Latest Institutional Purchases of Vanguard Value ETF (VTV)
This list provides information on the latest institutional transactions involving Vanguard Value ETF (VTV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.89KNew |
$390K - $412K
|
2.89K
$521K
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$516K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.54KNew |
$342K - $362K
|
2.54K
$457K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.14KNew |
$288K - $304K
|
2.14K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 4.19% |
$251K - $266K
|
46.4K
$8.36M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.82KNew |
$245K - $259K
|
1.82K
$327K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.58M
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.44KNew |
$193K - $204K
|
1.44K
$258K
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$121K - $128K
|
31K
$5.58M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
707New |
$95.3K - $101K
|
707
$127K
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 10.49% |
$78.3K - $82.7K
|
6.12K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 0.68% |
$67.4K - $71.2K
|
74.5K
$13.4M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
416+ 0.53% |
$56.1K - $59.2K
|
79.2K
$14.3M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
381+ 22.54% |
$51.3K - $54.3K
|
2.07K
$373K
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$384K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$384K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$34K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
125New |
$16.8K - $17.8K
|
125
$22.5K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
125+ 156.25% |
$16.8K - $17.8K
|
205
$36.9K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121+ 1.19% |
$16.3K - $17.2K
|
10.3K
$1.86M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
111New |
$15K - $15.8K
|
111
$20K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
110+ 2.43% |
$14.8K - $15.7K
|
4.64K
$836K
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
29+ 0.93% |
$3.91K - $4.13K
|
3.16K
$569K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
22+ 1.59% |
$2.96K - $3.13K
|
1.41K
$254K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 6.64% |
$2.43K - $2.56K
|
289
$52K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
11New |
$1.48K - $1.57K
|
11
$1.98K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.62% |
$1.48K - $1.57K
|
1.78K
$320K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.35K - $1.42K
|
3.34K
$602K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5New |
$674 - $712
|
5
$900
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.44% |
$539 - $570
|
918
$165K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$135 - $142
|
169
$30.4K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
255KNew |
$33.7M - $36.9M
|
255K
$45.9M
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
43.1KNew |
$5.69M - $6.24M
|
43.1K
$7.76M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
17.3KNew |
$2.28M - $2.5M
|
17.3K
$3.11M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16KNew |
$2.11M - $2.32M
|
16K
$2.88M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 1.94% |
$1.88M - $2.06M
|
744K
$134M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10.8K+ 13.98% |
$1.42M - $1.56M
|
87.7K
$15.8M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.45KNew |
$1.25M - $1.37M
|
9.45K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$676K - $741K
|
5.11K
$921K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5KNew |
$661K - $725K
|
5K
$900K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.02KNew |
$399K - $438K
|
3.02K
$544K
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.99K+ 9.49% |
$395K - $433K
|
34.5K
$6.21M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.66KNew |
$352K - $386K
|
2.66K
$479K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.31KNew |
$305K - $335K
|
2.31K
$416K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.19K+ 14.22% |
$289K - $317K
|
17.6K
$3.17M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.06K+ 153.35% |
$272K - $298K
|
3.4K
$612K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.73KNew |
$229K - $251K
|
1.73K
$312K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.7K+ 4.2% |
$225K - $246K
|
42.2K
$7.6M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$206K - $226K
|
1.56K
$281K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$198K - $217K
|
1.5K
$270K
|