Purchases and Sales Made in Q2 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 14.18% |
$151K - $178K
|
9.51K
$1.68M
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.18K+ 14.41% |
$150K - $177K
|
9.33K
$1.65M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.16K+ 3.03% |
$148K - $175K
|
39.4K
$6.95M
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.16K+ 1.66% |
$148K - $174K
|
70.9K
$12.5M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.15K+ 15.99% |
$148K - $174K
|
8.37K
$1.48M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 70.66% |
$147K - $174K
|
2.78K
$490K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.14K+ 200.71% |
$145K - $171K
|
1.7K
$300K
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 5.82% |
$145K - $170K
|
20.5K
$3.62M
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.13K+ 5.28% |
$144K - $170K
|
22.4K
$3.96M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
1.11K+ 66.61% |
$142K - $167K
|
2.77K
$488K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.1K+ 5.92% |
$141K - $166K
|
19.7K
$3.48M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.1K+ 0.29% |
$141K - $166K
|
380K
$67M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.1K+ 9.19% |
$141K - $166K
|
13.1K
$2.31M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.1K+ 56.44% |
$140K - $165K
|
3.04K
$535K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.09K+ 6.9% |
$140K - $165K
|
16.9K
$2.98M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.09K+ 6.8% |
$139K - $164K
|
17K
$3M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.08K+ 8.77% |
$138K - $163K
|
13.4K
$2.36M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.07K+ 16.16% |
$137K - $162K
|
7.72K
$1.36M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.06KNew |
$135K - $160K
|
1.06K
$187K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.06K+ 12.84% |
$135K - $159K
|
9.28K
$1.64M
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.05K+ 17.75% |
$134K - $158K
|
6.93K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.04K+ 5.84% |
$134K - $157K
|
18.9K
$3.34M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.04K+ 4.14% |
$133K - $157K
|
26.1K
$4.61M
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
1.03K+ 1.21% |
$132K - $155K
|
86.4K
$15.2M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 71.13% |
$131K - $154K
|
2.45K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.02K+ 7.29% |
$130K - $154K
|
15K
$2.64M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 1.92% |
$129K - $152K
|
53.7K
$9.47M
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
1K+ 20.51% |
$128K - $151K
|
5.88K
$1.04M
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
997+ 21.41% |
$128K - $150K
|
5.65K
$997K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
990+ 1.5% |
$127K - $149K
|
66.8K
$11.8M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
973+ 161.09% |
$125K - $147K
|
1.58K
$278K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
972+ 14.69% |
$124K - $147K
|
7.59K
$1.34M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
954+ 3.94% |
$122K - $144K
|
25.2K
$4.44M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
943+ 20.34% |
$121K - $142K
|
5.58K
$984K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
940+ 2.62% |
$120K - $142K
|
36.8K
$6.5M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
939+ 71.14% |
$120K - $142K
|
2.26K
$398K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
926+ 14.53% |
$119K - $140K
|
7.3K
$1.29M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
925+ 391.95% |
$118K - $139K
|
1.16K
$205K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
924+ 17.24% |
$118K - $139K
|
6.28K
$1.11M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
923+ 2.03% |
$118K - $139K
|
46.3K
$8.17M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
922+ 9.81% |
$118K - $139K
|
10.3K
$1.82M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
921+ 3.72% |
$118K - $139K
|
25.7K
$4.53M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
921+ 48.63% |
$118K - $139K
|
2.82K
$496K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
920+ 32.94% |
$118K - $139K
|
3.71K
$655K
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
920+ 5.22% |
$118K - $139K
|
18.5K
$3.27M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
918+ 7.7% |
$118K - $138K
|
12.8K
$2.26M
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
912+ 27.71% |
$117K - $138K
|
4.2K
$741K
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
901+ 7.01% |
$115K - $136K
|
13.8K
$2.43M
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
900+ 121.62% |
$115K - $136K
|
1.64K
$289K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
900New |
$115K - $136K
|
900
$159K
|