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 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
70.3KNew |
$8.76M - $10.3M
|
70.3K
$12.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70.1K+ 19.99% |
$8.74M - $10.2M
|
421K
$74M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69.6K+ 12.43% |
$8.68M - $10.2M
|
629K
$111M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
69KNew |
$8.6M - $10.1M
|
69K
$12.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.4KNew |
$8.41M - $9.86M
|
67.4K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
67.1K+ 2031.35% |
$8.36M - $9.81M
|
70.4K
$12.4M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
66.8KNew |
$8.33M - $9.77M
|
66.8K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.2K+ 1.74% |
$8.26M - $9.69M
|
3.86M
$680M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.2K+ 1.74% |
$8.26M - $9.69M
|
3.86M
$680M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
65.9KNew |
$8.21M - $9.63M
|
65.9K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65.7K+ 29.13% |
$8.2M - $9.61M
|
291K
$51.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
64.7KNew |
$8.06M - $9.46M
|
64.7K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
64.4K+ 247.89% |
$8.03M - $9.42M
|
90.4K
$15.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
62.4KNew |
$7.78M - $9.12M
|
62.4K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
62.2KNew |
$7.75M - $9.09M
|
62.2K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
61.5K+ 54.03% |
$7.67M - $8.99M
|
175K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.3KNew |
$7.52M - $8.81M
|
60.3K
$10.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
59.6K+ 13.44% |
$7.43M - $8.71M
|
503K
$88.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59.4K+ 20.46% |
$7.41M - $8.69M
|
350K
$61.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
59.1K+ 1398.34% |
$7.37M - $8.65M
|
63.4K
$11.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
58.4KNew |
$7.28M - $8.54M
|
58.4K
$10.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
57.9K+ 20.02% |
$7.22M - $8.47M
|
347K
$61.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
57KNew |
$7.11M - $8.34M
|
57K
$10M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
56.5K+ 19.64% |
$7.05M - $8.27M
|
344K
$60.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
51.3K+ 8.61% |
$6.4M - $7.5M
|
647K
$114M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
50.7K+ 67.05% |
$6.32M - $7.41M
|
126K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
49.4K+ 8.99% |
$6.16M - $7.23M
|
599K
$105M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
49.2K+ 204.36% |
$6.13M - $7.19M
|
73.3K
$12.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
46.7K+ 60.44% |
$5.82M - $6.83M
|
124K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.6K+ 1.54% |
$5.82M - $6.82M
|
3.07M
$541M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
45.9KNew |
$5.72M - $6.71M
|
45.9K
$8.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
45.5K+ 34.95% |
$5.68M - $6.66M
|
176K
$30.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45.1KNew |
$5.63M - $6.6M
|
45.1K
$7.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
45.1KNew |
$5.62M - $6.59M
|
45.1K
$7.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
43.7K+ 56.18% |
$5.45M - $6.39M
|
122K
$21.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
43.5KNew |
$5.42M - $6.36M
|
43.5K
$7.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
42.8K+ 12.71% |
$5.33M - $6.25M
|
379K
$66.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.8K+ 13.73% |
$5.09M - $5.97M
|
338K
$59.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
40.7K+ 8.47% |
$5.07M - $5.95M
|
521K
$91.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
40.7K+ 26.84% |
$5.07M - $5.95M
|
192K
$33.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
40.5K+ 11.3% |
$5.05M - $5.92M
|
399K
$70.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39.2K+ 49.33% |
$4.88M - $5.73M
|
119K
$20.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
39.2K+ 409.59% |
$4.88M - $5.73M
|
48.7K
$8.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
39K+ 39.63% |
$4.87M - $5.71M
|
137K
$24.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38.6KNew |
$4.81M - $5.64M
|
38.6K
$6.79M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
38.3K+ 7.47% |
$4.77M - $5.59M
|
550K
$96.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
38KNew |
$4.73M - $5.55M
|
38K
$6.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
37.7KNew |
$4.7M - $5.51M
|
37.7K
$6.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37.7K+ 32.33% |
$4.7M - $5.51M
|
154K
$27.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
37.4K+ 6.69% |
$4.67M - $5.48M
|
597K
$105M
|