Purchases and Sales Made in Q4 2021 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
642New |
$87.6K - $94.5K
|
642
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
632+ 4.04% |
$86.2K - $93.1K
|
16.3K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
631New |
$86.1K - $92.9K
|
631
$111K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
630+ 7.75% |
$86K - $92.8K
|
8.76K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
629+ 4.11% |
$85.8K - $92.6K
|
15.9K
$2.81M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
618+ 6.79% |
$84.3K - $91K
|
9.71K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
613New |
$83.6K - $90.3K
|
613
$108K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
610+ 7.69% |
$83.2K - $89.8K
|
8.55K
$1.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
606+ 19.97% |
$82.7K - $89.2K
|
3.64K
$642K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
601+ 21.32% |
$82K - $88.5K
|
3.42K
$603K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
594+ 36.46% |
$81K - $87.5K
|
2.22K
$392K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
585+ 10.82% |
$79.8K - $86.1K
|
5.99K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
583+ 7.26% |
$79.5K - $85.8K
|
8.61K
$1.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
579+ 4.8% |
$79K - $85.3K
|
12.6K
$2.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
575+ 16.34% |
$78.4K - $84.7K
|
4.09K
$722K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
572+ 2.36% |
$78K - $84.2K
|
24.8K
$4.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
568+ 1.52% |
$77.5K - $83.6K
|
38K
$6.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
561+ 0.83% |
$76.5K - $82.6K
|
68.6K
$12.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
553+ 5.18% |
$75.4K - $81.4K
|
11.2K
$1.98M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
549+ 4.02% |
$74.9K - $80.8K
|
14.2K
$2.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
545+ 28.36% |
$74.4K - $80.2K
|
2.47K
$435K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
531+ 43.28% |
$72.4K - $78.2K
|
1.76K
$310K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
531+ 11.45% |
$72.4K - $78.2K
|
5.17K
$911K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
523+ 5.18% |
$71.4K - $77K
|
10.6K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
518+ 2.43% |
$70.7K - $76.3K
|
21.9K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
516+ 4.5% |
$70.4K - $76K
|
12K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
515+ 11.22% |
$70.3K - $75.8K
|
5.11K
$901K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
508+ 3.32% |
$69.3K - $74.8K
|
15.8K
$2.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 71.18% |
$68.1K - $73.5K
|
1.2K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
497+ 21.62% |
$67.8K - $73.2K
|
2.8K
$493K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
493+ 4.47% |
$67.3K - $72.6K
|
11.5K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
491+ 200.41% |
$67K - $72.3K
|
736
$130K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
480+ 27.57% |
$65.5K - $70.7K
|
2.22K
$392K
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
BUY
|
- |
479+ 0.52% |
$65.3K - $70.5K
|
93K
$16.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
475+ 23.17% |
$64.8K - $69.9K
|
2.53K
$445K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
475+ 64.36% |
$64.8K - $69.9K
|
1.21K
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
470+ 1.47% |
$64.1K - $69.2K
|
32.4K
$5.71M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
465+ 7.84% |
$63.4K - $68.5K
|
6.4K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
464+ 1.45% |
$63.3K - $68.3K
|
32.5K
$5.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
458+ 5.97% |
$62.5K - $67.4K
|
8.12K
$1.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
458New |
$62.5K - $67.4K
|
458
$80.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
454+ 12.26% |
$61.9K - $66.8K
|
4.16K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
452+ 10.18% |
$61.7K - $66.6K
|
4.89K
$863K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
452+ 4.44% |
$61.7K - $66.6K
|
10.6K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
450+ 22.5% |
$61.4K - $66.3K
|
2.45K
$432K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
440+ 4.14% |
$60K - $64.8K
|
11.1K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
438+ 14.85% |
$59.8K - $64.5K
|
3.39K
$597K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
430+ 4.82% |
$58.7K - $63.3K
|
9.36K
$1.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
429+ 0.23% |
$58.5K - $63.2K
|
187K
$33.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
429+ 26.51% |
$58.5K - $63.2K
|
2.05K
$361K
|