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 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13+ 0.05% |
$2.18K - $2.33K
|
27.7K
$4.93M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
728+ 23.65% |
$122K - $130K
|
3.81K
$678K
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
313+ 21.53% |
$52.5K - $56.1K
|
1.77K
$315K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.9K+ 17.8% |
$3.34M - $3.57M
|
132K
$23.5M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.46K- 14.38% |
$245K - $262K
|
8.71K
$1.55M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.2KNew |
$201K - $215K
|
1.2K
$214K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
257K+ 35.45% |
$43.1M - $46.1M
|
982K
$175M
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
54.7K+ 4.59% |
$9.17M - $9.8M
|
1.25M
$222M
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
873+ 21.79% |
$146K - $156K
|
4.88K
$869K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-70- 0.4% |
$11.7K - $12.5K
|
17.2K
$3.07M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.97K+ 0.81% |
$331K - $354K
|
246K
$43.8M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-571- 3.07% |
$95.8K - $102K
|
18K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 2.51% |
$1.35M - $1.44M
|
312K
$55.6M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 0.16% |
$4.19K - $4.48K
|
15.6K
$2.78M
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.55% |
$1.17K - $1.25K
|
1.27K
$227K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 0.39% |
$7.38K - $7.89K
|
11.3K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-988- 4.7% |
$166K - $177K
|
20.1K
$3.57M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.22K- 0.26% |
$372K - $397K
|
865K
$154M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 60.99% |
$1.76M - $1.88M
|
27.7K
$4.94M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115- 9.92% |
$19.3K - $20.6K
|
1.04K
$186K
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-382- 16.7% |
$64.1K - $68.5K
|
1.91K
$339K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
105K+ 3.1% |
$17.6M - $18.8M
|
3.48M
$621M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
479+ 32.3% |
$80.3K - $85.8K
|
1.96K
$350K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.02K+ 10.25% |
$339K - $363K
|
21.8K
$3.88M
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.53K+ 5.24% |
$257K - $275K
|
30.8K
$5.49M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.1K- 0.78% |
$9.41M - $10.1M
|
7.12M
$1.27B
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.45K- 44.41% |
$1.08M - $1.16M
|
8.08K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-152- 3.1% |
$25.5K - $27.2K
|
4.76K
$848K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.36K- 5.23% |
$564K - $602K
|
60.9K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17.5K- 6.12% |
$2.93M - $3.13M
|
268K
$47.7M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
528+ 8.1% |
$88.6K - $94.6K
|
7.05K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.44% |
$6.71K - $7.17K
|
9.05K
$1.61M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.55K- 15.4% |
$260K - $278K
|
8.53K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.61K- 8.27% |
$1.44M - $1.54M
|
95.5K
$17M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-10- 0.68% |
$1.68K - $1.79K
|
1.46K
$260K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.95K+ 14.97% |
$831K - $888K
|
38K
$6.78M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
222K+ 21.85% |
$37.2M - $39.7M
|
1.24M
$220M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-916- 1.76% |
$154K - $164K
|
51.3K
$9.14M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-284- 26.72% |
$47.6K - $50.9K
|
779
$139K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
60+ 3.75% |
$10.1K - $10.8K
|
1.66K
$296K
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
275+ 3.93% |
$46.1K - $49.3K
|
7.27K
$1.3M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-410- 27.17% |
$68.8K - $73.5K
|
1.1K
$196K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.92K- 18.74% |
$1.33M - $1.42M
|
34.4K
$6.12M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
939New |
$157K - $168K
|
939
$167K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-532K- 10.84% |
$89.3M - $95.4M
|
4.38M
$780M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.3K+ 4.71% |
$721K - $770K
|
95.4K
$17M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35.4K- 23.51% |
$5.94M - $6.35M
|
115K
$20.5M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-86.8K- 88.9% |
$14.6M - $15.6M
|
10.8K
$1.93M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2.7K- 4.17% |
$453K - $484K
|
62.1K
$11.1M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.9K- 4.03% |
$2.67M - $2.86M
|
380K
$67.7M
|