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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.11KNew |
$806K - $917K
|
6.11K
$1.13M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.96K+ 54.51% |
$654K - $744K
|
14.1K
$2.6M
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$95M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$641K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.22KNew |
$424K - $483K
|
3.22K
$595K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
3KNew |
$395K - $450K
|
3K
$555K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.78K+ 1.39% |
$366K - $417K
|
202K
$37.4M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$427K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 20.15% |
$302K - $344K
|
13.7K
$2.53M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.28KNew |
$301K - $342K
|
2.28K
$422K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$389K
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$246K - $279K
|
1.86K
$345K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74KNew |
$229K - $260K
|
1.74K
$321K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.61KNew |
$212K - $241K
|
1.61K
$297K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.57KNew |
$207K - $236K
|
1.57K
$291K
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$195K - $222K
|
1.48K
$274K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.4% |
$187K - $212K
|
33.6K
$6.21M
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$261K
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$256K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$249K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.1K+ 7.66% |
$144K - $164K
|
15.4K
$2.85M
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.02KNew |
$135K - $154K
|
1.02K
$189K
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$148K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
586+ 10.22% |
$77.2K - $87.9K
|
6.32K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.95M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
504New |
$66.4K - $75.6K
|
504
$93.2K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
470+ 100.21% |
$62K - $70.5K
|
939
$174K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
418+ 44.37% |
$55.1K - $62.7K
|
1.36K
$252K
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.16M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
207New |
$27.3K - $31K
|
207
$38.3K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.86% |
$26.4K - $30K
|
656
$121K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
135New |
$17.8K - $20.2K
|
135
$25K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
133+ 9.1% |
$17.5K - $19.9K
|
1.6K
$295K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.05% |
$16.1K - $18.3K
|
2.54K
$469K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$18.5K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56+ 3.27% |
$7.38K - $8.4K
|
1.77K
$327K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
37+ 1.17% |
$4.88K - $5.55K
|
3.2K
$592K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23New |
$3.03K - $3.45K
|
23
$4.25K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$2.59K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$1.58K - $1.8K
|
12
$2.22K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 2.71% |
$923 - $1.05K
|
265
$49K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.13% |
$659 - $750
|
3.74K
$691K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3+ 0.58% |
$395 - $450
|
517
$95.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
352KNew |
$48.6M - $51.8M
|
352K
$65.1M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
257KNew |
$35.4M - $37.8M
|
257K
$47.4M
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
186KNew |
$25.6M - $27.3M
|
186K
$34.3M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$20M - $21.3M
|
145K
$26.8M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
90.6KNew |
$12.5M - $13.3M
|
90.6K
$16.8M
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
66.4KNew |
$9.16M - $9.77M
|
66.4K
$12.3M
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.6K+ 133.82% |
$4.63M - $4.94M
|
58.7K
$10.9M
|