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 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
256+ 11.2% |
$34.9K - $37.7K
|
2.54K
$447K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
254+ 47.48% |
$34.7K - $37.4K
|
789
$139K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
252+ 3.8% |
$34.4K - $37.1K
|
6.89K
$1.21M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
251+ 8.98% |
$34.2K - $37K
|
3.05K
$536K
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
251+ 2.77% |
$34.2K - $37K
|
9.32K
$1.64M
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
250+ 14.57% |
$34.1K - $36.8K
|
1.97K
$346K
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
242+ 3.16% |
$33K - $35.6K
|
7.89K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
242+ 4.05% |
$33K - $35.6K
|
6.22K
$1.09M
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
240+ 1.3% |
$32.7K - $35.3K
|
18.7K
$3.29M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
238+ 5.84% |
$32.5K - $35K
|
4.31K
$759K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
236New |
$32.2K - $34.7K
|
236
$41.5K
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
235+ 4.98% |
$32.1K - $34.6K
|
4.95K
$871K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
235+ 3.02% |
$32.1K - $34.6K
|
8.01K
$1.41M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
232New |
$31.7K - $34.2K
|
232
$40.8K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
229+ 3.91% |
$31.2K - $33.7K
|
6.08K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
226+ 10.05% |
$30.8K - $33.3K
|
2.47K
$435K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
226+ 1.33% |
$30.8K - $33.3K
|
17.2K
$3.02M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
225+ 3.78% |
$30.7K - $33.1K
|
6.17K
$1.09M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
224+ 2.88% |
$30.6K - $33K
|
8K
$1.41M
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
224+ 4.74% |
$30.6K - $33K
|
4.95K
$870K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
223+ 11.26% |
$30.4K - $32.8K
|
2.2K
$388K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
217+ 1.98% |
$29.6K - $32K
|
11.2K
$1.96M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
216+ 1.21% |
$29.5K - $31.8K
|
18.1K
$3.18M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
210+ 0.72% |
$28.7K - $30.9K
|
29.3K
$5.16M
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
210+ 8.78% |
$28.7K - $30.9K
|
2.6K
$458K
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
205+ 7.46% |
$28K - $30.2K
|
2.95K
$520K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
205+ 4.33% |
$28K - $30.2K
|
4.94K
$868K
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
204New |
$27.8K - $30K
|
204
$35.9K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
201+ 2.37% |
$27.4K - $29.6K
|
8.68K
$1.53M
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
200+ 9.59% |
$27.3K - $29.4K
|
2.29K
$402K
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
200+ 43.57% |
$27.3K - $29.4K
|
659
$116K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
198+ 2.15% |
$27K - $29.2K
|
9.39K
$1.65M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
197+ 37.45% |
$26.9K - $29K
|
723
$127K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
194+ 8.49% |
$26.5K - $28.6K
|
2.48K
$436K
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
189New |
$25.8K - $27.8K
|
189
$33.3K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
184+ 1.08% |
$25.1K - $27.1K
|
17.2K
$3.02M
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
179+ 4.35% |
$24.4K - $26.4K
|
4.3K
$756K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
178New |
$24.3K - $26.2K
|
178
$31.3K
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
174+ 0.82% |
$23.7K - $25.6K
|
21.5K
$3.78M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
173+ 12.83% |
$23.6K - $25.5K
|
1.52K
$268K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
169+ 18.86% |
$23.1K - $24.9K
|
1.07K
$187K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
162New |
$22.1K - $23.9K
|
162
$28.5K
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
152+ 0.61% |
$20.7K - $22.4K
|
25K
$4.39M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
150+ 5.55% |
$20.5K - $22.1K
|
2.86K
$502K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
150New |
$20.5K - $22.1K
|
150
$26.4K
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
149+ 0.38% |
$20.3K - $21.9K
|
39.5K
$6.94M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
149+ 5.9% |
$20.3K - $21.9K
|
2.68K
$471K
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
146+ 5.85% |
$19.9K - $21.5K
|
2.64K
$465K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
145+ 9.19% |
$19.8K - $21.3K
|
1.72K
$303K
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
141+ 7.67% |
$19.2K - $20.8K
|
1.98K
$348K
|