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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.3K+ 14.47% |
$313K - $338K
|
18.2K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.26KNew |
$308K - $333K
|
2.26K
$400K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.23K+ 8.06% |
$304K - $328K
|
29.8K
$5.29M
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.22KNew |
$303K - $327K
|
2.22K
$394K
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
2.21KNew |
$301K - $325K
|
2.21K
$391K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$299K - $323K
|
2.19K
$389K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.18K+ 5.3% |
$298K - $322K
|
43.4K
$7.69M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.17K+ 30.3% |
$295K - $319K
|
9.31K
$1.65M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.17K+ 6.83% |
$295K - $319K
|
33.9K
$6M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.15K+ 2.44% |
$293K - $317K
|
90.4K
$16M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.14KNew |
$292K - $315K
|
2.14K
$380K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.09K+ 2.26% |
$285K - $308K
|
94.6K
$16.8M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09K+ 7.89% |
$285K - $308K
|
28.6K
$5.07M
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.08KNew |
$284K - $306K
|
2.08K
$368K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 26.58% |
$276K - $298K
|
9.64K
$1.71M
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.02K+ 0.58% |
$276K - $298K
|
349K
$61.9M
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
2K+ 8.86% |
$273K - $294K
|
24.6K
$4.35M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.97K+ 42.72% |
$268K - $290K
|
6.57K
$1.16M
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
1.96K+ 2.8% |
$268K - $289K
|
72.1K
$12.8M
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.96K+ 7.56% |
$268K - $289K
|
27.9K
$4.95M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95K+ 2.14% |
$266K - $287K
|
92.7K
$16.4M
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.94KNew |
$265K - $286K
|
1.94K
$345K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.93K+ 11.4% |
$263K - $284K
|
18.8K
$3.34M
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
1.93K+ 28.61% |
$263K - $284K
|
8.66K
$1.53M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.92K+ 55.37% |
$262K - $282K
|
5.38K
$953K
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.91KNew |
$260K - $281K
|
1.91K
$338K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.9K+ 14.56% |
$259K - $279K
|
14.9K
$2.65M
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.87KNew |
$255K - $275K
|
1.87K
$332K
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.87KNew |
$255K - $275K
|
1.87K
$331K
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.87KNew |
$255K - $275K
|
1.87K
$331K
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.86KNew |
$253K - $274K
|
1.86K
$329K
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.83K+ 0.53% |
$249K - $269K
|
344K
$60.9M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.83K+ 1.32% |
$249K - $269K
|
140K
$24.8M
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.81K+ 7.29% |
$247K - $267K
|
26.7K
$4.73M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$246K - $265K
|
1.8K
$320K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.78K+ 10.54% |
$243K - $263K
|
18.7K
$3.31M
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
1.78K+ 2.21% |
$243K - $262K
|
82.3K
$14.6M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.77K+ 4.72% |
$242K - $261K
|
39.3K
$6.97M
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.76K+ 86.61% |
$240K - $259K
|
3.79K
$672K
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
1.76KNew |
$240K - $259K
|
1.76K
$311K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.75K+ 7.27% |
$239K - $258K
|
25.8K
$4.58M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$238K - $257K
|
33.4K
$5.91M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.73K+ 2.62% |
$236K - $255K
|
68K
$12M
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.72KNew |
$235K - $253K
|
1.72K
$305K
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$233K - $251K
|
1.71K
$302K
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 17.54% |
$232K - $251K
|
11.4K
$2.02M
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.7KNew |
$231K - $250K
|
1.7K
$301K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.68KNew |
$230K - $248K
|
1.68K
$298K
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.68KNew |
$229K - $247K
|
1.68K
$298K
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.68KNew |
$229K - $247K
|
1.68K
$297K
|