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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-551K- 23.99% |
$88M - $96.2M
|
1.75M
$299M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
222+ 0.17% |
$35.5K - $38.8K
|
131K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.28K+ 23.17% |
$204K - $223K
|
6.79K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
79K+ 2.42% |
$12.6M - $13.8M
|
3.35M
$573M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.74K- 1.29% |
$438K - $478K
|
210K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.37K- 3.37% |
$539K - $589K
|
96.6K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.51K+ 7.93% |
$561K - $613K
|
47.8K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
172+ 5.43% |
$27.5K - $30K
|
3.34K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
153+ 0.69% |
$24.4K - $26.7K
|
22.2K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.78K+ 29.23% |
$1.08M - $1.18M
|
30K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77.2K- 32.8% |
$12.3M - $13.5M
|
158K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
95+ 6.84% |
$15.2K - $16.6K
|
1.48K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
8.22KNew |
$1.31M - $1.43M
|
8.22K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.36K- 0.92% |
$377K - $412K
|
254K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.52K- 18.44% |
$402K - $439K
|
11.1K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-163- 1.18% |
$26K - $28.5K
|
13.6K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-993- 2.49% |
$159K - $173K
|
38.9K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.76K- 4.33% |
$441K - $482K
|
61K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-101K- 16.51% |
$16.1M - $17.6M
|
510K
$87.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-788- 8.42% |
$126K - $138K
|
8.57K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.05K+ 0.43% |
$1.29M - $1.41M
|
1.89M
$324M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.3K+ 3.38% |
$15.7M - $17.2M
|
3.01M
$516M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-23.8K- 4.12% |
$3.8M - $4.15M
|
554K
$94.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.22K+ 4.33% |
$195K - $213K
|
29.3K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38.8K+ 15.38% |
$6.2M - $6.78M
|
291K
$49.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8+ 0.55% |
$1.28K - $1.4K
|
1.45K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
779+ 13.98% |
$124K - $136K
|
6.35K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
150+ 2.72% |
$24K - $26.2K
|
5.67K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$1.65M - $1.8M
|
10.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.39KNew |
$542K - $592K
|
3.39K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
121+ 2.82% |
$19.3K - $21.1K
|
4.41K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.42K+ 7.74% |
$387K - $422K
|
33.7K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.8K+ 2.17% |
$4.6M - $5.03M
|
1.36M
$233M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.19K+ 8.09% |
$350K - $383K
|
29.3K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.5K+ 42.08% |
$240K - $262K
|
5.07K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
84+ 4.67% |
$13.4K - $14.7K
|
1.88K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 23.02% |
$266K - $290K
|
8.88K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
180KNew |
$28.7M - $31.4M
|
180K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.55KNew |
$408K - $445K
|
2.55K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-414- 3.47% |
$66.1K - $72.3K
|
11.5K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-227- 1.27% |
$36.3K - $39.6K
|
17.6K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$160 - $175
|
3.43K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-62- 0.8% |
$9.9K - $10.8K
|
7.68K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-11- 0.35% |
$1.76K - $1.92K
|
3.16K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
108KNew |
$17.3M - $18.9M
|
108K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-266- 16.8% |
$42.5K - $46.4K
|
1.32K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.53K+ 3.18% |
$564K - $617K
|
115K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.8K+ 3.68% |
$287K - $314K
|
50.5K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-494- 2.45% |
$78.9K - $86.2K
|
19.7K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-401- 1.23% |
$64.1K - $70K
|
32.1K
$5.5M
|