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
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-151- 1.42% |
$20.6K - $22.2K
|
10.5K
$1.85M
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-152- 6.97% |
$20.7K - $22.4K
|
2.03K
$357K
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-152- 3.08% |
$20.7K - $22.4K
|
4.78K
$841K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-153- 3.02% |
$20.9K - $22.5K
|
4.92K
$865K
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-160- 0.11% |
$21.8K - $23.6K
|
143K
$25.2M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-162- 0.93% |
$22.1K - $23.9K
|
17.3K
$3.03M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-169- 0.5% |
$23.1K - $24.9K
|
33.8K
$5.94M
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-170Closed |
$23.2K - $25K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-172- 0.48% |
$23.5K - $25.3K
|
35.9K
$6.31M
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-173- 3.05% |
$23.6K - $25.5K
|
5.5K
$968K
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-173- 7.65% |
$23.6K - $25.5K
|
2.09K
$368K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-173- 2.37% |
$23.6K - $25.5K
|
7.14K
$1.26M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-177- 10.11% |
$24.1K - $26.1K
|
1.57K
$277K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-180Closed |
$24.6K - $26.5K
|
0
$0
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-180- 8.99% |
$24.6K - $26.5K
|
1.82K
$321K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-185- 11.35% |
$25.2K - $27.2K
|
1.45K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-187- 0.43% |
$25.5K - $27.5K
|
42.9K
$7.55M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-192- 8.5% |
$26.2K - $28.3K
|
2.07K
$364K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-195- 7.88% |
$26.6K - $28.7K
|
2.28K
$401K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-198- 7.38% |
$27K - $29.2K
|
2.48K
$437K
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 1.61% |
$27.3K - $29.4K
|
12.2K
$2.15M
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-200- 2.93% |
$27.3K - $29.4K
|
6.64K
$1.17M
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-202Closed |
$27.6K - $29.7K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-215- 15.07% |
$29.3K - $31.7K
|
1.21K
$213K
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-220- 4.43% |
$30K - $32.4K
|
4.74K
$834K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-220- 1.64% |
$30K - $32.4K
|
13.2K
$2.32M
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-222- 4.58% |
$30.3K - $32.7K
|
4.62K
$813K
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-225- 3.23% |
$30.7K - $33.1K
|
6.74K
$1.19M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-232Closed |
$31.7K - $34.2K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-234Closed |
$31.9K - $34.5K
|
0
$0
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-236- 0.49% |
$32.2K - $34.7K
|
48.3K
$8.5M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-249Closed |
$34K - $36.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-249- 1.0% |
$34K - $36.7K
|
24.6K
$4.34M
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-249- 6.77% |
$34K - $36.7K
|
3.43K
$603K
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-250- 4.05% |
$34.1K - $36.8K
|
5.92K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-251- 1.63% |
$34.2K - $37K
|
15.2K
$2.67M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-253- 5.37% |
$34.5K - $37.3K
|
4.46K
$785K
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-254- 10.51% |
$34.7K - $37.4K
|
2.16K
$380K
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-259- 2.06% |
$35.3K - $38.1K
|
12.3K
$2.17M
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-260- 5.96% |
$35.5K - $38.3K
|
4.11K
$722K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-268- 7.83% |
$36.6K - $39.5K
|
3.16K
$555K
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-270- 1.24% |
$36.8K - $39.8K
|
21.4K
$3.77M
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-274- 0.48% |
$37.4K - $40.3K
|
57K
$10M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-278Closed |
$37.9K - $40.9K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-289- 3.83% |
$39.4K - $42.6K
|
7.26K
$1.28M
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-294- 36.21% |
$40.1K - $43.3K
|
518
$91.1K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-299- 2.62% |
$40.8K - $44K
|
11.1K
$1.96M
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-304- 1.92% |
$41.5K - $44.8K
|
15.5K
$2.73M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-305- 39.41% |
$41.6K - $44.9K
|
469
$82.5K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-312- 15.2% |
$42.6K - $45.9K
|
1.74K
$306K
|