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 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.92K+ 162.06% |
$954K - $1.02M
|
11.2K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78KNew |
$246K - $262K
|
1.78K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49+ 22.07% |
$6.76K - $7.21K
|
271
$48.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-105- 1.42% |
$14.5K - $15.5K
|
7.27K
$1.29M
|
|
|
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
$5.52M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 17.32% |
$2.27M - $2.4M
|
80.5K
$14.3M
|
|
|
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
$891
|
|
|
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
$1.96K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.06K- 40.62% |
$142K - $150K
|
1.54K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-145- 2.88% |
$19.5K - $20.7K
|
4.9K
$872K
|
|
|
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
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 4.19% |
$251K - $266K
|
46.4K
$8.27M
|
|
|
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
$22.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$660K - $697K
|
4.9K
$872K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 10.06% |
$2.29K - $2.42K
|
152
$27.1K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 7.05% |
$483K - $510K
|
54.4K
$9.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.35K - $1.42K
|
3.34K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.26K- 65.01% |
$440K - $465K
|
1.76K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.82KNew |
$245K - $259K
|
1.82K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
111New |
$15K - $15.8K
|
111
$19.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
139KNew |
$18.7M - $19.7M
|
139K
$24.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
11.4KNew |
$1.54M - $1.63M
|
11.4K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$33.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.89K- 79.67% |
$1.06M - $1.12M
|
2.01K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$510K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.49K- 11.04% |
$201K - $212K
|
12K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$135 - $142
|
169
$30.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 8.57% |
$1.62K - $1.71K
|
128
$22.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.14KNew |
$1.23M - $1.3M
|
9.14K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.82K- 78.61% |
$515K - $544K
|
1.04K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.21K+ 21.31% |
$432K - $457K
|
18.3K
$3.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
707New |
$95.3K - $101K
|
707
$126K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.89KNew |
$390K - $412K
|
2.89K
$516K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
5.93KNew |
$798K - $844K
|
5.93K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-358- 11.19% |
$48.2K - $51K
|
2.84K
$506K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-108- 51.92% |
$14.6K - $15.4K
|
100
$17.8K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 10.49% |
$78.3K - $82.7K
|
6.12K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.44% |
$539 - $570
|
918
$164K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 6.2% |
$26.8K - $28.3K
|
3.01K
$536K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
38.3K+ 0.68% |
$5.16M - $5.45M
|
5.63M
$1B
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12.3K+ 9.67% |
$1.66M - $1.76M
|
140K
$24.9M
|
|