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
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.51K+ 8.81% |
$188K - $220K
|
18.6K
$3.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
1.5KNew |
$187K - $220K
|
1.5K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.49KNew |
$186K - $218K
|
1.49K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
1.48KNew |
$185K - $217K
|
1.48K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
1.48KNew |
$184K - $216K
|
1.48K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.47KNew |
$184K - $215K
|
1.47K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.47K+ 27.8% |
$183K - $215K
|
6.76K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.47KNew |
$183K - $214K
|
1.47K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.46K+ 17.85% |
$182K - $213K
|
9.63K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
1.45KNew |
$181K - $212K
|
1.45K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.44KNew |
$180K - $211K
|
1.44K
$253K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.44K+ 44.45% |
$180K - $211K
|
4.68K
$822K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.43KNew |
$179K - $209K
|
1.43K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.43KNew |
$178K - $209K
|
1.43K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.43KNew |
$178K - $208K
|
1.43K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.42K+ 9.86% |
$177K - $208K
|
15.8K
$2.78M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.42K+ 3.39% |
$177K - $207K
|
43.2K
$7.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.42K+ 28.1% |
$177K - $207K
|
6.46K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.41K+ 0.68% |
$176K - $207K
|
210K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.41KNew |
$176K - $206K
|
1.41K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.39K+ 73.31% |
$173K - $203K
|
3.29K
$577K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.39K+ 2.95% |
$173K - $203K
|
48.4K
$8.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.37K+ 288.19% |
$170K - $200K
|
1.84K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.36K+ 56.81% |
$170K - $199K
|
3.77K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 32.2% |
$169K - $199K
|
5.58K
$979K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.36K+ 3.48% |
$169K - $198K
|
40.3K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.34KNew |
$167K - $196K
|
1.34K
$236K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.33K+ 3.33% |
$165K - $194K
|
41.2K
$7.22M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.32K+ 11.18% |
$165K - $193K
|
13.2K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 0.74% |
$164K - $193K
|
181K
$31.7M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.32K+ 1.73% |
$164K - $193K
|
77.6K
$13.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.31K+ 43.91% |
$164K - $192K
|
4.3K
$755K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.31K+ 23.74% |
$163K - $192K
|
6.83K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 5.86% |
$161K - $189K
|
23.4K
$4.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.29K+ 8.96% |
$161K - $189K
|
15.7K
$2.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.27K+ 46.31% |
$159K - $186K
|
4.02K
$705K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.27K+ 2.3% |
$158K - $186K
|
56.4K
$9.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.27K+ 13.3% |
$158K - $185K
|
10.8K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.25KNew |
$156K - $183K
|
1.25K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.24K+ 35.38% |
$154K - $181K
|
4.74K
$832K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.24K+ 7.04% |
$154K - $181K
|
18.8K
$3.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.24K+ 8.11% |
$154K - $181K
|
16.5K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.22KNew |
$153K - $179K
|
1.22K
$215K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.22K+ 45.06% |
$152K - $179K
|
3.93K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.22KNew |
$152K - $178K
|
1.22K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.22K+ 1.89% |
$151K - $178K
|
65.7K
$11.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.22K+ 1.41% |
$151K - $178K
|
87.4K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$150K - $176K
|
1.2K
$211K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.2K+ 3.77% |
$150K - $175K
|
33K
$5.79M
|