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 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
41+ 0.79% |
$5.06K - $5.88K
|
5.21K
$924K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
40+ 1.8% |
$4.94K - $5.74K
|
2.26K
$401K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
38+ 1.17% |
$4.69K - $5.45K
|
3.28K
$582K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 1.24% |
$4.57K - $5.31K
|
3.01K
$534K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
36+ 1.6% |
$4.45K - $5.16K
|
2.29K
$407K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
33+ 0.7% |
$4.07K - $4.73K
|
4.78K
$847K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
32+ 0.1% |
$3.95K - $4.59K
|
32.3K
$5.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
32+ 0.59% |
$3.95K - $4.59K
|
5.43K
$963K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32+ 0.19% |
$3.95K - $4.59K
|
16.7K
$2.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
31+ 0.45% |
$3.83K - $4.45K
|
6.88K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
30+ 1.6% |
$3.7K - $4.3K
|
1.9K
$337K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
30+ 0.18% |
$3.7K - $4.3K
|
16.9K
$3M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
29+ 0.41% |
$3.58K - $4.16K
|
7.16K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
25+ 0.68% |
$3.09K - $3.59K
|
3.71K
$658K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
23+ 0.48% |
$2.84K - $3.3K
|
4.8K
$851K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
22+ 0.83% |
$2.72K - $3.16K
|
2.67K
$473K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
21+ 72.41% |
$2.59K - $3.01K
|
50
$8.87K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.37% |
$2.59K - $3.01K
|
5.68K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
21+ 0.18% |
$2.59K - $3.01K
|
11.5K
$2.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
20+ 0.99% |
$2.47K - $2.87K
|
2.04K
$362K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 1.24% |
$2.47K - $2.87K
|
1.63K
$289K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.08% |
$2.47K - $2.87K
|
1.87K
$331K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 5.12% |
$2.35K - $2.73K
|
390
$69.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.2% |
$2.35K - $2.73K
|
9.36K
$1.66M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
19+ 0.6% |
$2.35K - $2.73K
|
3.16K
$561K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
18+ 0.69% |
$2.22K - $2.58K
|
2.64K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.09% |
$2.22K - $2.58K
|
20.3K
$3.6M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 19.32% |
$2.1K - $2.44K
|
105
$18.6K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
17New |
$2.1K - $2.44K
|
17
$3.01K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 1.76% |
$1.98K - $2.29K
|
924
$164K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
16+ 0.68% |
$1.98K - $2.29K
|
2.36K
$419K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.35% |
$1.98K - $2.29K
|
4.62K
$818K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 0.06% |
$1.98K - $2.29K
|
24.7K
$4.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
15+ 0.1% |
$1.85K - $2.15K
|
15.3K
$2.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.34% |
$1.85K - $2.15K
|
4.39K
$777K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.63% |
$1.85K - $2.15K
|
2.38K
$422K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.49% |
$1.85K - $2.15K
|
3.07K
$543K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
15+ 0.33% |
$1.85K - $2.15K
|
4.52K
$802K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15+ 0.68% |
$1.85K - $2.15K
|
2.23K
$396K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.53% |
$1.73K - $2.01K
|
2.65K
$470K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
14+ 0.41% |
$1.73K - $2.01K
|
3.44K
$609K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14+ 0.43% |
$1.73K - $2.01K
|
3.31K
$587K
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
14+ 0.27% |
$1.73K - $2.01K
|
5.12K
$907K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.34% |
$1.61K - $1.86K
|
3.88K
$688K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12+ 21.82% |
$1.48K - $1.72K
|
67
$11.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 0.59% |
$1.48K - $1.72K
|
2.05K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.34% |
$1.48K - $1.72K
|
3.5K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.21% |
$1.36K - $1.58K
|
5.28K
$936K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.58% |
$1.23K - $1.43K
|
1.74K
$309K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
10+ 0.05% |
$1.23K - $1.43K
|
20.8K
$3.7M
|