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 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.33K+ 27.01% |
$290K - $340K
|
10.9K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.32K+ 8.76% |
$289K - $339K
|
28.8K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
2.31K+ 100.96% |
$288K - $337K
|
4.59K
$806K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.29K+ 3.33% |
$286K - $335K
|
71K
$12.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
2.27K+ 14.11% |
$283K - $332K
|
18.4K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.27K+ 0.49% |
$282K - $331K
|
469K
$82.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.26KNew |
$281K - $330K
|
2.26K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.25K+ 9.0% |
$280K - $328K
|
27.2K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.25K+ 14.98% |
$280K - $328K
|
17.2K
$3.02M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.22KNew |
$277K - $325K
|
2.22K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.19K+ 61.46% |
$273K - $320K
|
5.75K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.17K+ 9.44% |
$270K - $317K
|
25.1K
$4.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 7.73% |
$270K - $316K
|
30.2K
$5.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.16KNew |
$270K - $316K
|
2.16K
$380K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.16K+ 5.47% |
$269K - $315K
|
41.6K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.16KNew |
$269K - $315K
|
2.16K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.15K+ 4.51% |
$268K - $315K
|
49.8K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 0.62% |
$268K - $314K
|
347K
$60.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.13KNew |
$266K - $312K
|
2.13K
$374K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.12KNew |
$264K - $310K
|
2.12K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.12KNew |
$264K - $310K
|
2.12K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.11K+ 5.0% |
$263K - $308K
|
44.2K
$7.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.11KNew |
$262K - $308K
|
2.11K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.1K+ 1.67% |
$261K - $307K
|
128K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.07K+ 0.59% |
$258K - $302K
|
355K
$62.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.06KNew |
$257K - $301K
|
2.06K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
2.05K+ 40.25% |
$255K - $299K
|
7.13K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$253K - $297K
|
2.03K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.03K+ 15.75% |
$253K - $297K
|
14.9K
$2.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03K+ 1.47% |
$253K - $296K
|
140K
$24.6M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.02K+ 0.53% |
$252K - $295K
|
381K
$66.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.02K+ 4.11% |
$251K - $295K
|
51.1K
$8.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.01KNew |
$250K - $294K
|
2.01K
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.01KNew |
$250K - $293K
|
2.01K
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
2K+ 9.85% |
$249K - $292K
|
22.3K
$3.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.94KNew |
$242K - $284K
|
1.94K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.94KNew |
$242K - $284K
|
1.94K
$340K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.94KNew |
$242K - $283K
|
1.94K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
1.94KNew |
$242K - $283K
|
1.94K
$340K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.93K+ 2.03% |
$241K - $283K
|
97.4K
$17.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1.91K+ 31.65% |
$238K - $279K
|
7.95K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 2.64% |
$237K - $278K
|
74.1K
$13M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.9K+ 47.51% |
$237K - $277K
|
5.89K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.89K+ 27.18% |
$236K - $276K
|
8.84K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.89KNew |
$235K - $276K
|
1.89K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.88KNew |
$234K - $275K
|
1.88K
$330K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.87KNew |
$233K - $274K
|
1.87K
$328K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.87KNew |
$233K - $273K
|
1.87K
$328K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.86K+ 27.02% |
$232K - $272K
|
8.73K
$1.53M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.86KNew |
$232K - $272K
|
1.86K
$326K
|