Lutz Financial Services LLC Vanguard Value ETF Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 82,491 shares of VTV stock, worth $15.4 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

82,491

Previous 82,234 0.31%

Holding current value

$15.4 Million

Previous $14.5 Million 5.84%

% of portfolio

1.11%

Previous 1.13%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$175.51 - $186.57 $45,106 - $47,948	257 Added 0.31%	82,491 $15.4 Million
Q2 2025 Jul 29, 2025	BUY	$153.67 - $176.74 $3.96 Million - $4.55 Million	25,769 Added 45.64%	82,234 $14.5 Million
Q1 2025 May 07, 2025	BUY	$167.73 - $179.21 $288,495 - $308,241	1,720 Added 3.14%	56,465 $9.75 Million
Q4 2024 Feb 03, 2025	BUY	$168.32 - $181.87 $128,596 - $138,948	764 Added 1.42%	54,745 $9.27 Million
Q3 2024 Oct 29, 2024	SELL	$159.75 - $174.57 $52,238 - $57,084	-327 Reduced 0.6%	53,981 $9.42 Million

Q2 2024 Jul 29, 2024	BUY	$154.57 - $163.65 $133,393 - $141,229	863 Added 1.61%	54,308 $8.71 Million
Q1 2024 May 03, 2024	SELL	$147.46 - $162.86 $38,339 - $42,343	-260 Reduced 0.48%	53,445 $8.7 Million
Q4 2023 Feb 07, 2024	BUY	$131.82 - $149.95 $226,203 - $257,314	1,716 Added 3.3%	53,705 $8.03 Million
Q3 2023 Nov 03, 2023	SELL	$137.93 - $147.18 $119,171 - $127,163	-864 Reduced 1.63%	51,989 $7.17 Million
Q2 2023 Aug 07, 2023	BUY	$134.74 - $142.42 $389,398 - $411,593	2,890 Added 5.78%	52,853 $7.51 Million
Q1 2023 May 01, 2023	BUY	$132.13 - $144.96 $223,563 - $245,272	1,692 Added 3.51%	49,963 $6.9 Million
Q4 2022 Feb 06, 2023	BUY	$124.69 - $146.24 $978,193 - $1.15 Million	7,845 Added 19.41%	48,271 $6.78 Million
Q3 2022 Oct 21, 2022	BUY	$123.48 - $143.43 $4.6 Million - $5.35 Million	37,284 Added 1186.63%	40,426 $4.99 Million
Q2 2022 Jul 20, 2022	BUY	$128.01 - $150.8 $256 - $301	2 Added 0.06%	3,142 $414,000
Q1 2022 Apr 25, 2022	BUY	$140.46 - $150.33 $280 - $300	2 Added 0.06%	3,140 $464,000
Q4 2021 Jan 19, 2022	BUY	$136.43 - $147.24 $272 - $294	2 Added 0.06%	3,138 $462,000
Q3 2021 Oct 27, 2021	BUY	$134.5 - $142.48 $134 - $142	1 Added 0.03%	3,136 $425,000
Q2 2021 Jul 26, 2021	SELL	$132.12 - $141.17 $660 - $705	-5 Reduced 0.16%	3,135 $431,000
Q1 2021 Apr 27, 2021	BUY	$117.44 - $132.31 $117 - $132	1 Added 0.03%	3,140 $413,000
Q4 2020 Feb 12, 2021	SELL	$101.75 - $119.15 $1,933 - $2,263	-19 Reduced 0.6%	3,139 $373,000
Q3 2020 Nov 05, 2020	BUY	$98.37 - $109.49 $196 - $218	2 Added 0.06%	3,158 $330,000
Q2 2020 Jul 28, 2020	SELL	$85.23 - $110.16 $328,391 - $424,446	-3,853 Reduced 54.97%	3,156 $314,000
Q1 2020 Apr 27, 2020	BUY	$76.76 - $121.42 $165,878 - $262,388	2,161 Added 44.58%	7,009 $624,000
Q4 2019 Feb 03, 2020	BUY	$107.9 - $120.77 $215 - $241	2 Added 0.04%	4,848 $581,000
Q3 2019 Oct 31, 2019	BUY	$111.23 - $113.16 $333 - $339	3 Added 0.06%	4,846 $541,000
Q2 2019 Aug 13, 2019	BUY	N/A	2 Added 0.04%	4,843 $537,000
Q1 2019 May 06, 2019	SELL	N/A	-96 Reduced 1.94%	4,841 $521,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,770 Added 55.89%	4,937 $484,000
Q3 2018 Nov 13, 2018	SELL	N/A	-177 Reduced 5.29%	3,167 $351,000
Q2 2018 Aug 15, 2018	BUY	N/A	1 Added 0.03%	3,344 $347,000
Q1 2018 Apr 17, 2018	BUY	N/A	195 Added 6.19%	3,343 $345,000
Q4 2017 Apr 17, 2018	BUY	N/A	3,148	3,148 $335,000

Others Institutions Holding VTV

# of Institutions

2,754

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
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Lutz Financial Services LLC Vanguard Value ETF Transaction History