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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-38.5K- 54.89% |
$5.08M - $5.57M
|
31.6K
$5.65M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.49KNew |
$197K - $216K
|
1.49K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-16.1K- 69.58% |
$2.13M - $2.34M
|
7.06K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5KNew |
$661K - $725K
|
5K
$894K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$6.61K - $7.25K
|
50
$8.94K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6.45K- 5.83% |
$852K - $935K
|
104K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
420+ 5.81% |
$55.5K - $60.9K
|
7.66K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
138New |
$18.2K - $20K
|
138
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
170New |
$22.5K - $24.6K
|
170
$30.4K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
199+ 1.72% |
$26.3K - $28.8K
|
11.8K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.08% |
$2.77K - $3.04K
|
1.92K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-404- 50.0% |
$53.4K - $58.6K
|
404
$72.3K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
475+ 11.14% |
$62.8K - $68.9K
|
4.74K
$847K
|
|
|
May 04, 2023
Q1 2023
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-41.7K- 62.46% |
$5.51M - $6.05M
|
25.1K
$4.49M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.7K+ 4.2% |
$225K - $246K
|
42.2K
$7.54M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
136New |
$18K - $19.7K
|
136
$24.3K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-75- 0.31% |
$9.91K - $10.9K
|
24.3K
$4.35M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.06K+ 153.35% |
$272K - $298K
|
3.4K
$608K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-220- 4.88% |
$29.1K - $31.9K
|
4.28K
$766K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$132 - $145
|
1
$179
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-544- 22.93% |
$71.9K - $78.9K
|
1.83K
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.73KNew |
$229K - $251K
|
1.73K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-11.3K- 84.0% |
$1.5M - $1.64M
|
2.16K
$386K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.48KNew |
$195K - $214K
|
1.48K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-85- 1.18% |
$11.2K - $12.3K
|
7.09K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
820+ 13.61% |
$108K - $119K
|
6.84K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
60+ 53.1% |
$7.93K - $8.7K
|
173
$30.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
72New |
$9.51K - $10.4K
|
72
$12.9K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
173+ 1.96% |
$22.9K - $25.1K
|
9.01K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
222+ 0.45% |
$29.3K - $32.2K
|
49.6K
$8.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14- 0.06% |
$1.85K - $2.03K
|
22.9K
$4.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-6.63K- 73.04% |
$876K - $961K
|
2.45K
$438K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.45KNew |
$1.25M - $1.37M
|
9.45K
$1.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
148+ 3.0% |
$19.6K - $21.5K
|
5.09K
$910K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
69+ 1.09% |
$9.12K - $10K
|
6.39K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$206K - $226K
|
1.56K
$279K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
255KNew |
$33.7M - $36.9M
|
255K
$45.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-167- 2.63% |
$22.1K - $24.2K
|
6.19K
$1.11M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-200- 3.83% |
$24.9K - $29.2K
|
5.02K
$898K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
479New |
$59.7K - $70K
|
479
$85.7K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.73KClosed |
$464K - $545K
|
0
$0
|
|
|
Nov 14, 2023
Q4 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-2.85MClosed |
$356M - $417M
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
141New |
$17.6K - $20.6K
|
141
$25.2K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.99KNew |
$871K - $1.02M
|
6.99K
$1.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
725New |
$90.4K - $106K
|
725
$130K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
108KNew |
$13.5M - $15.8M
|
108K
$19.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
260New |
$32.4K - $38K
|
260
$46.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
CALL |
3.5KNew |
$436K - $512K
|
3.5K
$626K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
23.7K+ 20.34% |
$2.95M - $3.46M
|
140K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
21K+ 623.1% |
$2.62M - $3.07M
|
24.4K
$4.36M
|
|