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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.56KNew |
$215K - $230K
|
1.56K
$278K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
955New |
$132K - $141K
|
955
$170K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
896New |
$124K - $132K
|
896
$160K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
895+ 394.27% |
$123K - $132K
|
1.12K
$200K
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
587+ 32.5% |
$81K - $86.4K
|
2.39K
$426K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
375+ 20.1% |
$51.7K - $55.2K
|
2.24K
$399K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$13.8K - $14.7K
|
100
$17.8K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
85+ 113.33% |
$11.7K - $12.5K
|
160
$28.5K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
79+ 0.25% |
$10.9K - $11.6K
|
32.1K
$5.71M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$8.55K - $9.13K
|
62
$11K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49+ 22.07% |
$6.76K - $7.21K
|
271
$48.3K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
38+ 33.63% |
$5.24K - $5.59K
|
151
$26.9K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
15+ 150.0% |
$2.07K - $2.21K
|
25
$4.45K
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
14+ 0.34% |
$1.93K - $2.06K
|
4.09K
$729K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$828 - $883
|
4.41K
$786K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$552 - $589
|
4
$713
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 16.67% |
$138 - $147
|
7
$1.25K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 1.27% |
$138 - $147
|
80
$14.3K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
139KNew |
$18.7M - $19.7M
|
139K
$24.7M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
84.6KNew |
$11.4M - $12.1M
|
84.6K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
72.3KNew |
$9.74M - $10.3M
|
72.3K
$12.9M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
38.3K+ 0.68% |
$5.16M - $5.45M
|
5.63M
$1B
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
22.7KNew |
$3.06M - $3.23M
|
22.7K
$4.05M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12.3K+ 9.67% |
$1.66M - $1.76M
|
140K
$24.9M
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
11.4KNew |
$1.54M - $1.63M
|
11.4K
$2.03M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.14KNew |
$1.23M - $1.3M
|
9.14K
$1.63M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.85KNew |
$1.19M - $1.26M
|
8.85K
$1.58M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
5.93KNew |
$798K - $844K
|
5.93K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$660K - $697K
|
4.9K
$872K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.58K+ 7.05% |
$483K - $510K
|
54.4K
$9.69M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$476K - $503K
|
3.53K
$629K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.27KNew |
$441K - $466K
|
3.27K
$583K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
3.21KNew |
$433K - $458K
|
3.21K
$572K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.21K+ 21.31% |
$432K - $457K
|
18.3K
$3.25M
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.89KNew |
$390K - $412K
|
2.89K
$516K
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.87KNew |
$386K - $408K
|
2.87K
$510K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.87K+ 4.19% |
$251K - $266K
|
46.4K
$8.27M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.82KNew |
$245K - $259K
|
1.82K
$324K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.46K+ 11.3% |
$196K - $207K
|
14.3K
$2.55M
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.44KNew |
$193K - $204K
|
1.44K
$256K
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
900+ 2.99% |
$121K - $128K
|
31K
$5.52M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
707New |
$95.3K - $101K
|
707
$126K
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
581+ 10.49% |
$78.3K - $82.7K
|
6.12K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 0.68% |
$67.4K - $71.2K
|
74.5K
$13.3M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
416+ 0.53% |
$56.1K - $59.2K
|
79.2K
$14.1M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
381+ 22.54% |
$51.3K - $54.3K
|
2.07K
$369K
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$380K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
374+ 21.26% |
$50.4K - $53.3K
|
2.13K
$380K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
189New |
$25.5K - $26.9K
|
189
$33.7K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
125New |
$16.8K - $17.8K
|
125
$22.3K
|