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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-52- 3.49% |
$7.99K - $9.19K
|
1.44K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
7.03K+ 5.47% |
$1.08M - $1.24M
|
135K
$25.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
973New |
$150K - $172K
|
973
$182K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-55- 0.23% |
$8.45K - $9.72K
|
23.9K
$4.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.12K+ 5.36% |
$173K - $198K
|
22.1K
$4.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$193K - $221K
|
1.25K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
186New |
$28.6K - $32.9K
|
186
$34.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.47K- 6.13% |
$226K - $260K
|
22.5K
$4.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80+ 5.09% |
$12.3K - $14.1K
|
1.65K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-254- 3.42% |
$39K - $44.9K
|
7.17K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.37KNew |
$211K - $242K
|
1.37K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-66- 39.76% |
$10.1K - $11.7K
|
100
$18.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 8.99% |
$1.23K - $1.41K
|
81
$15.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
331+ 9.76% |
$50.9K - $58.5K
|
3.72K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7- 0.17% |
$1.08K - $1.24K
|
4.09K
$766K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.34K- 24.06% |
$360K - $414K
|
7.4K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.23K+ 88.55% |
$189K - $217K
|
2.62K
$490K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
64New |
$9.83K - $11.3K
|
64
$12K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-2.01K- 10.88% |
$308K - $355K
|
16.4K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.08K+ 4.7% |
$166K - $191K
|
24.1K
$4.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.3K- 27.47% |
$814K - $936K
|
14K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.4KNew |
$215K - $247K
|
1.4K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-279- 42.92% |
$42.9K - $49.3K
|
371
$69.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.78% |
$409K - $470K
|
93K
$17.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-119- 9.19% |
$18.3K - $21K
|
1.18K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.23KNew |
$189K - $217K
|
1.23K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
4.64K+ 0.18% |
$713K - $820K
|
2.56M
$479M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-105- 50.0% |
$16.1K - $18.6K
|
105
$19.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
9.91KNew |
$1.52M - $1.75M
|
9.91K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.72K+ 42975.0% |
$264K - $304K
|
1.72K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.25KNew |
$193K - $222K
|
1.25K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
1.31K+ 65.77% |
$202K - $232K
|
3.31K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-1.91K- 46.72% |
$293K - $337K
|
2.18K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.4K - $17.7K
|
100
$18.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-7.71K- 6.87% |
$1.18M - $1.36M
|
104K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-563- 8.69% |
$86.5K - $99.5K
|
5.91K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6- 0.24% |
$922 - $1.06K
|
2.5K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$26.9K - $30.9K
|
175
$32.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
63+ 0.66% |
$9.68K - $11.1K
|
9.58K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-200- 12.19% |
$30.7K - $35.3K
|
1.44K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 0.77% |
$1.84K - $2.12K
|
1.57K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-23- 1.9% |
$3.53K - $4.07K
|
1.19K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.77K- 54.15% |
$272K - $312K
|
1.5K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.17% |
$461 - $530
|
1.75K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
768+ 15.12% |
$118K - $136K
|
5.85K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-6.99K- 3.53% |
$1.07M - $1.24M
|
191K
$35.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-224- 3.74% |
$34.4K - $39.6K
|
5.76K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.01KNew |
$1.23M - $1.42M
|
8.01K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.59K+ 5.71% |
$244K - $281K
|
29.4K
$5.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
57+ 2.09% |
$8.76K - $10.1K
|
2.79K
$521K
|
|