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 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 1.27% |
$138 - $147
|
80
$14.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$13.8K - $14.7K
|
100
$17.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
246+ 12.26% |
$33.9K - $36.2K
|
2.25K
$397K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10.2K- 2.74% |
$1.4M - $1.5M
|
362K
$63.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.7KNew |
$234K - $250K
|
1.7K
$299K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-46.3K- 47.73% |
$6.39M - $6.82M
|
50.7K
$8.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.11K- 7.73% |
$153K - $163K
|
13.2K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-24- 82.76% |
$3.31K - $3.53K
|
5
$882
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.8K- 8.03% |
$2.45M - $2.62M
|
204K
$35.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
66.4KNew |
$9.16M - $9.77M
|
66.4K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
14+ 0.34% |
$1.93K - $2.06K
|
4.09K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3- 0.05% |
$414 - $442
|
5.63K
$993K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 1.96% |
$2.76K - $2.94K
|
1K
$176K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-15- 0.36% |
$2.07K - $2.21K
|
4.14K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
988+ 56.95% |
$136K - $145K
|
2.72K
$480K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
587+ 32.5% |
$81K - $86.4K
|
2.39K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$276 - $294
|
3.83K
$675K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.99K- 41.03% |
$275K - $293K
|
2.86K
$505K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.56K- 17.86% |
$491K - $524K
|
16.4K
$2.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58KNew |
$218K - $233K
|
1.58K
$279K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-170- 5.63% |
$23.4K - $25K
|
2.85K
$503K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
85+ 113.33% |
$11.7K - $12.5K
|
160
$28.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-693- 25.23% |
$95.6K - $102K
|
2.05K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
3.02K+ 5.37% |
$416K - $444K
|
59.2K
$10.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.27% |
$334K - $356K
|
76.4K
$13.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
375+ 20.1% |
$51.7K - $55.2K
|
2.24K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-600- 26.09% |
$82.8K - $88.3K
|
1.7K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$2.45M - $2.61M
|
17.7K
$3.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.73K+ 0.53% |
$239K - $255K
|
327K
$57.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$138 - $147
|
8.52K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.92K+ 162.06% |
$954K - $1.02M
|
11.2K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78KNew |
$246K - $262K
|
1.78K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49+ 22.07% |
$6.76K - $7.21K
|
271
$47.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-105- 1.42% |
$14.5K - $15.5K
|
7.27K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80New |
$11K - $11.8K
|
80
$14.1K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.6K+ 133.82% |
$4.63M - $4.94M
|
58.7K
$10.3M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 7.97% |
$189K - $200K
|
19K
$3.35M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$121K - $128K
|
31K
$5.47M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 17.32% |
$2.27M - $2.4M
|
80.5K
$14.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.18KClosed |
$294K - $311K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-129- 17.09% |
$17.4K - $18.4K
|
626
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$674 - $712
|
5
$882
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
72.3KNew |
$9.74M - $10.3M
|
72.3K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
11New |
$1.48K - $1.57K
|
11
$1.94K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.06K- 40.62% |
$142K - $150K
|
1.54K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-145- 2.88% |
$19.5K - $20.7K
|
4.9K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 0.68% |
$67.4K - $71.2K
|
74.5K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
381+ 22.54% |
$51.3K - $54.3K
|
2.07K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 4.19% |
$251K - $266K
|
46.4K
$8.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
84.6KNew |
$11.4M - $12.1M
|
84.6K
$14.9M
|
|