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 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
110+ 4.87% |
$13.7K - $16.1K
|
2.37K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
109+ 3.37% |
$13.6K - $15.9K
|
3.34K
$586K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
108+ 1.39% |
$13.5K - $15.8K
|
7.9K
$1.39M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
108+ 1.07% |
$13.5K - $15.8K
|
10.2K
$1.79M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
107+ 1.37% |
$13.3K - $15.6K
|
7.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
107New |
$13.3K - $15.6K
|
107
$18.8K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
104New |
$13K - $15.2K
|
104
$18.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
103+ 0.02% |
$12.8K - $15.1K
|
530K
$93.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
102+ 0.6% |
$12.7K - $14.9K
|
17.2K
$3.02M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
102+ 283.33% |
$12.7K - $14.9K
|
138
$24.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
101+ 2.77% |
$12.6K - $14.8K
|
3.74K
$657K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
101New |
$12.6K - $14.8K
|
101
$17.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
100New |
$12.5K - $14.6K
|
100
$17.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
100+ 1.33% |
$12.5K - $14.6K
|
7.64K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
100+ 1.36% |
$12.5K - $14.6K
|
7.48K
$1.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
98+ 25.52% |
$12.2K - $14.3K
|
482
$84.6K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
97+ 2.28% |
$12.1K - $14.2K
|
4.35K
$764K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
95+ 1.68% |
$11.8K - $13.9K
|
5.76K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
93+ 4.33% |
$11.6K - $13.6K
|
2.24K
$394K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
90+ 2.91% |
$11.2K - $13.2K
|
3.18K
$558K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$11.2K - $13.2K
|
90
$15.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
85+ 94.44% |
$10.6K - $12.4K
|
175
$30.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
85+ 4.06% |
$10.6K - $12.4K
|
2.18K
$383K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
83+ 35.17% |
$10.3K - $12.1K
|
319
$56K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
83+ 5.26% |
$10.3K - $12.1K
|
1.66K
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
81+ 0.52% |
$10.1K - $11.8K
|
15.6K
$2.74M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
81+ 1.13% |
$10.1K - $11.8K
|
7.25K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 1.69% |
$10.1K - $11.8K
|
4.89K
$857K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
80New |
$9.98K - $11.7K
|
80
$14K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
80+ 1.33% |
$9.98K - $11.7K
|
6.11K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
80+ 0.74% |
$9.98K - $11.7K
|
10.9K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
79+ 5.08% |
$9.85K - $11.6K
|
1.63K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
78+ 0.61% |
$9.73K - $11.4K
|
12.9K
$2.26M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
78+ 1.37% |
$9.73K - $11.4K
|
5.75K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
77+ 3.16% |
$9.6K - $11.3K
|
2.51K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
75+ 1.28% |
$9.35K - $11K
|
5.95K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
75+ 1.44% |
$9.35K - $11K
|
5.28K
$926K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 1.4% |
$9.23K - $10.8K
|
5.35K
$938K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
74+ 13.58% |
$9.23K - $10.8K
|
619
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
73+ 0.72% |
$9.1K - $10.7K
|
10.2K
$1.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
68+ 0.39% |
$8.48K - $9.94K
|
17.6K
$3.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
66+ 1.54% |
$8.23K - $9.65K
|
4.34K
$762K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
61+ 117.31% |
$7.61K - $8.92K
|
113
$19.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
61+ 2.69% |
$7.61K - $8.92K
|
2.33K
$409K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
59+ 0.63% |
$7.36K - $8.63K
|
9.49K
$1.67M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
58+ 1.93% |
$7.23K - $8.48K
|
3.07K
$539K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58+ 1.62% |
$7.23K - $8.48K
|
3.63K
$638K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
58+ 3.06% |
$7.23K - $8.48K
|
1.96K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
57+ 0.73% |
$7.11K - $8.34K
|
7.9K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
55+ 0.86% |
$6.86K - $8.04K
|
6.47K
$1.14M
|