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 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
1.86K+ 6.3% |
$231K - $271K
|
31.3K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.83K+ 11.64% |
$229K - $268K
|
17.6K
$3.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.83K+ 647.52% |
$228K - $267K
|
2.11K
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.82K+ 16.82% |
$227K - $267K
|
12.7K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.81KNew |
$226K - $265K
|
1.81K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.8KNew |
$224K - $263K
|
1.8K
$316K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.79KNew |
$224K - $262K
|
1.79K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.79K+ 19.88% |
$223K - $261K
|
10.8K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.77KNew |
$220K - $259K
|
1.77K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.76KNew |
$219K - $257K
|
1.76K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.75KNew |
$218K - $256K
|
1.75K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.75KNew |
$218K - $255K
|
1.75K
$306K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.73KNew |
$215K - $252K
|
1.73K
$303K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.72K+ 10.15% |
$215K - $252K
|
18.7K
$3.28M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72K+ 11473.33% |
$215K - $252K
|
1.74K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.71K+ 22.34% |
$213K - $250K
|
9.35K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.71K+ 34.53% |
$213K - $250K
|
6.65K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.71KNew |
$213K - $249K
|
1.71K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.69K+ 3.75% |
$211K - $247K
|
46.8K
$8.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$210K - $247K
|
1.69K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.67KNew |
$209K - $245K
|
1.67K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$208K - $245K
|
1.67K
$293K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.67K+ 1.47% |
$208K - $244K
|
115K
$20.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.66K+ 12.51% |
$207K - $243K
|
14.9K
$2.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.66K+ 3.95% |
$206K - $242K
|
43.5K
$7.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.65K+ 43.76% |
$206K - $242K
|
5.43K
$953K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.65K+ 1.45% |
$206K - $242K
|
116K
$20.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.64KNew |
$205K - $240K
|
1.64K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.64KNew |
$204K - $240K
|
1.64K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.63K+ 4.8% |
$203K - $238K
|
35.5K
$6.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
1.61K+ 1.82% |
$200K - $235K
|
90K
$15.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.6K+ 21.92% |
$200K - $234K
|
8.9K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.6K+ 54.79% |
$200K - $234K
|
4.52K
$793K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 7.07% |
$199K - $233K
|
24.2K
$4.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.59KNew |
$198K - $232K
|
1.59K
$279K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.59KNew |
$198K - $232K
|
1.59K
$278K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.59KNew |
$198K - $232K
|
1.59K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.58KNew |
$196K - $230K
|
1.58K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1.57KNew |
$196K - $229K
|
1.57K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.57KNew |
$196K - $229K
|
1.57K
$275K
|
|
|
Jan 03, 2023
Q4 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.56KNew |
$195K - $229K
|
1.56K
$275K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.55KNew |
$194K - $227K
|
1.55K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.55K+ 11.42% |
$194K - $227K
|
15.2K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.55KNew |
$193K - $227K
|
1.55K
$272K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
1.55KNew |
$193K - $227K
|
1.55K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.54KNew |
$192K - $226K
|
1.54K
$271K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.54K+ 14.33% |
$192K - $225K
|
12.3K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.54K+ 13.07% |
$191K - $224K
|
13.3K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.52KNew |
$190K - $222K
|
1.52K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 1.97% |
$190K - $222K
|
78.9K
$13.8M
|