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 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-114- 7.32% |
$16.8K - $18.6K
|
1.44K
$254K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$212K - $235K
|
1.44K
$254K
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-252- 11.47% |
$37.2K - $41K
|
1.95K
$343K
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.11KNew |
$459K - $507K
|
3.11K
$548K
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.19KNew |
$324K - $357K
|
2.19K
$386K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.28KNew |
$188K - $208K
|
1.28K
$225K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1K- 17.43% |
$147K - $163K
|
4.74K
$834K
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-80- 15.24% |
$11.8K - $13K
|
445
$78.4K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.65K+ 10.71% |
$391K - $432K
|
27.4K
$4.83M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.94K+ 6.26% |
$285K - $315K
|
32.9K
$5.79M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-942- 40.41% |
$139K - $153K
|
1.39K
$245K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-16- 0.08% |
$2.36K - $2.61K
|
19.6K
$3.45M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.26K- 66.31% |
$481K - $531K
|
1.66K
$292K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 8.09% |
$14.7K - $16.3K
|
1.14K
$200K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3- 0.11% |
$442 - $489
|
2.84K
$499K
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-791- 32.01% |
$117K - $129K
|
1.68K
$296K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-321- 20.63% |
$47.3K - $52.3K
|
1.24K
$218K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1K- 32.91% |
$148K - $163K
|
2.04K
$360K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-10- 0.57% |
$1.47K - $1.63K
|
1.74K
$306K
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
1.33KNew |
$196K - $217K
|
1.33K
$234K
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-22- 1.23% |
$3.24K - $3.58K
|
1.76K
$310K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.31KNew |
$194K - $214K
|
1.31K
$231K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.64KClosed |
$241K - $266K
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3K- 75.0% |
$442K - $489K
|
1K
$176K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-683- 34.78% |
$101K - $111K
|
1.28K
$226K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-74- 4.09% |
$10.9K - $12.1K
|
1.74K
$306K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-79- 4.45% |
$11.6K - $12.9K
|
1.7K
$299K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-961- 14.4% |
$142K - $157K
|
5.71K
$1.01M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 1.86% |
$173K - $191K
|
61.7K
$10.9M
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
200+ 3.98% |
$29.5K - $32.6K
|
5.22K
$919K
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-717- 13.75% |
$106K - $117K
|
4.5K
$792K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-30- 0.29% |
$4.42K - $4.89K
|
10.3K
$1.81M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 34.73% |
$389K - $429K
|
10.2K
$1.8M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-200- 10.31% |
$29.5K - $32.6K
|
1.74K
$306K
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.42KNew |
$209K - $231K
|
1.42K
$250K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-175- 25.7% |
$25.8K - $28.5K
|
506
$89.1K
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
243+ 10.61% |
$35.8K - $39.6K
|
2.53K
$446K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 2.35% |
$7.37K - $8.14K
|
2.08K
$366K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
444+ 17.85% |
$65.5K - $72.3K
|
2.93K
$516K
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
73.6KNew |
$10.9M - $12M
|
73.6K
$13M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.38KNew |
$1.09M - $1.2M
|
7.38K
$1.3M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.78% |
$3.69K - $4.07K
|
3.23K
$568K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$8.32M - $9.19M
|
56.5K
$9.94M
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-33- 82.5% |
$4.87K - $5.37K
|
7
$1.23K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.89K+ 9.87% |
$868K - $959K
|
65.5K
$11.5M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
22+ 2.61% |
$3.24K - $3.58K
|
866
$153K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-106- 0.67% |
$15.6K - $17.3K
|
15.8K
$2.79M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.54K+ 19.75% |
$227K - $250K
|
9.32K
$1.64M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1.57KNew |
$231K - $255K
|
1.57K
$276K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.71KNew |
$251K - $278K
|
1.71K
$300K
|