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 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
548+ 150.55% |
$68.3K - $80.1K
|
912
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
543+ 5.8% |
$67.7K - $79.4K
|
9.91K
$1.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
534New |
$66.6K - $78.1K
|
534
$93.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
524+ 5.47% |
$65.3K - $76.6K
|
10.1K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
524+ 32.13% |
$65.3K - $76.6K
|
2.16K
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
524+ 1.91% |
$65.3K - $76.6K
|
27.9K
$4.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
513+ 1.14% |
$64K - $75K
|
45.4K
$7.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
509+ 0.52% |
$63.5K - $74.4K
|
97.5K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
509+ 10.22% |
$63.5K - $74.4K
|
5.49K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
503+ 1.8% |
$62.7K - $73.6K
|
28.4K
$4.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
500+ 3.65% |
$62.3K - $73.1K
|
14.2K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
497New |
$62K - $72.7K
|
497
$87.2K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
495+ 11.6% |
$61.7K - $72.4K
|
4.76K
$836K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
494New |
$61.6K - $72.2K
|
494
$86.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
489+ 13.2% |
$61K - $71.5K
|
4.19K
$736K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
486+ 3.02% |
$60.6K - $71.1K
|
16.6K
$2.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
482+ 15.12% |
$60.1K - $70.5K
|
3.67K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
479New |
$59.7K - $70K
|
479
$84.1K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
479New |
$59.7K - $70K
|
479
$84.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
477+ 0.05% |
$59.5K - $69.8K
|
988K
$173M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
475+ 4.89% |
$59.2K - $69.5K
|
10.2K
$1.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
458+ 16.4% |
$57.1K - $67K
|
3.25K
$570K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
454New |
$56.6K - $66.4K
|
454
$79.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
454+ 6.25% |
$56.6K - $66.4K
|
7.72K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
451+ 1.49% |
$56.2K - $66K
|
30.8K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
437+ 26.94% |
$54.5K - $63.9K
|
2.06K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
433+ 3.58% |
$54K - $63.3K
|
12.5K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
429+ 20.9% |
$53.5K - $62.7K
|
2.48K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
425New |
$53K - $62.2K
|
425
$74.6K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
423+ 44.57% |
$52.7K - $61.9K
|
1.37K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
420New |
$52.4K - $61.4K
|
420
$73.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
417+ 15.62% |
$52K - $61K
|
3.09K
$542K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
414+ 1.18% |
$51.6K - $60.5K
|
35.4K
$6.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
412+ 12.12% |
$51.4K - $60.3K
|
3.81K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
408+ 9.66% |
$50.9K - $59.7K
|
4.63K
$813K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
400New |
$49.9K - $58.5K
|
400
$70.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
400+ 400.0% |
$49.9K - $58.5K
|
500
$87.8K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
399+ 28.85% |
$49.8K - $58.3K
|
1.78K
$313K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
395+ 1.13% |
$49.3K - $57.8K
|
35.5K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
393+ 8.81% |
$49K - $57.5K
|
4.85K
$852K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
379+ 2.64% |
$47.3K - $55.4K
|
14.7K
$2.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
374+ 17.27% |
$46.6K - $54.7K
|
2.54K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
371+ 2.69% |
$46.3K - $54.3K
|
14.2K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
369+ 7.28% |
$46K - $54K
|
5.44K
$954K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
368+ 16.49% |
$45.9K - $53.8K
|
2.6K
$456K
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
365+ 8.84% |
$45.5K - $53.4K
|
4.5K
$789K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
361+ 11.46% |
$45K - $52.8K
|
3.51K
$616K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
360+ 3.96% |
$44.9K - $52.6K
|
9.46K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
359+ 11.71% |
$44.8K - $52.5K
|
3.42K
$601K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
353+ 3.57% |
$44K - $51.6K
|
10.2K
$1.8M
|