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 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-20- 1.96% |
$2.76K - $2.94K
|
1K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-15- 0.36% |
$2.07K - $2.21K
|
4.14K
$741K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
587+ 32.5% |
$81K - $86.4K
|
2.39K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.56K- 17.86% |
$491K - $524K
|
16.4K
$2.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58KNew |
$218K - $233K
|
1.58K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-170- 5.63% |
$23.4K - $25K
|
2.85K
$510K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
85+ 113.33% |
$11.7K - $12.5K
|
160
$28.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-693- 25.23% |
$95.6K - $102K
|
2.05K
$367K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
3.02K+ 5.37% |
$416K - $444K
|
59.2K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.27% |
$334K - $356K
|
76.4K
$13.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
375+ 20.1% |
$51.7K - $55.2K
|
2.24K
$401K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-600- 26.09% |
$82.8K - $88.3K
|
1.7K
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$2.45M - $2.61M
|
17.7K
$3.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.73K+ 0.53% |
$239K - $255K
|
327K
$58.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$138 - $147
|
8.52K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.92K+ 162.06% |
$954K - $1.02M
|
11.2K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78KNew |
$246K - $262K
|
1.78K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49+ 22.07% |
$6.76K - $7.21K
|
271
$48.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-105- 1.42% |
$14.5K - $15.5K
|
7.27K
$1.3M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.6K+ 133.82% |
$4.63M - $4.94M
|
58.7K
$10.5M
|
|
| Q2 2023 | |||||||
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$121K - $128K
|
31K
$5.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 17.32% |
$2.27M - $2.4M
|
80.5K
$14.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-129- 17.09% |
$17.4K - $18.4K
|
626
$112K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$674 - $712
|
5
$894
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
72.3KNew |
$9.74M - $10.3M
|
72.3K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
11New |
$1.48K - $1.57K
|
11
$1.97K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.06K- 40.62% |
$142K - $150K
|
1.54K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-145- 2.88% |
$19.5K - $20.7K
|
4.9K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 0.68% |
$67.4K - $71.2K
|
74.5K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
381+ 22.54% |
$51.3K - $54.3K
|
2.07K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 4.19% |
$251K - $266K
|
46.4K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
84.6KNew |
$11.4M - $12.1M
|
84.6K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
125New |
$16.8K - $17.8K
|
125
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$660K - $697K
|
4.9K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 10.06% |
$2.29K - $2.42K
|
152
$27.2K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 7.05% |
$483K - $510K
|
54.4K
$9.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.35K - $1.42K
|
3.34K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.26K- 65.01% |
$440K - $465K
|
1.76K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.82KNew |
$245K - $259K
|
1.82K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
111New |
$15K - $15.8K
|
111
$19.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
139KNew |
$18.7M - $19.7M
|
139K
$24.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
11.4KNew |
$1.54M - $1.63M
|
11.4K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$33.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.89K- 79.67% |
$1.06M - $1.12M
|
2.01K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.49K- 11.04% |
$201K - $212K
|
12K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$135 - $142
|
169
$30.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 8.57% |
$1.62K - $1.71K
|
128
$22.9K
|
|