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 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
52.3K+ 6.08% |
$7.14M - $7.7M
|
912K
$162M
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
52.3K+ 31.71% |
$7.13M - $7.7M
|
217K
$38.5M
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
52.1KNew |
$7.11M - $7.67M
|
52.1K
$9.24M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
49.8KNew |
$6.79M - $7.33M
|
49.8K
$8.82M
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
49.8KNew |
$6.79M - $7.33M
|
49.8K
$8.82M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
49.5KNew |
$6.76M - $7.29M
|
49.5K
$8.78M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.8K+ 7.56% |
$6.66M - $7.19M
|
694K
$123M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48K+ 11.7% |
$6.55M - $7.07M
|
458K
$81.2M
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
47.4KNew |
$6.47M - $6.98M
|
47.4K
$8.4M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.3K+ 21.03% |
$6.46M - $6.97M
|
272K
$48.3M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.1K+ 2.04% |
$6.29M - $6.78M
|
2.31M
$409M
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
45.3K+ 23.0% |
$6.17M - $6.66M
|
242K
$42.9M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.1K+ 4.7% |
$6.16M - $6.64M
|
1.01M
$178M
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
45K+ 36.13% |
$6.14M - $6.62M
|
169K
$30M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.4K+ 1.9% |
$6.06M - $6.54M
|
2.38M
$421M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44K+ 8.28% |
$6M - $6.48M
|
575K
$102M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
43.7KNew |
$5.96M - $6.43M
|
43.7K
$7.74M
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
43.4K+ 46.65% |
$5.92M - $6.39M
|
136K
$24.2M
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
43KNew |
$5.86M - $6.33M
|
43K
$7.62M
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
42.8K+ 11.77% |
$5.84M - $6.3M
|
406K
$72M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
41.8K+ 11.18% |
$5.7M - $6.15M
|
416K
$73.7M
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
40.7KNew |
$5.56M - $6M
|
40.7K
$7.22M
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
39.8K+ 19.02% |
$5.42M - $5.85M
|
249K
$44.1M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
39.1K+ 186.66% |
$5.33M - $5.75M
|
60K
$10.6M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
39K+ 7.72% |
$5.32M - $5.74M
|
545K
$96.5M
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
38.5KNew |
$5.26M - $5.67M
|
38.5K
$6.83M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.3K+ 3.47% |
$5.22M - $5.63M
|
1.14M
$202M
|
|
Mar 09, 2022
Q4 2021
|
Latigo Investments, LLC
|
BUY
|
- |
37.4KNew |
$5.1M - $5.5M
|
37.4K
$6.63M
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36.8KNew |
$5.02M - $5.42M
|
36.8K
$6.52M
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
36.6KNew |
$4.99M - $5.38M
|
36.6K
$6.48M
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
36.4KNew |
$4.97M - $5.36M
|
36.4K
$6.45M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
36.3K+ 50.89% |
$4.96M - $5.35M
|
108K
$19.1M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
35.5K+ 372.12% |
$4.84M - $5.22M
|
45K
$7.97M
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
35K+ 170.35% |
$4.78M - $5.16M
|
55.6K
$9.86M
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
35K+ 225.97% |
$4.78M - $5.16M
|
50.5K
$8.95M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
34.9K+ 108.54% |
$4.76M - $5.13M
|
67K
$11.9M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33.5K+ 3.47% |
$4.58M - $4.94M
|
1M
$177M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33.2K+ 467.41% |
$4.54M - $4.9M
|
40.4K
$7.15M
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.7K+ 45.45% |
$4.47M - $4.82M
|
105K
$18.6M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
32.4K+ 14.23% |
$4.42M - $4.77M
|
260K
$46.1M
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31.8KNew |
$4.34M - $4.68M
|
31.8K
$5.64M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.2K+ 2.57% |
$4.26M - $4.6M
|
1.25M
$221M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
31.2K+ 444.98% |
$4.25M - $4.59M
|
38.2K
$6.76M
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
30.7KNew |
$4.18M - $4.51M
|
30.7K
$5.43M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.6K+ 7.51% |
$4.17M - $4.5M
|
437K
$77.5M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$4.13M - $4.46M
|
30.3K
$5.37M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
29.2K+ 10.25% |
$3.99M - $4.3M
|
314K
$55.7M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
28.6KNew |
$3.9M - $4.21M
|
28.6K
$5.07M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$3.86M - $4.16M
|
28.3K
$5.01M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
28.2KNew |
$3.84M - $4.15M
|
28.2K
$4.99M
|