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 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.7% |
$8.39K - $8.96K
|
7.1K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.01K+ 2.89% |
$336K - $359K
|
71.4K
$12.7M
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
98New |
$16.4K - $17.6K
|
98
$17.5K
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.54K+ 6.04% |
$1.27M - $1.35M
|
133K
$23.6M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13K+ 1.97% |
$2.19M - $2.34M
|
674K
$120M
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
8.62K+ 8.2% |
$1.45M - $1.54M
|
114K
$20.3M
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
824+ 407.92% |
$138K - $148K
|
1.03K
$183K
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-201- 3.99% |
$33.7K - $36K
|
4.83K
$861K
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
2.5K+ 60.93% |
$419K - $448K
|
6.61K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.21K- 29.52% |
$874K - $934K
|
12.4K
$2.22M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
539+ 7.14% |
$90.4K - $96.6K
|
8.09K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
43+ 2.4% |
$7.21K - $7.71K
|
1.83K
$326K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-68K- 4.13% |
$11.4M - $12.2M
|
1.58M
$281M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 1.71% |
$340K - $363K
|
121K
$21.6M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
5.45K+ 38.24% |
$915K - $977K
|
19.7K
$3.51M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4.05K+ 63.38% |
$680K - $727K
|
10.5K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.2K- 21.06% |
$1.71M - $1.82M
|
38.1K
$6.8M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
336+ 13.42% |
$56.4K - $60.2K
|
2.84K
$506K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.7KNew |
$788K - $842K
|
4.7K
$837K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 0.57% |
$1.68K - $1.79K
|
1.77K
$315K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.31% |
$1.17K - $1.25K
|
2.24K
$399K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-616- 8.87% |
$103K - $110K
|
6.33K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 99.42% |
$201K - $215K
|
7
$1.25K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12.3K+ 32.55% |
$2.07M - $2.21M
|
50.3K
$8.95M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.91K+ 2.1% |
$1.49M - $1.6M
|
432K
$77M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.19K+ 2.44% |
$199K - $213K
|
49.9K
$8.89M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.4K+ 111.09% |
$235K - $251K
|
2.66K
$475K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-489- 2.76% |
$82K - $87.6K
|
17.3K
$3.07M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.65K+ 56.54% |
$277K - $296K
|
4.57K
$815K
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.89K- 5.38% |
$317K - $339K
|
33.2K
$5.91M
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.11K+ 18.31% |
$187K - $200K
|
7.2K
$1.28M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-51- 1.46% |
$8.55K - $9.14K
|
3.45K
$615K
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-21- 1.16% |
$3.52K - $3.76K
|
1.79K
$318K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
115+ 3.45% |
$19.3K - $20.6K
|
3.44K
$614K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.45K+ 22.07% |
$243K - $259K
|
8.01K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
43.4K+ 89.51% |
$7.28M - $7.77M
|
91.8K
$16.4M
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
578+ 1.9% |
$96.9K - $104K
|
31.1K
$5.54M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.88K+ 2.65% |
$651K - $695K
|
150K
$26.7M
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-911- 20.6% |
$153K - $163K
|
3.51K
$626K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-28- 0.59% |
$4.7K - $5.02K
|
4.71K
$840K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.97K+ 4.73% |
$1.5M - $1.61M
|
199K
$35.4M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.75K- 1.58% |
$461K - $492K
|
171K
$30.4M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.39K- 20.86% |
$737K - $787K
|
16.7K
$2.97M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-63- 0.56% |
$10.6K - $11.3K
|
11.3K
$2.01M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-39- 1.34% |
$6.54K - $6.99K
|
2.87K
$510K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
128K+ 9.74% |
$21.5M - $23M
|
1.44M
$257M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
82+ 2.43% |
$13.8K - $14.7K
|
3.46K
$617K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18+ 0.23% |
$3.02K - $3.23K
|
8.01K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-878- 2.16% |
$147K - $157K
|
39.8K
$7.09M
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
80+ 0.36% |
$13.4K - $14.3K
|
22.4K
$3.99M
|