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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.17KNew |
$187K - $204K
|
1.17K
$201K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.5K- 4.09% |
$239K - $261K
|
35K
$6M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
21.4K+ 81.91% |
$3.42M - $3.74M
|
47.6K
$8.16M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$322K - $352K
|
2.02K
$345K
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
34+ 1.13% |
$5.43K - $5.94K
|
3.04K
$521K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.15% |
$479 - $524
|
2.07K
$354K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
832+ 0.98% |
$133K - $145K
|
85.8K
$14.7M
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.68K+ 6.32% |
$748K - $817K
|
78.8K
$13.5M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
17.2KNew |
$2.75M - $3.01M
|
17.2K
$2.95M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
31.6K+ 32.94% |
$5.05M - $5.52M
|
128K
$21.9M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-60- 3.46% |
$9.59K - $10.5K
|
1.67K
$287K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.53K+ 81.18% |
$883K - $965K
|
12.3K
$2.11M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-163- 6.33% |
$26K - $28.5K
|
2.41K
$413K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19K+ 2.11% |
$189K - $207K
|
57.4K
$9.84M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-20- 0.04% |
$3.2K - $3.49K
|
53.5K
$9.16M
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-86- 1.75% |
$13.7K - $15K
|
4.82K
$825K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41K+ 53.12% |
$226K - $247K
|
4.07K
$698K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
213+ 8.31% |
$34K - $37.2K
|
2.78K
$476K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.04% |
$320 - $349
|
4.83K
$828K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9.13K- 57.53% |
$1.46M - $1.59M
|
6.74K
$1.15M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.08K+ 1.61% |
$172K - $188K
|
67.7K
$11.6M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.39K+ 7.32% |
$701K - $767K
|
64.4K
$11M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
589+ 2.12% |
$94.1K - $103K
|
28.3K
$4.85M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
581+ 25.11% |
$92.8K - $101K
|
2.9K
$496K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.3KNew |
$527K - $575K
|
3.3K
$565K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.2KNew |
$1.62M - $1.77M
|
10.2K
$1.74M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
681+ 358.42% |
$109K - $119K
|
871
$149K
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-8- 0.4% |
$1.28K - $1.4K
|
1.98K
$338K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
204+ 5.98% |
$32.6K - $35.6K
|
3.62K
$619K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-384- 1.62% |
$61.3K - $67K
|
23.4K
$4M
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.74% |
$1.92K - $2.09K
|
1.63K
$280K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.58K- 23.98% |
$252K - $275K
|
5K
$856K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
78+ 1.14% |
$12.5K - $13.6K
|
6.91K
$1.18M
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-223- 3.42% |
$35.6K - $38.9K
|
6.3K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313+ 23.95% |
$50K - $54.6K
|
1.62K
$278K
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
296+ 5.77% |
$47.3K - $51.7K
|
5.43K
$930K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
400+ 6.13% |
$63.9K - $69.8K
|
6.93K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-60- 1.22% |
$9.59K - $10.5K
|
4.86K
$833K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
387+ 1.59% |
$61.8K - $67.6K
|
24.8K
$4.25M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.07K- 6.16% |
$1.13M - $1.23M
|
108K
$18.4M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-576- 12.3% |
$92K - $101K
|
4.11K
$704K
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.79K- 10.29% |
$445K - $487K
|
24.3K
$4.17M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40.9K+ 12.69% |
$6.54M - $7.15M
|
364K
$62.3M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.64KNew |
$262K - $286K
|
1.64K
$280K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.25K- 3.21% |
$1.32M - $1.44M
|
249K
$42.6M
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
600New |
$95.9K - $105K
|
600
$103K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
236+ 18.35% |
$37.7K - $41.2K
|
1.52K
$261K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
486+ 0.42% |
$77.6K - $84.8K
|
116K
$19.8M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
397K+ 12386.88% |
$63.3M - $69.2M
|
400K
$68.5M
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.27K- 5.39% |
$203K - $222K
|
22.3K
$3.83M
|