Latest Institutional Transactions on Vanguard Value ETF (VTV)
This table provides information on the latest institutional transactions involving Vanguard Value ETF (VTV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
23+ 1.19% |
$3.87K - $4.18K
|
1.96K
$345K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.4KNew |
$571K - $617K
|
3.4K
$599K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-40- 0.43% |
$6.73K - $7.27K
|
9.24K
$1.63M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.52K- 3.67% |
$424K - $458K
|
66.1K
$11.7M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.33K+ 8.33% |
$560K - $605K
|
43.2K
$7.62M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
25.9KNew |
$4.36M - $4.71M
|
25.9K
$4.57M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.9KNew |
$3.01M - $3.25M
|
17.9K
$3.15M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.07KNew |
$1.53M - $1.65M
|
9.07K
$1.6M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
35.1KNew |
$5.91M - $6.39M
|
35.1K
$6.19M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-121K- 87.41% |
$20.4M - $22.1M
|
17.5K
$3.08M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.38% |
$842 - $909
|
1.34K
$236K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14KNew |
$2.36M - $2.55M
|
14K
$2.47M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
113K+ 17.52% |
$19.1M - $20.6M
|
761K
$134M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.06K- 5.42% |
$178K - $192K
|
18.4K
$3.25M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
31+ 0.5% |
$5.22K - $5.64K
|
6.18K
$1.09M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
92+ 3.1% |
$15.5K - $16.7K
|
3.06K
$540K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-26- 0.89% |
$4.38K - $4.73K
|
2.9K
$512K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
32.6KNew |
$5.49M - $5.93M
|
32.6K
$5.75M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-8.91K- 11.95% |
$1.5M - $1.62M
|
65.6K
$11.6M
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3.14K+ 2.41% |
$528K - $571K
|
133K
$23.5M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
230+ 1.11% |
$38.7K - $41.8K
|
21K
$3.7M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 27.75% |
$185K - $200K
|
2.86K
$504K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.88K+ 60.16% |
$654K - $706K
|
10.3K
$1.82M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.7K- 90.73% |
$2.31M - $2.5M
|
1.4K
$247K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.04KNew |
$1.35M - $1.46M
|
8.04K
$1.42M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.8KNew |
$640K - $691K
|
3.8K
$670K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 44.83% |
$430K - $464K
|
3.14K
$554K
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.92KNew |
$491K - $531K
|
2.92K
$515K
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
4+ 0.07% |
$673 - $727
|
5.87K
$1.03M
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
51+ 0.33% |
$8.58K - $9.28K
|
15.5K
$2.74M
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.8K- 45.06% |
$2.15M - $2.32M
|
15.6K
$2.75M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.1K+ 10.18% |
$859K - $928K
|
55.2K
$9.74M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
162K+ 133.52% |
$27.3M - $29.5M
|
284K
$50.1M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 1.47% |
$2.52M - $2.73M
|
1.03M
$182M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 2.15% |
$4.21K - $4.55K
|
1.19K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
59+ 2.21% |
$9.93K - $10.7K
|
2.73K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
904+ 6.26% |
$152K - $164K
|
15.4K
$2.71M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 12.92% |
$1.11M - $1.2M
|
44.6K
$7.86M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 58.99% |
$1.92M - $2.08M
|
7.94K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.2K+ 17.65% |
$707K - $764K
|
28K
$4.94M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 8.14% |
$3.94M - $4.26M
|
265K
$46.7M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-441- 27.56% |
$74.2K - $80.2K
|
1.16K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.11% |
$7.07K - $7.64K
|
39.5K
$6.97M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.76K- 2.17% |
$969K - $1.05M
|
260K
$45.8M
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 1781.34% |
$9.32M - $10.1M
|
58.5K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 45.79% |
$501K - $541K
|
9.48K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
573+ 15.92% |
$96.4K - $104K
|
4.17K
$736K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.58% |
$2.69K - $2.91K
|
2.77K
$489K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.78K+ 1.85% |
$300K - $324K
|
97.8K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
548+ 9.74% |
$92.2K - $99.7K
|
6.17K
$1.09M
|