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 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-3.62K- 41.53% |
$577K - $631K
|
5.09K
$872K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 2.5% |
$1.75M - $1.91M
|
427K
$73.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.05K- 22.39% |
$168K - $183K
|
3.64K
$624K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9+ 0.48% |
$1.44K - $1.57K
|
1.88K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
452+ 29.48% |
$72.2K - $78.9K
|
1.99K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51+ 0.55% |
$8.15K - $8.9K
|
9.24K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.1K- 16.84% |
$655K - $716K
|
20.3K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.23KNew |
$196K - $215K
|
1.23K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$160 - $175
|
737
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.72% |
$160 - $175
|
59
$10.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-634- 5.73% |
$101K - $111K
|
10.4K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
4.88K+ 7.9% |
$780K - $852K
|
66.7K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40.5K- 2.41% |
$6.47M - $7.07M
|
1.64M
$281M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
711+ 2.15% |
$114K - $124K
|
33.8K
$5.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-198- 6.53% |
$31.6K - $34.6K
|
2.83K
$485K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-407- 2.66% |
$65K - $71K
|
14.9K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.81K+ 41.92% |
$289K - $316K
|
6.14K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105+ 0.15% |
$16.8K - $18.3K
|
68.1K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-818- 4.39% |
$131K - $143K
|
17.8K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.96K- 1.1% |
$314K - $343K
|
177K
$30.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.03KNew |
$164K - $179K
|
1.03K
$176K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-69- 0.23% |
$11K - $12K
|
29.3K
$5.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
453+ 3.6% |
$72.4K - $79.1K
|
13.1K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 0.34% |
$5.43K - $5.94K
|
10K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.66K- 3.33% |
$266K - $290K
|
48.2K
$8.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.19K+ 18.58% |
$190K - $207K
|
7.58K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
5.23K+ 27.55% |
$835K - $912K
|
24.2K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
83.8K+ 3.96% |
$13.4M - $14.6M
|
2.2M
$377M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.36K+ 0.88% |
$217K - $238K
|
156K
$26.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.21K+ 3.61% |
$353K - $386K
|
63.5K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-46- 1.66% |
$7.35K - $8.03K
|
2.72K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.09% |
$3.99K - $4.36K
|
28.7K
$4.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-87- 0.72% |
$13.9K - $15.2K
|
12K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5K- 2.79% |
$1.68M - $1.84M
|
366K
$62.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-26- 1.2% |
$4.15K - $4.54K
|
2.14K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
171+ 0.46% |
$27.3K - $29.9K
|
37.6K
$6.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.57K+ 2.38% |
$250K - $273K
|
67.3K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.59K+ 43.79% |
$1.05M - $1.15M
|
21.6K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.76K- 0.88% |
$281K - $307K
|
197K
$33.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 1.17% |
$959 - $1.05K
|
520
$89.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.05K+ 24.82% |
$168K - $183K
|
5.28K
$904K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-35- 1.66% |
$5.59K - $6.11K
|
2.07K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.3K- 1.38% |
$2.6M - $2.84M
|
1.16M
$199M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
177+ 7.66% |
$28.3K - $30.9K
|
2.49K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.51K+ 2.75% |
$402K - $439K
|
93.8K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.03K+ 12.98% |
$165K - $181K
|
9K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
388+ 16.77% |
$62K - $67.7K
|
2.7K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.11% |
$959 - $1.05K
|
5.63K
$965K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
285+ 1.16% |
$45.5K - $49.8K
|
24.8K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-20.7K- 2.48% |
$3.31M - $3.62M
|
814K
$139M
|