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
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18.2KNew |
$2.48M - $2.68M
|
18.2K
$3.23M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.3K+ 13.1% |
$2.36M - $2.55M
|
150K
$26.5M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3K+ 4.24% |
$2.36M - $2.54M
|
425K
$75.3M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
17.1K+ 624.51% |
$2.34M - $2.53M
|
19.9K
$3.53M
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17.1KNew |
$2.34M - $2.52M
|
17.1K
$3.04M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17K+ 143.34% |
$2.32M - $2.5M
|
28.9K
$5.12M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
16.9K+ 10.22% |
$2.31M - $2.49M
|
183K
$32.4M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.7KNew |
$2.27M - $2.45M
|
16.7K
$2.95M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.1KNew |
$2.2M - $2.37M
|
16.1K
$2.85M
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
15.9K+ 11.25% |
$2.17M - $2.34M
|
157K
$27.8M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15.8K+ 20.21% |
$2.16M - $2.33M
|
94.2K
$16.7M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.6K+ 9.45% |
$2.13M - $2.3M
|
181K
$32.1M
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
15.6KNew |
$2.12M - $2.29M
|
15.6K
$2.76M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
15.4KNew |
$2.1M - $2.27M
|
15.4K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.3K+ 5.38% |
$2.09M - $2.25M
|
300K
$53.1M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
15.2KNew |
$2.08M - $2.24M
|
15.2K
$2.7M
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15K+ 13.44% |
$2.05M - $2.21M
|
127K
$22.4M
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 6.21% |
$2M - $2.16M
|
251K
$44.6M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.6K+ 116.2% |
$1.99M - $2.15M
|
27.1K
$4.81M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$1.96M - $2.12M
|
14.4K
$2.55M
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$1.96M - $2.11M
|
14.4K
$2.54M
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.3K+ 48.86% |
$1.95M - $2.1M
|
43.5K
$7.72M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.1K+ 8.82% |
$1.92M - $2.08M
|
174K
$30.8M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
14K+ 5.27% |
$1.92M - $2.07M
|
280K
$49.7M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
13.8K+ 18.94% |
$1.89M - $2.04M
|
87K
$15.4M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 41.13% |
$1.81M - $1.96M
|
45.6K
$8.08M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
13.1K+ 19.35% |
$1.79M - $1.94M
|
81.1K
$14.4M
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
13.1KNew |
$1.79M - $1.93M
|
13.1K
$2.32M
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
13K+ 7.84% |
$1.77M - $1.91M
|
179K
$31.7M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$1.75M - $1.89M
|
12.8K
$2.28M
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
12.8KNew |
$1.74M - $1.88M
|
12.8K
$2.26M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
12.5K+ 128.09% |
$1.71M - $1.84M
|
22.3K
$3.95M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
12.5K+ 2.04% |
$1.7M - $1.84M
|
623K
$110M
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
12.4K+ 7.55% |
$1.69M - $1.82M
|
177K
$31.3M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.4K+ 48.73% |
$1.69M - $1.82M
|
37.7K
$6.68M
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
12.3KNew |
$1.68M - $1.81M
|
12.3K
$2.18M
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.3K+ 2.81% |
$1.68M - $1.81M
|
450K
$79.8M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$1.64M - $1.77M
|
12K
$2.13M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12K+ 809.38% |
$1.64M - $1.77M
|
13.5K
$2.39M
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12KNew |
$1.63M - $1.76M
|
12K
$2.12M
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.9KNew |
$1.63M - $1.75M
|
11.9K
$2.11M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
11.6K+ 0.89% |
$1.59M - $1.72M
|
1.32M
$234M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.6KNew |
$1.58M - $1.7M
|
11.6K
$2.05M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
11.5KNew |
$1.57M - $1.69M
|
11.5K
$2.04M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 2.54% |
$1.56M - $1.69M
|
462K
$81.9M
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$1.56M - $1.68M
|
11.4K
$2.03M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 5.52% |
$1.56M - $1.68M
|
219K
$38.8M
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
11.3KNew |
$1.55M - $1.67M
|
11.3K
$2.01M
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.2K+ 2.35% |
$1.53M - $1.65M
|
488K
$86.6M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.2K+ 12.74% |
$1.52M - $1.64M
|
98.8K
$17.5M
|