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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.15K- 9.61% |
$178K - $189K
|
10.8K
$1.88M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.58K- 4.41% |
$244K - $258K
|
34.2K
$5.95M
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.89KNew |
$293K - $310K
|
1.89K
$329K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.47KNew |
$227K - $240K
|
1.47K
$255K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.29K- 34.88% |
$200K - $211K
|
2.41K
$419K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-120- 2.73% |
$18.5K - $19.6K
|
4.28K
$744K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-795- 12.41% |
$123K - $130K
|
5.61K
$976K
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.85KNew |
$904K - $957K
|
5.85K
$1.02M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5.57KNew |
$861K - $912K
|
5.57K
$969K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.94K- 7.32% |
$300K - $317K
|
24.6K
$4.27M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
78.2KNew |
$12.1M - $12.8M
|
78.2K
$13.6M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.45K+ 188.87% |
$688K - $728K
|
6.8K
$1.18M
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.15KNew |
$332K - $352K
|
2.15K
$374K
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10.7KNew |
$1.65M - $1.75M
|
10.7K
$1.86M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$399K - $423K
|
2.58K
$449K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.5K+ 3.05% |
$10.3M - $10.9M
|
2.25M
$392M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
67New |
$10.4K - $11K
|
67
$11.7K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-682- 3.53% |
$105K - $112K
|
18.6K
$3.24M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-304K- 8.98% |
$47M - $49.8M
|
3.08M
$537M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-157K- 28.75% |
$24.2M - $25.6M
|
388K
$67.5M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
641New |
$99.1K - $105K
|
641
$112K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.2K+ 1.46% |
$5.74M - $6.08M
|
2.59M
$451M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26.5K- 2.43% |
$4.1M - $4.34M
|
1.07M
$185M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-548- 3.54% |
$84.7K - $89.7K
|
14.9K
$2.6M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
848+ 7.03% |
$131K - $139K
|
12.9K
$2.24M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.01% |
$618 - $655
|
28.2K
$4.91M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.53K- 1.83% |
$700K - $741K
|
243K
$42.2M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26- 19.4% |
$4.02K - $4.25K
|
108
$18.8K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 1.75% |
$187K - $199K
|
68.2K
$11.9M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-4.73K- 1.91% |
$731K - $774K
|
243K
$42.2M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.91K+ 3.76% |
$296K - $313K
|
52.7K
$9.17M
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
249+ 0.94% |
$38.5K - $40.7K
|
26.8K
$4.67M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.11K+ 37.88% |
$1.1M - $1.16M
|
25.9K
$4.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.5K- 14.64% |
$541K - $573K
|
20.4K
$3.55M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.38K- 0.86% |
$832K - $880K
|
618K
$107M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
13.4K+ 13.88% |
$2.07M - $2.19M
|
110K
$19.1M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.22K- 11.55% |
$1.43M - $1.51M
|
70.6K
$12.3M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
197KNew |
$30.5M - $32.2M
|
197K
$34.3M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-113- 28.9% |
$17.5K - $18.5K
|
278
$48.4K
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-686- 0.81% |
$106K - $112K
|
84.2K
$14.7M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-937- 9.54% |
$145K - $153K
|
8.88K
$1.55M
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-32- 45.71% |
$4.95K - $5.24K
|
38
$6.61K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
109+ 0.08% |
$16.8K - $17.8K
|
140K
$24.4M
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.4K+ 23.42% |
$1.3M - $1.37M
|
44.3K
$7.7M
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.28KNew |
$197K - $209K
|
1.28K
$222K
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-8- 0.41% |
$1.24K - $1.31K
|
1.95K
$339K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-187- 1.64% |
$28.9K - $30.6K
|
11.2K
$1.95M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-450K- 13.39% |
$69.6M - $73.7M
|
2.91M
$507M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
124+ 0.61% |
$19.2K - $20.3K
|
20.5K
$3.57M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.1K+ 5.69% |
$6.67M - $7.06M
|
801K
$139M
|