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 |
---|---|---|---|---|---|---|---|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.71K+ 4.72% |
$581K - $675K
|
104K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.69K+ 10.56% |
$579K - $673K
|
49.1K
$8.7M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 24.98% |
$577K - $670K
|
23.4K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.65K+ 5.47% |
$574K - $666K
|
89.6K
$15.9M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.6K+ 4.34% |
$568K - $659K
|
111K
$19.6M
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.55K+ 11.14% |
$562K - $653K
|
45.5K
$8.06M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.4K+ 36.94% |
$544K - $632K
|
16.3K
$2.89M
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.39K+ 4.01% |
$542K - $630K
|
114K
$20.2M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.39KNew |
$542K - $629K
|
4.39K
$778K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$540K - $627K
|
4.37K
$775K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.37K+ 6.82% |
$539K - $626K
|
68.4K
$12.1M
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
4.33K+ 10.63% |
$535K - $621K
|
45.1K
$7.99M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.3K+ 8.31% |
$531K - $617K
|
56.1K
$9.94M
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
4.27K+ 36.07% |
$527K - $612K
|
16.1K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$526K - $611K
|
4.26K
$756K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.23KNew |
$522K - $606K
|
4.23K
$750K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.21K+ 1.7% |
$520K - $604K
|
252K
$44.6M
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.21K+ 2.17% |
$519K - $603K
|
198K
$35.1M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.18K+ 63.82% |
$516K - $599K
|
10.7K
$1.9M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.17KNew |
$515K - $598K
|
4.17K
$739K
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
4.14K+ 3.35% |
$512K - $594K
|
128K
$22.7M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.11K+ 1.19% |
$507K - $589K
|
350K
$62.1M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.06K+ 7.92% |
$502K - $583K
|
55.3K
$9.81M
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.05K+ 25.17% |
$500K - $581K
|
20.2K
$3.57M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 38.77% |
$500K - $581K
|
14.5K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.05KNew |
$500K - $580K
|
4.05K
$717K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.03K+ 7.89% |
$498K - $578K
|
55.1K
$9.77M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.02KNew |
$497K - $577K
|
4.02K
$713K
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.01K+ 10.17% |
$495K - $575K
|
43.4K
$7.7M
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.96K+ 20.86% |
$489K - $568K
|
23K
$4.07M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
3.89KNew |
$480K - $558K
|
3.89K
$690K
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.89K+ 41.65% |
$480K - $557K
|
13.2K
$2.34M
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.88K+ 1.41% |
$479K - $556K
|
279K
$49.4M
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.85K+ 1.17% |
$475K - $552K
|
331K
$58.7M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.82K+ 3.4% |
$472K - $548K
|
116K
$20.6M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.77K+ 17.49% |
$465K - $541K
|
25.3K
$4.49M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.74K+ 6.97% |
$462K - $537K
|
57.4K
$10.2M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.72K+ 14.23% |
$459K - $533K
|
29.9K
$5.29M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71K+ 8.92% |
$458K - $532K
|
45.3K
$8.03M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 2.74% |
$447K - $519K
|
136K
$24.1M
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3.61KNew |
$446K - $518K
|
3.61K
$640K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.6K+ 119.4% |
$444K - $516K
|
6.61K
$1.17M
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.55K+ 7.32% |
$438K - $509K
|
52K
$9.22M
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.52K+ 0.69% |
$435K - $505K
|
515K
$91.4M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.46K+ 5.78% |
$428K - $497K
|
63.4K
$11.2M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
3.46K+ 6.21% |
$427K - $496K
|
59.1K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.45K+ 142.64% |
$426K - $495K
|
5.87K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.45K+ 54.82% |
$425K - $494K
|
9.73K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.44K+ 9.55% |
$424K - $493K
|
39.4K
$6.99M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.43K+ 1.3% |
$423K - $492K
|
267K
$47.4M
|