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 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.89KNew |
$360K - $422K
|
2.89K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$359K - $421K
|
2.88K
$506K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.86K+ 4.27% |
$357K - $419K
|
70K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$357K - $419K
|
2.86K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.85K+ 6.63% |
$355K - $417K
|
45.8K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.83KNew |
$353K - $414K
|
2.83K
$497K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.83KNew |
$353K - $414K
|
2.83K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
2.82K+ 13.9% |
$351K - $412K
|
23.1K
$4.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.81K+ 0.84% |
$350K - $411K
|
336K
$58.9M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
2.81KNew |
$350K - $411K
|
2.81K
$493K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.81K+ 25.33% |
$350K - $411K
|
13.9K
$2.44M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.8KNew |
$349K - $409K
|
2.8K
$491K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.78KNew |
$346K - $406K
|
2.78K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.76KNew |
$344K - $404K
|
2.76K
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.75K+ 5.31% |
$343K - $403K
|
54.6K
$9.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.72K+ 25.61% |
$339K - $397K
|
13.3K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.69KNew |
$336K - $394K
|
2.69K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.69KNew |
$335K - $393K
|
2.69K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.67K+ 36.57% |
$333K - $390K
|
9.96K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.65K+ 4.67% |
$331K - $388K
|
59.4K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.65K+ 4.89% |
$330K - $387K
|
56.8K
$9.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.65K+ 4.6% |
$330K - $387K
|
60.1K
$10.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.62KNew |
$327K - $383K
|
2.62K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 32.96% |
$327K - $383K
|
10.6K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.61KNew |
$326K - $382K
|
2.61K
$458K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.6K+ 9.08% |
$324K - $381K
|
31.2K
$5.48M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.59K+ 1.45% |
$322K - $378K
|
181K
$31.8M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.58KNew |
$322K - $378K
|
2.58K
$453K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 8.12% |
$322K - $377K
|
34.4K
$6.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.57K+ 27.08% |
$320K - $376K
|
12.1K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$316K - $371K
|
2.54K
$445K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.53KNew |
$316K - $370K
|
2.53K
$444K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.53K+ 3.79% |
$315K - $370K
|
69.2K
$12.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.52KNew |
$314K - $368K
|
2.52K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.51K+ 3.36% |
$313K - $368K
|
77.4K
$13.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 15.57% |
$312K - $366K
|
18.6K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.48KNew |
$309K - $362K
|
2.48K
$435K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.47K+ 18.57% |
$308K - $361K
|
15.8K
$2.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.43K+ 6.68% |
$303K - $356K
|
38.8K
$6.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.43K+ 148.29% |
$303K - $356K
|
4.07K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.43K+ 53.25% |
$303K - $356K
|
7K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.42K+ 17.77% |
$301K - $353K
|
16K
$2.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.41K+ 44.07% |
$301K - $352K
|
7.88K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 2.23% |
$300K - $352K
|
111K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.39KNew |
$298K - $350K
|
2.39K
$420K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
2.38K+ 69.28% |
$297K - $348K
|
5.82K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.37K+ 120.58% |
$295K - $346K
|
4.33K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.36K+ 2.4% |
$294K - $345K
|
101K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.35KNew |
$293K - $343K
|
2.35K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.33K+ 1.76% |
$291K - $341K
|
135K
$23.7M
|