Purchases and Sales Made in Q1 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
701+ 0.15% |
$98.5K - $105K
|
456K
$76.5M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
700+ 33.43% |
$98.3K - $105K
|
2.79K
$469K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
700+ 25.93% |
$98.3K - $105K
|
3.4K
$570K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
700New |
$98.3K - $105K
|
700
$117K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
699+ 6.12% |
$98.2K - $105K
|
12.1K
$2.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
680+ 23.03% |
$95.5K - $102K
|
3.63K
$609K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
666+ 8.89% |
$93.5K - $100K
|
8.16K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
664New |
$93.3K - $99.8K
|
664
$111K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
660+ 27.48% |
$92.7K - $99.2K
|
3.06K
$514K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
653+ 5.62% |
$91.7K - $98.2K
|
12.3K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
650+ 8.07% |
$91.3K - $97.7K
|
8.7K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
650+ 16.05% |
$91.3K - $97.7K
|
4.7K
$788K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
648+ 4.86% |
$91K - $97.4K
|
14K
$2.34M
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
642+ 6.42% |
$90.2K - $96.5K
|
10.6K
$1.79M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
641+ 14.99% |
$90K - $96.4K
|
4.92K
$825K
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
636+ 20.78% |
$89.3K - $95.6K
|
3.7K
$620K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
629+ 33.12% |
$88.3K - $94.6K
|
2.53K
$424K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
624+ 10.64% |
$87.6K - $93.8K
|
6.49K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
619+ 0.54% |
$86.9K - $93.1K
|
114K
$19.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
618+ 2.65% |
$86.8K - $92.9K
|
24K
$4.02M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
618+ 6.29% |
$86.8K - $92.9K
|
10.4K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
601+ 0.4% |
$84.4K - $90.3K
|
150K
$25.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
585+ 0.21% |
$82.2K - $87.9K
|
279K
$46.8M
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
577+ 34.18% |
$81K - $86.7K
|
2.27K
$380K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
568+ 9.49% |
$79.8K - $85.4K
|
6.55K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
564+ 11.98% |
$79.2K - $84.8K
|
5.27K
$884K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
556+ 24.04% |
$78.1K - $83.6K
|
2.87K
$481K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
554+ 1.09% |
$77.8K - $83.3K
|
51.3K
$8.61M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
544New |
$76.4K - $81.8K
|
544
$91.2K
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
543+ 10.97% |
$76.3K - $81.6K
|
5.49K
$921K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
540+ 16.94% |
$75.8K - $81.2K
|
3.73K
$625K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
539New |
$75.7K - $81K
|
539
$90.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
531+ 4.73% |
$74.6K - $79.8K
|
11.8K
$1.97M
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
525New |
$73.7K - $78.9K
|
525
$88.1K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
525+ 18.56% |
$73.7K - $78.9K
|
3.35K
$563K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
520+ 0.39% |
$73K - $78.2K
|
134K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
513+ 1.95% |
$72.1K - $77.1K
|
26.9K
$4.5M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
510+ 1.6% |
$71.6K - $76.7K
|
32.3K
$5.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
507+ 13.38% |
$71.2K - $76.2K
|
4.3K
$721K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
505+ 9.9% |
$70.9K - $75.9K
|
5.61K
$941K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
500+ 8.33% |
$70.2K - $75.2K
|
6.5K
$1.09M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 13.19% |
$70.2K - $75.2K
|
4.29K
$720K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
499+ 7.8% |
$70.1K - $75K
|
6.9K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
499+ 7.52% |
$70.1K - $75K
|
7.14K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
499+ 34.63% |
$70.1K - $75K
|
1.94K
$325K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
496+ 21.53% |
$69.7K - $74.6K
|
2.8K
$470K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
480+ 1.96% |
$67.4K - $72.2K
|
25K
$4.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
477+ 16.33% |
$67K - $71.7K
|
3.4K
$570K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
473New |
$66.4K - $71.1K
|
473
$79.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
470+ 3.24% |
$66K - $70.7K
|
15K
$2.51M
|