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 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-304- 2.07% |
$37.9K - $44.5K
|
14.4K
$2.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-304- 13.87% |
$37.9K - $44.5K
|
1.89K
$331K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-307- 0.85% |
$38.3K - $44.9K
|
36K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-322- 0.08% |
$40.2K - $47.1K
|
414K
$72.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-325- 12.81% |
$40.5K - $47.5K
|
2.21K
$388K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-333- 6.84% |
$41.5K - $48.7K
|
4.53K
$795K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-339- 5.44% |
$42.3K - $49.6K
|
5.89K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-339- 3.86% |
$42.3K - $49.6K
|
8.45K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-344- 8.91% |
$42.9K - $50.3K
|
3.52K
$617K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-350- 30.43% |
$43.6K - $51.2K
|
800
$140K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-351- 3.9% |
$43.8K - $51.3K
|
8.64K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-360- 0.87% |
$44.9K - $52.6K
|
40.8K
$7.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-370- 3.68% |
$46.1K - $54.1K
|
9.67K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-379- 4.65% |
$47.3K - $55.4K
|
7.78K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-381- 98.7% |
$47.5K - $55.7K
|
5
$878
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-387- 6.07% |
$48.3K - $56.6K
|
5.99K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-394- 7.63% |
$49.1K - $57.6K
|
4.77K
$838K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-395- 12.26% |
$49.3K - $57.8K
|
2.83K
$496K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-397- 13.35% |
$49.5K - $58.1K
|
2.58K
$452K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-405- 8.99% |
$50.5K - $59.2K
|
4.1K
$720K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-414- 15.56% |
$51.6K - $60.5K
|
2.25K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-416- 1.88% |
$51.9K - $60.8K
|
21.7K
$3.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-419- 11.62% |
$52.2K - $61.3K
|
3.19K
$559K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-419- 1.07% |
$52.2K - $61.3K
|
38.6K
$6.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-424- 2.5% |
$52.9K - $62K
|
16.6K
$2.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-433- 5.46% |
$54K - $63.3K
|
7.5K
$1.32M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-433- 8.38% |
$54K - $63.3K
|
4.73K
$831K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-434- 19.19% |
$54.1K - $63.5K
|
1.83K
$321K
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-436- 2.77% |
$54.4K - $63.8K
|
15.3K
$2.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-444- 6.95% |
$55.4K - $64.9K
|
5.94K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-450- 15.25% |
$56.1K - $65.8K
|
2.5K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-461- 10.13% |
$57.5K - $67.4K
|
4.09K
$718K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-465- 0.86% |
$58K - $68K
|
53.4K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-465- 3.44% |
$58K - $68K
|
13.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-466- 38.07% |
$58.1K - $68.1K
|
758
$133K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-470- 60.72% |
$58.6K - $68.7K
|
304
$53.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-477- 0.25% |
$59.5K - $69.8K
|
189K
$33.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-481- 4.59% |
$60K - $70.3K
|
10K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-491- 94.42% |
$61.2K - $71.8K
|
29
$5.09K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-498- 0.83% |
$62.1K - $72.8K
|
59.7K
$10.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-509- 2.19% |
$63.5K - $74.4K
|
22.7K
$3.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-510- 6.35% |
$63.6K - $74.6K
|
7.52K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-515- 21.65% |
$64.2K - $75.3K
|
1.86K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-519- 4.29% |
$64.7K - $75.9K
|
11.6K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-523- 4.54% |
$65.2K - $76.5K
|
11K
$1.93M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-532- 7.44% |
$66.3K - $77.8K
|
6.62K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-534- 8.91% |
$66.6K - $78.1K
|
5.46K
$959K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-537- 22.98% |
$67K - $78.5K
|
1.8K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-567- 4.25% |
$70.7K - $82.9K
|
12.8K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-569- 18.84% |
$70.9K - $83.2K
|
2.45K
$430K
|