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 |
---|---|---|---|---|---|---|---|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.57M+ 46905.66% |
$264M - $282M
|
1.58M
$292M
|
|
Aug 28, 2025
Q1 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.79MNew |
$469M - $501M
|
2.79M
$517M
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
963New |
$162K - $173K
|
963
$178K
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
532+ 1.9% |
$89.2K - $95.3K
|
28.5K
$5.27M
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
141+ 0.76% |
$23.6K - $25.3K
|
18.8K
$3.47M
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24.4KNew |
$4.1M - $4.38M
|
24.4K
$4.52M
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-366- 8.38% |
$61.4K - $65.6K
|
4K
$740K
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-5.54K- 3.29% |
$929K - $993K
|
163K
$30.2M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.62K- 15.22% |
$1.28M - $1.37M
|
42.4K
$7.85M
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-904- 10.49% |
$152K - $162K
|
7.71K
$1.43M
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-384- 9.95% |
$64.4K - $68.8K
|
3.48K
$643K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-191K- 61.09% |
$32M - $34.2M
|
121K
$22.5M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-434- 7.74% |
$72.8K - $77.8K
|
5.17K
$956K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.99K- 39.97% |
$1.17M - $1.25M
|
10.5K
$1.94M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
5New |
$839 - $896
|
5
$925
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.09KNew |
$183K - $196K
|
1.09K
$202K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.27KNew |
$213K - $227K
|
1.27K
$234K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.57% |
$2.01K - $2.15K
|
2.14K
$395K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
41New |
$6.88K - $7.35K
|
41
$7.58K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
204+ 7.66% |
$34.2K - $36.6K
|
2.87K
$530K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
3+ 3.7% |
$503 - $538
|
84
$15.5K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 26.5% |
$25.2K - $26.9K
|
416
$76.9K
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
300New |
$50.3K - $53.8K
|
300
$55.5K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-472- 3.56% |
$79.2K - $84.6K
|
12.8K
$2.37M
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-49- 3.11% |
$8.22K - $8.78K
|
1.53K
$282K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.6K+ 9.03% |
$6.98M - $7.46M
|
503K
$93M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
88+ 38.26% |
$14.8K - $15.8K
|
318
$58.8K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
280+ 13.21% |
$47K - $50.2K
|
2.4K
$444K
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 9.65% |
$33.5K - $35.8K
|
2.27K
$420K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 7.52% |
$536K - $573K
|
45.7K
$8.45M
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5KNew |
$839K - $896K
|
5K
$925K
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-5.08K- 40.01% |
$852K - $910K
|
7.62K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-879- 13.9% |
$147K - $158K
|
5.45K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
24.9K+ 9.52% |
$4.18M - $4.47M
|
287K
$53.1M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
31.8K+ 102.95% |
$5.34M - $5.7M
|
62.7K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
161New |
$27K - $28.9K
|
161
$29.8K
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-88.4K- 87.7% |
$14.8M - $15.8M
|
12.4K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-433- 0.21% |
$72.6K - $77.6K
|
208K
$38.4M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
47.5KNew |
$7.97M - $8.51M
|
47.5K
$8.78M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
630+ 1.59% |
$106K - $113K
|
40.2K
$7.43M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 4.26% |
$13.3K - $14.2K
|
1.93K
$357K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.18KNew |
$198K - $211K
|
1.18K
$218K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
300New |
$50.3K - $53.8K
|
300
$55.5K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
8.62K+ 24.55% |
$1.45M - $1.54M
|
43.7K
$8.09M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 0.3% |
$1.34K - $1.43K
|
2.65K
$490K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
92+ 6.97% |
$15.4K - $16.5K
|
1.41K
$261K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.2% |
$1.51K - $1.61K
|
4.43K
$818K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.94KNew |
$661K - $707K
|
3.94K
$729K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
183K+ 22568.73% |
$30.6M - $32.7M
|
183K
$33.9M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.52KNew |
$1.6M - $1.71M
|
9.52K
$1.76M
|