Latest Institutional Transactions on Vanguard Value ETF (VTV)
This table provides information on the latest institutional transactions involving Vanguard Value ETF (VTV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-120- 0.37% |
$20.2K - $21.8K
|
32.1K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.2K+ 6.24% |
$2.73M - $2.95M
|
276K
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-711- 5.3% |
$120K - $129K
|
12.7K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-182- 2.32% |
$30.6K - $33.1K
|
7.65K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
945+ 1.71% |
$159K - $172K
|
56.1K
$9.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-737- 6.8% |
$124K - $134K
|
10.1K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$673 - $727
|
23.6K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.09K+ 158.66% |
$688K - $743K
|
6.66K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
38+ 0.84% |
$6.4K - $6.91K
|
4.54K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
11+ 0.06% |
$1.85K - $2K
|
17.2K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$168 - $182
|
3.49K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
27.2K+ 1.24% |
$4.58M - $4.95M
|
2.23M
$395M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
1.41MNew |
$238M - $257M
|
1.41M
$251M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.34K+ 4.01% |
$730K - $788K
|
113K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
969+ 1.07% |
$163K - $176K
|
91.3K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
793+ 16.05% |
$133K - $144K
|
5.74K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 3.28% |
$1.98M - $2.14M
|
370K
$65.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-390- 1.82% |
$65.6K - $70.9K
|
21K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.88K+ 3.75% |
$1.33M - $1.43M
|
218K
$38.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-27- 8.94% |
$4.54K - $4.91K
|
275
$48.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.55KNew |
$260K - $281K
|
1.55K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-101K- 5.78% |
$17M - $18.3M
|
1.64M
$292M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.27K+ 24.01% |
$214K - $231K
|
6.56K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
6+ 0.24% |
$1.01K - $1.09K
|
2.53K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8.31KNew |
$1.4M - $1.51M
|
8.31K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.83K- 2.68% |
$1.65M - $1.79M
|
356K
$63.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.18KNew |
$366K - $396K
|
2.18K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
388+ 2.14% |
$65.3K - $70.6K
|
18.5K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.69K+ 5.52% |
$453K - $490K
|
51.5K
$9.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.52K+ 20.95% |
$424K - $458K
|
14.5K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 0.05% |
$1.85K - $2K
|
22.3K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.84K+ 13.16% |
$814K - $880K
|
41.6K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-68- 1.89% |
$11.4K - $12.4K
|
3.54K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
395New |
$66.5K - $71.8K
|
395
$70.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-454- 3.33% |
$76.4K - $82.6K
|
13.2K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.62KNew |
$273K - $295K
|
1.62K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
41.2KNew |
$6.94M - $7.5M
|
41.2K
$7.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
20+ 0.35% |
$3.37K - $3.64K
|
5.75K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.45KNew |
$1.08M - $1.17M
|
6.45K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.41K+ 9.28% |
$237K - $256K
|
16.6K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.52KNew |
$424K - $458K
|
2.52K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-29- 0.17% |
$4.88K - $5.27K
|
16.8K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.3K+ 0.99% |
$2.74M - $2.96M
|
1.66M
$294M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-89.7K- 94.68% |
$15.1M - $16.3M
|
5.03K
$894K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 2.96% |
$2.13M - $2.3M
|
414K
$73.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
39+ 0.84% |
$6.56K - $7.09K
|
4.7K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-58- 0.17% |
$9.76K - $10.5K
|
33.7K
$5.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 11.58% |
$179K - $194K
|
8.13K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.79K+ 13.55% |
$637K - $688K
|
31.7K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-531K- 99.32% |
$89.4M - $96.6M
|
3.64K
$646K
|