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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
145+ 9.19% |
$19.8K - $21.3K
|
1.72K
$304K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
141+ 7.67% |
$19.2K - $20.8K
|
1.98K
$349K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
140+ 3.96% |
$19.1K - $20.6K
|
3.67K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
131+ 0.21% |
$17.9K - $19.3K
|
63.3K
$11.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
127+ 0.98% |
$17.3K - $18.7K
|
13.1K
$2.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.75% |
$17.2K - $18.6K
|
2.78K
$490K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
126+ 1.97% |
$17.2K - $18.6K
|
6.53K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
125+ 1.93% |
$17.1K - $18.4K
|
6.59K
$1.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
124+ 2.65% |
$16.9K - $18.3K
|
4.8K
$846K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
122+ 677.78% |
$16.6K - $18K
|
140
$24.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
119+ 0.58% |
$16.2K - $17.5K
|
20.7K
$3.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
119New |
$16.2K - $17.5K
|
119
$21K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
117New |
$16K - $17.2K
|
117
$20.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
113+ 209.26% |
$15.4K - $16.6K
|
167
$29.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
113New |
$15.4K - $16.6K
|
113
$19.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
112New |
$15.3K - $16.5K
|
112
$19.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
110+ 0.3% |
$15K - $16.2K
|
37.4K
$6.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
106+ 4.82% |
$14.5K - $15.6K
|
2.3K
$406K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105+ 3.26% |
$14.3K - $15.5K
|
3.33K
$587K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
104+ 3.3% |
$14.2K - $15.3K
|
3.26K
$574K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
103+ 2.17% |
$14.1K - $15.2K
|
4.85K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
101+ 5.15% |
$13.8K - $14.9K
|
2.06K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
100New |
$13.6K - $14.7K
|
100
$17.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
100New |
$13.6K - $14.7K
|
100
$17.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100New |
$13.6K - $14.7K
|
100
$17.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
99New |
$13.5K - $14.6K
|
99
$17.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
97New |
$13.2K - $14.3K
|
97
$17.1K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
96New |
$13.1K - $14.1K
|
96
$16.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95+ 0.17% |
$13K - $14K
|
57.1K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
95+ 5.84% |
$13K - $14K
|
1.72K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
92+ 3.02% |
$12.6K - $13.5K
|
3.14K
$553K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
90+ 4.9% |
$12.3K - $13.3K
|
1.93K
$340K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
87+ 0.36% |
$11.9K - $12.8K
|
24.4K
$4.31M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
85New |
$11.6K - $12.5K
|
85
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
83+ 2.8% |
$11.3K - $12.2K
|
3.05K
$538K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
82+ 0.59% |
$11.2K - $12.1K
|
14.1K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
80New |
$10.9K - $11.8K
|
80
$14.1K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
79+ 1.89% |
$10.8K - $11.6K
|
4.26K
$752K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
79New |
$10.8K - $11.6K
|
79
$13.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
79+ 2.55% |
$10.8K - $11.6K
|
3.18K
$561K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
77+ 2.38% |
$10.5K - $11.3K
|
3.32K
$585K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
75New |
$10.2K - $11K
|
75
$13.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
74+ 0.62% |
$10.1K - $10.9K
|
12K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
72+ 2.82% |
$9.82K - $10.6K
|
2.63K
$463K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
72+ 1.31% |
$9.82K - $10.6K
|
5.56K
$980K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
71+ 0.87% |
$9.69K - $10.5K
|
8.25K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
70+ 0.86% |
$9.55K - $10.3K
|
8.21K
$1.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
70+ 3.93% |
$9.55K - $10.3K
|
1.85K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70+ 0.84% |
$9.55K - $10.3K
|
8.41K
$1.48M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
66+ 2.12% |
$9K - $9.72K
|
3.18K
$561K
|