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 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.68K+ 4.69% |
$229K - $247K
|
37.4K
$6.63M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64KNew |
$224K - $241K
|
1.64K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.62K+ 85.63% |
$220K - $238K
|
3.5K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.6K+ 3.65% |
$219K - $236K
|
45.5K
$8.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
1.6KNew |
$218K - $236K
|
1.6K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.6K+ 8.52% |
$218K - $235K
|
20.4K
$3.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 3.17% |
$218K - $235K
|
51.9K
$9.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 24.49% |
$218K - $235K
|
8.12K
$1.44M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.59KNew |
$217K - $234K
|
1.59K
$281K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.58K+ 5.29% |
$216K - $233K
|
31.4K
$5.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.58KNew |
$215K - $232K
|
1.58K
$280K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.57KNew |
$215K - $232K
|
1.57K
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.56K+ 458.82% |
$213K - $230K
|
1.9K
$337K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.55K+ 2.09% |
$211K - $228K
|
75.8K
$13.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.55K+ 10.32% |
$211K - $227K
|
16.5K
$2.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$209K - $226K
|
1.53K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53K+ 3.17% |
$208K - $225K
|
49.6K
$8.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.52K+ 38.34% |
$208K - $224K
|
5.5K
$974K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.52K+ 25.42% |
$207K - $224K
|
7.49K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.52KNew |
$207K - $224K
|
1.52K
$269K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.51KNew |
$206K - $223K
|
1.51K
$268K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.5K+ 27.16% |
$205K - $221K
|
7.04K
$1.25M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 0.16% |
$205K - $221K
|
956K
$169M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$204K - $221K
|
1.5K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.5KNew |
$204K - $221K
|
1.5K
$266K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.49KNew |
$204K - $220K
|
1.49K
$265K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.49KNew |
$204K - $220K
|
1.49K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.48KNew |
$202K - $218K
|
1.48K
$263K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
1.48KNew |
$202K - $218K
|
1.48K
$262K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.47K+ 6.99% |
$201K - $217K
|
22.5K
$3.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.47KNew |
$201K - $216K
|
1.47K
$261K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.46K+ 2.49% |
$199K - $214K
|
60K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.46KNew |
$199K - $214K
|
1.46K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46K+ 45.16% |
$199K - $214K
|
4.68K
$830K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.45K+ 9.62% |
$197K - $213K
|
16.5K
$2.92M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.44KNew |
$197K - $212K
|
1.44K
$255K
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.44KNew |
$196K - $212K
|
1.44K
$255K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
1.44KNew |
$196K - $212K
|
1.44K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.43KNew |
$196K - $211K
|
1.43K
$254K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.43K+ 13.4% |
$195K - $211K
|
12.1K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 8.92% |
$195K - $211K
|
17.5K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.42KNew |
$194K - $209K
|
1.42K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.42KNew |
$194K - $209K
|
1.42K
$252K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$193K - $208K
|
1.41K
$251K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.41KNew |
$193K - $208K
|
1.41K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.41KNew |
$192K - $207K
|
1.41K
$249K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.4KNew |
$191K - $206K
|
1.4K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.4KNew |
$191K - $206K
|
1.4K
$248K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.4KNew |
$191K - $206K
|
1.4K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.39KNew |
$190K - $205K
|
1.39K
$247K
|