$56.9K - $66.1K
|
300K
$53.2M
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
457+ 0.62% |
$56.4K - $65.5K
|
73.7K
$13.1M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
452+ 0.68% |
$55.8K - $64.8K
|
66.9K
$11.9M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
444+ 0.39% |
$54.8K - $63.7K
|
114K
$20.1M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
442+ 22.93% |
$54.6K - $63.4K
|
2.37K
$420K
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
441+ 3.43% |
$54.5K - $63.3K
|
13.3K
$2.36M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
437+ 2.21% |
$54K - $62.7K
|
20.2K
$3.59M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
426+ 8.38% |
$52.6K - $61.1K
|
5.51K
$977K
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
417+ 18.46% |
$51.5K - $59.8K
|
2.68K
$474K
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
416+ 13.04% |
$51.4K - $59.7K
|
3.61K
$639K
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 18.42% |
$51.1K - $59.4K
|
2.66K
$472K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
413+ 1.41% |
$51K - $59.2K
|
29.8K
$5.28M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
408+ 0.82% |
$50.4K - $58.5K
|
50.3K
$8.92M
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
407+ 11.8% |
$50.3K - $58.4K
|
3.86K
$684K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
401+ 6.52% |
$49.5K - $57.5K
|
6.55K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
397+ 3.09% |
$49K - $56.9K
|
13.2K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
396New |
$48.9K - $56.8K
|
396
$70.2K
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
392+ 1.23% |
$48.4K - $56.2K
|
32.4K
$5.74M
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
381+ 0.92% |
$47K - $54.6K
|
41.7K
$7.4M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
381+ 24.79% |
$47K - $54.6K
|
1.92K
$340K
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
379+ 1.75% |
$46.8K - $54.4K
|
22.1K
$3.92M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
378+ 0.22% |
$46.7K - $54.2K
|
171K
$30.3M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
369+ 6.06% |
$45.6K - $52.9K
|
6.46K
$1.15M
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
367+ 2.86% |
$45.3K - $52.6K
|
13.2K
$2.34M
|