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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$2.67M - $3.04M
|
20.2K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-59K- 92.46% |
$7.78M - $8.85M
|
4.81K
$849K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
171+ 488.57% |
$22.5K - $25.6K
|
206
$36.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-400- 24.75% |
$52.7K - $60K
|
1.22K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56+ 3.27% |
$7.38K - $8.4K
|
1.77K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-839- 66.53% |
$111K - $126K
|
422
$74.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.33% |
$1.58K - $1.8K
|
3.63K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.86% |
$26.4K - $30K
|
656
$116K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.05% |
$16.1K - $18.3K
|
2.54K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.63K- 6.32% |
$478K - $544K
|
53.7K
$9.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 7.74% |
$1.71K - $1.95K
|
155
$27.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
208+ 137.75% |
$27.4K - $31.2K
|
359
$63.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74KNew |
$229K - $260K
|
1.74K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.56K- 19.91% |
$206K - $234K
|
6.27K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-32- 0.29% |
$4.22K - $4.8K
|
11.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3+ 0.58% |
$395 - $450
|
517
$91.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.02KNew |
$135K - $154K
|
1.02K
$181K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$90.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
10+ 0.58% |
$1.32K - $1.5K
|
1.74K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.22KNew |
$424K - $483K
|
3.22K
$567K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.15KNew |
$1.21M - $1.37M
|
9.15K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.57KNew |
$207K - $236K
|
1.57K
$277K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15.4KNew |
$2.03M - $2.31M
|
15.4K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
37+ 1.17% |
$4.88K - $5.55K
|
3.2K
$564K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
418+ 44.37% |
$55.1K - $62.7K
|
1.36K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-263- 16.31% |
$34.7K - $39.4K
|
1.35K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-13.9K- 50.0% |
$1.83M - $2.08M
|
13.9K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-321- 11.74% |
$42.3K - $48.1K
|
2.41K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
982+ 60.8% |
$129K - $147K
|
2.6K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.75K- 28.21% |
$362K - $412K
|
6.99K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.59KNew |
$210K - $239K
|
1.59K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.68K- 1.01% |
$749K - $852K
|
556K
$98M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-19- 9.79% |
$2.5K - $2.85K
|
175
$30.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2- 0.12% |
$264 - $300
|
1.66K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.9K+ 3.22% |
$1.96M - $2.23M
|
477K
$84.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 2.71% |
$923 - $1.05K
|
265
$46.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
586+ 10.22% |
$77.2K - $87.9K
|
6.32K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
135New |
$17.8K - $20.2K
|
135
$23.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-85- 4.48% |
$11.2K - $12.7K
|
1.81K
$320K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-534- 4.82% |
$70.4K - $80.1K
|
10.5K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.78K+ 1.39% |
$366K - $417K
|
202K
$35.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
17.4KNew |
$2.3M - $2.61M
|
17.4K
$3.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-43- 0.29% |
$5.67K - $6.45K
|
14.6K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$17.6K
|