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 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
14.5KNew |
$1.8M - $2.12M
|
14.5K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.3K+ 160.34% |
$1.78M - $2.09M
|
23.2K
$4.07M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$1.77M - $2.08M
|
14.2K
$2.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
13.9K+ 201.2% |
$1.73M - $2.03M
|
20.8K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 10.2% |
$1.73M - $2.02M
|
150K
$26.2M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.7K+ 0.29% |
$1.71M - $2.01M
|
4.66M
$819M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.7K+ 250.94% |
$1.71M - $2M
|
19.2K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.6K+ 331.01% |
$1.7M - $1.99M
|
17.7K
$3.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5K+ 32.25% |
$1.69M - $1.98M
|
55.5K
$9.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
13.5KNew |
$1.68M - $1.97M
|
13.5K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.2K+ 3.55% |
$1.65M - $1.93M
|
385K
$67.6M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.1KNew |
$1.63M - $1.92M
|
13.1K
$2.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13KNew |
$1.63M - $1.91M
|
13K
$2.29M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13KNew |
$1.63M - $1.91M
|
13K
$2.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
13K+ 4.32% |
$1.62M - $1.9M
|
313K
$55M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12.9K+ 553.21% |
$1.6M - $1.88M
|
15.2K
$2.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.7K+ 691.84% |
$1.59M - $1.86M
|
14.6K
$2.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.5K+ 27.35% |
$1.56M - $1.82M
|
58.1K
$10.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.55M - $1.81M
|
12.4K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.4K+ 10.57% |
$1.54M - $1.81M
|
129K
$22.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12.3K+ 11.48% |
$1.53M - $1.8M
|
120K
$21M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.1KNew |
$1.51M - $1.77M
|
12.1K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.1KNew |
$1.51M - $1.77M
|
12.1K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
12.1K+ 175.97% |
$1.51M - $1.77M
|
18.9K
$3.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12.1K+ 40.37% |
$1.5M - $1.76M
|
41.9K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12K+ 7.83% |
$1.49M - $1.75M
|
165K
$29M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.7K+ 23.05% |
$1.46M - $1.71M
|
62.4K
$10.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 3.31% |
$1.45M - $1.7M
|
362K
$63.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
11.4K+ 2.07% |
$1.43M - $1.67M
|
565K
$99.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
11.3K+ 20.64% |
$1.41M - $1.65M
|
66K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.2K+ 1.46% |
$1.4M - $1.64M
|
779K
$137M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.2K+ 429.43% |
$1.4M - $1.64M
|
13.9K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11K+ 51.73% |
$1.37M - $1.6M
|
32.2K
$5.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
10.9K+ 426.86% |
$1.36M - $1.6M
|
13.5K
$2.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
10.9K+ 28.36% |
$1.36M - $1.59M
|
49.3K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.7K+ 14.29% |
$1.33M - $1.57M
|
85.6K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.6K+ 3.17% |
$1.33M - $1.55M
|
346K
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.6K+ 7.5% |
$1.32M - $1.55M
|
152K
$26.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
10.4KNew |
$1.29M - $1.52M
|
10.4K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
10.4K+ 9.4% |
$1.29M - $1.52M
|
121K
$21.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
10.3KNew |
$1.28M - $1.51M
|
10.3K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.2K+ 29.46% |
$1.28M - $1.5M
|
45K
$7.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
10.2K+ 26.94% |
$1.28M - $1.5M
|
48.2K
$8.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$1.27M - $1.49M
|
10.2K
$1.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.2KNew |
$1.27M - $1.49M
|
10.2K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.1K+ 7.19% |
$1.27M - $1.48M
|
151K
$26.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 21.05% |
$1.26M - $1.48M
|
58.2K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10K+ 71.43% |
$1.25M - $1.46M
|
24K
$4.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.94K+ 3.74% |
$1.24M - $1.45M
|
276K
$48.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.76K+ 150.09% |
$1.22M - $1.43M
|
16.3K
$2.86M
|