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 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
350+ 11.27% |
$43.6K - $51.2K
|
3.46K
$607K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
348New |
$43.4K - $50.9K
|
348
$61.1K
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
346+ 3.23% |
$43.1K - $50.6K
|
11.1K
$1.94M
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
345+ 2.28% |
$43K - $50.5K
|
15.5K
$2.71M
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
345+ 12.1% |
$43K - $50.5K
|
3.2K
$561K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
339New |
$42.3K - $49.6K
|
339
$59.5K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
335+ 8.95% |
$41.8K - $49K
|
4.08K
$716K
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
333+ 2.38% |
$41.5K - $48.7K
|
14.3K
$2.52M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
331+ 12.48% |
$41.3K - $48.4K
|
2.98K
$524K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
329New |
$41K - $48.1K
|
329
$57.7K
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
322+ 7.55% |
$40.2K - $47.1K
|
4.59K
$805K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
322+ 1.11% |
$40.2K - $47.1K
|
29.3K
$5.14M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
310+ 9.9% |
$38.7K - $45.3K
|
3.44K
$604K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
302+ 32.06% |
$37.7K - $44.2K
|
1.24K
$218K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
302New |
$37.7K - $44.2K
|
302
$53K
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
300New |
$37.4K - $43.9K
|
300
$52.7K
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
295+ 7.65% |
$36.8K - $43.1K
|
4.15K
$729K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
294New |
$36.7K - $43K
|
294
$51.6K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
292New |
$36.4K - $42.7K
|
292
$51.3K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
290+ 7.22% |
$36.2K - $42.4K
|
4.31K
$756K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
289+ 1.14% |
$36K - $42.3K
|
25.5K
$4.48M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
285+ 3.17% |
$35.5K - $41.7K
|
9.28K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
280+ 1.68% |
$34.9K - $40.9K
|
16.9K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
277+ 0.61% |
$34.5K - $40.5K
|
45.3K
$7.96M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
276+ 4.35% |
$34.4K - $40.4K
|
6.63K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
272+ 5.03% |
$33.9K - $39.8K
|
5.68K
$996K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
267+ 9.25% |
$33.3K - $39K
|
3.16K
$554K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 16.24% |
$33.2K - $38.9K
|
1.9K
$334K
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
263+ 7.71% |
$32.8K - $38.5K
|
3.68K
$645K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
260New |
$32.4K - $38K
|
260
$45.6K
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
255+ 4.3% |
$31.8K - $37.3K
|
6.18K
$1.08M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
249+ 2.64% |
$31K - $36.4K
|
9.68K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
249+ 3.85% |
$31K - $36.4K
|
6.71K
$1.18M
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
241+ 3.33% |
$30.1K - $35.2K
|
7.48K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
239+ 3.0% |
$29.8K - $35K
|
8.2K
$1.44M
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
238+ 13.53% |
$29.7K - $34.8K
|
2K
$351K
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
235New |
$29.3K - $34.4K
|
235
$41.2K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
233New |
$29.1K - $34.1K
|
233
$40.9K
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
230+ 14.81% |
$28.7K - $33.6K
|
1.78K
$313K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
230+ 0.46% |
$28.7K - $33.6K
|
49.8K
$8.75M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
225+ 0.84% |
$28.1K - $32.9K
|
27.1K
$4.75M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
225+ 2.19% |
$28.1K - $32.9K
|
10.5K
$1.85M
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
224+ 4.2% |
$27.9K - $32.8K
|
5.56K
$976K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
222+ 4.81% |
$27.7K - $32.5K
|
4.84K
$849K
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
219+ 0.37% |
$27.3K - $32K
|
59.9K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
219+ 25.38% |
$27.3K - $32K
|
1.08K
$190K
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
216+ 3.53% |
$26.9K - $31.6K
|
6.34K
$1.11M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
214+ 4.43% |
$26.7K - $31.3K
|
5.04K
$885K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
208+ 1.97% |
$25.9K - $30.4K
|
10.8K
$1.89M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
208+ 30.77% |
$25.9K - $30.4K
|
884
$155K
|