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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
189K+ 49.23% |
$31.6M - $33.8M
|
572K
$102M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
833New |
$140K - $149K
|
833
$148K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-12.1K- 26.19% |
$2.02M - $2.16M
|
34K
$6.05M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
7.85KNew |
$1.32M - $1.41M
|
7.85K
$1.4M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.9K+ 464.51% |
$2M - $2.14M
|
14.5K
$2.58M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
686+ 5.79% |
$115K - $123K
|
12.5K
$2.23M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
426New |
$71.5K - $76.3K
|
426
$75.9K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
15.2K+ 13.94% |
$2.55M - $2.73M
|
124K
$22.2M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
1.25KNew |
$210K - $224K
|
1.25K
$223K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-330- 5.48% |
$55.4K - $59.1K
|
5.69K
$1.01M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-950- 0.18% |
$159K - $170K
|
526K
$93.8M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46K+ 9.11% |
$581K - $621K
|
41.5K
$7.39M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2- 0.04% |
$335 - $358
|
4.45K
$794K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 1.42% |
$8.05K - $8.6K
|
3.32K
$592K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7- 0.02% |
$1.17K - $1.25K
|
45.5K
$8.1M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 23.58% |
$190K - $203K
|
3.67K
$653K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
8.09K+ 8.08% |
$1.36M - $1.45M
|
108K
$19.3M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 4.43% |
$489K - $523K
|
62.9K
$11.2M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.46K+ 9.4% |
$1.08M - $1.16M
|
75.2K
$13.4M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 2.5% |
$217K - $232K
|
50.6K
$9.01M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$311K - $332K
|
1.85K
$330K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
509+ 21.51% |
$85.4K - $91.2K
|
2.88K
$512K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
156+ 3.94% |
$26.2K - $28K
|
4.12K
$734K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
261+ 2.71% |
$43.8K - $46.8K
|
9.9K
$1.76M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.16K- 18.52% |
$194K - $207K
|
5.08K
$905K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-243- 16.52% |
$40.8K - $43.5K
|
1.23K
$219K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.2K- 51.19% |
$537K - $574K
|
3.05K
$544K
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
33+ 0.59% |
$5.54K - $5.91K
|
5.61K
$999K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
21.2K+ 7.69% |
$3.56M - $3.8M
|
297K
$52.9M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 10.24% |
$609K - $650K
|
31.8K
$5.67M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-111- 0.1% |
$18.6K - $19.9K
|
110K
$19.6M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
785+ 1.45% |
$132K - $141K
|
55K
$9.8M
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-739- 9.19% |
$124K - $132K
|
7.31K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 1.48% |
$5.54K - $5.91K
|
2.19K
$391K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7+ 0.2% |
$1.17K - $1.25K
|
3.43K
$612K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
58+ 3.39% |
$9.73K - $10.4K
|
1.77K
$315K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
127K+ 112.31% |
$21.2M - $22.7M
|
239K
$42.7M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
978+ 15.15% |
$164K - $175K
|
7.43K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-452- 1.56% |
$75.8K - $81K
|
28.5K
$5.08M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22K+ 0.85% |
$204K - $218K
|
144K
$25.7M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.5K+ 128.23% |
$1.93M - $2.07M
|
20.5K
$3.66M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.95K+ 76.11% |
$1.5M - $1.6M
|
20.7K
$3.69M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30+ 176.47% |
$5.03K - $5.38K
|
47
$8.37K
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.83K+ 7.41% |
$1.15M - $1.22M
|
99K
$17.6M
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-24- 1.15% |
$4.03K - $4.3K
|
2.06K
$366K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-791- 9.15% |
$133K - $142K
|
7.85K
$1.4M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
259+ 1.39% |
$43.4K - $46.4K
|
18.9K
$3.36M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
261+ 2.32% |
$43.8K - $46.8K
|
11.5K
$2.05M
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-904- 10.49% |
$152K - $162K
|
7.71K
$1.37M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-717- 1.14% |
$120K - $128K
|
62.1K
$11.1M
|