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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
879+ 4.26% |
$130K - $143K
|
21.5K
$3.71M
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
700New |
$103K - $114K
|
700
$121K
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
587+ 5.81% |
$86.6K - $95.6K
|
10.7K
$1.84M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
561+ 3.74% |
$82.7K - $91.4K
|
15.6K
$2.69M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
512+ 32.51% |
$75.5K - $83.4K
|
2.09K
$360K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
476New |
$70.2K - $77.5K
|
476
$82.1K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
432New |
$63.7K - $70.4K
|
432
$74.5K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
426New |
$62.8K - $69.4K
|
426
$73.5K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
382+ 1.03% |
$56.3K - $62.2K
|
37.3K
$6.43M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
343New |
$50.6K - $55.9K
|
343
$59.2K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
245+ 1.17% |
$36.1K - $39.9K
|
21.2K
$3.66M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225New |
$33.2K - $36.6K
|
225
$38.8K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
223New |
$32.9K - $36.3K
|
223
$38.5K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 3.79% |
$20.2K - $22.3K
|
3.75K
$648K
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
80+ 250.0% |
$11.8K - $13K
|
112
$19.3K
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
49+ 1.99% |
$7.23K - $7.98K
|
2.51K
$433K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
39+ 0.63% |
$5.75K - $6.35K
|
6.2K
$1.07M
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
38+ 0.64% |
$5.6K - $6.19K
|
6.02K
$1.04M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$4.42K - $4.89K
|
30
$5.17K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.78% |
$3.69K - $4.07K
|
3.23K
$556K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20New |
$2.95K - $3.26K
|
20
$3.45K
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
17New |
$2.51K - $2.77K
|
17
$2.93K
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.46% |
$1.62K - $1.79K
|
2.4K
$414K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 4.43% |
$1.33K - $1.47K
|
212
$36.6K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4+ 0.03% |
$590 - $651
|
15.1K
$2.6M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$442 - $489
|
3
$517
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2New |
$295 - $326
|
2
$345
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.06% |
$147 - $163
|
1.59K
$274K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$2.67M - $3.04M
|
20.2K
$3.49M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
17.4KNew |
$2.3M - $2.61M
|
17.4K
$3.01M
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
15.6KNew |
$2.06M - $2.35M
|
15.6K
$2.7M
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15.4KNew |
$2.03M - $2.31M
|
15.4K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
15K+ 50.0% |
$1.98M - $2.25M
|
45K
$7.76M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.9K+ 3.22% |
$1.96M - $2.23M
|
477K
$82.3M
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
11.4K+ 38.83% |
$1.5M - $1.7M
|
40.6K
$7.01M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.15KNew |
$1.21M - $1.37M
|
9.15K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.11KNew |
$806K - $917K
|
6.11K
$1.05M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.96K+ 54.51% |
$654K - $744K
|
14.1K
$2.43M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.93K+ 1805.49% |
$650K - $739K
|
5.2K
$897K
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.57K+ 0.7% |
$470K - $535K
|
513K
$88.6M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$457K - $520K
|
3.47K
$598K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.22KNew |
$424K - $483K
|
3.22K
$555K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.01K+ 170.61% |
$397K - $452K
|
4.78K
$824K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
3KNew |
$395K - $450K
|
3K
$517K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.78K+ 1.39% |
$366K - $417K
|
202K
$34.9M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$305K - $347K
|
2.31K
$399K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 20.15% |
$302K - $344K
|
13.7K
$2.36M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.28KNew |
$301K - $342K
|
2.28K
$394K
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
2.19KNew |
$288K - $328K
|
2.19K
$377K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2.18KNew |
$287K - $327K
|
2.18K
$376K
|