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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.74K+ 9.44% |
$1.21M - $1.42M
|
113K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.74K+ 9.44% |
$1.21M - $1.42M
|
113K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
9.64K+ 34.87% |
$1.2M - $1.41M
|
37.3K
$6.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9.57K+ 7.93% |
$1.19M - $1.4M
|
130K
$22.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.49K+ 54.52% |
$1.18M - $1.39M
|
26.9K
$4.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.19KNew |
$1.15M - $1.34M
|
9.19K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.14KNew |
$1.14M - $1.34M
|
9.14K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.1K+ 2.26% |
$1.14M - $1.33M
|
412K
$72.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.95KNew |
$1.12M - $1.31M
|
8.95K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.9KNew |
$1.11M - $1.3M
|
8.9K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
BUY
|
- |
8.9K+ 271.58% |
$1.11M - $1.3M
|
12.2K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.89KNew |
$1.11M - $1.3M
|
8.89K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.85K+ 17.0% |
$1.1M - $1.29M
|
60.9K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
8.83K+ 6.54% |
$1.1M - $1.29M
|
144K
$25.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8.8K+ 20940.48% |
$1.1M - $1.29M
|
8.84K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.78K+ 6.03% |
$1.09M - $1.28M
|
154K
$27.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.78K+ 34.08% |
$1.09M - $1.28M
|
34.5K
$6.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.77K+ 59.41% |
$1.09M - $1.28M
|
23.5K
$4.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
8.56KNew |
$1.07M - $1.25M
|
8.56K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.49K+ 285.9% |
$1.06M - $1.24M
|
11.5K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.37K+ 8.41% |
$1.04M - $1.22M
|
108K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.35K+ 63.08% |
$1.04M - $1.22M
|
21.6K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.29KNew |
$1.03M - $1.21M
|
8.29K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.29K+ 19.85% |
$1.03M - $1.21M
|
50K
$8.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.28K+ 2.12% |
$1.03M - $1.21M
|
398K
$70.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
8.25K+ 39.27% |
$1.03M - $1.21M
|
29.3K
$5.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
8.25K+ 18.14% |
$1.03M - $1.21M
|
53.7K
$9.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.22K+ 4.71% |
$1.03M - $1.2M
|
183K
$32.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.16KNew |
$1.02M - $1.19M
|
8.16K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8K+ 5.97% |
$998K - $1.17M
|
142K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
7.99K+ 151.39% |
$996K - $1.17M
|
13.3K
$2.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7.96KNew |
$993K - $1.16M
|
7.96K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.93K+ 6.0% |
$989K - $1.16M
|
140K
$24.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.87K+ 32.35% |
$982K - $1.15M
|
32.2K
$5.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
7.85K+ 19.41% |
$978K - $1.15M
|
48.3K
$8.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
7.78K+ 231.06% |
$970K - $1.14M
|
11.2K
$1.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.67K+ 6.43% |
$957K - $1.12M
|
127K
$22.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.52K+ 3.08% |
$937K - $1.1M
|
251K
$44.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.48KNew |
$933K - $1.09M
|
7.48K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.48KNew |
$932K - $1.09M
|
7.48K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.29KNew |
$909K - $1.07M
|
7.29K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.29K+ 34.97% |
$909K - $1.07M
|
28.1K
$4.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
7.23K+ 4.06% |
$902K - $1.06M
|
185K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7.19KNew |
$896K - $1.05M
|
7.19K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.17K+ 46.61% |
$894K - $1.05M
|
22.6K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.14K+ 16.32% |
$890K - $1.04M
|
50.9K
$8.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7.05K+ 8.55% |
$879K - $1.03M
|
89.5K
$15.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.04K+ 11.51% |
$878K - $1.03M
|
68.2K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.04K+ 777.35% |
$877K - $1.03M
|
7.94K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
7.01KNew |
$874K - $1.03M
|
7.01K
$1.23M
|