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 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.48K- 16.14% |
$307K - $356K
|
12.9K
$2.29M
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-2.5K- 31.13% |
$308K - $358K
|
5.53K
$980K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.5K- 4.43% |
$309K - $359K
|
53.9K
$9.56M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.5K- 15.76% |
$309K - $359K
|
13.4K
$2.37M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.52K- 0.63% |
$311K - $361K
|
396K
$70.2M
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.55K- 11.43% |
$314K - $365K
|
19.7K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.55K- 5.8% |
$314K - $365K
|
41.4K
$7.33M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.57K- 14.91% |
$318K - $369K
|
14.7K
$2.6M
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.66K- 3.08% |
$329K - $382K
|
83.7K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.67K- 4.43% |
$329K - $382K
|
57.4K
$10.2M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.8K- 20.9% |
$346K - $402K
|
10.6K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.83K- 1.91% |
$350K - $406K
|
145K
$25.8M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.86K- 27.95% |
$353K - $410K
|
7.38K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-2.89K- 1.94% |
$356K - $414K
|
146K
$25.9M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.91K- 5.8% |
$360K - $418K
|
47.3K
$8.39M
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.96K- 13.64% |
$365K - $424K
|
18.7K
$3.32M
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.02K- 5.3% |
$373K - $433K
|
54K
$9.57M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.11K- 38.12% |
$383K - $445K
|
5.04K
$894K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.12K- 4.53% |
$385K - $447K
|
65.6K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.12K- 1.17% |
$385K - $448K
|
264K
$46.8M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.2K- 2.26% |
$395K - $458K
|
138K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.23K- 11.47% |
$399K - $464K
|
25K
$4.42M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.24K- 2.74% |
$400K - $465K
|
115K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.25K- 42.11% |
$401K - $466K
|
4.46K
$791K
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.32K- 17.56% |
$410K - $476K
|
15.6K
$2.76M
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.36K- 22.42% |
$415K - $482K
|
11.6K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.4K- 8.84% |
$420K - $488K
|
35.1K
$6.22M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.41K- 20.34% |
$422K - $490K
|
13.4K
$2.37M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 31.08% |
$425K - $494K
|
7.63K
$1.35M
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-3.56K- 4.06% |
$439K - $510K
|
83.9K
$14.9M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.58K- 20.18% |
$442K - $514K
|
14.2K
$2.51M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.58K- 94.59% |
$442K - $514K
|
205
$36.3K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.61K- 0.74% |
$446K - $518K
|
483K
$85.6M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.7K- 12.16% |
$457K - $531K
|
26.7K
$4.74M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.81K- 45.56% |
$470K - $546K
|
4.55K
$807K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-3.82K- 7.07% |
$472K - $548K
|
50.2K
$8.9M
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.84K- 59.2% |
$474K - $551K
|
2.65K
$469K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.9K- 3.68% |
$481K - $559K
|
102K
$18.1M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.98K- 3.08% |
$491K - $571K
|
125K
$22.2M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-4K- 0.95% |
$493K - $573K
|
415K
$73.7M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.08K- 10.12% |
$504K - $586K
|
36.3K
$6.43M
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-4.31K- 2.78% |
$533K - $619K
|
151K
$26.8M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.37K- 3.41% |
$540K - $627K
|
124K
$21.9M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-4.42K- 13.78% |
$546K - $634K
|
27.6K
$4.9M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-4.51KClosed |
$557K - $647K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.61K- 8.25% |
$569K - $661K
|
51.3K
$9.09M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.77K- 6.36% |
$589K - $684K
|
70.3K
$12.5M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.8K- 16.58% |
$593K - $688K
|
24.1K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.91K- 14.25% |
$607K - $705K
|
29.6K
$5.24M
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.03K- 15.79% |
$621K - $721K
|
26.8K
$4.76M
|