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 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
2.02K+ 4.28% |
$322K - $352K
|
49.1K
$8.32M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.13K- 35.52% |
$181K - $198K
|
2.06K
$348K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-480- 10.46% |
$76.7K - $83.8K
|
4.11K
$696K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 0.73% |
$7.99K - $8.73K
|
6.82K
$1.16M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.22K- 4.2% |
$514K - $561K
|
73.3K
$12.4M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-49- 0.11% |
$7.83K - $8.55K
|
43.6K
$7.38M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
534+ 0.85% |
$85.3K - $93.2K
|
63.6K
$10.8M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.2% |
$160 - $175
|
84
$14.2K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.5K+ 21.01% |
$1.67M - $1.82M
|
60.2K
$10.2M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
635+ 1.4% |
$101K - $111K
|
45.8K
$7.76M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-376- 0.88% |
$60.1K - $65.6K
|
42.4K
$7.17M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22.9K+ 3.14% |
$3.65M - $3.99M
|
750K
$127M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.46K+ 0.62% |
$392K - $429K
|
398K
$67.3M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-145- 3.65% |
$23.2K - $25.3K
|
3.83K
$649K
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-995- 4.53% |
$159K - $174K
|
21K
$3.55M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
289+ 0.36% |
$46.2K - $50.5K
|
80.2K
$13.6M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
198+ 15.42% |
$31.6K - $34.6K
|
1.48K
$251K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
121+ 1.24% |
$19.3K - $21.1K
|
9.86K
$1.67M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
8.05K+ 18.46% |
$1.29M - $1.4M
|
51.6K
$8.74M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.99K+ 1.37% |
$637K - $696K
|
294K
$49.9M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
13+ 0.22% |
$2.08K - $2.27K
|
5.98K
$1.01M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.2KNew |
$3.55M - $3.88M
|
22.2K
$3.76M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-31- 0.59% |
$4.95K - $5.41K
|
5.21K
$882K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-102- 0.11% |
$16.3K - $17.8K
|
90.2K
$15.3M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-14.4K- 3.68% |
$2.29M - $2.51M
|
376K
$63.7M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.99K+ 2.44% |
$957K - $1.05M
|
252K
$42.7M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.5K- 22.67% |
$2.8M - $3.06M
|
59.7K
$10.1M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 14.35% |
$1.96M - $2.15M
|
98K
$16.6M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.18KNew |
$188K - $205K
|
1.18K
$199K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
112+ 0.56% |
$17.9K - $19.6K
|
20.1K
$3.41M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.93K- 6.89% |
$308K - $337K
|
26.1K
$4.42M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 13.29% |
$3.04K - $3.32K
|
124
$21K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
67+ 0.58% |
$10.7K - $11.7K
|
11.5K
$1.95M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-358- 1.07% |
$57.2K - $62.5K
|
33.2K
$5.61M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
186+ 8.77% |
$29.7K - $32.5K
|
2.31K
$391K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280+ 34.65% |
$44.7K - $48.9K
|
1.09K
$184K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-173- 0.67% |
$27.6K - $30.2K
|
25.6K
$4.33M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.19KNew |
$191K - $208K
|
1.19K
$202K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-84- 21.32% |
$13.4K - $14.7K
|
310
$52.5K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-45- 2.38% |
$7.19K - $7.86K
|
1.85K
$312K
|
|
Q2 2024 | |||||||
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-98- 24.08% |
$15.1K - $16K
|
309
$52.3K
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.32KClosed |
$204K - $216K
|
0
$0
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-52.8K- 93.3% |
$8.16M - $8.64M
|
3.79K
$641K
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-381- 0.34% |
$58.9K - $62.4K
|
110K
$18.7M
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.03MNew |
$314M - $332M
|
2.03M
$344M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-176- 5.37% |
$27.2K - $28.8K
|
3.1K
$525K
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-213- 10.57% |
$32.9K - $34.9K
|
1.8K
$305K
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.54KClosed |
$238K - $252K
|
0
$0
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.27K+ 1.6% |
$1.12M - $1.19M
|
462K
$78.1M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.37K+ 132.11% |
$366K - $388K
|
4.16K
$705K
|