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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-30- 0.29% |
$4.42K - $4.89K
|
10.3K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-200- 10.31% |
$29.5K - $32.6K
|
1.74K
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.42KNew |
$209K - $231K
|
1.42K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-175- 25.7% |
$25.8K - $28.5K
|
506
$90.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
73.6KNew |
$10.9M - $12M
|
73.6K
$13.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.38KNew |
$1.09M - $1.2M
|
7.38K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.78% |
$3.69K - $4.07K
|
3.23K
$575K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.89K+ 9.87% |
$868K - $959K
|
65.5K
$11.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7- 41.18% |
$1.03K - $1.14K
|
10
$1.78K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-48- 2.91% |
$7.08K - $7.82K
|
1.6K
$285K
|
|
| Q4 2023 | |||||||
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-5.68K- 67.88% |
$748K - $851K
|
2.69K
$479K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.8KClosed |
$501K - $570K
|
0
$0
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.96K+ 54.51% |
$654K - $744K
|
14.1K
$2.51M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.1K+ 7.66% |
$144K - $164K
|
15.4K
$2.74M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
504New |
$66.4K - $75.6K
|
504
$89.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.61KNew |
$212K - $241K
|
1.61K
$286K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
470+ 100.21% |
$62K - $70.5K
|
939
$167K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.28KNew |
$301K - $342K
|
2.28K
$407K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
734New |
$96.8K - $110K
|
734
$131K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$246K - $279K
|
1.86K
$332K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$2.49K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
207New |
$27.3K - $31K
|
207
$36.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
3KNew |
$395K - $450K
|
3K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$6.59K - $7.5K
|
50
$8.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.21K- 43.73% |
$159K - $181K
|
1.55K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
15K+ 50.0% |
$1.98M - $2.25M
|
45K
$8.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
15.6KNew |
$2.06M - $2.35M
|
15.6K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-70- 64.22% |
$9.23K - $10.5K
|
39
$6.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
133+ 9.1% |
$17.5K - $19.9K
|
1.6K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-153- 5.38% |
$20.2K - $22.9K
|
2.69K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.13% |
$659 - $750
|
3.74K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$1.58K - $1.8K
|
12
$2.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.11KNew |
$806K - $917K
|
6.11K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23New |
$3.03K - $3.45K
|
23
$4.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$2.67M - $3.04M
|
20.2K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-59K- 92.46% |
$7.78M - $8.85M
|
4.81K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-400- 24.75% |
$52.7K - $60K
|
1.22K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56+ 3.27% |
$7.38K - $8.4K
|
1.77K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-839- 66.53% |
$111K - $126K
|
422
$75.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.33% |
$1.58K - $1.8K
|
3.63K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.86% |
$26.4K - $30K
|
656
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.05% |
$16.1K - $18.3K
|
2.54K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.63K- 6.32% |
$478K - $544K
|
53.7K
$9.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 7.74% |
$1.71K - $1.95K
|
155
$27.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.12M
|
|