Purchases and Sales Made in Q3 2022 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
105+ 6.19% |
$13K - $15.1K
|
1.8K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
104+ 0.87% |
$12.8K - $14.9K
|
12K
$2.13M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103New |
$12.7K - $14.8K
|
103
$18.3K
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
102+ 1.47% |
$12.6K - $14.6K
|
7.06K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
100+ 1.19% |
$12.3K - $14.3K
|
8.5K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
100+ 1.96% |
$12.3K - $14.3K
|
5.2K
$922K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
100+ 1.23% |
$12.3K - $14.3K
|
8.22K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
96+ 1.55% |
$11.9K - $13.8K
|
6.3K
$1.12M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
94+ 4.8% |
$11.6K - $13.5K
|
2.05K
$364K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
93+ 0.3% |
$11.5K - $13.3K
|
31.1K
$5.52M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
91+ 0.5% |
$11.2K - $13.1K
|
18.1K
$3.21M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
91+ 4.2% |
$11.2K - $13.1K
|
2.26K
$401K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
90+ 1.69% |
$11.1K - $12.9K
|
5.42K
$961K
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
89+ 1.7% |
$11K - $12.8K
|
5.33K
$944K
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
89+ 0.69% |
$11K - $12.8K
|
13K
$2.31M
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
85New |
$10.5K - $12.2K
|
85
$15.1K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
83+ 4.7% |
$10.2K - $11.9K
|
1.85K
$328K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
81+ 42.19% |
$10K - $11.6K
|
273
$48.4K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
79+ 4.87% |
$9.75K - $11.3K
|
1.7K
$301K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
79+ 2.54% |
$9.75K - $11.3K
|
3.19K
$566K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
79+ 4.0% |
$9.75K - $11.3K
|
2.06K
$364K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
77+ 34.84% |
$9.51K - $11K
|
298
$52.8K
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76+ 0.57% |
$9.38K - $10.9K
|
13.3K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
76+ 0.78% |
$9.38K - $10.9K
|
9.86K
$1.75M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
75+ 3.68% |
$9.26K - $10.8K
|
2.11K
$375K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 750.0% |
$9.26K - $10.8K
|
85
$15.1K
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
75+ 0.7% |
$9.26K - $10.8K
|
10.8K
$1.92M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 3.56% |
$9.14K - $10.6K
|
2.15K
$382K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
73+ 0.58% |
$9.01K - $10.5K
|
12.6K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 10.4% |
$8.89K - $10.3K
|
764
$135K
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
70+ 0.31% |
$8.64K - $10K
|
22.7K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
70+ 4.02% |
$8.64K - $10K
|
1.81K
$321K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
68+ 0.4% |
$8.4K - $9.75K
|
17.1K
$3.03M
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
68New |
$8.4K - $9.75K
|
68
$12.1K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
67+ 0.52% |
$8.27K - $9.61K
|
12.8K
$2.28M
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
66+ 0.26% |
$8.15K - $9.47K
|
25.1K
$4.44M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
65+ 28.76% |
$8.03K - $9.32K
|
291
$51.6K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
65+ 1.4% |
$8.03K - $9.32K
|
4.71K
$834K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
63+ 2.2% |
$7.78K - $9.04K
|
2.93K
$520K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
62+ 0.87% |
$7.66K - $8.89K
|
7.15K
$1.27M
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
60+ 0.67% |
$7.41K - $8.61K
|
8.99K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
59+ 3.29% |
$7.29K - $8.46K
|
1.85K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
58New |
$7.16K - $8.32K
|
58
$10.3K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 239.13% |
$6.79K - $7.89K
|
78
$13.8K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49+ 0.3% |
$6.05K - $7.03K
|
16.6K
$2.94M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
49+ 0.67% |
$6.05K - $7.03K
|
7.33K
$1.3M
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
48+ 16.0% |
$5.93K - $6.88K
|
348
$61.7K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
46+ 0.1% |
$5.68K - $6.6K
|
46.4K
$8.23M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
45+ 0.43% |
$5.56K - $6.45K
|
10.6K
$1.88M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
44+ 0.68% |
$5.43K - $6.31K
|
6.54K
$1.16M
|