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 |
---|---|---|---|---|---|---|---|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$195K - $222K
|
1.48K
$264K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.4% |
$187K - $212K
|
33.6K
$5.99M
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$252K
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$240K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.1K+ 7.66% |
$144K - $164K
|
15.4K
$2.74M
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.02KNew |
$135K - $154K
|
1.02K
$182K
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$142K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
734New |
$96.8K - $110K
|
734
$131K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
586+ 10.22% |
$77.2K - $87.9K
|
6.32K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.88M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
504New |
$66.4K - $75.6K
|
504
$89.8K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
470+ 100.21% |
$62K - $70.5K
|
939
$167K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
418+ 44.37% |
$55.1K - $62.7K
|
1.36K
$242K
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.12M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
207New |
$27.3K - $31K
|
207
$36.9K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 43.86% |
$26.4K - $30K
|
656
$117K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
135New |
$17.8K - $20.2K
|
135
$24.1K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
133+ 9.1% |
$17.5K - $19.9K
|
1.6K
$284K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.05% |
$16.1K - $18.3K
|
2.54K
$452K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$17.8K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56+ 3.27% |
$7.38K - $8.4K
|
1.77K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50New |
$6.59K - $7.5K
|
50
$8.91K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
37+ 1.17% |
$4.88K - $5.55K
|
3.2K
$570K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23New |
$3.03K - $3.45K
|
23
$4.1K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$2.49K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$1.58K - $1.8K
|
12
$2.14K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 2.71% |
$923 - $1.05K
|
265
$47.2K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.13% |
$659 - $750
|
3.74K
$666K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3+ 0.58% |
$395 - $450
|
517
$92.1K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
352KNew |
$48.6M - $51.8M
|
352K
$62.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
257KNew |
$35.4M - $37.8M
|
257K
$45.7M
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
186KNew |
$25.6M - $27.3M
|
186K
$33.1M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
145KNew |
$20M - $21.3M
|
145K
$25.8M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
90.6KNew |
$12.5M - $13.3M
|
90.6K
$16.1M
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
66.4KNew |
$9.16M - $9.77M
|
66.4K
$11.8M
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
33.6K+ 133.82% |
$4.63M - $4.94M
|
58.7K
$10.5M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$2.45M - $2.61M
|
17.7K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.8K+ 1.22% |
$2.04M - $2.18M
|
1.22M
$218M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.7KNew |
$1.75M - $1.87M
|
12.7K
$2.27M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.92K+ 162.06% |
$954K - $1.02M
|
11.2K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.49K+ 2.09% |
$757K - $807K
|
268K
$47.8M
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
5.11K+ 12.12% |
$705K - $753K
|
47.3K
$8.43M
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
3.02K+ 5.37% |
$416K - $444K
|
59.2K
$10.6M
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.27% |
$334K - $356K
|
76.4K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.89K+ 71.71% |
$260K - $278K
|
4.52K
$806K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78KNew |
$246K - $262K
|
1.78K
$317K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.73K+ 0.53% |
$239K - $255K
|
327K
$58.2M
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.7KNew |
$234K - $250K
|
1.7K
$302K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58KNew |
$218K - $233K
|
1.58K
$282K
|