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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 0.69% |
$768 - $884
|
726
$134K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-753- 6.6% |
$116K - $133K
|
10.7K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-334- 5.31% |
$51.3K - $59K
|
5.96K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.54K+ 4.21% |
$237K - $273K
|
38.2K
$7.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
159+ 1.38% |
$24.4K - $28.1K
|
11.7K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
657+ 37.14% |
$101K - $116K
|
2.43K
$449K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.57K- 14.36% |
$241K - $277K
|
9.36K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.96K- 2.78% |
$301K - $346K
|
68.5K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-117- 7.2% |
$18K - $20.7K
|
1.51K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-650- 28.99% |
$99.9K - $115K
|
1.59K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.12K+ 11.74% |
$325K - $374K
|
20.2K
$3.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-722- 0.54% |
$111K - $128K
|
132K
$24.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-4- 0.06% |
$615 - $707
|
6.33K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
114+ 9.73% |
$17.5K - $20.1K
|
1.29K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$2.31K - $2.65K
|
5.08K
$940K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
299+ 0.46% |
$45.9K - $52.8K
|
64.7K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.42K+ 8.42% |
$678K - $780K
|
56.8K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.78K+ 50.33% |
$734K - $844K
|
14.3K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.23K- 5.64% |
$189K - $217K
|
20.6K
$3.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
7.52K+ 18.38% |
$1.16M - $1.33M
|
48.5K
$8.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.22K+ 3.09% |
$188K - $216K
|
40.8K
$7.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-30- 1.74% |
$4.61K - $5.3K
|
1.7K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.52K+ 2.35% |
$387K - $445K
|
110K
$20.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
636+ 2.19% |
$97.7K - $112K
|
29.7K
$5.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.5K+ 13.84% |
$5.29M - $6.09M
|
283K
$52.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.28K+ 30.41% |
$351K - $403K
|
9.79K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
83+ 2.67% |
$12.8K - $14.7K
|
3.2K
$591K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 2.99% |
$178K - $205K
|
37.6K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.74K+ 7.64% |
$728K - $837K
|
66.8K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-12- 0.42% |
$1.84K - $2.12K
|
2.84K
$524K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-3.08K- 66.33% |
$474K - $545K
|
1.57K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-744- 36.27% |
$114K - $131K
|
1.31K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.25K+ 0.57% |
$500K - $575K
|
575K
$106M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.18K- 13.29% |
$335K - $385K
|
14.2K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-15.4K- 74.46% |
$2.36M - $2.71M
|
5.27K
$974K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-318- 15.48% |
$48.9K - $56.2K
|
1.74K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.74K- 25.62% |
$420K - $483K
|
7.94K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.05K+ 213.6% |
$468K - $538K
|
4.47K
$827K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-250- 26.71% |
$38.4K - $44.2K
|
686
$127K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.13K+ 10.84% |
$174K - $200K
|
11.6K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-25- 1.26% |
$3.84K - $4.42K
|
1.96K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.18K+ 67.59% |
$335K - $385K
|
5.4K
$998K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-159- 2.02% |
$24.4K - $28.1K
|
7.69K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.1K- 3.66% |
$477K - $548K
|
81.8K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.16K- 3.71% |
$178K - $205K
|
30.1K
$5.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.23K+ 4.77% |
$1.11M - $1.28M
|
159K
$29.4M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
979+ 28.98% |
$150K - $173K
|
4.36K
$806K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92.4K+ 27.5% |
$14.2M - $16.3M
|
428K
$79.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-17- 1.1% |
$2.61K - $3K
|
1.53K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.19K+ 1.83% |
$643K - $740K
|
233K
$43.1M
|