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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-558- 3.68% |
$89.1K - $97.4K
|
14.6K
$2.5M
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.19KNew |
$191K - $208K
|
1.19K
$205K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.14K+ 13.8% |
$181K - $198K
|
9.37K
$1.6M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-63- 4.74% |
$10.1K - $11K
|
1.27K
$217K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
370+ 0.41% |
$59.1K - $64.6K
|
90.4K
$15.5M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$173K - $189K
|
1.09K
$186K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
160+ 0.54% |
$25.6K - $27.9K
|
29.8K
$5.11M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
18.7K+ 2.86% |
$2.99M - $3.27M
|
674K
$116M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.18K- 4.06% |
$827K - $904K
|
122K
$20.9M
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
780+ 4.61% |
$125K - $136K
|
17.7K
$3.03M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
806+ 5.62% |
$129K - $141K
|
15.2K
$2.6M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
131+ 1.91% |
$20.9K - $22.9K
|
6.98K
$1.2M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.84% |
$4.79K - $5.24K
|
3.52K
$603K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-790- 12.15% |
$126K - $138K
|
5.71K
$978K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.01KNew |
$321K - $351K
|
2.01K
$344K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$189K - $207K
|
1.18K
$203K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1K- 2.93% |
$160K - $175K
|
33.3K
$5.7M
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
42+ 1.06% |
$6.71K - $7.33K
|
4K
$685K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-10.3K- 27.27% |
$1.64M - $1.79M
|
27.4K
$4.69M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.67% |
$160 - $175
|
150
$25.7K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.44KNew |
$231K - $252K
|
1.44K
$247K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
1.19KNew |
$190K - $208K
|
1.19K
$204K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.32K- 2.18% |
$1.01M - $1.1M
|
284K
$48.6M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.3K+ 7.09% |
$367K - $402K
|
34.8K
$5.95M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.34K+ 47.9% |
$534K - $583K
|
10.3K
$1.77M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$427K - $467K
|
2.68K
$458K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.2K+ 5.82% |
$1.79M - $1.96M
|
204K
$35M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
839+ 10.43% |
$134K - $146K
|
8.88K
$1.52M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.36K+ 4.69% |
$536K - $586K
|
75K
$12.8M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
280+ 3.48% |
$44.7K - $48.9K
|
8.32K
$1.43M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.74% |
$2.4K - $2.62K
|
2.05K
$350K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
694+ 2478.57% |
$111K - $121K
|
722
$124K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.81K+ 2.47% |
$289K - $316K
|
75.2K
$12.9M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.87K- 5.69% |
$459K - $501K
|
47.6K
$8.16M
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
397+ 2.23% |
$63.4K - $69.3K
|
18.2K
$3.12M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
945+ 5.88% |
$151K - $165K
|
17K
$2.91M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26.3K+ 40.64% |
$4.21M - $4.6M
|
91.2K
$15.6M
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.75K+ 1.66% |
$439K - $480K
|
169K
$28.9M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-522- 3.17% |
$83.4K - $91.1K
|
15.9K
$2.73M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23.6K+ 8.12% |
$3.78M - $4.13M
|
315K
$53.9M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72New |
$11.5K - $12.6K
|
72
$12.3K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.55K- 3.47% |
$566K - $619K
|
98.6K
$16.9M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.7K- 40.26% |
$9.06M - $9.9M
|
84.1K
$14.4M
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-380- 12.31% |
$60.7K - $66.3K
|
2.71K
$464K
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
216+ 4.01% |
$34.5K - $37.7K
|
5.6K
$959K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.36K+ 7.0% |
$217K - $237K
|
20.8K
$3.56M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.13K+ 54.27% |
$341K - $373K
|
6.07K
$1.04M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 9.91% |
$185K - $202K
|
12.8K
$2.2M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.7K+ 15.0% |
$4.59M - $5.02M
|
220K
$37.7M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-574- 0.78% |
$91.7K - $100K
|
73.3K
$12.6M
|