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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
125New |
$16.8K - $17.8K
|
125
$22K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$660K - $697K
|
4.9K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
143K+ 2028.15% |
$19.2M - $20.3M
|
150K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 10.06% |
$2.29K - $2.42K
|
152
$26.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 7.05% |
$483K - $510K
|
54.4K
$9.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.35K - $1.42K
|
3.34K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.26K- 65.01% |
$440K - $465K
|
1.76K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.82KNew |
$245K - $259K
|
1.82K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
111New |
$15K - $15.8K
|
111
$19.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
139KNew |
$18.7M - $19.7M
|
139K
$24.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
11.4KNew |
$1.54M - $1.63M
|
11.4K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$33.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.89K- 79.67% |
$1.06M - $1.12M
|
2.01K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.49K- 11.04% |
$201K - $212K
|
12K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$135 - $142
|
169
$29.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 8.57% |
$1.62K - $1.71K
|
128
$22.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.14KNew |
$1.23M - $1.3M
|
9.14K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.82K- 78.61% |
$515K - $544K
|
1.04K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-9.93K- 86.12% |
$1.34M - $1.41M
|
1.6K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.21K+ 21.31% |
$432K - $457K
|
18.3K
$3.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
707New |
$95.3K - $101K
|
707
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.89KNew |
$390K - $412K
|
2.89K
$510K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
5.93KNew |
$798K - $844K
|
5.93K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-358- 11.19% |
$48.2K - $51K
|
2.84K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-108- 51.92% |
$14.6K - $15.4K
|
100
$17.6K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 10.49% |
$78.3K - $82.7K
|
6.12K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.44% |
$539 - $570
|
918
$162K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 6.2% |
$26.8K - $28.3K
|
3.01K
$531K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
38.3K+ 0.68% |
$5.16M - $5.45M
|
5.63M
$994M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12.3K+ 9.67% |
$1.66M - $1.76M
|
140K
$24.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.44KNew |
$193K - $204K
|
1.44K
$253K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.85KNew |
$1.19M - $1.26M
|
8.85K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
125+ 156.25% |
$16.8K - $17.8K
|
205
$36.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$476K - $503K
|
3.53K
$623K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 6.64% |
$2.43K - $2.56K
|
289
$51K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.7KNew |
$3.06M - $3.23M
|
22.7K
$4M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-89- 72.95% |
$12K - $12.7K
|
33
$5.82K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
110+ 2.43% |
$14.8K - $15.7K
|
4.64K
$819K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.62% |
$1.48K - $1.57K
|
1.78K
$313K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.11K- 6.61% |
$150K - $158K
|
15.7K
$2.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
416+ 0.53% |
$56.1K - $59.2K
|
79.2K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
22+ 1.59% |
$2.96K - $3.13K
|
1.41K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-239- 1.72% |
$32.2K - $34K
|
13.7K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
3.21KNew |
$433K - $458K
|
3.21K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 84.81% |
$1.54M - $1.63M
|
2.05K
$361K
|