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 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
11+ 0.06% |
$1.37K - $1.61K
|
18.9K
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 16.42% |
$1.37K - $1.61K
|
78
$13.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
11+ 0.03% |
$1.37K - $1.61K
|
35.4K
$6.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.37K - $1.61K
|
5.29K
$928K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.59% |
$1.37K - $1.61K
|
1.89K
$332K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 9.52% |
$1.25K - $1.46K
|
115
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 0.73% |
$1.25K - $1.46K
|
1.39K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.62% |
$1.25K - $1.46K
|
1.63K
$286K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$1.25K - $1.46K
|
10
$1.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 0.05% |
$1.12K - $1.32K
|
18.6K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9+ 0.14% |
$1.12K - $1.32K
|
6.26K
$1.1M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9+ 2.76% |
$1.12K - $1.32K
|
335
$58.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8+ 0.22% |
$998 - $1.17K
|
3.73K
$654K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.21% |
$873 - $1.02K
|
3.33K
$584K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$873 - $1.02K
|
7
$1.23K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.29% |
$873 - $1.02K
|
2.41K
$423K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
6+ 0.09% |
$748 - $877
|
6.36K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
6+ 0.27% |
$748 - $877
|
2.22K
$389K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
6+ 0.03% |
$748 - $877
|
20.9K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6+ 0.14% |
$748 - $877
|
4.39K
$771K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.76% |
$623 - $731
|
659
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.86% |
$499 - $585
|
468
$82.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.16% |
$499 - $585
|
2.45K
$431K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.29% |
$499 - $585
|
1.38K
$242K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4+ 0.24% |
$499 - $585
|
1.7K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.1% |
$499 - $585
|
4.17K
$732K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.38% |
$499 - $585
|
1.07K
$187K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4New |
$499 - $585
|
4
$702
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
3+ 0.09% |
$374 - $439
|
3.21K
$564K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.14% |
$374 - $439
|
2.14K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.01% |
$374 - $439
|
301
$52.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.09% |
$374 - $439
|
3.21K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.39% |
$374 - $439
|
776
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3+ 0.17% |
$374 - $439
|
1.79K
$315K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2+ 1.26% |
$249 - $292
|
161
$28.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.89% |
$249 - $292
|
227
$39.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$249 - $292
|
20.3K
$3.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$249 - $292
|
9.5K
$1.67M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$249 - $292
|
3.22K
$565K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.37% |
$125 - $146
|
271
$47.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$125 - $146
|
665
$117K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.48% |
$125 - $146
|
211
$37K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1+ 0.01% |
$125 - $146
|
7.51K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 5.0% |
$125 - $146
|
21
$3.69K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$125 - $146
|
53.9K
$9.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$125 - $146
|
18.3K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.12% |
$125 - $146
|
804
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 20.0% |
$125 - $146
|
6
$1.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$125 - $146
|
6.3K
$1.11M
|