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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.07KClosed |
$632K - $741K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.13K- 5.27% |
$639K - $750K
|
92.2K
$16.2M
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.21K- 1.57% |
$650K - $762K
|
326K
$57.2M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.41K- 20.7% |
$674K - $791K
|
20.7K
$3.63M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.42K- 3.37% |
$675K - $792K
|
155K
$27.3M
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-5.45K- 3.75% |
$679K - $797K
|
140K
$24.5M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-5.45K- 68.74% |
$680K - $797K
|
2.48K
$435K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-5.45K- 23.3% |
$680K - $797K
|
18K
$3.15M
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-5.48K- 12.88% |
$684K - $802K
|
37.1K
$6.51M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.54K- 1.36% |
$691K - $810K
|
402K
$70.5M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-5.7K- 2.49% |
$710K - $833K
|
223K
$39.1M
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.75K- 45.42% |
$717K - $841K
|
6.91K
$1.21M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.81K- 8.17% |
$725K - $850K
|
65.3K
$11.5M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.94K- 3.81% |
$740K - $868K
|
150K
$26.3M
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.99K- 11.85% |
$746K - $875K
|
44.5K
$7.81M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.01K- 2.08% |
$749K - $879K
|
283K
$49.6M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.03K- 20.49% |
$752K - $882K
|
23.4K
$4.11M
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.33K- 2.4% |
$789K - $925K
|
258K
$45.2M
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.33K- 60.11% |
$789K - $926K
|
4.2K
$737K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.36K- 48.84% |
$793K - $930K
|
6.66K
$1.17M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.42K- 49.7% |
$800K - $938K
|
6.49K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.44K- 1.42% |
$802K - $941K
|
448K
$78.7M
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.44K- 80.1% |
$803K - $942K
|
1.6K
$281K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.47K- 1.29% |
$806K - $946K
|
496K
$87.1M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-6.56K- 4.52% |
$818K - $959K
|
139K
$24.4M
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.66K- 53.61% |
$831K - $975K
|
5.77K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6.7K- 23.3% |
$835K - $979K
|
22K
$3.87M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.76K- 69.46% |
$843K - $988K
|
2.97K
$521K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.94K- 21.21% |
$865K - $1.01M
|
25.8K
$4.52M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.17K- 0.74% |
$894K - $1.05M
|
963K
$169M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-7.5K- 5.48% |
$935K - $1.1M
|
129K
$22.7M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.64K- 9.07% |
$953K - $1.12M
|
76.6K
$13.4M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.68K- 15.94% |
$958K - $1.12M
|
40.5K
$7.11M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.74K- 59.36% |
$965K - $1.13M
|
5.3K
$930K
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.92K- 2.84% |
$987K - $1.16M
|
271K
$47.5M
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-8.09K- 26.9% |
$1.01M - $1.18M
|
22K
$3.86M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.31K- 7.23% |
$1.04M - $1.22M
|
107K
$18.7M
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-8.34K- 15.46% |
$1.04M - $1.22M
|
45.6K
$8.01M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.44K- 0.07% |
$1.05M - $1.23M
|
12.1M
$2.12B
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8.52K- 50.32% |
$1.06M - $1.25M
|
8.41K
$1.48M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.6K- 15.11% |
$1.07M - $1.26M
|
48.3K
$8.48M
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.85K- 3.22% |
$1.1M - $1.29M
|
266K
$46.7M
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-8.97K- 5.43% |
$1.12M - $1.31M
|
156K
$27.4M
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-9K- 89.74% |
$1.12M - $1.32M
|
1.03K
$181K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-9.23K- 19.56% |
$1.15M - $1.35M
|
38K
$6.66M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-9.29K- 3.69% |
$1.16M - $1.36M
|
242K
$42.6M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-9.56K- 3.63% |
$1.19M - $1.4M
|
254K
$44.6M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.83K- 78.6% |
$1.23M - $1.44M
|
2.68K
$470K
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.6K- 36.92% |
$1.32M - $1.55M
|
18.1K
$3.17M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 2.71% |
$1.34M - $1.57M
|
385K
$67.6M
|