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
|
Gen Wealth Group, Inc.
|
BUY
|
- |
991+ 16.26% |
$135K - $146K
|
7.09K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
988+ 29.11% |
$135K - $145K
|
4.38K
$777K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
977+ 0.55% |
$133K - $144K
|
178K
$31.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
966+ 43.49% |
$132K - $142K
|
3.19K
$565K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
950New |
$130K - $140K
|
950
$168K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
947+ 3.44% |
$129K - $139K
|
28.5K
$5.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
945+ 14.44% |
$129K - $139K
|
7.49K
$1.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
944New |
$129K - $139K
|
944
$167K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
944+ 0.21% |
$129K - $139K
|
441K
$78.2M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
927+ 11.9% |
$126K - $136K
|
8.72K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
916+ 6.13% |
$125K - $135K
|
15.9K
$2.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
899+ 1.01% |
$123K - $132K
|
89.7K
$15.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
889+ 6.23% |
$121K - $131K
|
15.2K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
878+ 36.81% |
$120K - $129K
|
3.26K
$578K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
877+ 1.96% |
$120K - $129K
|
45.6K
$8.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
877+ 4.31% |
$120K - $129K
|
21.2K
$3.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
866+ 9.56% |
$118K - $128K
|
9.93K
$1.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
849+ 28.92% |
$116K - $125K
|
3.79K
$671K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
849+ 42.43% |
$116K - $125K
|
2.85K
$505K
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
834+ 1.59% |
$114K - $123K
|
53.4K
$9.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
828+ 8.66% |
$113K - $122K
|
10.4K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
826+ 25.63% |
$113K - $122K
|
4.05K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
824+ 8.57% |
$112K - $121K
|
10.4K
$1.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
814+ 31.33% |
$111K - $120K
|
3.41K
$605K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
807+ 4.35% |
$110K - $119K
|
19.4K
$3.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
795+ 1.22% |
$108K - $117K
|
66K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
794+ 10.94% |
$108K - $117K
|
8.05K
$1.43M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
761New |
$104K - $112K
|
761
$135K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
760+ 0.22% |
$104K - $112K
|
348K
$61.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
755+ 25.42% |
$103K - $111K
|
3.73K
$660K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
740+ 0.67% |
$101K - $109K
|
111K
$19.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
719+ 6.93% |
$98.1K - $106K
|
11.1K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
716+ 9.71% |
$97.7K - $105K
|
8.09K
$1.43M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
715+ 2.65% |
$97.5K - $105K
|
27.7K
$4.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
715+ 1.5% |
$97.5K - $105K
|
48.5K
$8.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
709New |
$96.7K - $104K
|
709
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
708+ 4.45% |
$96.6K - $104K
|
16.6K
$2.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
706+ 259.56% |
$96.3K - $104K
|
978
$173K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
700+ 188.68% |
$95.5K - $103K
|
1.07K
$190K
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
700+ 10.77% |
$95.5K - $103K
|
7.2K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
698+ 1.18% |
$95.2K - $103K
|
59.7K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
696+ 9.46% |
$95K - $102K
|
8.05K
$1.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
687+ 2.4% |
$93.7K - $101K
|
29.3K
$5.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
685New |
$93.5K - $101K
|
685
$121K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
680+ 44.74% |
$92.8K - $100K
|
2.2K
$390K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
664+ 0.36% |
$90.6K - $97.8K
|
183K
$32.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
662+ 42.54% |
$90.3K - $97.5K
|
2.22K
$393K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
651New |
$88.8K - $95.9K
|
651
$115K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
642New |
$87.6K - $94.5K
|
642
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
632+ 4.04% |
$86.2K - $93.1K
|
16.3K
$2.88M
|