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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.16% |
$1.51K - $1.61K
|
5.6K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
15K+ 39.47% |
$2.52M - $2.69M
|
53K
$9.8M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2New |
$335 - $358
|
2
$370
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.02KNew |
$1.01M - $1.08M
|
6.02K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.8K+ 15.26% |
$973K - $1.04M
|
43.8K
$8.1M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-94- 58.39% |
$15.8K - $16.8K
|
67
$12.4K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
52+ 2.18% |
$8.72K - $9.32K
|
2.44K
$451K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-33- 0.15% |
$5.54K - $5.91K
|
22.1K
$4.08M
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-425- 85.69% |
$71.3K - $76.2K
|
71
$13.1K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-69- 1.76% |
$11.6K - $12.4K
|
3.85K
$712K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.11K+ 53.74% |
$186K - $198K
|
3.16K
$585K
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
379+ 10.37% |
$63.6K - $67.9K
|
4.03K
$746K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-801- 9.18% |
$134K - $144K
|
7.92K
$1.46M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-320- 6.81% |
$53.7K - $57.3K
|
4.38K
$810K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$2.18K - $2.33K
|
23.6K
$4.37M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-135- 10.1% |
$22.6K - $24.2K
|
1.2K
$222K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-500- 22.01% |
$83.9K - $89.6K
|
1.77K
$328K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.12% |
$4.19K - $4.48K
|
20.3K
$3.75M
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-12.9K- 88.16% |
$2.16M - $2.31M
|
1.73K
$320K
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-166- 7.44% |
$27.8K - $29.7K
|
2.07K
$382K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
584+ 100.69% |
$98K - $105K
|
1.16K
$215K
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5+ 0.08% |
$839 - $896
|
6.22K
$1.15M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
30.2K+ 51.91% |
$5.06M - $5.41M
|
88.3K
$16.3M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
174+ 11.45% |
$29.2K - $31.2K
|
1.69K
$313K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.84K- 80.38% |
$812K - $868K
|
1.18K
$219K
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.75KNew |
$629K - $672K
|
3.75K
$694K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-407- 22.24% |
$68.3K - $72.9K
|
1.42K
$263K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.21KNew |
$538K - $575K
|
3.21K
$594K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244New |
$40.9K - $43.7K
|
244
$45.1K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-146- 70.19% |
$24.5K - $26.2K
|
62
$11.5K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.76K+ 19.54% |
$462K - $494K
|
16.9K
$3.12M
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.27KNew |
$213K - $227K
|
1.27K
$234K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-3- 0.1% |
$503 - $538
|
3.12K
$577K
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.6K+ 2.44% |
$2.62M - $2.8M
|
655K
$121M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.41KNew |
$404K - $432K
|
2.41K
$446K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$47.5K - $50.7K
|
283
$52.3K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-248- 12.36% |
$41.6K - $44.4K
|
1.76K
$325K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
54.7KNew |
$9.17M - $9.8M
|
54.7K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.66K- 6.94% |
$278K - $297K
|
22.2K
$4.11M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.36K+ 14.16% |
$228K - $244K
|
11K
$2.03M
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-244- 15.43% |
$40.9K - $43.7K
|
1.34K
$247K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-974- 0.45% |
$163K - $175K
|
217K
$40.2M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.16% |
$335 - $358
|
1.23K
$227K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.34K+ 85.42% |
$392K - $419K
|
5.08K
$939K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$168 - $179
|
3.79K
$700K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.9K+ 464.51% |
$2M - $2.14M
|
14.5K
$2.68M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
426New |
$71.5K - $76.3K
|
426
$78.8K
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
1.25KNew |
$210K - $224K
|
1.25K
$231K
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.16K- 18.52% |
$194K - $207K
|
5.08K
$940K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.2K- 51.19% |
$537K - $574K
|
3.05K
$565K
|