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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
155+ 1.04% |
$26K - $27.8K
|
15K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.24K+ 57.08% |
$208K - $223K
|
3.42K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
135+ 1.16% |
$22.6K - $24.2K
|
11.8K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
15.5K+ 24.1% |
$2.59M - $2.77M
|
79.7K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25.3KNew |
$4.24M - $4.53M
|
25.3K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
4.85MNew |
$814M - $870M
|
4.85M
$865M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.1KClosed |
$8.23M - $8.8M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 3.15% |
$2.36M - $2.52M
|
462K
$82.3M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.25% |
$8.39K - $8.96K
|
3.95K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-303- 5.84% |
$50.8K - $54.3K
|
4.89K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-31- 2.15% |
$5.2K - $5.56K
|
1.41K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
571+ 11.73% |
$95.8K - $102K
|
5.44K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1+ 0.07% |
$168 - $179
|
1.4K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.06K+ 64.19% |
$346K - $369K
|
5.27K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-439- 12.17% |
$73.6K - $78.7K
|
3.17K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-721- 16.22% |
$121K - $129K
|
3.73K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
34+ 0.58% |
$5.7K - $6.09K
|
5.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83K+ 21.34% |
$306K - $327K
|
10.4K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1- 0.04% |
$168 - $179
|
2.31K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
54+ 0.46% |
$9.06K - $9.68K
|
11.9K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.61K+ 2.99% |
$605K - $646K
|
124K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
91K+ 70.35% |
$15.3M - $16.3M
|
220K
$39.3M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.12% |
$1.01K - $1.08K
|
5.07K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-552- 5.76% |
$92.6K - $98.9K
|
9.03K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
14+ 0.18% |
$2.35K - $2.51K
|
7.83K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-255- 1.79% |
$42.8K - $45.7K
|
14K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13- 0.06% |
$2.18K - $2.33K
|
22.6K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-377- 0.67% |
$63.2K - $67.6K
|
56K
$9.98M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
35+ 1.11% |
$5.87K - $6.27K
|
3.18K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
139K+ 2.52% |
$23.2M - $24.8M
|
5.64M
$1.01B
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.71K- 0.98% |
$455K - $486K
|
274K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-14- 0.85% |
$2.35K - $2.51K
|
1.64K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.77K+ 4.27% |
$968K - $1.03M
|
141K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.66K- 5.73% |
$278K - $297K
|
27.3K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
981+ 0.17% |
$165K - $176K
|
591K
$105M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.64K- 38.17% |
$611K - $652K
|
5.9K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
650+ 12.38% |
$109K - $116K
|
5.9K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-28.8K- 58.51% |
$4.83M - $5.16M
|
20.4K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.65K- 2.22% |
$276K - $295K
|
72.6K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-61- 10.08% |
$10.2K - $10.9K
|
544
$96.9K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.32% |
$2.35K - $2.51K
|
4.44K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-87- 3.43% |
$14.6K - $15.6K
|
2.45K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.99K+ 0.76% |
$837K - $894K
|
658K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
196+ 10.09% |
$32.9K - $35.1K
|
2.14K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.76K- 8.7% |
$631K - $675K
|
39.5K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-386- 4.29% |
$64.7K - $69.2K
|
8.61K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-240K- 42.51% |
$40.3M - $43.1M
|
325K
$57.9M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
374+ 2.84% |
$62.7K - $67K
|
13.6K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
496+ 31.0% |
$83.2K - $88.9K
|
2.1K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-67.3K- 5.87% |
$11.3M - $12.1M
|
1.08M
$192M
|