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
|
Pfg Advisors
|
BUY
|
- |
65+ 0.42% |
$8.87K - $9.57K
|
15.4K
$2.71M
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
65+ 0.36% |
$8.87K - $9.57K
|
18.3K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
64New |
$8.73K - $9.42K
|
64
$11.3K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 36.9% |
$8.46K - $9.13K
|
230
$40.6K
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
61+ 0.49% |
$8.32K - $8.98K
|
12.5K
$2.2M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
60New |
$8.19K - $8.83K
|
60
$10.6K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
60+ 3.36% |
$8.19K - $8.83K
|
1.84K
$325K
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
59+ 0.52% |
$8.05K - $8.69K
|
11.4K
$2.01M
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
59New |
$8.05K - $8.69K
|
59
$10.4K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
55New |
$7.5K - $8.1K
|
55
$9.7K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
55New |
$7.5K - $8.1K
|
55
$9.7K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
54+ 0.41% |
$7.37K - $7.95K
|
13.1K
$2.31M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
53New |
$7.23K - $7.8K
|
53
$9.35K
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
52+ 2.09% |
$7.09K - $7.66K
|
2.54K
$448K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
51+ 0.18% |
$6.96K - $7.51K
|
28.8K
$5.08M
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
51+ 36.69% |
$6.96K - $7.51K
|
190
$33.5K
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
51+ 0.48% |
$6.96K - $7.51K
|
10.7K
$1.88M
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
51+ 10.85% |
$6.96K - $7.51K
|
521
$91.9K
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
51+ 47.66% |
$6.96K - $7.51K
|
158
$27.9K
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 2.57% |
$6.82K - $7.36K
|
2K
$352K
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
49+ 0.56% |
$6.69K - $7.21K
|
8.8K
$1.55M
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.3% |
$6.69K - $7.21K
|
16.1K
$2.85M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
47+ 0.18% |
$6.41K - $6.92K
|
25.8K
$4.54M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
45+ 0.07% |
$6.14K - $6.63K
|
64.3K
$11.3M
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.23% |
$5.59K - $6.04K
|
18K
$3.18M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
41New |
$5.59K - $6.04K
|
41
$7.23K
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
41New |
$5.59K - $6.04K
|
41
$7.23K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
40+ 10.31% |
$5.46K - $5.89K
|
428
$75.5K
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
40+ 0.47% |
$5.46K - $5.89K
|
8.63K
$1.52M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 0.6% |
$5.46K - $5.89K
|
6.72K
$1.18M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39+ 0.66% |
$5.32K - $5.74K
|
5.98K
$1.06M
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
38+ 61.29% |
$5.18K - $5.6K
|
100
$17.6K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 3.26% |
$5.18K - $5.6K
|
1.21K
$212K
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
35+ 7.16% |
$4.78K - $5.15K
|
524
$92.4K
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
34New |
$4.64K - $5.01K
|
34
$6K
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 1.87% |
$4.5K - $4.86K
|
1.8K
$317K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30New |
$4.09K - $4.42K
|
30
$5.29K
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$3.96K - $4.27K
|
4.69K
$827K
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
29+ 1.47% |
$3.96K - $4.27K
|
2.01K
$354K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.28% |
$3.68K - $3.98K
|
9.82K
$1.73M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
25+ 0.07% |
$3.41K - $3.68K
|
37.2K
$6.56M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 0.61% |
$3.41K - $3.68K
|
4.12K
$727K
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
22+ 0.31% |
$3K - $3.24K
|
7.06K
$1.25M
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
20+ 0.16% |
$2.73K - $2.94K
|
12.2K
$2.16M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.14% |
$2.73K - $2.94K
|
14.3K
$2.52M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
20+ 1.05% |
$2.73K - $2.94K
|
1.93K
$340K
|
|
Jan 26, 2022
Q4 2021
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
20+ 0.42% |
$2.73K - $2.94K
|
4.83K
$852K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
20+ 0.11% |
$2.73K - $2.94K
|
18.1K
$3.2M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
18+ 19.57% |
$2.46K - $2.65K
|
110
$19.4K
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
16+ 0.41% |
$2.18K - $2.36K
|
3.95K
$697K
|