Latest Institutional Transactions on Vanguard Total Stock Market Et (VTI)
This table provides information on the latest institutional transactions involving Vanguard Total Stock Market Et (VTI) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.2M- 99.62% |
$2.61B - $2.9B
|
38.8K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-307- 10.43% |
$78.3K - $86.9K
|
2.64K
$784K
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
229+ 27.0% |
$58.4K - $64.9K
|
1.08K
$320K
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$510 - $566
|
1.59K
$473K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29.5K+ 6.48% |
$7.52M - $8.34M
|
484K
$144M
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
213+ 0.7% |
$54.4K - $60.3K
|
30.7K
$9.11M
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
447+ 16.86% |
$114K - $127K
|
3.1K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-50- 1.31% |
$12.8K - $14.2K
|
3.76K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-234K- 16.25% |
$59.8M - $66.4M
|
1.21M
$359M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.6K- 39.01% |
$407K - $452K
|
2.49K
$741K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 10.89% |
$7.88M - $8.75M
|
253K
$75.1M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.34K+ 6.28% |
$598K - $664K
|
39.6K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-675- 21.89% |
$172K - $191K
|
2.41K
$716K
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.76K+ 18.54% |
$1.73M - $1.91M
|
43.2K
$12.8M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 5.01% |
$701K - $778K
|
57.6K
$17.1M
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.7% |
$25.5K - $28.3K
|
14.2K
$4.23M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
444+ 3.89% |
$113K - $126K
|
11.9K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.72K+ 4.15% |
$2.48M - $2.75M
|
244K
$72.6M
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.04% |
$255 - $283
|
2.78K
$825K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.19K+ 422.97% |
$813K - $902K
|
3.94K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
346+ 2.6% |
$88.3K - $98K
|
13.6K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
92+ 0.68% |
$23.5K - $26.1K
|
13.6K
$4.06M
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
23+ 2.79% |
$5.87K - $6.51K
|
847
$252K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
196K+ 1.31% |
$49.9M - $55.4M
|
15.2M
$4.5B
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
885New |
$226K - $251K
|
885
$263K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
609+ 1.9% |
$155K - $172K
|
32.7K
$9.7M
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
30+ 0.34% |
$7.66K - $8.5K
|
8.74K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
33+ 0.21% |
$8.42K - $9.35K
|
15.5K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-807- 0.93% |
$206K - $229K
|
85.5K
$25.4M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-226- 6.71% |
$57.7K - $64K
|
3.14K
$934K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-227- 0.75% |
$57.9K - $64.3K
|
29.9K
$8.9M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 0.56% |
$7.15K - $7.93K
|
4.93K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-36- 0.66% |
$9.19K - $10.2K
|
5.43K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97K+ 9.75% |
$504K - $559K
|
22.2K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
262+ 3.27% |
$66.9K - $74.2K
|
8.28K
$2.46M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.2K+ 1.29% |
$1.07M - $1.19M
|
329K
$97.7M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.8K- 2.8% |
$3.27M - $3.63M
|
445K
$132M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.67K- 24.13% |
$681K - $756K
|
8.4K
$2.49M
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
6.69K+ 109.75% |
$1.71M - $1.89M
|
12.8K
$3.8M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.2K- 3.43% |
$3.12M - $3.46M
|
344K
$102M
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.75K+ 0.43% |
$701K - $778K
|
635K
$189M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-14- 1.65% |
$3.57K - $3.96K
|
834
$248K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-90- 0.28% |
$23K - $25.5K
|
32.4K
$9.61M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.44KNew |
$368K - $408K
|
1.44K
$428K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.02K- 27.43% |
$771K - $856K
|
7.99K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
538+ 1.01% |
$137K - $152K
|
54K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-6.04K- 42.55% |
$1.54M - $1.71M
|
8.16K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14- 0.32% |
$3.57K - $3.96K
|
4.33K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-102- 0.65% |
$26K - $28.9K
|
15.5K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.6K+ 27.93% |
$16.2M - $18M
|
291K
$86.6M
|