Purchases and Sales Made in Q4 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
756M+ 108780.39% |
$94.3B - $111B
|
757M
$138B
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.66MNew |
$581M - $681M
|
4.66M
$847M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.16MNew |
$519M - $608M
|
4.16M
$757M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.05MNew |
$506M - $593M
|
4.05M
$737M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.03M+ 2613.44% |
$503M - $590M
|
4.19M
$761M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.54M+ 19319.1% |
$317M - $372M
|
2.56M
$465M
|
|
|
Feb 14, 2024
Q4 2022
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
2.01MNew |
$251M - $294M
|
2.01M
$365M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.9M+ 161.19% |
$237M - $278M
|
3.08M
$560M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.73M+ 29835.51% |
$216M - $253M
|
1.73M
$315M
|
|
|
Nov 03, 2023
Q4 2022
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
1.4MNew |
$175M - $205M
|
1.4M
$255M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
979K+ 3.53% |
$122M - $143M
|
28.7M
$5.23B
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
945K+ 30.18% |
$118M - $138M
|
4.08M
$742M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
940K+ 145.54% |
$117M - $137M
|
1.59M
$288M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
878K+ 37.09% |
$110M - $128M
|
3.25M
$590M
|
|
|
Jan 18, 2023
Q4 2022
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
757KNew |
$94.4M - $111M
|
757K
$138M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
711K+ 9.09% |
$88.6M - $104M
|
8.53M
$1.55B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
671K+ 2004.32% |
$83.7M - $98.2M
|
705K
$128M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
612KNew |
$76.3M - $89.5M
|
612K
$111M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
530KNew |
$66.1M - $77.5M
|
530K
$96.3M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
462KNew |
$57.5M - $67.5M
|
462K
$83.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
451K+ 13.77% |
$56.2M - $66M
|
3.73M
$678M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
383KNew |
$47.7M - $56M
|
383K
$69.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
358K+ 23.39% |
$44.7M - $52.4M
|
1.89M
$344M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327K+ 5.17% |
$40.7M - $47.8M
|
6.64M
$1.21B
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
310K+ 45.29% |
$38.6M - $45.3M
|
993K
$181M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
298K+ 32.19% |
$37.1M - $43.5M
|
1.22M
$222M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
287K+ 60.05% |
$35.8M - $42M
|
766K
$139M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
256K+ 7.32% |
$31.9M - $37.4M
|
3.75M
$682M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
247K+ 5.31% |
$30.8M - $36.1M
|
4.89M
$889M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
235K+ 8.1% |
$29.3M - $34.4M
|
3.14M
$571M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
229K+ 17.49% |
$28.5M - $33.4M
|
1.54M
$279M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
227K+ 3.19% |
$28.3M - $33.2M
|
7.34M
$1.33B
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
226K+ 10.37% |
$28.1M - $33M
|
2.4M
$437M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
222K+ 4.66% |
$27.6M - $32.4M
|
4.98M
$906M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
206K+ 3.85% |
$25.6M - $30.1M
|
5.54M
$1.01B
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
206KNew |
$25.6M - $30.1M
|
206K
$37.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
201KNew |
$25.1M - $29.4M
|
201K
$36.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
195KNew |
$24.3M - $28.5M
|
195K
$35.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
193K+ 25.52% |
$24.1M - $28.3M
|
951K
$173M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
188KNew |
$23.4M - $27.4M
|
188K
$34.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
174K+ 0.86% |
$21.7M - $25.4M
|
20.4M
$3.71B
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
170KNew |
$21.1M - $24.8M
|
170K
$30.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
166K+ 21.74% |
$20.8M - $24.3M
|
932K
$170M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
166K+ 11.37% |
$20.7M - $24.3M
|
1.63M
$296M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
165KNew |
$20.6M - $24.1M
|
165K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
162KNew |
$20.2M - $23.7M
|
162K
$29.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
155KNew |
$19.3M - $22.6M
|
155K
$28.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150K+ 21.56% |
$18.7M - $21.9M
|
845K
$154M
|
|
|
Aug 10, 2023
Q4 2022
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
148K+ 9.34% |
$18.5M - $21.6M
|
1.73M
$315M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
147KNew |
$18.3M - $21.4M
|
147K
$26.7M
|