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 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.99KNew |
$871K - $1.02M
|
6.99K
$1.17M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.99KNew |
$871K - $1.02M
|
6.99K
$1.17M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.96K+ 1.55% |
$867K - $1.02M
|
455K
$76.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
6.92K+ 20.83% |
$863K - $1.01M
|
40.2K
$6.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.91K+ 10.91% |
$862K - $1.01M
|
70.2K
$11.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.87K+ 42.07% |
$856K - $1M
|
23.2K
$3.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.84K+ 14.54% |
$853K - $1M
|
53.9K
$9.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.72K+ 1.44% |
$838K - $983K
|
474K
$79.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.68K+ 15.39% |
$833K - $977K
|
50.1K
$8.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
6.67K+ 7.72% |
$831K - $975K
|
93K
$15.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.65K+ 90.76% |
$829K - $972K
|
14K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.62K+ 15.13% |
$826K - $969K
|
50.4K
$8.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
6.36K+ 76.05% |
$793K - $930K
|
14.7K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6.28KNew |
$783K - $918K
|
6.28K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.2K+ 5.67% |
$773K - $907K
|
116K
$19.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.17KNew |
$769K - $902K
|
6.17K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.12KNew |
$762K - $894K
|
6.12K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 146.49% |
$762K - $894K
|
10.3K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.11K+ 2.83% |
$762K - $893K
|
222K
$37.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.09K+ 64.53% |
$759K - $890K
|
15.5K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.09K+ 51.27% |
$759K - $890K
|
18K
$3.01M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.96KNew |
$743K - $872K
|
5.96K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.94K+ 14.8% |
$741K - $869K
|
46.1K
$7.73M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
5.93KNew |
$740K - $868K
|
5.93K
$995K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.93KNew |
$739K - $866K
|
5.93K
$994K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.86K+ 44.81% |
$731K - $857K
|
18.9K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.8K+ 4.5% |
$723K - $847K
|
135K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.74KNew |
$716K - $839K
|
5.74K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.72K+ 619.16% |
$713K - $837K
|
6.65K
$1.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.71K+ 33.2% |
$711K - $834K
|
22.9K
$3.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.69KNew |
$709K - $832K
|
5.69K
$954K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.64KNew |
$703K - $825K
|
5.64K
$946K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.63K+ 7.6% |
$702K - $824K
|
79.8K
$13.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.61K+ 11.45% |
$699K - $820K
|
54.6K
$9.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.59KNew |
$697K - $817K
|
5.59K
$937K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.57K+ 86.45% |
$695K - $815K
|
12K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
5.52K+ 5.95% |
$688K - $807K
|
98.2K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.5K+ 3.71% |
$685K - $804K
|
153K
$25.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.49KNew |
$685K - $803K
|
5.49K
$922K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.49KNew |
$684K - $803K
|
5.49K
$921K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.47K+ 9.97% |
$682K - $799K
|
60.3K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.44K+ 2.48% |
$679K - $796K
|
225K
$37.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.4KNew |
$673K - $789K
|
5.4K
$905K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.38KNew |
$670K - $786K
|
5.38K
$902K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.36K+ 21.52% |
$669K - $784K
|
30.3K
$5.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
5.35K+ 236.4% |
$667K - $783K
|
7.62K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.3K+ 5.91% |
$661K - $775K
|
94.9K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.28KNew |
$658K - $772K
|
5.28K
$886K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.27K+ 39.37% |
$657K - $771K
|
18.7K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.26K+ 21.78% |
$656K - $769K
|
29.4K
$4.93M
|