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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-91- 5.3% |
$15.3K - $16.3K
|
1.63K
$278K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.64KNew |
$275K - $294K
|
1.64K
$280K
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.91K- 10.8% |
$991K - $1.06M
|
48.8K
$8.34M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.73K- 2.43% |
$290K - $310K
|
69.4K
$11.9M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.59% |
$3.86K - $4.12K
|
3.9K
$666K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181K+ 152.82% |
$30.4M - $32.5M
|
300K
$51.2M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 11.04% |
$5.59M - $5.97M
|
335K
$57.2M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-14.4K- 6.85% |
$2.42M - $2.59M
|
196K
$33.5M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 47.59% |
$2.09M - $2.24M
|
38.7K
$6.61M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 11.01% |
$226K - $241K
|
13.6K
$2.32M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-728- 16.64% |
$122K - $130K
|
3.65K
$623K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
5.93K+ 18.66% |
$994K - $1.06M
|
37.7K
$6.44M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.62KNew |
$607K - $649K
|
3.62K
$618K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15.1K+ 41.26% |
$2.54M - $2.71M
|
51.8K
$8.84M
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-55.2K- 82.5% |
$9.25M - $9.89M
|
11.7K
$2M
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
100+ 1.57% |
$16.8K - $17.9K
|
6.48K
$1.11M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.17% |
$1.01K - $1.08K
|
3.47K
$593K
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
2.41K+ 17.82% |
$404K - $432K
|
15.9K
$2.72M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.94K+ 3.76% |
$828K - $885K
|
136K
$23.3M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6+ 0.01% |
$1.01K - $1.08K
|
73.1K
$12.5M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13+ 0.18% |
$2.18K - $2.33K
|
7.15K
$1.22M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
28.2K+ 17.38% |
$4.72M - $5.05M
|
190K
$32.5M
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-28- 2.22% |
$4.7K - $5.02K
|
1.24K
$211K
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
631+ 6.5% |
$106K - $113K
|
10.3K
$1.77M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.41KNew |
$740K - $790K
|
4.41K
$753K
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
18.3K+ 26.79% |
$3.07M - $3.28M
|
86.6K
$14.8M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
57+ 4.5% |
$9.56K - $10.2K
|
1.32K
$226K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
109+ 8.54% |
$18.3K - $19.5K
|
1.39K
$237K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
19.8K+ 47.18% |
$3.33M - $3.55M
|
61.9K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2- 0.06% |
$335 - $358
|
3.57K
$609K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-16.5K- 2.14% |
$2.76M - $2.95M
|
751K
$128M
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.7KNew |
$454K - $485K
|
2.7K
$462K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.07K+ 256.42% |
$683K - $730K
|
5.66K
$967K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
300+ 1.23% |
$50.3K - $53.8K
|
24.7K
$4.22M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.24K+ 2.78% |
$209K - $223K
|
46K
$7.86M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.59K+ 3.95% |
$1.44M - $1.54M
|
226K
$38.6M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.06K- 18.68% |
$178K - $190K
|
4.62K
$789K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
71.9K+ 109.57% |
$12.1M - $12.9M
|
138K
$23.5M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-39- 0.59% |
$6.54K - $6.99K
|
6.55K
$1.12M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
558+ 8.38% |
$93.6K - $100K
|
7.22K
$1.23M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.15% |
$335 - $358
|
1.33K
$227K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.74K- 22.26% |
$1.63M - $1.75M
|
34K
$5.81M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$257K - $275K
|
1.53K
$262K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.17% |
$503 - $538
|
1.75K
$298K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82K+ 6.28% |
$809K - $865K
|
81.7K
$14M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
22+ 0.98% |
$3.69K - $3.94K
|
2.27K
$387K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-178- 2.89% |
$29.9K - $31.9K
|
5.98K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-442- 10.67% |
$74.1K - $79.2K
|
3.7K
$632K
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
8.89KNew |
$1.49M - $1.59M
|
8.89K
$1.52M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 3.32% |
$187K - $200K
|
34.8K
$5.94M
|