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 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.35K+ 3.48% |
$1.15M - $1.34M
|
278K
$49.2M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.34K+ 56.29% |
$1.15M - $1.34M
|
25.9K
$4.58M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.29K+ 23.41% |
$1.15M - $1.33M
|
49K
$8.66M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
9.11K+ 43.9% |
$1.12M - $1.31M
|
29.9K
$5.28M
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9.02K+ 11.94% |
$1.11M - $1.29M
|
84.6K
$14.9M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8.98K+ 2.61% |
$1.11M - $1.29M
|
352K
$62.3M
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8.86KNew |
$1.09M - $1.27M
|
8.86K
$1.56M
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8.83K+ 12.58% |
$1.09M - $1.27M
|
79K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.81KNew |
$1.09M - $1.26M
|
8.81K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.8K+ 1.38% |
$1.09M - $1.26M
|
646K
$114M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.77K+ 6.71% |
$1.08M - $1.26M
|
140K
$24.7M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.62K+ 7.17% |
$1.06M - $1.24M
|
129K
$22.8M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.61K+ 152.52% |
$1.06M - $1.23M
|
14.2K
$2.52M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8.6K+ 887.91% |
$1.06M - $1.23M
|
9.56K
$1.69M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.51K+ 4.1% |
$1.05M - $1.22M
|
216K
$38.2M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.51K+ 4.1% |
$1.05M - $1.22M
|
216K
$38.2M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.35K+ 138.42% |
$1.03M - $1.2M
|
14.4K
$2.54M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 303.06% |
$1.03M - $1.19M
|
11.1K
$1.96M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
8.11K+ 2.46% |
$1M - $1.16M
|
337K
$59.6M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.09K+ 50.97% |
$999K - $1.16M
|
24K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.09K+ 20.15% |
$998K - $1.16M
|
48.2K
$8.52M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.07K+ 12.08% |
$996K - $1.16M
|
74.9K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
8.04K+ 4.89% |
$993K - $1.15M
|
173K
$30.5M
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
8.01K+ 1.75% |
$990K - $1.15M
|
466K
$82.4M
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.98K+ 163.66% |
$985K - $1.14M
|
12.8K
$2.27M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.89K+ 8.28% |
$975K - $1.13M
|
103K
$18.2M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.89K+ 2.83% |
$974K - $1.13M
|
286K
$50.6M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
7.82K+ 50.62% |
$966K - $1.12M
|
23.3K
$4.11M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
7.77K+ 292.18% |
$959K - $1.11M
|
10.4K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.62K+ 15.62% |
$941K - $1.09M
|
56.4K
$9.97M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.54K+ 46.04% |
$931K - $1.08M
|
23.9K
$4.23M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.52K+ 37.78% |
$928K - $1.08M
|
27.4K
$4.84M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.42KNew |
$916K - $1.06M
|
7.42K
$1.31M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.31K+ 2.84% |
$903K - $1.05M
|
264K
$46.7M
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.3KNew |
$901K - $1.05M
|
7.3K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.15K+ 8.55% |
$883K - $1.03M
|
90.8K
$16M
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.13K+ 6.35% |
$881K - $1.02M
|
119K
$21.1M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.07K+ 2350.17% |
$873K - $1.01M
|
7.38K
$1.3M
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7K+ 7.92% |
$865K - $1M
|
95.4K
$16.9M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.97K+ 18.95% |
$861K - $1M
|
43.8K
$7.73M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.95KNew |
$858K - $997K
|
6.95K
$1.23M
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
6.94K+ 58.44% |
$857K - $996K
|
18.8K
$3.33M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.9K+ 1.26% |
$852K - $990K
|
553K
$97.7M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.86K+ 3.48% |
$847K - $984K
|
204K
$36M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.82K+ 4.89% |
$842K - $978K
|
146K
$25.9M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
6.72K+ 16.12% |
$830K - $964K
|
48.4K
$8.56M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.69K+ 2.61% |
$826K - $959K
|
263K
$46.5M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.65K+ 4.93% |
$821K - $954K
|
142K
$25M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.64K+ 105.95% |
$820K - $952K
|
12.9K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.62K+ 61.09% |
$817K - $949K
|
17.4K
$3.08M
|