Purchases and Sales Made in Q3 2021 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q3 2021. 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 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.82K+ 16.75% |
$782K - $829K
|
40.5K
$6.8M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.79K+ 4.11% |
$779K - $825K
|
147K
$24.6M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 2.47% |
$769K - $814K
|
237K
$39.7M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
5.7K+ 45.54% |
$767K - $812K
|
18.2K
$3.06M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.67K+ 65.7% |
$762K - $807K
|
14.3K
$2.4M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.57K+ 1.97% |
$748K - $793K
|
288K
$48.3M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.53K+ 25.05% |
$744K - $788K
|
27.6K
$4.63M
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.47KNew |
$736K - $780K
|
5.47K
$918K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.45KNew |
$733K - $777K
|
5.45K
$914K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.41K+ 6.37% |
$727K - $770K
|
90.3K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.4K+ 67.85% |
$726K - $769K
|
13.4K
$2.24M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.36K+ 3.05% |
$721K - $763K
|
181K
$30.4M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.36K+ 3.05% |
$721K - $763K
|
181K
$30.4M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.32K+ 2.95% |
$715K - $758K
|
186K
$31.1M
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.31K+ 1.58% |
$714K - $756K
|
342K
$57.3M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.25K+ 96.9% |
$707K - $748K
|
10.7K
$1.79M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.22KNew |
$702K - $744K
|
5.22K
$876K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.22K+ 3.69% |
$702K - $743K
|
147K
$24.6M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.22K+ 3.69% |
$702K - $743K
|
147K
$24.6M
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.18K+ 4.04% |
$697K - $738K
|
133K
$22.4M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.16K+ 2.25% |
$695K - $736K
|
235K
$39.4M
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.09KNew |
$685K - $725K
|
5.09K
$854K
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
5.03K+ 4.01% |
$677K - $717K
|
130K
$21.9M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.01K+ 4.74% |
$673K - $713K
|
111K
$18.6M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.95K+ 0.11% |
$666K - $705K
|
4.41M
$740M
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.91K+ 3.83% |
$660K - $699K
|
133K
$22.3M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.9K+ 7.36% |
$658K - $697K
|
71.4K
$12M
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.73K+ 2.19% |
$636K - $674K
|
221K
$37.1M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.6K+ 0.48% |
$618K - $655K
|
967K
$162M
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 1.03% |
$612K - $648K
|
446K
$74.7M
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
4.5K+ 38.36% |
$605K - $641K
|
16.2K
$2.72M
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4.47KNew |
$601K - $637K
|
4.47K
$750K
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
4.46K+ 16.9% |
$599K - $635K
|
30.8K
$5.17M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.41K+ 38.53% |
$594K - $629K
|
15.9K
$2.66M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.4K+ 14.26% |
$591K - $626K
|
35.2K
$5.91M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.38K+ 17.34% |
$589K - $624K
|
29.6K
$4.97M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.35K+ 30.43% |
$585K - $619K
|
18.6K
$3.13M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.15K+ 0.96% |
$558K - $592K
|
438K
$73.4M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.05K+ 4.34% |
$545K - $577K
|
97.4K
$16.3M
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
3.99K+ 2.91% |
$536K - $568K
|
141K
$23.7M
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
3.96K+ 4.45% |
$533K - $565K
|
93K
$15.6M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.91K+ 19.4% |
$526K - $558K
|
24.1K
$4.04M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.91K+ 1.37% |
$525K - $557K
|
290K
$48.6M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.88KNew |
$521K - $552K
|
3.88K
$650K
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.76K+ 19.59% |
$506K - $536K
|
23K
$3.85M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.76K+ 119.43% |
$506K - $536K
|
6.91K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
3.71K+ 100.92% |
$499K - $529K
|
7.39K
$1.24M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.66K+ 3.6% |
$492K - $521K
|
105K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$488K - $517K
|
3.63K
$609K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
3.55K+ 1.98% |
$478K - $506K
|
183K
$30.7M
|