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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-455- 14.84% |
$76.6K - $82.8K
|
2.61K
$467K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.9% |
$65.3K - $70.6K
|
9.55K
$1.71M
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
558+ 25.09% |
$93.9K - $101K
|
2.78K
$498K
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.32KNew |
$390K - $422K
|
2.32K
$415K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
426+ 9.35% |
$71.7K - $77.5K
|
4.98K
$891K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
428New |
$72K - $77.8K
|
428
$76.6K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
635New |
$107K - $115K
|
635
$114K
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.2KNew |
$202K - $218K
|
1.2K
$215K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.21KNew |
$203K - $219K
|
1.21K
$216K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.75K- 84.37% |
$1.31M - $1.41M
|
1.44K
$257K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$440K - $476K
|
2.62K
$468K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-15- 0.47% |
$2.52K - $2.73K
|
3.14K
$562K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150New |
$25.2K - $27.3K
|
150
$26.8K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-458- 8.29% |
$77.1K - $83.3K
|
5.07K
$906K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$842 - $909
|
5.62K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-84- 24.28% |
$14.1K - $15.3K
|
262
$46.9K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-151- 63.18% |
$25.4K - $27.5K
|
88
$15.7K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
190New |
$32K - $34.6K
|
190
$34K
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 8.7% |
$25.2K - $27.3K
|
1.58K
$282K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
88New |
$14.8K - $16K
|
88
$15.7K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
209+ 1.35% |
$35.2K - $38K
|
15.7K
$2.81M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-560- 8.39% |
$94.3K - $102K
|
6.11K
$1.09M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
377+ 91.5% |
$63.5K - $68.6K
|
789
$141K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 1.82% |
$7.91K - $8.55K
|
2.64K
$472K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
$534K - $577K
|
3.17K
$568K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.27KNew |
$382K - $413K
|
2.27K
$406K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-76- 0.92% |
$12.8K - $13.8K
|
8.16K
$1.46M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
28New |
$4.71K - $5.09K
|
28
$5.01K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 90.0% |
$3.03K - $3.27K
|
38
$6.8K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.28KNew |
$216K - $233K
|
1.28K
$229K
|
|
Q3 2024 | |||||||
Apr 28, 2025
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-294- 27.61% |
$47K - $51.3K
|
771
$138K
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-51- 3.64% |
$8.15K - $8.9K
|
1.35K
$242K
|
|
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5.8KNew |
$927K - $1.01M
|
5.8K
$1.04M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.2K+ 73.04% |
$351K - $384K
|
5.21K
$932K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13- 19.7% |
$2.08K - $2.27K
|
53
$9.48K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-265- 8.05% |
$42.3K - $46.3K
|
3.03K
$541K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.88K- 39.32% |
$1.1M - $1.2M
|
10.6K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-495- 25.35% |
$79.1K - $86.4K
|
1.46K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.63K- 19.42% |
$260K - $284K
|
6.75K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-111- 7.53% |
$17.7K - $19.4K
|
1.36K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.84KNew |
$613K - $669K
|
3.84K
$686K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 1.14% |
$4.47K - $4.89K
|
2.49K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25- 1.46% |
$3.99K - $4.36K
|
1.69K
$302K
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.11K- 35.75% |
$178K - $194K
|
2K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-34- 2.71% |
$5.43K - $5.94K
|
1.22K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.4KNew |
$383K - $419K
|
2.4K
$429K
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.2KNew |
$192K - $210K
|
1.2K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
69.1KNew |
$11M - $12.1M
|
69.1K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
15.7KNew |
$2.51M - $2.75M
|
15.7K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7+ 2.63% |
$1.12K - $1.22K
|
273
$48.8K
|