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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
3.77K+ 2.95% |
$470K - $552K
|
132K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.77K+ 5.37% |
$470K - $551K
|
74K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
3.77K+ 5.14% |
$469K - $551K
|
77K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.74K+ 28.3% |
$467K - $547K
|
17K
$2.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.73K+ 55.73% |
$466K - $546K
|
10.4K
$1.83M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.73K+ 22.31% |
$465K - $545K
|
20.4K
$3.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.71K+ 23.95% |
$462K - $542K
|
19.2K
$3.37M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.71K+ 23.95% |
$462K - $542K
|
19.2K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.68K+ 0.74% |
$458K - $538K
|
500K
$87.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.67K+ 20.27% |
$458K - $537K
|
21.8K
$3.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.67K+ 8.28% |
$457K - $536K
|
48K
$8.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.65K+ 4.09% |
$455K - $533K
|
92.8K
$16.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$451K - $529K
|
3.62K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.61K+ 135.12% |
$450K - $528K
|
6.28K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.55KNew |
$443K - $519K
|
3.55K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.54K+ 8.98% |
$441K - $518K
|
43K
$7.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.54K+ 48.96% |
$441K - $518K
|
10.8K
$1.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.49K+ 62.52% |
$436K - $511K
|
9.08K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.43K+ 14.24% |
$428K - $502K
|
27.5K
$4.84M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 7.99% |
$421K - $494K
|
45.7K
$8.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.37K+ 137.79% |
$421K - $493K
|
5.82K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 34.15% |
$415K - $487K
|
13.1K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
3.33KNew |
$415K - $486K
|
3.33K
$584K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.32K+ 138.46% |
$414K - $486K
|
5.72K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.32K+ 42.98% |
$414K - $486K
|
11K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.32K+ 10.39% |
$414K - $486K
|
35.3K
$6.19M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.31K+ 16.06% |
$413K - $484K
|
23.9K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 7.89% |
$407K - $477K
|
44.6K
$7.83M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
3.22KNew |
$402K - $471K
|
3.22K
$566K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.21K+ 7.79% |
$401K - $470K
|
44.5K
$7.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.18KNew |
$396K - $465K
|
3.18K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.17K+ 2.14% |
$395K - $463K
|
151K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.15KNew |
$393K - $460K
|
3.15K
$553K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.14K+ 574.59% |
$392K - $460K
|
3.69K
$648K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
3.13K+ 3.74% |
$391K - $458K
|
86.9K
$15.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.12K+ 4.95% |
$388K - $456K
|
66.1K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.09K+ 14.66% |
$385K - $452K
|
24.2K
$4.24M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.09K+ 37.5% |
$385K - $451K
|
11.3K
$1.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 20.83% |
$384K - $450K
|
17.9K
$3.13M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.07K+ 24.54% |
$383K - $449K
|
15.6K
$2.74M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.07K+ 0.65% |
$382K - $448K
|
475K
$83.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.05K+ 5.3% |
$380K - $445K
|
60.5K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.04K+ 12.02% |
$380K - $445K
|
28.4K
$4.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
3.03K+ 3030.0% |
$378K - $443K
|
3.13K
$549K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$375K - $440K
|
3.01K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.97K+ 7.75% |
$370K - $434K
|
41.2K
$7.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.96KNew |
$369K - $432K
|
2.96K
$519K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.92KNew |
$364K - $426K
|
2.92K
$512K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.91K+ 13.48% |
$363K - $426K
|
24.5K
$4.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.89K+ 2.44% |
$360K - $422K
|
121K
$21.3M
|