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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2021
Q1 2021
|
Narwhal Capital Management
|
SELL
|
- |
-3.5KClosed |
$411K - $463K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-55Closed |
$6.46K - $7.28K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-163Closed |
$19.1K - $21.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Apr 10, 2025
Q4 2020
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
715+ 54.33% |
$72.8K - $85.2K
|
2.03K
$380K
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.79M - $2.1M
|
17.6K
$3.3M
|
|
|
Mar 02, 2022
Q4 2020
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.84KNew |
$187K - $219K
|
1.84K
$343K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-280Closed |
$28.5K - $33.4K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.9KNew |
$193K - $226K
|
1.9K
$356K
|
|
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.54KClosed |
$258K - $303K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.57KClosed |
$261K - $306K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-18.8KClosed |
$1.91M - $2.24M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-785KClosed |
$79.8M - $93.5M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6Closed |
$611 - $715
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-8Closed |
$814 - $953
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-544Closed |
$55.4K - $64.8K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28New |
$2.85K - $3.34K
|
28
$5.24K
|
|
|
Jan 13, 2021
Q4 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-225Closed |
$22.9K - $26.8K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.59KClosed |
$263K - $308K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 02, 2025
Q3 2020
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-7.89K- 90.21% |
$776K - $864K
|
856
$160K
|
|
|
Nov 16, 2020
Q3 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-24.5KClosed |
$2.41M - $2.68M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-72.5KClosed |
$7.13M - $7.94M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-3.6KClosed |
$354K - $394K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-281Closed |
$27.6K - $30.8K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-56Closed |
$5.51K - $6.13K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-254Closed |
$25K - $27.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
27.5KNew |
$2.71M - $3.01M
|
27.5K
$5.15M
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-325Closed |
$32K - $35.6K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-6.54KClosed |
$644K - $716K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Ht Partners LLC
|
BUY
|
- |
1.97KNew |
$194K - $215K
|
1.97K
$368K
|
|
|
Oct 15, 2020
Q3 2020
|
Avondale Wealth Management
|
SELL
|
- |
-366Closed |
$36K - $40.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.4K+ 6.63% |
$1.65M - $2.14M
|
312K
$58.4M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-68Closed |
$5.8K - $7.49K
|
0
$0
|
|
|
Mar 12, 2021
Q2 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$881K - $1.14M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-6.62KClosed |
$564K - $729K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-358Closed |
$30.5K - $39.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.54KClosed |
$217K - $280K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.32KClosed |
$624K - $806K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.6KClosed |
$222K - $287K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
60.2KNew |
$5.13M - $6.64M
|
60.2K
$11.3M
|
|
|
Aug 11, 2020
Q2 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-952Closed |
$81.1K - $105K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.13KNew |
$182K - $235K
|
2.13K
$399K
|
|
|
Aug 10, 2020
Q2 2020
|
Hamel Associates, Inc.
|
SELL
|
- |
-4KClosed |
$340K - $440K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-5.25KClosed |
$447K - $578K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.35KClosed |
$286K - $369K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-320Closed |
$27.3K - $35.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-3.72KClosed |
$317K - $410K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-213Closed |
$18.2K - $23.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-505Closed |
$43K - $55.6K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12.2KClosed |
$1.04M - $1.34M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Starr International CO Inc
Zug, V8 |
SELL
|
- |
-159KClosed |
$13.6M - $17.5M
|
0
$0
|
|