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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.25KNew |
$654K - $768K
|
5.25K
$930K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.23K+ 5.01% |
$652K - $764K
|
110K
$19.4M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.22K+ 3.56% |
$651K - $763K
|
152K
$26.9M
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.22K+ 23.21% |
$651K - $763K
|
27.7K
$4.91M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.17K+ 100.1% |
$644K - $755K
|
10.3K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.09K+ 29.53% |
$635K - $745K
|
22.3K
$3.96M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.05K+ 0.83% |
$629K - $738K
|
613K
$109M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.03K+ 18.8% |
$627K - $735K
|
31.8K
$5.63M
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5.02K+ 3.58% |
$625K - $733K
|
145K
$25.7M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
5K+ 1.62% |
$623K - $731K
|
314K
$55.6M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.98K+ 56.55% |
$621K - $728K
|
13.8K
$2.44M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.96K+ 13.73% |
$618K - $725K
|
41.1K
$7.28M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.87K+ 4.11% |
$607K - $712K
|
123K
$21.9M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.84K+ 21.88% |
$604K - $708K
|
27K
$4.78M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.83K+ 2.37% |
$602K - $706K
|
209K
$37M
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.81K+ 4.67% |
$599K - $703K
|
108K
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.77K+ 180.91% |
$594K - $697K
|
7.4K
$1.31M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
4.74K+ 9.12% |
$591K - $693K
|
56.7K
$10.1M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$591K - $693K
|
4.74K
$840K
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
4.73K+ 4.54% |
$589K - $691K
|
109K
$19.3M
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.72KNew |
$588K - $690K
|
4.72K
$836K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.69K+ 205.7% |
$585K - $686K
|
6.97K
$1.24M
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.63KNew |
$577K - $677K
|
4.63K
$821K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.62K+ 12.8% |
$576K - $675K
|
40.7K
$7.21M
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4.62K+ 37.03% |
$575K - $675K
|
17.1K
$3.03M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.58K+ 8.37% |
$571K - $670K
|
59.3K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
4.51K+ 5.79% |
$562K - $659K
|
82.3K
$14.6M
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
4.49K+ 2.39% |
$560K - $656K
|
192K
$34.1M
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.47K+ 49.69% |
$558K - $654K
|
13.5K
$2.39M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.47K+ 4.93% |
$558K - $654K
|
95.3K
$16.9M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.41K+ 4.39% |
$550K - $645K
|
105K
$18.6M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.38K+ 85.3% |
$546K - $641K
|
9.52K
$1.69M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37K+ 148.71% |
$545K - $639K
|
7.31K
$1.3M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.25K+ 33.1% |
$530K - $622K
|
17.1K
$3.03M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.24KNew |
$529K - $620K
|
4.24K
$752K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.22K+ 2.91% |
$526K - $617K
|
149K
$26.4M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.22K+ 13.95% |
$526K - $616K
|
34.4K
$6.1M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.16KNew |
$518K - $608K
|
4.16K
$736K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.15K+ 2.13% |
$517K - $606K
|
199K
$35.3M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.1K+ 7.89% |
$511K - $599K
|
56K
$9.92M
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.07K+ 1.21% |
$507K - $595K
|
341K
$60.5M
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
4.04KNew |
$504K - $591K
|
4.04K
$716K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.03KNew |
$502K - $589K
|
4.03K
$714K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.01K+ 65.19% |
$500K - $587K
|
10.2K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01KNew |
$500K - $586K
|
4.01K
$711K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.98KNew |
$497K - $582K
|
3.98K
$706K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.92KNew |
$488K - $573K
|
3.92K
$694K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.9K+ 0.99% |
$487K - $571K
|
397K
$70.4M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.86K+ 7.25% |
$481K - $565K
|
57.1K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.8K+ 0.74% |
$474K - $556K
|
519K
$92M
|