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 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-377- 6.98% |
$96.2K - $107K
|
5.02K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-40- 0.51% |
$10.2K - $11.3K
|
7.8K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.43K+ 0.34% |
$364K - $404K
|
421K
$125M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.43K+ 1.28% |
$621K - $689K
|
192K
$57M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-543- 34.94% |
$139K - $154K
|
1.01K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
251+ 22.23% |
$64.1K - $71.1K
|
1.38K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
7.85K+ 2.99% |
$2M - $2.22M
|
271K
$80.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-110- 12.79% |
$28.1K - $31.2K
|
750
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
197+ 15.04% |
$50.3K - $55.8K
|
1.51K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
25+ 27.78% |
$6.38K - $7.08K
|
115
$34.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-87- 4.21% |
$22.2K - $24.6K
|
1.98K
$588K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.65K+ 37.81% |
$1.95M - $2.17M
|
27.9K
$8.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
182+ 15.36% |
$46.4K - $51.5K
|
1.37K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-81- 2.39% |
$20.7K - $22.9K
|
3.31K
$983K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-2.06K- 0.66% |
$526K - $583K
|
308K
$91.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.47K+ 33.06% |
$374K - $415K
|
5.91K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.52K+ 8.3% |
$389K - $431K
|
19.9K
$5.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-335K- 46.95% |
$85.5M - $94.9M
|
379K
$113M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.49K+ 6.8% |
$381K - $423K
|
23.5K
$6.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-192- 1.45% |
$49K - $54.4K
|
13K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-10- 1.03% |
$2.55K - $2.83K
|
962
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
165+ 7.77% |
$42.1K - $46.7K
|
2.29K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-31- 1.91% |
$7.91K - $8.78K
|
1.6K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
598+ 3.22% |
$153K - $169K
|
19.2K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.86% |
$5.1K - $5.66K
|
2.36K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-680- 1.16% |
$174K - $193K
|
58K
$17.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.27K+ 52.85% |
$580K - $643K
|
6.57K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
104+ 11.3% |
$26.5K - $29.5K
|
1.02K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
400+ 30.77% |
$102K - $113K
|
1.7K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
179+ 0.08% |
$45.7K - $50.7K
|
223K
$66.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 1.84% |
$775K - $860K
|
162K
$48.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-21- 0.67% |
$5.36K - $5.95K
|
3.12K
$928K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-619- 44.12% |
$158K - $175K
|
784
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-123- 1.03% |
$31.4K - $34.8K
|
11.8K
$3.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-54- 0.34% |
$13.8K - $15.3K
|
15.9K
$4.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
464+ 4.88% |
$118K - $131K
|
9.98K
$2.97M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-115- 0.02% |
$29.3K - $32.6K
|
490K
$146M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-125- 3.26% |
$31.9K - $35.4K
|
3.71K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-337- 0.91% |
$86K - $95.4K
|
36.9K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
947+ 0.61% |
$242K - $268K
|
157K
$46.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.04K- 7.68% |
$1.03M - $1.14M
|
48.6K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.37K+ 11.19% |
$349K - $387K
|
13.6K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$766 - $850
|
1.84K
$547K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-254- 6.91% |
$64.8K - $71.9K
|
3.42K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5- 0.13% |
$1.28K - $1.42K
|
3.96K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.05K- 6.04% |
$524K - $582K
|
32K
$9.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.1K+ 751.64% |
$1.81M - $2.01M
|
8.05K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.38K- 41.24% |
$1.12M - $1.24M
|
6.25K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
815+ 3.62% |
$208K - $231K
|
23.3K
$6.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
901New |
$230K - $255K
|
901
$268K
|