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 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-574- 5.96% |
$71.6K - $83.9K
|
9.05K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-580- 3.32% |
$72.3K - $84.8K
|
16.9K
$2.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-588- 7.71% |
$73.3K - $86K
|
7.04K
$1.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-590- 5.29% |
$73.6K - $86.3K
|
10.6K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-594- 21.58% |
$74.1K - $86.9K
|
2.16K
$379K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-596- 0.91% |
$74.3K - $87.2K
|
65.1K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-600- 16.35% |
$74.8K - $87.7K
|
3.07K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-601- 2.65% |
$74.9K - $87.9K
|
22.1K
$3.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-609- 0.58% |
$75.9K - $89.1K
|
105K
$18.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-620- 26.67% |
$77.3K - $90.7K
|
1.71K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-623- 0.89% |
$77.7K - $91.1K
|
69.6K
$12.2M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-624- 2.36% |
$77.8K - $91.3K
|
25.8K
$4.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-627- 4.95% |
$78.2K - $91.7K
|
12.1K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-627- 19.97% |
$78.2K - $91.7K
|
2.51K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-631- 24.75% |
$78.7K - $92.3K
|
1.92K
$337K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-633- 9.92% |
$78.9K - $92.6K
|
5.75K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-635- 4.92% |
$79.2K - $92.9K
|
12.3K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-642- 2.49% |
$80.1K - $93.9K
|
25.2K
$4.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-644- 1.82% |
$80.3K - $94.2K
|
34.7K
$6.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-648- 15.76% |
$80.8K - $94.8K
|
3.46K
$608K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-659- 3.33% |
$82.2K - $96.4K
|
19.1K
$3.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-660- 2.22% |
$82.3K - $96.5K
|
29.1K
$5.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-667- 20.42% |
$83.2K - $97.5K
|
2.6K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-671- 6.71% |
$83.7K - $98.1K
|
9.33K
$1.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-672- 0.61% |
$83.8K - $98.3K
|
110K
$19.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-680- 12.42% |
$84.8K - $99.4K
|
4.8K
$842K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-680- 30.91% |
$84.8K - $99.4K
|
1.52K
$267K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-688- 62.89% |
$85.8K - $101K
|
406
$71.3K
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-704- 11.98% |
$87.8K - $103K
|
5.17K
$908K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-720- 6.0% |
$89.8K - $105K
|
11.3K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-737- 41.01% |
$91.9K - $108K
|
1.06K
$186K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-738- 0.55% |
$92K - $108K
|
134K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-742- 3.83% |
$92.5K - $109K
|
18.6K
$3.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-746- 0.2% |
$93K - $109K
|
369K
$64.7M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-787- 3.6% |
$98.1K - $115K
|
21.1K
$3.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-792- 24.29% |
$98.8K - $116K
|
2.47K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-792- 4.84% |
$98.8K - $116K
|
15.6K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-806- 1.69% |
$101K - $118K
|
46.9K
$8.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-806- 0.98% |
$101K - $118K
|
81.6K
$14.3M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-811- 0.17% |
$101K - $119K
|
474K
$83.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-835- 0.61% |
$104K - $122K
|
136K
$23.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-856- 0.94% |
$107K - $125K
|
89.8K
$15.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-870- 6.58% |
$108K - $127K
|
12.4K
$2.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-879- 2.51% |
$110K - $129K
|
34.1K
$5.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-892- 93.01% |
$111K - $130K
|
67
$11.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-903- 31.94% |
$113K - $132K
|
1.92K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-909- 0.53% |
$113K - $133K
|
170K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-911- 20.87% |
$114K - $133K
|
3.46K
$606K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-943- 4.68% |
$118K - $138K
|
19.2K
$3.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-945- 1.49% |
$118K - $138K
|
62.5K
$11M
|