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 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 1.79% |
$3.52K - $3.76K
|
1.2K
$214K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.42K+ 34.1% |
$239K - $255K
|
5.59K
$1M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
37+ 1.91% |
$6.21K - $6.63K
|
1.97K
$353K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.46K+ 25.95% |
$1.42M - $1.52M
|
41K
$7.34M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.13K- 59.85% |
$1.03M - $1.1M
|
4.11K
$735K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
182+ 11.19% |
$30.5K - $32.6K
|
1.81K
$323K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-123- 6.46% |
$20.6K - $22K
|
1.78K
$319K
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.75KNew |
$629K - $672K
|
3.75K
$671K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-407- 22.24% |
$68.3K - $72.9K
|
1.42K
$255K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.9K+ 2.66% |
$486K - $519K
|
112K
$20M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.21KNew |
$538K - $575K
|
3.21K
$574K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8.2K+ 2.85% |
$1.38M - $1.47M
|
296K
$52.9M
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244New |
$40.9K - $43.7K
|
244
$43.6K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.53K- 4.07% |
$425K - $454K
|
59.6K
$10.7M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-264- 3.48% |
$44.3K - $47.3K
|
7.32K
$1.31M
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.19K+ 2.48% |
$702K - $750K
|
173K
$30.9M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.55K+ 2.17% |
$596K - $637K
|
167K
$29.9M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 0.12% |
$3.52K - $3.76K
|
18.2K
$3.25M
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$168 - $179
|
3.49K
$624K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 10.95% |
$220K - $235K
|
13.3K
$2.38M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
491+ 12.59% |
$82.4K - $88K
|
4.39K
$785K
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23K- 11.48% |
$3.86M - $4.13M
|
178K
$31.8M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.19K- 2.36% |
$1.37M - $1.47M
|
339K
$60.7M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-146- 70.19% |
$24.5K - $26.2K
|
62
$11.1K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.76K+ 19.54% |
$462K - $494K
|
16.9K
$3.02M
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$213K - $227K
|
1.27K
$227K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-3- 0.1% |
$503 - $538
|
3.12K
$558K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.4KNew |
$1.41M - $1.51M
|
8.4K
$1.5M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-276- 1.36% |
$46.3K - $49.5K
|
20K
$3.57M
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-11.6K- 27.42% |
$1.95M - $2.08M
|
30.8K
$5.5M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
126+ 0.49% |
$21.1K - $22.6K
|
25.9K
$4.63M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.6K+ 2.44% |
$2.62M - $2.8M
|
655K
$117M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-77- 0.53% |
$12.9K - $13.8K
|
14.4K
$2.58M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-12K- 77.78% |
$2.02M - $2.16M
|
3.44K
$615K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.29K+ 3.82% |
$216K - $231K
|
35K
$6.26M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
754+ 10.25% |
$126K - $135K
|
8.11K
$1.45M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
26.8K+ 18.3% |
$4.5M - $4.81M
|
174K
$31M
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.8K- 6.74% |
$470K - $503K
|
38.8K
$6.94M
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
60+ 1.58% |
$10.1K - $10.8K
|
3.87K
$691K
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-48.2K- 29.12% |
$8.09M - $8.64M
|
117K
$21M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.41KNew |
$404K - $432K
|
2.41K
$431K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-393K- 19.47% |
$66M - $70.5M
|
1.63M
$291M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-34- 10.21% |
$5.7K - $6.09K
|
299
$53.5K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.54K- 9.99% |
$930K - $993K
|
50K
$8.94M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.11KNew |
$353K - $377K
|
2.11K
$377K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.56K+ 41.97% |
$430K - $459K
|
8.67K
$1.55M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$47.5K - $50.7K
|
283
$50.6K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.05K- 6.72% |
$176K - $188K
|
14.5K
$2.6M
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-248- 12.36% |
$41.6K - $44.4K
|
1.76K
$315K
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
59+ 1.18% |
$9.9K - $10.6K
|
5.07K
$906K
|