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 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
53+ 2.08% |
$6.61K - $7.75K
|
2.6K
$457K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$6.48K - $7.6K
|
52
$9.13K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.31% |
$6.36K - $7.46K
|
16.6K
$2.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
51+ 2.49% |
$6.36K - $7.46K
|
2.1K
$368K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
50+ 2.45% |
$6.23K - $7.31K
|
2.09K
$367K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 0.94% |
$6.23K - $7.31K
|
5.38K
$944K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49+ 27.53% |
$6.11K - $7.17K
|
227
$39.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
45+ 0.75% |
$5.61K - $6.58K
|
6.09K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
42+ 18.1% |
$5.24K - $6.14K
|
274
$48.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41New |
$5.11K - $6K
|
41
$7.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 1.48% |
$4.86K - $5.7K
|
2.68K
$471K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
37+ 0.03% |
$4.61K - $5.41K
|
147K
$25.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
37New |
$4.61K - $5.41K
|
37
$6.49K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
37+ 0.09% |
$4.61K - $5.41K
|
40.8K
$7.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
36+ 0.15% |
$4.49K - $5.26K
|
24.3K
$4.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
35+ 1.71% |
$4.36K - $5.12K
|
2.08K
$366K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
35+ 0.73% |
$4.36K - $5.12K
|
4.81K
$844K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
35+ 0.23% |
$4.36K - $5.12K
|
15.4K
$2.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
35+ 0.2% |
$4.36K - $5.12K
|
17.8K
$3.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
34+ 0.19% |
$4.24K - $4.97K
|
18.2K
$3.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
34New |
$4.24K - $4.97K
|
34
$5.97K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
31+ 1.21% |
$3.87K - $4.53K
|
2.6K
$457K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
28New |
$3.49K - $4.09K
|
28
$4.91K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.07% |
$3.37K - $3.95K
|
38.5K
$6.76M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 0.03% |
$3.37K - $3.95K
|
100K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 1.48% |
$3.24K - $3.8K
|
1.78K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 0.78% |
$3.12K - $3.66K
|
3.22K
$564K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 30.77% |
$2.99K - $3.51K
|
102
$17.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.38% |
$2.99K - $3.51K
|
6.34K
$1.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
23+ 0.18% |
$2.87K - $3.36K
|
12.5K
$2.19M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
19+ 0.15% |
$2.37K - $2.78K
|
13.1K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
18+ 0.76% |
$2.24K - $2.63K
|
2.38K
$418K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$2.24K - $2.63K
|
18
$3.16K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
18+ 0.81% |
$2.24K - $2.63K
|
2.25K
$395K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17+ 0.72% |
$2.12K - $2.49K
|
2.37K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
17+ 0.38% |
$2.12K - $2.49K
|
4.54K
$797K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.08% |
$2.12K - $2.49K
|
22.1K
$3.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
16+ 0.51% |
$2K - $2.34K
|
3.14K
$551K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.02% |
$2K - $2.34K
|
69.1K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16+ 0.72% |
$2K - $2.34K
|
2.25K
$394K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
16+ 0.47% |
$2K - $2.34K
|
3.43K
$602K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15+ 0.65% |
$1.87K - $2.19K
|
2.31K
$405K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.33% |
$1.75K - $2.05K
|
4.21K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
14+ 0.41% |
$1.75K - $2.05K
|
3.41K
$598K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14+ 13.59% |
$1.75K - $2.05K
|
117
$20.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.53% |
$1.62K - $1.9K
|
2.45K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.33% |
$1.62K - $1.9K
|
3.9K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12New |
$1.5K - $1.75K
|
12
$2.11K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
12+ 0.53% |
$1.5K - $1.75K
|
2.27K
$399K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12+ 0.62% |
$1.5K - $1.75K
|
1.94K
$341K
|