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 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-177- 6.04% |
$22.1K - $25.9K
|
2.75K
$483K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-183- 4.14% |
$22.8K - $26.8K
|
4.24K
$744K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-187- 0.32% |
$23.3K - $27.3K
|
58.5K
$10.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-191- 1.88% |
$23.8K - $27.9K
|
9.97K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-194- 2.34% |
$24.2K - $28.4K
|
8.09K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-195- 1.78% |
$24.3K - $28.5K
|
10.8K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-195- 1.41% |
$24.3K - $28.5K
|
13.7K
$2.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-200- 2.17% |
$24.9K - $29.2K
|
9.03K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-201- 10.73% |
$25.1K - $29.4K
|
1.67K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-202- 5.2% |
$25.2K - $29.5K
|
3.68K
$646K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-206- 5.5% |
$25.7K - $30.1K
|
3.54K
$621K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-206- 6.51% |
$25.7K - $30.1K
|
2.96K
$519K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-207- 1.57% |
$25.8K - $30.3K
|
13K
$2.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-208- 3.04% |
$25.9K - $30.4K
|
6.63K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-209- 1.8% |
$26.1K - $30.6K
|
11.4K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-213- 3.35% |
$26.6K - $31.1K
|
6.15K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-214- 0.2% |
$26.7K - $31.3K
|
109K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-214- 1.54% |
$26.7K - $31.3K
|
13.7K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.41% |
$27.4K - $32.2K
|
53.2K
$9.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-225- 0.94% |
$28.1K - $32.9K
|
23.6K
$4.15M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-230- 13.57% |
$28.7K - $33.6K
|
1.47K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-232- 26.24% |
$28.9K - $33.9K
|
652
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-232- 0.76% |
$28.9K - $33.9K
|
30.4K
$5.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-235- 18.17% |
$29.3K - $34.4K
|
1.06K
$186K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-235- 12.92% |
$29.3K - $34.4K
|
1.58K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-241- 1.88% |
$30.1K - $35.2K
|
12.6K
$2.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-243- 3.04% |
$30.3K - $35.5K
|
7.75K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-243- 33.52% |
$30.3K - $35.5K
|
482
$84.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-243- 0.39% |
$30.3K - $35.5K
|
62.2K
$10.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-246- 1.48% |
$30.7K - $36K
|
16.3K
$2.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-248- 13.38% |
$30.9K - $36.3K
|
1.61K
$282K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-250- 9.5% |
$31.2K - $36.6K
|
2.38K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-252- 1.92% |
$31.4K - $36.9K
|
12.9K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-253- 1.11% |
$31.5K - $37K
|
22.5K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-253- 1.89% |
$31.5K - $37K
|
13.1K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-254- 0.44% |
$31.7K - $37.1K
|
57.5K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-262- 1.25% |
$32.7K - $38.3K
|
20.8K
$3.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-267- 0.1% |
$33.3K - $39K
|
257K
$45M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-268- 13.97% |
$33.4K - $39.2K
|
1.65K
$290K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-283- 0.16% |
$35.3K - $41.4K
|
172K
$30.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-283- 2.35% |
$35.3K - $41.4K
|
11.7K
$2.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-289- 4.8% |
$36K - $42.3K
|
5.73K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-289- 2.28% |
$36K - $42.3K
|
12.4K
$2.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-290- 14.48% |
$36.2K - $42.4K
|
1.71K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-291- 3.05% |
$36.3K - $42.6K
|
9.25K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-293- 5.65% |
$36.5K - $42.8K
|
4.9K
$859K
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-295- 0.31% |
$36.8K - $43.1K
|
94.2K
$16.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-296- 0.76% |
$36.9K - $43.3K
|
38.7K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-297- 1.06% |
$37K - $43.4K
|
27.8K
$4.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-300- 5.34% |
$37.4K - $43.9K
|
5.32K
$934K
|