Purchases and Sales Made in Q3 2021 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.51K+ 4.96% |
$472K - $500K
|
74.3K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.47K+ 7.13% |
$467K - $494K
|
52.2K
$9M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
3.45K+ 1.81% |
$464K - $492K
|
194K
$33.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 18.87% |
$460K - $487K
|
21.5K
$3.71M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.41K+ 2.44% |
$459K - $486K
|
143K
$24.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.39K+ 27.72% |
$456K - $483K
|
15.6K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.39K+ 1.26% |
$455K - $482K
|
272K
$47M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.33KNew |
$448K - $474K
|
3.33K
$574K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.28K+ 75.5% |
$441K - $467K
|
7.62K
$1.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.24KNew |
$436K - $462K
|
3.24K
$559K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.22K+ 10.97% |
$432K - $458K
|
32.5K
$5.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
3.18K+ 15.71% |
$428K - $453K
|
23.4K
$4.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
3.16K+ 1.82% |
$425K - $450K
|
177K
$30.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.13K+ 1.11% |
$421K - $446K
|
284K
$49M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.04K+ 10.68% |
$409K - $434K
|
31.5K
$5.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.04K+ 3.11% |
$408K - $433K
|
101K
$17.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.03K+ 5.87% |
$407K - $431K
|
54.5K
$9.41M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.02K+ 63.61% |
$406K - $431K
|
7.77K
$1.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.99KNew |
$401K - $425K
|
2.99K
$515K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.95K+ 0.97% |
$397K - $421K
|
306K
$52.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.94K+ 9.9% |
$395K - $418K
|
32.6K
$5.62M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.93K+ 1.32% |
$394K - $417K
|
225K
$38.8M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 4.99% |
$388K - $411K
|
60.7K
$10.5M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.87K+ 4.09% |
$386K - $409K
|
73.2K
$12.6M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
2.87K+ 92.61% |
$386K - $409K
|
5.97K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.85K+ 0.6% |
$383K - $406K
|
477K
$82.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.82K+ 4.9% |
$380K - $402K
|
60.4K
$10.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.78K+ 2.74% |
$374K - $396K
|
104K
$18M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2.75KNew |
$370K - $392K
|
2.75K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$364K - $385K
|
2.71K
$467K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.7K+ 97.54% |
$363K - $385K
|
5.47K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.68K+ 4.4% |
$360K - $381K
|
63.5K
$11M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.67KNew |
$359K - $380K
|
2.67K
$460K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.66K+ 0.3% |
$358K - $379K
|
895K
$154M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.62K+ 47.13% |
$352K - $373K
|
8.16K
$1.41M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 3.08% |
$351K - $372K
|
87.5K
$15.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.6KNew |
$349K - $370K
|
2.6K
$448K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
2.59K+ 28.66% |
$348K - $369K
|
11.6K
$2M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.55KNew |
$343K - $363K
|
2.55K
$440K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.49K+ 60.05% |
$335K - $355K
|
6.63K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.48K+ 116.25% |
$333K - $353K
|
4.6K
$794K
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 32.6% |
$321K - $340K
|
9.7K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.37K+ 5.77% |
$319K - $338K
|
43.5K
$7.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.37K+ 18.35% |
$319K - $338K
|
15.3K
$2.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2.32K+ 3.42% |
$312K - $330K
|
70.1K
$12.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
2.32K+ 17.38% |
$311K - $330K
|
15.6K
$2.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
2.31K+ 2.68% |
$310K - $329K
|
88.2K
$15.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
2.23KNew |
$300K - $318K
|
2.23K
$385K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.23K+ 4.76% |
$300K - $318K
|
49K
$8.46M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
2.22K+ 1.91% |
$298K - $316K
|
118K
$20.4M
|