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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
101+ 2.58% |
$14.2K - $15.2K
|
4.01K
$673K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 0.56% |
$14.2K - $15.2K
|
18.1K
$3.04M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
100New |
$14K - $15K
|
100
$16.8K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
96+ 6.82% |
$13.5K - $14.4K
|
1.5K
$252K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
95New |
$13.3K - $14.3K
|
95
$15.9K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
95+ 0.64% |
$13.3K - $14.3K
|
15K
$2.52M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
93New |
$13.1K - $14K
|
93
$15.6K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
93+ 5.95% |
$13.1K - $14K
|
1.66K
$278K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
93+ 0.54% |
$13.1K - $14K
|
17.2K
$2.89M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
92+ 6.3% |
$12.9K - $13.8K
|
1.55K
$260K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 8.45% |
$12.6K - $13.5K
|
1.16K
$194K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
89+ 5.2% |
$12.5K - $13.4K
|
1.8K
$302K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
87+ 1.82% |
$12.2K - $13.1K
|
4.87K
$817K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
85+ 141.67% |
$11.9K - $12.8K
|
145
$24.3K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
83+ 3.16% |
$11.7K - $12.5K
|
2.71K
$455K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
83+ 1.94% |
$11.7K - $12.5K
|
4.36K
$731K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
82+ 3.69% |
$11.5K - $12.3K
|
2.31K
$387K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
82+ 0.52% |
$11.5K - $12.3K
|
16K
$2.68M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
80+ 3.38% |
$11.2K - $12K
|
2.45K
$410K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
79+ 0.78% |
$11.1K - $11.9K
|
10.3K
$1.72M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
79+ 4.13% |
$11.1K - $11.9K
|
1.99K
$334K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 3.95% |
$10.1K - $10.8K
|
1.89K
$318K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
70+ 3.06% |
$9.83K - $10.5K
|
2.36K
$395K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
70+ 2.11% |
$9.83K - $10.5K
|
3.39K
$568K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
70+ 0.53% |
$9.83K - $10.5K
|
13.2K
$2.21M
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
69+ 0.33% |
$9.69K - $10.4K
|
21.3K
$3.57M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 46.53% |
$9.41K - $10.1K
|
211
$35.4K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
67+ 3.13% |
$9.41K - $10.1K
|
2.21K
$371K
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
65+ 1.61% |
$9.13K - $9.77K
|
4.11K
$689K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
61+ 0.54% |
$8.57K - $9.17K
|
11.4K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
61+ 0.54% |
$8.57K - $9.17K
|
11.4K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
60+ 14.02% |
$8.43K - $9.02K
|
488
$81.9K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
60+ 1.22% |
$8.43K - $9.02K
|
4.98K
$835K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59+ 2.59% |
$8.29K - $8.87K
|
2.34K
$392K
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
57+ 0.94% |
$8.01K - $8.57K
|
6.11K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
55+ 2.95% |
$7.73K - $8.27K
|
1.92K
$322K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
52+ 0.13% |
$7.3K - $7.82K
|
40K
$6.71M
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
52New |
$7.3K - $7.82K
|
52
$8.72K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50+ 2.84% |
$7.02K - $7.52K
|
1.81K
$303K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 3.02% |
$7.02K - $7.52K
|
1.71K
$286K
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
50+ 0.42% |
$7.02K - $7.52K
|
12K
$2.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 9.27% |
$6.74K - $7.22K
|
566
$94.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
46+ 0.67% |
$6.46K - $6.92K
|
6.92K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 28.48% |
$6.32K - $6.76K
|
203
$34K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
41+ 2.99% |
$5.76K - $6.16K
|
1.41K
$237K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
41+ 1.22% |
$5.76K - $6.16K
|
3.4K
$570K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
40+ 0.87% |
$5.62K - $6.01K
|
4.65K
$780K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
39+ 3.42% |
$5.48K - $5.86K
|
1.18K
$198K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
39+ 1.7% |
$5.48K - $5.86K
|
2.34K
$392K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
38New |
$5.34K - $5.71K
|
38
$6.37K
|