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 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
782+ 4.19% |
$97.5K - $114K
|
19.4K
$3.41M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
777+ 6.96% |
$96.9K - $114K
|
11.9K
$2.1M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
766+ 3647.62% |
$95.5K - $112K
|
787
$138K
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
764+ 5.86% |
$95.3K - $112K
|
13.8K
$2.42M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
762+ 8.34% |
$95K - $111K
|
9.9K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
743+ 12.85% |
$92.6K - $109K
|
6.52K
$1.15M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
740+ 11.3% |
$92.3K - $108K
|
7.29K
$1.28M
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
740+ 0.2% |
$92.3K - $108K
|
371K
$65.1M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
727+ 5.02% |
$90.6K - $106K
|
15.2K
$2.67M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
725New |
$90.4K - $106K
|
725
$127K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
722+ 7.66% |
$90K - $106K
|
10.1K
$1.78M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
720+ 39.89% |
$89.8K - $105K
|
2.53K
$443K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
712+ 8.4% |
$88.8K - $104K
|
9.19K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
712+ 1.32% |
$88.8K - $104K
|
54.6K
$9.59M
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
707+ 12.6% |
$88.2K - $103K
|
6.32K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
705+ 3.89% |
$87.9K - $103K
|
18.8K
$3.31M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
704+ 16.51% |
$87.8K - $103K
|
4.97K
$872K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
700+ 40.42% |
$87.3K - $102K
|
2.43K
$427K
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
697+ 1.25% |
$86.9K - $102K
|
56.5K
$9.92M
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
696+ 0.77% |
$86.8K - $102K
|
91.4K
$16M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
695+ 9.89% |
$86.7K - $102K
|
7.72K
$1.36M
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
687+ 0.44% |
$85.7K - $100K
|
157K
$27.5M
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
685+ 0.8% |
$85.4K - $100K
|
86.6K
$15.2M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
684+ 1.52% |
$85.3K - $100K
|
45.8K
$8.03M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
679+ 6.71% |
$84.7K - $99.3K
|
10.8K
$1.89M
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
678+ 2.64% |
$84.5K - $99.2K
|
26.4K
$4.63M
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
668+ 24.96% |
$83.3K - $97.7K
|
3.34K
$587K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
666+ 21.96% |
$83K - $97.4K
|
3.7K
$649K
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
662+ 1.38% |
$82.5K - $96.8K
|
48.5K
$8.51M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
660+ 12.15% |
$82.3K - $96.5K
|
6.09K
$1.07M
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
654+ 5.56% |
$81.5K - $95.6K
|
12.4K
$2.18M
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
654+ 18.12% |
$81.5K - $95.6K
|
4.26K
$748K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
650+ 14.87% |
$81K - $95.1K
|
5.02K
$881K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
637+ 7.19% |
$79.4K - $93.2K
|
9.49K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
623+ 12.65% |
$77.7K - $91.1K
|
5.55K
$974K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
618+ 3.72% |
$77.1K - $90.4K
|
17.2K
$3.02M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
612+ 11.74% |
$76.3K - $89.5K
|
5.83K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
612+ 7.48% |
$76.3K - $89.5K
|
8.79K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
611+ 1.21% |
$76.2K - $89.4K
|
50.9K
$8.94M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
598+ 66.82% |
$74.6K - $87.5K
|
1.49K
$262K
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
594+ 2.69% |
$74.1K - $86.9K
|
22.7K
$3.98M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
592+ 2.71% |
$73.8K - $86.6K
|
22.4K
$3.94M
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
591+ 17.87% |
$73.7K - $86.4K
|
3.9K
$684K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
580+ 18.87% |
$72.3K - $84.8K
|
3.65K
$641K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
573+ 78.07% |
$71.4K - $83.8K
|
1.31K
$229K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
573+ 9.73% |
$71.4K - $83.8K
|
6.46K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
569+ 3.44% |
$70.9K - $83.2K
|
17.1K
$3.01M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
566+ 3.66% |
$70.6K - $82.8K
|
16K
$2.81M
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
552+ 12.82% |
$68.8K - $80.7K
|
4.86K
$853K
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
551+ 1.71% |
$68.7K - $80.6K
|
32.8K
$5.76M
|