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 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-51- 1.29% |
$6.96K - $7.51K
|
3.91K
$688K
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-56- 1.95% |
$7.64K - $8.25K
|
2.82K
$497K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56- 0.04% |
$7.64K - $8.25K
|
124K
$21.9M
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-62- 1.3% |
$8.46K - $9.13K
|
4.69K
$825K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-62- 5.85% |
$8.46K - $9.13K
|
998
$176K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-64- 3.08% |
$8.73K - $9.42K
|
2.02K
$354K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-66- 0.75% |
$9K - $9.72K
|
8.73K
$1.54M
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-67- 1.18% |
$9.14K - $9.87K
|
5.59K
$983K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-70- 2.95% |
$9.55K - $10.3K
|
2.3K
$405K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-70- 0.52% |
$9.55K - $10.3K
|
13.3K
$2.34M
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-75- 0.88% |
$10.2K - $11K
|
8.47K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-75- 0.96% |
$10.2K - $11K
|
7.76K
$1.36M
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-76- 3.82% |
$10.4K - $11.2K
|
1.91K
$337K
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-77- 0.2% |
$10.5K - $11.3K
|
38.3K
$6.73M
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-79- 4.41% |
$10.8K - $11.6K
|
1.71K
$301K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-83- 5.12% |
$11.3K - $12.2K
|
1.54K
$271K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-84- 1.83% |
$11.5K - $12.4K
|
4.5K
$791K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-86- 1.43% |
$11.7K - $12.7K
|
5.94K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-86- 0.76% |
$11.7K - $12.7K
|
11.2K
$1.97M
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-90- 3.84% |
$12.3K - $13.3K
|
2.26K
$397K
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-93- 5.51% |
$12.7K - $13.7K
|
1.6K
$281K
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-94- 1.66% |
$12.8K - $13.8K
|
5.57K
$979K
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-95- 4.27% |
$13K - $14K
|
2.13K
$375K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-95- 1.07% |
$13K - $14K
|
8.78K
$1.55M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 0.54% |
$14.1K - $15.2K
|
19K
$3.34M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-103- 1.88% |
$14.1K - $15.2K
|
5.37K
$944K
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-104- 3.62% |
$14.2K - $15.3K
|
2.77K
$487K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-107- 2.01% |
$14.6K - $15.8K
|
5.23K
$919K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-107- 0.71% |
$14.6K - $15.8K
|
14.9K
$2.63M
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-110- 3.84% |
$15K - $16.2K
|
2.76K
$485K
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-110- 0.08% |
$15K - $16.2K
|
133K
$23.5M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-112- 2.28% |
$15.3K - $16.5K
|
4.8K
$844K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-114- 0.63% |
$15.6K - $16.8K
|
17.9K
$3.15M
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-117- 0.31% |
$16K - $17.2K
|
37.6K
$6.61M
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-120- 2.09% |
$16.4K - $17.7K
|
5.61K
$987K
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-123- 0.77% |
$16.8K - $18.1K
|
15.9K
$2.8M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-127- 3.04% |
$17.3K - $18.7K
|
4.05K
$713K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-129- 9.13% |
$17.6K - $19K
|
1.28K
$226K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-131- 6.45% |
$17.9K - $19.3K
|
1.9K
$334K
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-131- 6.03% |
$17.9K - $19.3K
|
2.04K
$359K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-134- 1.89% |
$18.3K - $19.7K
|
6.97K
$1.23M
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-139- 0.37% |
$19K - $20.5K
|
37.1K
$6.52M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-139- 1.3% |
$19K - $20.5K
|
10.5K
$1.85M
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-144- 0.74% |
$19.6K - $21.2K
|
19.4K
$3.41M
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-145- 2.33% |
$19.8K - $21.3K
|
6.08K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-146- 1.36% |
$19.9K - $21.5K
|
10.6K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-148- 1.56% |
$20.2K - $21.8K
|
9.37K
$1.65M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-150- 4.31% |
$20.5K - $22.1K
|
3.33K
$586K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150- 11.24% |
$20.5K - $22.1K
|
1.18K
$208K
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150Closed |
$20.5K - $22.1K
|
0
$0
|