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 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.04K- 3.55% |
$622K - $722K
|
137K
$24.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5.15K- 19.68% |
$636K - $739K
|
21K
$3.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 4.57% |
$640K - $743K
|
108K
$19M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 79.31% |
$659K - $765K
|
1.39K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.36K- 45.54% |
$662K - $769K
|
6.42K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.39K- 20.1% |
$665K - $772K
|
21.4K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.42K- 35.62% |
$669K - $777K
|
9.79K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.5K- 36.87% |
$680K - $789K
|
9.42K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.71K- 4.34% |
$705K - $819K
|
126K
$22.1M
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.78K- 70.37% |
$714K - $829K
|
2.43K
$428K
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-5.93K- 7.92% |
$732K - $850K
|
68.9K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.96K- 46.89% |
$736K - $855K
|
6.75K
$1.19M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-6KClosed |
$741K - $861K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.18K- 87.23% |
$763K - $887K
|
905
$159K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.42K- 1.72% |
$792K - $920K
|
368K
$64.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-6.58K- 0.53% |
$812K - $944K
|
1.24M
$218M
|
|
|
Oct 11, 2022
Q3 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.66K- 38.73% |
$822K - $955K
|
10.5K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.74K- 74.96% |
$833K - $967K
|
2.25K
$396K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-6.82K- 6.41% |
$842K - $978K
|
99.5K
$17.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.9K- 25.04% |
$852K - $990K
|
20.7K
$3.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.97K- 12.69% |
$861K - $1M
|
48K
$8.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.37K- 24.11% |
$910K - $1.06M
|
23.2K
$4.08M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.46K- 7.35% |
$921K - $1.07M
|
94K
$16.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-7.59K- 3.37% |
$937K - $1.09M
|
217K
$38.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7.62K- 16.03% |
$941K - $1.09M
|
39.9K
$7.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.64K- 63.64% |
$944K - $1.1M
|
4.37K
$768K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7.69K- 11.83% |
$949K - $1.1M
|
57.3K
$10.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.73K- 25.01% |
$954K - $1.11M
|
23.2K
$4.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-7.9K- 4.41% |
$975K - $1.13M
|
171K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.94K- 10.05% |
$981K - $1.14M
|
71.1K
$12.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-8.02K- 95.66% |
$991K - $1.15M
|
364
$64.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.1K- 6.26% |
$1M - $1.16M
|
121K
$21.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8.14K- 58.6% |
$1.01M - $1.17M
|
5.75K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.4K- 28.99% |
$1.04M - $1.21M
|
20.6K
$3.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.53K- 10.13% |
$1.05M - $1.22M
|
75.6K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.63K- 14.26% |
$1.07M - $1.24M
|
51.9K
$9.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.78K- 0.21% |
$1.08M - $1.26M
|
4.17M
$734M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-9.13K- 57.69% |
$1.13M - $1.31M
|
6.7K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.21K- 20.84% |
$1.14M - $1.32M
|
35K
$6.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-9.3K- 21.12% |
$1.15M - $1.33M
|
34.7K
$6.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-9.31K- 18.72% |
$1.15M - $1.34M
|
40.4K
$7.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-9.41K- 16.48% |
$1.16M - $1.35M
|
47.7K
$8.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.72K- 5.69% |
$1.2M - $1.39M
|
161K
$28.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-9.82K- 74.46% |
$1.21M - $1.41M
|
3.37K
$593K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-9.83KClosed |
$1.21M - $1.41M
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-9.99K- 1.07% |
$1.23M - $1.43M
|
926K
$163M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 78.6% |
$1.25M - $1.45M
|
2.75K
$483K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11K- 3.97% |
$1.36M - $1.58M
|
266K
$46.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.1K- 22.54% |
$1.37M - $1.6M
|
38.3K
$6.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.5K- 0.97% |
$1.42M - $1.65M
|
1.18M
$208M
|