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 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.18K+ 195.41% |
$1.04M - $1.11M
|
9.34K
$1.67M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.61K+ 41.32% |
$940K - $1M
|
19.2K
$3.43M
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
335+ 6.14% |
$56.2K - $60K
|
5.79K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
156+ 1.97% |
$26.2K - $28K
|
8.08K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.55% |
$4.36K - $4.66K
|
4.72K
$845K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-141- 1.27% |
$23.6K - $25.3K
|
10.9K
$1.95M
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.31K- 2.47% |
$555K - $593K
|
131K
$23.4M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.05K+ 16.71% |
$511K - $546K
|
21.3K
$3.81M
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-91- 2.07% |
$15.3K - $16.3K
|
4.3K
$770K
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
455+ 27.73% |
$76.3K - $81.5K
|
2.1K
$375K
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
84+ 0.49% |
$14.1K - $15.1K
|
17.3K
$3.1M
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1.72K- 8.51% |
$289K - $308K
|
18.5K
$3.31M
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
143+ 1.58% |
$24K - $25.6K
|
9.17K
$1.64M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-139- 1.26% |
$23.3K - $24.9K
|
10.9K
$1.95M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.45KNew |
$578K - $618K
|
3.45K
$616K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$168 - $179
|
18.7K
$3.34M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.38K- 30.47% |
$735K - $785K
|
9.99K
$1.79M
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-848- 37.44% |
$142K - $152K
|
1.42K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$252K - $269K
|
1.5K
$268K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-762- 6.08% |
$128K - $137K
|
11.8K
$2.11M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 0.15% |
$8.39K - $8.96K
|
32.7K
$5.85M
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-28- 1.92% |
$4.7K - $5.02K
|
1.43K
$256K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
110+ 7.14% |
$18.5K - $19.7K
|
1.65K
$295K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8.05K- 3.3% |
$1.35M - $1.44M
|
236K
$42.3M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-24.5K- 35.02% |
$4.11M - $4.39M
|
45.4K
$8.13M
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.76% |
$1.01K - $1.08K
|
791
$141K
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.35% |
$839 - $896
|
1.43K
$256K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
59+ 2.82% |
$9.9K - $10.6K
|
2.15K
$384K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
88+ 6.14% |
$14.8K - $15.8K
|
1.52K
$272K
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.17K+ 12.6% |
$196K - $209K
|
10.4K
$1.87M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.3K+ 1.08% |
$217K - $232K
|
121K
$21.7M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.2K+ 7.55% |
$3.55M - $3.79M
|
302K
$54M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.33KNew |
$558K - $597K
|
3.33K
$595K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.58K- 19.15% |
$265K - $283K
|
6.66K
$1.19M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.8K+ 8.13% |
$2.32M - $2.47M
|
184K
$32.9M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.3K- 4.98% |
$6.42M - $6.86M
|
731K
$131M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
16+ 0.46% |
$2.68K - $2.87K
|
3.5K
$626K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.72K+ 22.27% |
$624K - $667K
|
20.4K
$3.65M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-447- 2.69% |
$75K - $80.1K
|
16.2K
$2.9M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.0% |
$168 - $179
|
44K
$7.87M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.2K+ 5.17% |
$201K - $215K
|
24.4K
$4.36M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-12- 0.1% |
$2.01K - $2.15K
|
11.5K
$2.06M
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.86K+ 1.97% |
$1.49M - $1.59M
|
458K
$81.9M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-97- 1.8% |
$16.3K - $17.4K
|
5.29K
$946K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-398- 1.07% |
$66.8K - $71.3K
|
36.7K
$6.56M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
825+ 15.3% |
$138K - $148K
|
6.22K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-84- 0.4% |
$14.1K - $15.1K
|
20.9K
$3.73M
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
4.48K+ 8.71% |
$752K - $804K
|
56K
$10M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.89K+ 29.05% |
$1.66M - $1.77M
|
43.9K
$7.86M
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-623- 18.66% |
$104K - $112K
|
2.72K
$486K
|