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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 25.47% |
$1.94M - $2.25M
|
77.3K
$13.6M
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
15.7KNew |
$1.93M - $2.25M
|
15.7K
$2.76M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 11.36% |
$1.93M - $2.24M
|
153K
$26.9M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.6K+ 8.05% |
$1.92M - $2.23M
|
209K
$36.8M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.4K+ 18.07% |
$1.9M - $2.2M
|
100K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15.3K+ 114.44% |
$1.89M - $2.19M
|
28.7K
$5.04M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
15.2K+ 5.84% |
$1.87M - $2.18M
|
275K
$48.4M
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.9K+ 4.63% |
$1.84M - $2.14M
|
337K
$59.2M
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
14.1K+ 8.89% |
$1.74M - $2.02M
|
173K
$30.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9K+ 40.03% |
$1.71M - $1.99M
|
48.6K
$8.55M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 20.94% |
$1.7M - $1.97M
|
79.4K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 91.55% |
$1.7M - $1.97M
|
28.7K
$5.06M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6K+ 3.48% |
$1.68M - $1.95M
|
403K
$71M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.5KNew |
$1.67M - $1.94M
|
13.5K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
13.4K+ 35.62% |
$1.66M - $1.92M
|
51.1K
$8.99M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
13.2K+ 7.53% |
$1.63M - $1.9M
|
189K
$33.2M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
13.2K+ 27.55% |
$1.63M - $1.89M
|
61.2K
$10.8M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 319.08% |
$1.62M - $1.88M
|
17.2K
$3.03M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.1K+ 28.51% |
$1.62M - $1.88M
|
59.1K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12.7KNew |
$1.57M - $1.83M
|
12.7K
$2.24M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 80.72% |
$1.55M - $1.8M
|
28.1K
$4.95M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$1.54M - $1.79M
|
12.5K
$2.2M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 4.19% |
$1.53M - $1.78M
|
308K
$54.3M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 146.47% |
$1.53M - $1.78M
|
20.9K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.4K+ 44.45% |
$1.53M - $1.77M
|
40.2K
$7.07M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
11.9K+ 4.01% |
$1.47M - $1.71M
|
309K
$54.3M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11.8KNew |
$1.45M - $1.69M
|
11.8K
$2.07M
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.6K+ 5.01% |
$1.44M - $1.67M
|
244K
$42.9M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11.6K+ 8.06% |
$1.44M - $1.67M
|
156K
$27.4M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.5K+ 1.07% |
$1.42M - $1.65M
|
1.09M
$191M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5K+ 4.82% |
$1.42M - $1.64M
|
249K
$43.9M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.5K+ 2.13% |
$1.41M - $1.64M
|
550K
$96.7M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
11.4K+ 4.46% |
$1.4M - $1.63M
|
266K
$46.8M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.2K+ 1.48% |
$1.39M - $1.61M
|
768K
$135M
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
11.1K+ 23.22% |
$1.37M - $1.59M
|
58.9K
$10.4M
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.9K+ 25.18% |
$1.35M - $1.56M
|
54.2K
$9.53M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 604.39% |
$1.33M - $1.54M
|
12.5K
$2.2M
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.7KNew |
$1.32M - $1.53M
|
10.7K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
10.6K+ 6.83% |
$1.3M - $1.51M
|
165K
$29.1M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.6K+ 220.76% |
$1.3M - $1.51M
|
15.3K
$2.7M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.5K+ 8.65% |
$1.3M - $1.51M
|
132K
$23.3M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10.2K+ 14.17% |
$1.25M - $1.46M
|
81.8K
$14.4M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10.1K+ 6.17% |
$1.25M - $1.46M
|
175K
$30.7M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.94K+ 21.14% |
$1.23M - $1.42M
|
56.9K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.89KNew |
$1.22M - $1.42M
|
9.89K
$1.74M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.87K+ 59.72% |
$1.22M - $1.41M
|
26.4K
$4.64M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9.71KNew |
$1.2M - $1.39M
|
9.71K
$1.71M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
9.67K+ 1.74% |
$1.19M - $1.39M
|
566K
$99.7M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.63K+ 32.75% |
$1.19M - $1.38M
|
39K
$6.87M
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.39K+ 73.7% |
$1.16M - $1.35M
|
22.1K
$3.89M
|