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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
172+ 5.43% |
$27.5K - $30K
|
3.34K
$595K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-993- 2.49% |
$159K - $173K
|
38.9K
$6.92M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
180KNew |
$28.7M - $31.4M
|
180K
$32M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-185- 10.9% |
$29.6K - $32.3K
|
1.51K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
20+ 1.13% |
$3.2K - $3.49K
|
1.79K
$318K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.66KNew |
$745K - $814K
|
4.66K
$831K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
49+ 1.1% |
$7.83K - $8.55K
|
4.51K
$803K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
17.2K+ 7.97% |
$2.74M - $3M
|
233K
$41.4M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
99KNew |
$15.8M - $17.3M
|
99K
$17.6M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
92+ 4.03% |
$14.7K - $16.1K
|
2.38K
$423K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-809- 15.88% |
$129K - $141K
|
4.29K
$764K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.13K- 46.94% |
$180K - $197K
|
1.28K
$227K
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.15KNew |
$183K - $200K
|
1.15K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
13.2KNew |
$2.11M - $2.31M
|
13.2K
$2.36M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.2K- 90.03% |
$192K - $210K
|
133
$23.7K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
45+ 0.67% |
$7.19K - $7.86K
|
6.75K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
130+ 0.3% |
$20.8K - $22.7K
|
43.3K
$7.71M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.47% |
$799 - $873
|
1.06K
$189K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-72- 97.3% |
$11.5K - $12.6K
|
2
$356
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
249+ 100.0% |
$39.8K - $43.5K
|
498
$88.7K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-137- 9.21% |
$21.9K - $23.9K
|
1.35K
$241K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.33K- 39.52% |
$212K - $232K
|
2.03K
$362K
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.17KNew |
$187K - $204K
|
1.17K
$209K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.3KNew |
$527K - $575K
|
3.3K
$587K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
313+ 23.95% |
$50K - $54.6K
|
1.62K
$289K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.64KNew |
$262K - $286K
|
1.64K
$292K
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-341- 3.22% |
$54.5K - $59.5K
|
10.2K
$1.83M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
405+ 343.22% |
$64.7K - $70.7K
|
523
$93.2K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-137- 16.87% |
$21.9K - $23.9K
|
675
$120K
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.59KNew |
$254K - $278K
|
1.59K
$284K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-8- 1.74% |
$1.28K - $1.4K
|
451
$80.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
241New |
$38.5K - $42.1K
|
241
$42.9K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.06K+ 55.95% |
$808K - $883K
|
14.1K
$2.51M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-245- 17.06% |
$39.1K - $42.8K
|
1.19K
$212K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
196+ 852.17% |
$31.3K - $34.2K
|
219
$39K
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.21KNew |
$193K - $211K
|
1.21K
$215K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.03KNew |
$164K - $179K
|
1.03K
$183K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-26- 1.2% |
$4.15K - $4.54K
|
2.14K
$381K
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.19KNew |
$191K - $208K
|
1.19K
$213K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$189K - $207K
|
1.18K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
1.19KNew |
$190K - $208K
|
1.19K
$212K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.2K+ 5.82% |
$1.79M - $1.96M
|
204K
$36.4M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 1.12% |
$1.76K - $1.92K
|
991
$177K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
392+ 4.1% |
$62.6K - $68.4K
|
9.94K
$1.77M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
127+ 3.49% |
$20.3K - $22.2K
|
3.77K
$671K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.17KNew |
$187K - $204K
|
1.17K
$208K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
103+ 278.38% |
$16.5K - $18K
|
140
$24.9K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.21KNew |
$193K - $211K
|
1.21K
$216K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8.99K- 39.94% |
$1.44M - $1.57M
|
13.5K
$2.41M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.4KNew |
$224K - $245K
|
1.4K
$250K
|