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 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.8K- 64.29% |
$1.34M - $1.57M
|
5.98K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.1K- 2.03% |
$1.39M - $1.63M
|
539K
$94.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11.3K- 7.44% |
$1.41M - $1.65M
|
140K
$24.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.4K- 58.97% |
$1.43M - $1.67M
|
7.95K
$1.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 4.75% |
$1.45M - $1.7M
|
234K
$41M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.4K- 40.0% |
$1.54M - $1.81M
|
18.6K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.1K- 49.58% |
$1.63M - $1.91M
|
13.3K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-14.1K- 14.31% |
$1.76M - $2.07M
|
84.5K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 14.85% |
$1.82M - $2.13M
|
83.5K
$14.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-14.6K- 4.15% |
$1.82M - $2.14M
|
337K
$59.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 4.01% |
$1.84M - $2.15M
|
353K
$61.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-15K- 0.98% |
$1.87M - $2.19M
|
1.52M
$266M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-16.3K- 71.94% |
$2.03M - $2.38M
|
6.35K
$1.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-16.4K- 4.05% |
$2.04M - $2.4M
|
388K
$68.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-16.7K- 12.27% |
$2.08M - $2.44M
|
119K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-16.9K- 1.82% |
$2.1M - $2.47M
|
910K
$160M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-17.8K- 38.35% |
$2.22M - $2.6M
|
28.6K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-17.9K- 83.77% |
$2.24M - $2.62M
|
3.48K
$610K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-18.1K- 7.62% |
$2.25M - $2.64M
|
219K
$38.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-18.1K- 8.35% |
$2.26M - $2.65M
|
199K
$34.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-18.1K- 2.52% |
$2.26M - $2.65M
|
699K
$123M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 27.59% |
$2.3M - $2.7M
|
48.5K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-18.5K- 52.92% |
$2.3M - $2.7M
|
16.4K
$2.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18.5K- 38.64% |
$2.31M - $2.71M
|
29.4K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.8K- 24.79% |
$2.34M - $2.75M
|
57K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-18.8K- 67.36% |
$2.35M - $2.75M
|
9.12K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.9K- 25.78% |
$2.36M - $2.76M
|
54.4K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.3K- 8.76% |
$2.41M - $2.83M
|
202K
$35.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-21K- 3.88% |
$2.62M - $3.07M
|
520K
$91.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-21.2K- 5.26% |
$2.65M - $3.1M
|
382K
$67.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-21.4K- 6.48% |
$2.66M - $3.13M
|
308K
$54.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-21.5K- 12.88% |
$2.68M - $3.14M
|
145K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-21.7K- 7.24% |
$2.71M - $3.18M
|
279K
$48.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-22.5K- 17.92% |
$2.8M - $3.29M
|
103K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-22.9K- 88.43% |
$2.86M - $3.35M
|
3K
$527K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-23.5K- 1.89% |
$2.93M - $3.44M
|
1.22M
$214M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-25.4K- 11.29% |
$3.17M - $3.71M
|
200K
$35M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-25.6K- 8.8% |
$3.19M - $3.74M
|
265K
$46.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.2K- 0.99% |
$3.64M - $4.26M
|
2.93M
$514M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29.5K- 28.56% |
$3.68M - $4.32M
|
73.9K
$13M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-30.5K- 15.83% |
$3.8M - $4.46M
|
162K
$28.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-30.8K- 11.71% |
$3.84M - $4.51M
|
232K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35K- 14.64% |
$4.37M - $5.12M
|
204K
$35.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-38.2K- 0.98% |
$4.76M - $5.59M
|
3.87M
$679M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-41.1K- 10.86% |
$5.12M - $6M
|
337K
$59.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-41.8K- 53.52% |
$5.21M - $6.11M
|
36.3K
$6.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-44.5K- 92.57% |
$5.55M - $6.51M
|
3.57K
$627K
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-44.7K- 7.66% |
$5.57M - $6.54M
|
539K
$94.7M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-44.7K- 7.66% |
$5.57M - $6.54M
|
539K
$94.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-47.9K- 34.6% |
$5.97M - $7M
|
90.5K
$15.9M
|