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
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-950- 12.78% |
$118K - $139K
|
6.49K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-951- 5.74% |
$119K - $139K
|
15.6K
$2.74M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-958- 25.09% |
$119K - $140K
|
2.86K
$502K
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-965- 39.65% |
$120K - $141K
|
1.47K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-975- 2.06% |
$122K - $143K
|
46.4K
$8.14M
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-987- 3.34% |
$123K - $144K
|
28.6K
$5.02M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-995- 0.4% |
$124K - $146K
|
248K
$43.6M
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-998- 1.69% |
$124K - $146K
|
57.9K
$10.2M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-998- 5.52% |
$124K - $146K
|
17.1K
$3M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-998- 3.03% |
$124K - $146K
|
32K
$5.61M
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1K- 15.35% |
$125K - $147K
|
5.53K
$971K
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-1.01K- 18.49% |
$125K - $147K
|
4.43K
$778K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.01K- 11.9% |
$125K - $147K
|
7.45K
$1.31M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.01K- 1.45% |
$126K - $148K
|
68.5K
$12M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.02K- 4.59% |
$128K - $150K
|
21.3K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 8.6% |
$128K - $150K
|
10.9K
$1.91M
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$128K - $150K
|
145K
$25.5M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 1.61% |
$131K - $153K
|
64.1K
$11.2M
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 1.89% |
$131K - $153K
|
54.3K
$9.53M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.05K- 12.84% |
$131K - $154K
|
7.13K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.05K- 11.98% |
$131K - $154K
|
7.71K
$1.35M
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.08K- 2.32% |
$134K - $157K
|
45.2K
$7.93M
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-1.12K- 0.87% |
$139K - $163K
|
128K
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.12K- 1.7% |
$139K - $163K
|
64.5K
$11.3M
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.13K- 77.37% |
$140K - $165K
|
329
$57.7K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.13K- 2.19% |
$140K - $165K
|
50.2K
$8.8M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.13K- 11.62% |
$141K - $165K
|
8.58K
$1.51M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.14K- 66.15% |
$143K - $167K
|
585
$103K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 66.15% |
$143K - $167K
|
585
$103K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.15K- 3.15% |
$143K - $168K
|
35.3K
$6.19M
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.15K- 1.51% |
$143K - $168K
|
75.2K
$13.2M
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.17K- 25.87% |
$146K - $171K
|
3.36K
$589K
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.2K- 7.72% |
$150K - $176K
|
14.4K
$2.53M
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.2K- 33.18% |
$150K - $176K
|
2.43K
$426K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 7.98% |
$151K - $177K
|
14K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.18% |
$153K - $179K
|
102K
$18M
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.24K- 6.33% |
$154K - $181K
|
18.3K
$3.21M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.3K- 2.67% |
$161K - $189K
|
47.1K
$8.28M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.32K- 2.6% |
$164K - $193K
|
49.4K
$8.67M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.32K- 12.38% |
$165K - $193K
|
9.37K
$1.64M
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.36K- 15.93% |
$170K - $199K
|
7.18K
$1.26M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.39K- 27.38% |
$173K - $203K
|
3.69K
$647K
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.39K- 99.07% |
$174K - $204K
|
13
$2.28K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 71.15% |
$175K - $205K
|
568
$99.7K
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 19.81% |
$176K - $206K
|
5.71K
$1M
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.42K- 18.47% |
$176K - $207K
|
6.25K
$1.1M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 6.18% |
$181K - $212K
|
22K
$3.86M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.45K- 2.29% |
$181K - $212K
|
62K
$10.9M
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.48K- 54.17% |
$185K - $217K
|
1.25K
$220K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.5K- 1.32% |
$187K - $219K
|
113K
$19.7M
|