Purchases and Sales Made in Q4 2021 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
2.81KNew |
$384K - $414K
|
2.81K
$497K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.77KNew |
$378K - $407K
|
2.77K
$489K
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.76K+ 1.42% |
$376K - $406K
|
197K
$34.8M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.75K+ 7.57% |
$375K - $405K
|
39.1K
$6.9M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.74K+ 0.95% |
$373K - $403K
|
291K
$51.4M
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.73KNew |
$372K - $402K
|
2.73K
$482K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.71K+ 110.76% |
$369K - $399K
|
5.15K
$911K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.7K+ 2.12% |
$368K - $398K
|
130K
$23M
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$368K - $398K
|
2.7K
$477K
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2.69KNew |
$367K - $396K
|
2.69K
$475K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.66K+ 2.64% |
$363K - $392K
|
104K
$18.3M
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.66K+ 5.92% |
$363K - $392K
|
47.6K
$8.41M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.63K+ 10.34% |
$359K - $387K
|
28K
$4.95M
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.63KNew |
$358K - $387K
|
2.63K
$464K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.63KNew |
$358K - $387K
|
2.63K
$464K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.61KNew |
$356K - $385K
|
2.61K
$462K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 9.57% |
$356K - $385K
|
29.9K
$5.28M
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.6KNew |
$355K - $383K
|
2.6K
$460K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.6K+ 9.11% |
$355K - $383K
|
31.2K
$5.51M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.6KNew |
$355K - $383K
|
2.6K
$459K
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
2.59KNew |
$354K - $382K
|
2.59K
$458K
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 47.53% |
$353K - $381K
|
8.02K
$1.42M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.57K+ 11.93% |
$350K - $378K
|
24.1K
$4.25M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.54K+ 5.51% |
$346K - $373K
|
48.6K
$8.58M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.5K+ 4.96% |
$341K - $368K
|
52.8K
$9.33M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.46K+ 3.27% |
$336K - $363K
|
77.7K
$13.7M
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
2.45KNew |
$335K - $361K
|
2.45K
$433K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.44K+ 2.28% |
$333K - $360K
|
110K
$19.4M
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.44K+ 44.52% |
$332K - $359K
|
7.91K
$1.4M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.43K+ 5.19% |
$332K - $358K
|
49.2K
$8.7M
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
2.43K+ 2.75% |
$331K - $357K
|
90.6K
$16M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.43KNew |
$331K - $357K
|
2.43K
$428K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.43K+ 133.17% |
$331K - $357K
|
4.25K
$750K
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.42KNew |
$331K - $357K
|
2.42K
$428K
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.42KNew |
$330K - $356K
|
2.42K
$427K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.41K+ 11.53% |
$329K - $355K
|
23.3K
$4.12M
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.4K+ 7.51% |
$328K - $354K
|
34.4K
$6.08M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 90.92% |
$328K - $354K
|
5.05K
$892K
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
2.4KNew |
$328K - $354K
|
2.4K
$424K
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.38K+ 84.27% |
$325K - $351K
|
5.21K
$921K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2.38KNew |
$324K - $350K
|
2.38K
$420K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.37KNew |
$324K - $349K
|
2.37K
$419K
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36KNew |
$323K - $348K
|
2.36K
$418K
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.35K+ 88.08% |
$321K - $346K
|
5.02K
$887K
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.34K+ 28.51% |
$319K - $344K
|
10.5K
$1.86M
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.33K+ 4.26% |
$317K - $342K
|
56.9K
$10M
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.33K+ 8.23% |
$317K - $342K
|
30.6K
$5.4M
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.31K+ 92.56% |
$316K - $341K
|
4.81K
$850K
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.31KNew |
$315K - $340K
|
2.31K
$408K
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.3KNew |
$314K - $339K
|
2.3K
$407K
|