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 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
303+ 6.54% |
$50.8K - $54.3K
|
4.93K
$879K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
124+ 4.6% |
$20.8K - $22.2K
|
2.82K
$503K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35- 1.04% |
$5.87K - $6.27K
|
3.33K
$594K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-61- 4.15% |
$10.2K - $10.9K
|
1.41K
$251K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4+ 0.65% |
$671 - $717
|
619
$110K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
665+ 782.35% |
$112K - $119K
|
750
$134K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.03K- 19.86% |
$675K - $722K
|
16.3K
$2.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.28KNew |
$383K - $409K
|
2.28K
$407K
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-115- 3.14% |
$19.4K - $20.9K
|
3.54K
$631K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
895New |
$151K - $163K
|
895
$159K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
25.1KNew |
$4.23M - $4.57M
|
25.1K
$4.48M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
187K+ 10.21% |
$31.5M - $34M
|
2.02M
$360M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.43MNew |
$409M - $442M
|
2.43M
$433M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-243- 15.89% |
$40.9K - $44.2K
|
1.29K
$229K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-95- 0.54% |
$16K - $17.3K
|
17.4K
$3.1M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-37- 1.7% |
$6.23K - $6.73K
|
2.13K
$380K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
14KNew |
$2.35M - $2.54M
|
14K
$2.49M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
985+ 16.24% |
$166K - $179K
|
7.05K
$1.26M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.86KNew |
$313K - $339K
|
1.86K
$332K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
25.4KNew |
$4.27M - $4.62M
|
25.4K
$4.52M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57New |
$9.59K - $10.4K
|
57
$10.2K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.47K- 53.65% |
$247K - $267K
|
1.27K
$226K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
558New |
$93.9K - $101K
|
558
$99.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.22KNew |
$205K - $222K
|
1.22K
$217K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.05K+ 55.56% |
$177K - $192K
|
2.95K
$526K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 149.77% |
$2.24M - $2.42M
|
22.2K
$3.95M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77.1K- 25.81% |
$13M - $14M
|
222K
$39.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
23+ 1.19% |
$3.87K - $4.18K
|
1.96K
$348K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
25.9KNew |
$4.36M - $4.71M
|
25.9K
$4.61M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.9KNew |
$3.01M - $3.25M
|
17.9K
$3.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
113K+ 17.52% |
$19.1M - $20.6M
|
761K
$136M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
230+ 1.11% |
$38.7K - $41.8K
|
21K
$3.74M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.88K+ 60.16% |
$654K - $706K
|
10.3K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 2.15% |
$4.21K - $4.55K
|
1.19K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.58% |
$2.69K - $2.91K
|
2.77K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
548+ 9.74% |
$92.2K - $99.7K
|
6.17K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
19New |
$3.2K - $3.46K
|
19
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
25KNew |
$4.21M - $4.55M
|
25K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
112New |
$18.9K - $20.4K
|
112
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.66K+ 37.89% |
$279K - $302K
|
6.04K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-3.22K- 27.66% |
$543K - $586K
|
8.43K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.47KNew |
$248K - $268K
|
1.47K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.77KNew |
$298K - $322K
|
1.77K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.27K+ 102.52% |
$383K - $414K
|
4.49K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-31- 1.48% |
$5.22K - $5.64K
|
2.06K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.06K+ 48.84% |
$514K - $556K
|
9.31K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 0.2% |
$2.19K - $2.36K
|
6.62K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-461- 12.01% |
$77.6K - $83.8K
|
3.38K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-186- 10.57% |
$31.3K - $33.8K
|
1.57K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-93- 24.28% |
$15.7K - $16.9K
|
290
$51.7K
|
|