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 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.31% |
$1.91K - $2.06K
|
4.58K
$740K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
14+ 0.61% |
$1.91K - $2.06K
|
2.32K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.31% |
$1.91K - $2.06K
|
4.48K
$725K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.49% |
$1.64K - $1.77K
|
2.48K
$401K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.61% |
$1.5K - $1.62K
|
1.83K
$296K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 13.89% |
$1.36K - $1.47K
|
82
$13.3K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.22% |
$1.36K - $1.47K
|
4.61K
$745K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.23% |
$1.36K - $1.47K
|
4.45K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10New |
$1.36K - $1.47K
|
10
$1.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 1.57% |
$1.36K - $1.47K
|
647
$105K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.11% |
$1.23K - $1.33K
|
8.01K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.26% |
$1.23K - $1.33K
|
3.47K
$562K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.19% |
$1.09K - $1.18K
|
4.28K
$692K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.41% |
$955 - $1.03K
|
1.71K
$277K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
7+ 0.12% |
$955 - $1.03K
|
5.91K
$956K
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
7+ 0.18% |
$955 - $1.03K
|
3.98K
$643K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
7+ 0.06% |
$955 - $1.03K
|
11.9K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.1% |
$955 - $1.03K
|
7.27K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6+ 0.05% |
$819 - $883
|
11.5K
$1.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.3% |
$682 - $736
|
1.65K
$267K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5+ 0.12% |
$682 - $736
|
4.35K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.04% |
$682 - $736
|
13.2K
$2.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$546 - $589
|
8.55K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$546 - $589
|
11.4K
$1.85M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3+ 0.14% |
$409 - $442
|
2.21K
$358K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$409 - $442
|
717
$116K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.11% |
$409 - $442
|
2.81K
$454K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.18% |
$409 - $442
|
1.71K
$277K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.13% |
$273 - $294
|
1.54K
$250K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
2+ 0.06% |
$273 - $294
|
3.14K
$508K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.92% |
$273 - $294
|
219
$35.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.26% |
$273 - $294
|
765
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.05% |
$273 - $294
|
4.32K
$699K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.13% |
$273 - $294
|
1.57K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.11% |
$273 - $294
|
1.87K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.49% |
$273 - $294
|
414
$67K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.7% |
$136 - $147
|
144
$23.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.47% |
$136 - $147
|
212
$34.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 5.0% |
$136 - $147
|
21
$3.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$136 - $147
|
603
$97.5K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$136 - $147
|
1.24K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.13% |
$136 - $147
|
800
$129K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.49% |
$136 - $147
|
204
$33K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$136 - $147
|
3.44K
$556K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$136 - $147
|
3.43K
$554K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 1.27% |
$136 - $147
|
78
$12.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.23% |
$136 - $147
|
30
$4.85K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3Closed |
$409 - $442
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4- 0.09% |
$546 - $589
|
4.54K
$734K
|