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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
1.24KNew |
$197K - $216K
|
1.24K
$228K
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.3KNew |
$527K - $576K
|
3.3K
$611K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.3K+ 433.33% |
$208K - $227K
|
1.6K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-8.43K- 76.29% |
$1.35M - $1.47M
|
2.62K
$485K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.53K- 5.54% |
$884K - $966K
|
94.4K
$17.5M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
45+ 2.21% |
$7.19K - $7.86K
|
2.08K
$384K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$254K - $278K
|
1.59K
$294K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
152+ 87.86% |
$24.3K - $26.5K
|
325
$60.1K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.83K- 58.78% |
$293K - $320K
|
1.28K
$237K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$190K - $208K
|
1.19K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-100- 7.08% |
$16K - $17.5K
|
1.31K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 3.26% |
$9.11K - $9.95K
|
1.69K
$313K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.15% |
$7.83K - $8.55K
|
4.2K
$777K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
189+ 2.38% |
$30.2K - $33K
|
8.13K
$1.5M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.08K- 45.14% |
$172K - $188K
|
1.31K
$242K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
24+ 1.14% |
$3.83K - $4.19K
|
2.12K
$392K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-153- 3.5% |
$24.4K - $26.7K
|
4.22K
$781K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$7.67K - $8.38K
|
48
$8.88K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.82K- 6.95% |
$291K - $318K
|
24.4K
$4.51M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
187KNew |
$29.9M - $32.7M
|
187K
$34.6M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4KNew |
$639K - $698K
|
4K
$740K
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.24KNew |
$199K - $217K
|
1.24K
$230K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-628- 6.42% |
$100K - $110K
|
9.15K
$1.69M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
494New |
$78.9K - $86.2K
|
494
$91.4K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.3KNew |
$208K - $227K
|
1.3K
$241K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
481+ 6.44% |
$76.8K - $84K
|
7.95K
$1.47M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-440- 43.35% |
$70.3K - $76.8K
|
575
$106K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-15- 0.76% |
$2.4K - $2.62K
|
1.95K
$360K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400K+ 11.77% |
$63.9M - $69.8M
|
3.8M
$702M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-367- 0.21% |
$58.6K - $64.1K
|
178K
$32.9M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.5K+ 21.01% |
$1.67M - $1.82M
|
60.2K
$11.1M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.18KNew |
$188K - $205K
|
1.18K
$217K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 13.29% |
$3.04K - $3.32K
|
124
$22.9K
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.19KNew |
$191K - $208K
|
1.19K
$221K
|
|
Q2 2024 | |||||||
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-111- 31.9% |
$17.2K - $18.2K
|
237
$43.8K
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-590- 3.88% |
$91.2K - $96.6K
|
14.6K
$2.7M
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1+ 0.04% |
$155 - $164
|
2.3K
$426K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.51K+ 3.48% |
$851K - $901K
|
164K
$30.3M
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
20New |
$3.09K - $3.27K
|
20
$3.7K
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.54KClosed |
$238K - $252K
|
0
$0
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.47KNew |
$227K - $240K
|
1.47K
$271K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.58KNew |
$399K - $423K
|
2.58K
$478K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
641New |
$99.1K - $105K
|
641
$119K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26- 19.4% |
$4.02K - $4.25K
|
108
$20K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-32- 45.71% |
$4.95K - $5.24K
|
38
$7.03K
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.28KNew |
$197K - $209K
|
1.28K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-515- 0.77% |
$79.6K - $84.3K
|
66.6K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-16.9K- 81.98% |
$2.61M - $2.76M
|
3.71K
$685K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-88- 4.83% |
$13.6K - $14.4K
|
1.74K
$321K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
44+ 2.07% |
$6.8K - $7.2K
|
2.17K
$402K
|