Purchases and Sales Made in Q4 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
37.1KNew |
$4.62M - $5.42M
|
37.1K
$6.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36.7KNew |
$4.57M - $5.36M
|
36.7K
$6.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
35.9K+ 10.81% |
$4.47M - $5.25M
|
368K
$65.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.3K+ 95.91% |
$4.4M - $5.16M
|
72.1K
$12.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
35.1K+ 18.97% |
$4.38M - $5.14M
|
220K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
35KNew |
$4.36M - $5.12M
|
35K
$6.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34.9K+ 5.58% |
$4.35M - $5.1M
|
660K
$117M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
34.9KNew |
$4.35M - $5.1M
|
34.9K
$6.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
34.8K+ 10.1% |
$4.34M - $5.09M
|
379K
$67.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
34.8K+ 1.53% |
$4.33M - $5.08M
|
2.31M
$409M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
33KNew |
$4.12M - $4.83M
|
33K
$5.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
32.5K+ 839.17% |
$4.05M - $4.75M
|
36.3K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
32.4K+ 54.76% |
$4.03M - $4.73M
|
91.5K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
32.1KNew |
$4M - $4.69M
|
32.1K
$5.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31.6KNew |
$3.94M - $4.62M
|
31.6K
$5.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
31.5KNew |
$3.92M - $4.6M
|
31.5K
$5.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
31.1K+ 5.21% |
$3.88M - $4.56M
|
629K
$111M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$3.81M - $4.47M
|
30.6K
$5.42M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
30.5K+ 10.66% |
$3.8M - $4.46M
|
317K
$56.2M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
30.4KNew |
$3.79M - $4.44M
|
30.4K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30.2K+ 253.69% |
$3.76M - $4.41M
|
42.1K
$7.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
29.9K+ 3.38% |
$3.73M - $4.37M
|
915K
$162M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
29.3K+ 12.99% |
$3.65M - $4.28M
|
255K
$45.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
28.9K+ 115.41% |
$3.61M - $4.23M
|
54K
$9.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28.7KNew |
$3.58M - $4.2M
|
28.7K
$5.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
28.3KNew |
$3.52M - $4.13M
|
28.3K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28.2KNew |
$3.51M - $4.12M
|
28.2K
$4.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
28.1K+ 5.01% |
$3.5M - $4.11M
|
590K
$105M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
27.2K+ 14.51% |
$3.4M - $3.98M
|
215K
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
27K+ 13.52% |
$3.36M - $3.94M
|
226K
$40.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.9K+ 30.87% |
$3.35M - $3.93M
|
114K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26.5KNew |
$3.31M - $3.88M
|
26.5K
$4.7M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
26.5KNew |
$3.3M - $3.87M
|
26.5K
$4.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
26.3K+ 10.91% |
$3.28M - $3.85M
|
268K
$47.5M
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
26.3K+ 25.19% |
$3.28M - $3.85M
|
131K
$23.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.8KNew |
$3.22M - $3.77M
|
25.8K
$4.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.7KNew |
$3.21M - $3.76M
|
25.7K
$4.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
24.7K+ 35.93% |
$3.09M - $3.62M
|
93.6K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
24.7K+ 57.95% |
$3.09M - $3.62M
|
67.4K
$12M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.6K+ 9.76% |
$3.07M - $3.6M
|
277K
$49.1M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.5K+ 87.37% |
$3.05M - $3.58M
|
52.5K
$9.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.4K+ 5.06% |
$3.05M - $3.57M
|
507K
$89.9M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
24.4KNew |
$3.04M - $3.56M
|
24.4K
$4.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
23.7K+ 20.34% |
$2.95M - $3.46M
|
140K
$24.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.6K+ 7.63% |
$2.94M - $3.44M
|
332K
$58.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
23.1K+ 4.2% |
$2.88M - $3.38M
|
573K
$102M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 47.5% |
$2.88M - $3.38M
|
71.7K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
22.9K+ 195.87% |
$2.86M - $3.35M
|
34.6K
$6.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
22.1K+ 137.41% |
$2.76M - $3.23M
|
38.2K
$6.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21.9KNew |
$2.73M - $3.2M
|
21.9K
$3.88M
|