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 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.01K+ 170.61% |
$397K - $452K
|
4.78K
$843K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.17KNew |
$550K - $625K
|
4.17K
$736K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-59- 3.92% |
$7.78K - $8.85K
|
1.45K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-19- 0.72% |
$2.5K - $2.85K
|
2.62K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2.18KNew |
$287K - $327K
|
2.18K
$384K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.1K- 72.03% |
$1.2M - $1.36M
|
3.53K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-16- 0.03% |
$2.11K - $2.4K
|
55.1K
$9.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46- 0.54% |
$6.06K - $6.9K
|
8.45K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2.79K- 40.04% |
$368K - $418K
|
4.18K
$737K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-120- 37.97% |
$15.8K - $18K
|
196
$34.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 20.15% |
$302K - $344K
|
13.7K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.54K- 25.36% |
$335K - $381K
|
7.47K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-41- 4.2% |
$5.4K - $6.15K
|
936
$165K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.4% |
$187K - $212K
|
33.6K
$5.92M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-172- 5.97% |
$22.7K - $25.8K
|
2.71K
$478K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$195K - $222K
|
1.48K
$261K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$20M - $21.3M
|
145K
$25.6M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-170- 21.38% |
$23.4K - $25K
|
625
$110K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
38+ 33.63% |
$5.24K - $5.59K
|
151
$26.6K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-90.9K- 32.88% |
$12.5M - $13.4M
|
186K
$32.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$8.55K - $9.13K
|
62
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.49K+ 2.09% |
$757K - $807K
|
268K
$47.3M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
895+ 394.27% |
$123K - $132K
|
1.12K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$828 - $883
|
4.41K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23.9K+ 29.54% |
$3.3M - $3.52M
|
105K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
79+ 0.25% |
$10.9K - $11.6K
|
32.1K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 16.67% |
$138 - $147
|
7
$1.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.56KNew |
$215K - $230K
|
1.56K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
5.11K+ 12.12% |
$705K - $753K
|
47.3K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-138- 0.67% |
$19K - $20.3K
|
20.4K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 71.71% |
$260K - $278K
|
4.52K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
352KNew |
$48.6M - $51.8M
|
352K
$62.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-150K- 13.9% |
$20.7M - $22.1M
|
929K
$164M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-298- 2.57% |
$41.1K - $43.9K
|
11.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.14MClosed |
$433M - $462M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15+ 150.0% |
$2.07K - $2.21K
|
25
$4.41K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
896New |
$124K - $132K
|
896
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$552 - $589
|
4
$705
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-100- 19.53% |
$13.8K - $14.7K
|
412
$72.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-137- 6.45% |
$18.9K - $20.2K
|
1.99K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-87- 16.2% |
$12K - $12.8K
|
450
$79.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.8K+ 1.22% |
$2.04M - $2.18M
|
1.22M
$216M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
857New |
$118K - $126K
|
857
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-23.5K- 28.0% |
$3.24M - $3.46M
|
60.5K
$10.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-182- 7.43% |
$25.1K - $26.8K
|
2.27K
$400K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
955New |
$132K - $141K
|
955
$168K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
257KNew |
$35.4M - $37.8M
|
257K
$45.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
90.6KNew |
$12.5M - $13.3M
|
90.6K
$16M
|
|