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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$2.67M - $3.04M
|
20.2K
$3.58M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
17.4KNew |
$2.3M - $2.61M
|
17.4K
$3.08M
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
15.6KNew |
$2.06M - $2.35M
|
15.6K
$2.76M
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15.4KNew |
$2.03M - $2.31M
|
15.4K
$2.72M
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
15K+ 50.0% |
$1.98M - $2.25M
|
45K
$7.95M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.9K+ 3.22% |
$1.96M - $2.23M
|
477K
$84.3M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.15KNew |
$1.21M - $1.37M
|
9.15K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.11KNew |
$806K - $917K
|
6.11K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
5.79KNew |
$764K - $869K
|
5.79K
$1.02M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.96K+ 54.51% |
$654K - $744K
|
14.1K
$2.48M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.93K+ 1805.49% |
$650K - $739K
|
5.2K
$919K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.17KNew |
$550K - $625K
|
4.17K
$737K
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$90.7M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$613K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.22KNew |
$424K - $483K
|
3.22K
$569K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.01K+ 170.61% |
$397K - $452K
|
4.78K
$844K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
3KNew |
$395K - $450K
|
3K
$530K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.78K+ 1.39% |
$366K - $417K
|
202K
$35.7M
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.76KNew |
$364K - $414K
|
2.76K
$488K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$408K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 20.15% |
$302K - $344K
|
13.7K
$2.42M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.28KNew |
$301K - $342K
|
2.28K
$404K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2.18KNew |
$287K - $327K
|
2.18K
$385K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$371K
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$246K - $279K
|
1.86K
$329K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74KNew |
$229K - $260K
|
1.74K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.65KNew |
$218K - $248K
|
1.65K
$292K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.61KNew |
$212K - $241K
|
1.61K
$284K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.59KNew |
$210K - $239K
|
1.59K
$282K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.57KNew |
$207K - $236K
|
1.57K
$278K
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$195K - $222K
|
1.48K
$261K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.4% |
$187K - $212K
|
33.6K
$5.94M
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.41KNew |
$186K - $212K
|
1.41K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$245K
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $208K
|
1.39K
$245K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.35KNew |
$177K - $202K
|
1.35K
$238K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.1K+ 7.66% |
$144K - $164K
|
15.4K
$2.72M
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.09K+ 0.98% |
$143K - $163K
|
112K
$19.7M
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.02KNew |
$135K - $154K
|
1.02K
$181K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
982+ 60.8% |
$129K - $147K
|
2.6K
$459K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
975+ 130.0% |
$129K - $146K
|
1.73K
$305K
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799New |
$105K - $120K
|
799
$141K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
734New |
$96.8K - $110K
|
734
$130K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
586+ 10.22% |
$77.2K - $87.9K
|
6.32K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
514+ 5.12% |
$67.8K - $77.1K
|
10.6K
$1.86M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
504New |
$66.4K - $75.6K
|
504
$89.1K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
470+ 100.21% |
$62K - $70.5K
|
939
$166K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
418+ 44.37% |
$55.1K - $62.7K
|
1.36K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
416+ 277.33% |
$54.8K - $62.4K
|
566
$100K
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
213+ 3.51% |
$28.1K - $31.9K
|
6.29K
$1.11M
|