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 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-68- 0.11% |
$8.48K - $9.94K
|
63K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-70- 3.87% |
$8.73K - $10.2K
|
1.74K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-71- 2.16% |
$8.85K - $10.4K
|
3.21K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-76- 2.62% |
$9.48K - $11.1K
|
2.83K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-77- 4.94% |
$9.6K - $11.3K
|
1.48K
$260K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-78- 0.24% |
$9.73K - $11.4K
|
33K
$5.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-79- 3.84% |
$9.85K - $11.6K
|
1.98K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-80- 0.46% |
$9.98K - $11.7K
|
17.5K
$3.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-80- 3.03% |
$9.98K - $11.7K
|
2.56K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-80- 3.66% |
$9.98K - $11.7K
|
2.1K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-82- 4.75% |
$10.2K - $12K
|
1.64K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-83- 2.39% |
$10.3K - $12.1K
|
3.39K
$596K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-86- 0.73% |
$10.7K - $12.6K
|
11.7K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-90- 0.39% |
$11.2K - $13.2K
|
23K
$4.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-90- 0.38% |
$11.2K - $13.2K
|
23.8K
$4.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-92- 1.39% |
$11.5K - $13.5K
|
6.51K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-99- 1.91% |
$12.3K - $14.5K
|
5.07K
$890K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-99- 2.21% |
$12.3K - $14.5K
|
4.38K
$768K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 0.59% |
$12.5K - $14.6K
|
16.8K
$2.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 6.72% |
$12.5K - $14.6K
|
1.39K
$244K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-101- 8.72% |
$12.6K - $14.8K
|
1.06K
$186K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-104- 0.1% |
$13K - $15.2K
|
99.1K
$17.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.43% |
$13.2K - $15.5K
|
7.31K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-110- 0.13% |
$13.7K - $16.1K
|
81.5K
$14.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-111- 0.84% |
$13.8K - $16.2K
|
13.1K
$2.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-115- 0.28% |
$14.3K - $16.8K
|
41K
$7.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-119- 6.42% |
$14.8K - $17.4K
|
1.74K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-120- 0.31% |
$15K - $17.5K
|
38.8K
$6.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-121- 1.69% |
$15.1K - $17.7K
|
7.03K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-121- 7.21% |
$15.1K - $17.7K
|
1.56K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-129- 1.44% |
$16.1K - $18.9K
|
8.85K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-131- 1.74% |
$16.3K - $19.2K
|
7.42K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-134- 2.49% |
$16.7K - $19.6K
|
5.25K
$921K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-136- 5.23% |
$17K - $19.9K
|
2.46K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-140- 1.9% |
$17.5K - $20.5K
|
7.24K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-140- 3.07% |
$17.5K - $20.5K
|
4.42K
$776K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-145- 3.2% |
$18.1K - $21.2K
|
4.38K
$769K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-147- 4.73% |
$18.3K - $21.5K
|
2.96K
$520K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-148- 1.9% |
$18.5K - $21.6K
|
7.66K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-152- 8.67% |
$19K - $22.2K
|
1.6K
$281K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-155- 9.04% |
$19.3K - $22.7K
|
1.56K
$274K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-156- 2.15% |
$19.5K - $22.8K
|
7.11K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-162- 0.35% |
$20.2K - $23.7K
|
46.2K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-163- 8.15% |
$20.3K - $23.8K
|
1.84K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-165- 1.9% |
$20.6K - $24.1K
|
8.5K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-165- 6.54% |
$20.6K - $24.1K
|
2.36K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-167- 16.8% |
$20.8K - $24.4K
|
827
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-167- 2.79% |
$20.8K - $24.4K
|
5.83K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-170- 0.69% |
$21.2K - $24.9K
|
24.5K
$4.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-177- 8.57% |
$22.1K - $25.9K
|
1.89K
$332K
|