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 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.57K- 2.08% |
$321K - $376K
|
121K
$21.3M
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.65K- 63.66% |
$330K - $387K
|
1.51K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.65K- 1.11% |
$330K - $387K
|
237K
$41.5M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.67K- 8.69% |
$333K - $391K
|
28.1K
$4.93M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.73K- 23.77% |
$340K - $399K
|
8.75K
$1.54M
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.79K- 3.14% |
$347K - $407K
|
85.8K
$15.1M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.79K- 14.92% |
$348K - $409K
|
15.9K
$2.8M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.86K- 1.94% |
$357K - $419K
|
144K
$25.3M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.87K- 18.28% |
$357K - $419K
|
12.8K
$2.25M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.92K- 1.71% |
$364K - $427K
|
168K
$29.5M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-2.96K- 2.03% |
$370K - $433K
|
143K
$25.1M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.97K- 15.54% |
$371K - $435K
|
16.2K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-2.99K- 1.38% |
$373K - $438K
|
214K
$37.6M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.99K- 27.49% |
$373K - $438K
|
7.9K
$1.39M
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3.01K- 18.02% |
$375K - $440K
|
13.7K
$2.4M
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-3.06K- 15.0% |
$382K - $448K
|
17.3K
$3.04M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.07K- 13.34% |
$382K - $448K
|
19.9K
$3.5M
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.09K- 1.77% |
$386K - $452K
|
172K
$30.1M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.14K- 15.2% |
$391K - $459K
|
17.5K
$3.07M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 3.37% |
$395K - $463K
|
90.8K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 20.57% |
$399K - $468K
|
12.4K
$2.17M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.31K- 5.69% |
$412K - $483K
|
54.8K
$9.63M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.33K- 19.06% |
$415K - $486K
|
14.1K
$2.48M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 11.09% |
$416K - $488K
|
26.8K
$4.7M
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.37K- 5.2% |
$420K - $492K
|
61.4K
$10.8M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.39K- 1.22% |
$423K - $496K
|
275K
$48.3M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.44K- 7.6% |
$429K - $503K
|
41.9K
$7.35M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.47K- 51.41% |
$433K - $508K
|
3.28K
$576K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.55K- 15.31% |
$442K - $519K
|
19.6K
$3.44M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.73KClosed |
$464K - $545K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-3.78K- 7.38% |
$471K - $552K
|
47.4K
$8.32M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.85K- 9.88% |
$480K - $563K
|
35.1K
$6.16M
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-3.89K- 17.13% |
$486K - $569K
|
18.8K
$3.31M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.97K- 1.31% |
$495K - $581K
|
298K
$52.4M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-4.02K- 4.72% |
$501K - $588K
|
81.2K
$14.2M
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.1K- 10.87% |
$511K - $600K
|
33.6K
$5.9M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.36K- 3.46% |
$544K - $637K
|
121K
$21.3M
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.44K- 47.8% |
$554K - $649K
|
4.85K
$851K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 1.29% |
$559K - $656K
|
344K
$60.4M
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 27.17% |
$567K - $665K
|
12.2K
$2.14M
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-4.62K- 0.12% |
$576K - $675K
|
3.91M
$686M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.65K- 9.25% |
$579K - $679K
|
45.6K
$8M
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-4.71K- 3.12% |
$587K - $688K
|
146K
$25.7M
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.73K- 17.67% |
$590K - $692K
|
22K
$3.87M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.87K- 5.37% |
$607K - $712K
|
85.8K
$15.1M
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-4.92K- 10.19% |
$613K - $719K
|
43.3K
$7.6M
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-4.92K- 26.14% |
$613K - $719K
|
13.9K
$2.44M
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-4.97K- 5.87% |
$619K - $726K
|
79.6K
$14M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.02K- 12.42% |
$626K - $734K
|
35.4K
$6.21M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.06K- 8.84% |
$631K - $741K
|
52.2K
$9.17M
|