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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
974+ 2.36% |
$156K - $170K
|
42.2K
$7.21M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.85K- 18.85% |
$774K - $846K
|
20.9K
$3.56M
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.24KNew |
$199K - $217K
|
1.24K
$212K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.09K+ 2.21% |
$973K - $1.06M
|
282K
$48.1M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
64+ 1.76% |
$10.2K - $11.2K
|
3.7K
$631K
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
903+ 6.18% |
$144K - $158K
|
15.5K
$2.65M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.36K+ 155.07% |
$377K - $411K
|
3.88K
$662K
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
748+ 0.64% |
$119K - $131K
|
117K
$20M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
327+ 0.33% |
$52.2K - $57.1K
|
99K
$16.9M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.36K- 6.32% |
$537K - $587K
|
49.9K
$8.51M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.06K+ 6.2% |
$169K - $185K
|
18.2K
$3.1M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
517+ 6.32% |
$82.6K - $90.3K
|
8.69K
$1.48M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-627- 3.3% |
$100K - $109K
|
18.4K
$3.14M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
14K+ 23.17% |
$2.24M - $2.45M
|
74.6K
$12.7M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.52KNew |
$243K - $265K
|
1.52K
$259K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$186K - $204K
|
1.17K
$199K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
615New |
$98.2K - $107K
|
615
$105K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-571- 4.28% |
$91.2K - $99.7K
|
12.8K
$2.18M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.6K+ 1.2% |
$1.7M - $1.86M
|
899K
$153M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
104+ 6.86% |
$16.6K - $18.2K
|
1.62K
$276K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.16K- 4.78% |
$505K - $552K
|
63K
$10.7M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.55K+ 2.23% |
$248K - $271K
|
71.1K
$12.1M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.09K+ 15.27% |
$813K - $888K
|
38.4K
$6.55M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.33KNew |
$372K - $406K
|
2.33K
$397K
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-776- 29.63% |
$124K - $135K
|
1.84K
$315K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-628- 6.42% |
$100K - $110K
|
9.15K
$1.56M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 0.73% |
$6.71K - $7.33K
|
5.8K
$990K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-322- 0.57% |
$51.4K - $56.2K
|
56.2K
$9.58M
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.02KNew |
$323K - $353K
|
2.02K
$345K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
312+ 1.35% |
$49.8K - $54.5K
|
23.4K
$3.99M
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.97K+ 14.16% |
$1.43M - $1.57M
|
72.3K
$12.3M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-907- 4.04% |
$145K - $158K
|
21.6K
$3.68M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147New |
$23.5K - $25.7K
|
147
$25.1K
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
557+ 1.55% |
$89K - $97.2K
|
36.5K
$6.24M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-532- 1.45% |
$85K - $92.9K
|
36.1K
$6.16M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.77K+ 23.4% |
$1.4M - $1.53M
|
46.3K
$7.9M
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.24K- 15.62% |
$358K - $391K
|
12.1K
$2.07M
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
22.5K+ 3.14% |
$3.59M - $3.92M
|
737K
$126M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
87+ 1.13% |
$13.9K - $15.2K
|
7.81K
$1.33M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.66K+ 21.4% |
$1.06M - $1.16M
|
37.8K
$6.45M
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
441+ 0.31% |
$70.4K - $77K
|
144K
$24.5M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
74+ 3.91% |
$11.8K - $12.9K
|
1.97K
$336K
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.37KNew |
$219K - $239K
|
1.37K
$234K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-564K- 99.03% |
$90M - $98.4M
|
5.53K
$943K
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.1K+ 2.61% |
$656K - $716K
|
161K
$27.6M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-147- 0.49% |
$23.5K - $25.7K
|
29.7K
$5.07M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
911+ 17.64% |
$146K - $159K
|
6.08K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.25K- 30.5% |
$359K - $393K
|
5.13K
$875K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
575+ 9.43% |
$91.9K - $100K
|
6.67K
$1.14M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.2K+ 13.99% |
$192K - $210K
|
9.79K
$1.67M
|