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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.1KNew |
$3.84M - $4.14M
|
28.1K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
28.1K+ 134.18% |
$3.84M - $4.14M
|
49.1K
$8.67M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
28KNew |
$3.82M - $4.13M
|
28K
$4.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.8K+ 2.16% |
$3.79M - $4.09M
|
1.31M
$232M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.4K+ 4.1% |
$3.74M - $4.04M
|
696K
$123M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.4K+ 10.89% |
$3.73M - $4.03M
|
279K
$49.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
27.2K+ 18.52% |
$3.71M - $4M
|
174K
$30.7M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
27.2K+ 18.52% |
$3.71M - $4M
|
174K
$30.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27K+ 11.97% |
$3.68M - $3.97M
|
253K
$44.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26.8KNew |
$3.65M - $3.94M
|
26.8K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.8K+ 6.61% |
$3.65M - $3.94M
|
432K
$76.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
26.8KNew |
$3.65M - $3.94M
|
26.8K
$4.73M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
26.4KNew |
$3.61M - $3.89M
|
26.4K
$4.67M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
26.3KNew |
$3.59M - $3.88M
|
26.3K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
26.2KNew |
$3.57M - $3.85M
|
26.2K
$4.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25.9KNew |
$3.53M - $3.81M
|
25.9K
$4.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
BUY
|
- |
25.1KNew |
$3.43M - $3.7M
|
25.1K
$4.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
24.8KNew |
$3.38M - $3.65M
|
24.8K
$4.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
23.6K+ 2.52% |
$3.22M - $3.48M
|
961K
$170M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$3.19M - $3.44M
|
23.3K
$4.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.3K+ 4.45% |
$3.18M - $3.43M
|
548K
$96.8M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23.2KNew |
$3.17M - $3.42M
|
23.2K
$4.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
23.2K+ 11.82% |
$3.16M - $3.41M
|
219K
$38.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
23.1K+ 1511.37% |
$3.15M - $3.4M
|
24.7K
$4.36M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.8K+ 6.37% |
$3.11M - $3.36M
|
381K
$67.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
22.7K+ 7.44% |
$3.09M - $3.34M
|
327K
$57.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
22.4KNew |
$3.06M - $3.3M
|
22.4K
$3.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
22.3KNew |
$3.05M - $3.29M
|
22.3K
$3.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.3K+ 58.49% |
$3.04M - $3.28M
|
60.3K
$10.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 8.62% |
$3.03M - $3.27M
|
279K
$49.4M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
21.8KNew |
$2.97M - $3.21M
|
21.8K
$3.85M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$2.97M - $3.21M
|
21.8K
$3.85M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
21.7KNew |
$2.96M - $3.19M
|
21.7K
$3.83M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.6K+ 26.67% |
$2.95M - $3.19M
|
103K
$18.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
21.4K+ 224.73% |
$2.92M - $3.16M
|
31K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3K+ 108.35% |
$2.91M - $3.14M
|
41K
$7.25M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21.3K+ 37.24% |
$2.91M - $3.14M
|
78.6K
$13.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21K+ 500.0% |
$2.86M - $3.09M
|
25.2K
$4.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
20.9K+ 1384.85% |
$2.86M - $3.08M
|
22.5K
$3.97M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
20.7K+ 38.71% |
$2.82M - $3.05M
|
74.1K
$13.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.3K+ 10.0% |
$2.77M - $2.99M
|
223K
$39.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
20.1K+ 599.91% |
$2.74M - $2.96M
|
23.5K
$4.15M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19.3KNew |
$2.63M - $2.84M
|
19.3K
$3.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
19.1KNew |
$2.61M - $2.81M
|
19.1K
$3.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19K+ 45.03% |
$2.59M - $2.8M
|
61.2K
$10.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.9K+ 8.92% |
$2.59M - $2.79M
|
231K
$40.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
18.9K+ 14.18% |
$2.58M - $2.78M
|
152K
$26.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18.7KNew |
$2.56M - $2.76M
|
18.7K
$3.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
18.4K+ 6.85% |
$2.52M - $2.72M
|
288K
$50.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
18.4K+ 21.4% |
$2.51M - $2.71M
|
104K
$18.4M
|