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 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
21.8KNew |
$2.72M - $3.19M
|
21.8K
$3.86M
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
21.5KNew |
$2.68M - $3.15M
|
21.5K
$3.81M
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21.5K+ 74.22% |
$2.68M - $3.14M
|
50.5K
$8.95M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.5K+ 150.69% |
$2.68M - $3.14M
|
35.7K
$6.33M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
21.2K+ 7.97% |
$2.64M - $3.1M
|
287K
$50.9M
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
21.2K+ 56.12% |
$2.64M - $3.09M
|
58.9K
$10.4M
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
BUY
|
- |
21.1K+ 0.71% |
$2.63M - $3.09M
|
3M
$533M
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
21K+ 623.1% |
$2.62M - $3.07M
|
24.4K
$4.32M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
20.8K+ 55.16% |
$2.59M - $3.04M
|
58.5K
$10.4M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.7K+ 0.43% |
$2.58M - $3.02M
|
4.79M
$850M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.2K+ 7.65% |
$2.52M - $2.96M
|
285K
$50.4M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
19.6K+ 229.52% |
$2.44M - $2.86M
|
28.1K
$4.98M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19.5K+ 75.06% |
$2.43M - $2.85M
|
45.4K
$8.05M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19.4K+ 49.99% |
$2.42M - $2.84M
|
58.3K
$10.3M
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
19.3K+ 33.65% |
$2.41M - $2.83M
|
76.8K
$13.6M
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
18.6K+ 36.26% |
$2.32M - $2.73M
|
70.1K
$12.4M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 6.51% |
$2.32M - $2.72M
|
304K
$54M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18.4K+ 81.16% |
$2.29M - $2.69M
|
41K
$7.28M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18.1K+ 113.96% |
$2.26M - $2.64M
|
34K
$6.02M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17.9K+ 30.3% |
$2.23M - $2.62M
|
77K
$13.6M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
17.9K+ 59.94% |
$2.23M - $2.62M
|
47.7K
$8.46M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.8KNew |
$2.22M - $2.61M
|
17.8K
$3.16M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.7K+ 141.6% |
$2.21M - $2.59M
|
30.2K
$5.35M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 32.03% |
$2.19M - $2.57M
|
72.5K
$12.9M
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
17.5K+ 5.91% |
$2.19M - $2.56M
|
314K
$55.7M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 6.02% |
$2.15M - $2.52M
|
304K
$53.9M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.6K+ 1.53% |
$2.08M - $2.43M
|
1.1M
$196M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
16.6K+ 52.04% |
$2.07M - $2.43M
|
48.6K
$8.61M
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
16.5KNew |
$2.06M - $2.41M
|
16.5K
$2.92M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
16.4K+ 4.28% |
$2.04M - $2.4M
|
400K
$70.8M
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
16KNew |
$2M - $2.34M
|
16K
$2.84M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
16KNew |
$1.99M - $2.34M
|
16K
$2.83M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15.9K+ 79.21% |
$1.99M - $2.33M
|
36K
$6.39M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
15.7K+ 21.22% |
$1.96M - $2.3M
|
89.9K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15.5K+ 690.32% |
$1.94M - $2.27M
|
17.8K
$3.15M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
15.5KNew |
$1.93M - $2.26M
|
15.5K
$2.74M
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
15.4KNew |
$1.92M - $2.26M
|
15.4K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 1.95% |
$1.9M - $2.23M
|
800K
$142M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
15.2KNew |
$1.9M - $2.23M
|
15.2K
$2.7M
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15.2K+ 4643.12% |
$1.89M - $2.22M
|
15.5K
$2.75M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.2KNew |
$1.89M - $2.22M
|
15.2K
$2.69M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
15KNew |
$1.87M - $2.2M
|
15K
$2.66M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
15KNew |
$1.86M - $2.19M
|
15K
$2.65M
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14.9K+ 893.48% |
$1.86M - $2.18M
|
16.6K
$2.94M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9K+ 21.79% |
$1.86M - $2.18M
|
83.3K
$14.8M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.8KNew |
$1.85M - $2.17M
|
14.8K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.6KNew |
$1.82M - $2.14M
|
14.6K
$2.59M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
14.6K+ 7.75% |
$1.82M - $2.14M
|
203K
$36M
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
14.5K+ 41.72% |
$1.81M - $2.12M
|
49.2K
$8.72M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.5K+ 49.81% |
$1.81M - $2.12M
|
43.5K
$7.72M
|