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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
38+ 0.5% |
$6.37K - $6.81K
|
7.62K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-230- 4.65% |
$38.6K - $41.2K
|
4.72K
$841K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
223+ 1115.0% |
$37.4K - $40K
|
243
$43.3K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15.1K+ 3.07% |
$2.53M - $2.7M
|
506K
$90.2M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
11New |
$1.85K - $1.97K
|
11
$1.96K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-24.2K- 7.43% |
$4.06M - $4.34M
|
302K
$53.8M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.24K+ 21.16% |
$208K - $222K
|
7.1K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-123- 9.56% |
$20.6K - $22K
|
1.16K
$207K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.1K+ 54.66% |
$184K - $196K
|
3.1K
$553K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
820+ 2.34% |
$138K - $147K
|
35.9K
$6.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
132K+ 21.26% |
$22.1M - $23.7M
|
753K
$134M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.33KNew |
$390K - $417K
|
2.33K
$415K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
327+ 2.65% |
$54.8K - $58.6K
|
12.6K
$2.25M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-107- 7.11% |
$17.9K - $19.2K
|
1.4K
$249K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-183- 1.23% |
$30.7K - $32.8K
|
14.7K
$2.62M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
50+ 0.84% |
$8.39K - $8.96K
|
5.99K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.1K- 52.83% |
$1.85M - $1.98M
|
9.87K
$1.76M
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
845+ 0.8% |
$142K - $151K
|
106K
$18.9M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
770+ 2.71% |
$129K - $138K
|
29.2K
$5.2M
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88- 3.61% |
$14.8K - $15.8K
|
2.35K
$419K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
825+ 4.68% |
$138K - $148K
|
18.4K
$3.29M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
474+ 6.42% |
$79.5K - $84.9K
|
7.86K
$1.4M
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.79K+ 3.0% |
$300K - $320K
|
61.4K
$10.9M
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
22+ 1.01% |
$3.69K - $3.94K
|
2.21K
$394K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-83- 0.93% |
$13.9K - $14.9K
|
8.83K
$1.57M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
14KNew |
$2.36M - $2.52M
|
14K
$2.5M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-296- 14.9% |
$49.6K - $53K
|
1.69K
$301K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 5.67% |
$2.24M - $2.39M
|
249K
$44.4M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 1.64% |
$101K - $108K
|
36.1K
$6.43M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-99- 0.5% |
$16.6K - $17.7K
|
19.6K
$3.49M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 1.52% |
$2.24M - $2.4M
|
891K
$159M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
745+ 4.56% |
$125K - $134K
|
17.1K
$3.04M
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-171- 4.65% |
$28.7K - $30.6K
|
3.51K
$625K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.29K+ 6.75% |
$1.06M - $1.13M
|
99.5K
$17.7M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-194- 0.03% |
$32.5K - $34.8K
|
638K
$114M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
452New |
$75.8K - $81K
|
452
$80.5K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-19.3K- 16.2% |
$3.24M - $3.46M
|
100K
$17.8M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 8.72% |
$5.35M - $5.72M
|
398K
$70.9M
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
60+ 3.33% |
$10.1K - $10.8K
|
1.86K
$331K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-45- 0.88% |
$7.55K - $8.06K
|
5.05K
$900K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
703+ 3.19% |
$118K - $126K
|
22.7K
$4.05M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.72K- 91.34% |
$288K - $308K
|
163
$29K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
514New |
$86.2K - $92.1K
|
514
$91.6K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.63K- 26.42% |
$609K - $651K
|
10.1K
$1.8M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.01K+ 25.66% |
$170K - $182K
|
4.97K
$885K
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.62K+ 18.94% |
$439K - $470K
|
16.5K
$2.93M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
963+ 30.38% |
$162K - $173K
|
4.13K
$736K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.3K+ 13.13% |
$218K - $233K
|
11.2K
$2M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
150+ 47.62% |
$25.2K - $26.9K
|
465
$82.8K
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 74.32% |
$192K - $205K
|
2.69K
$479K
|