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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.64K- 5.02% |
$1.02M - $1.1M
|
68.9K
$19.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3- 3.03% |
$840 - $907
|
96
$27.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28+ 3.61% |
$7.84K - $8.47K
|
804
$231K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
7+ 0.51% |
$1.96K - $2.12K
|
1.38K
$398K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.42% |
$4.2K - $4.54K
|
3.56K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.6KNew |
$728K - $786K
|
2.6K
$747K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
57+ 3.18% |
$16K - $17.2K
|
1.85K
$532K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-623- 1.68% |
$174K - $188K
|
36.5K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-4.61K- 24.06% |
$1.29M - $1.39M
|
14.6K
$4.18M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
888New |
$249K - $269K
|
888
$255K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11+ 0.48% |
$3.08K - $3.33K
|
2.29K
$659K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-507- 0.38% |
$142K - $153K
|
131K
$37.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.18K- 0.26% |
$330K - $356K
|
456K
$131M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1- 0.06% |
$280 - $302
|
1.54K
$442K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-702- 4.44% |
$197K - $212K
|
15.1K
$4.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.18% |
$280 - $302
|
549
$158K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-17- 0.6% |
$4.76K - $5.14K
|
2.8K
$804K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-449- 36.89% |
$126K - $136K
|
768
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-824- 2.32% |
$231K - $249K
|
34.8K
$9.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.4K+ 11.11% |
$951K - $1.03M
|
34K
$9.76M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.28KNew |
$837K - $929K
|
3.28K
$943K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.63K+ 4.2% |
$1.18M - $1.31M
|
115K
$33M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
691New |
$176K - $196K
|
691
$199K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 23.57% |
$274M - $304M
|
3.48M
$999M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.22KNew |
$312K - $346K
|
1.22K
$351K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.2K- 10.92% |
$1.33M - $1.47M
|
42.4K
$12.2M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-654- 0.74% |
$167K - $185K
|
88.1K
$25.3M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.13KNew |
$288K - $320K
|
1.13K
$325K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
104+ 5.38% |
$26.5K - $29.5K
|
2.04K
$586K
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.38% |
$1.53K - $1.7K
|
1.58K
$454K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-6- 0.18% |
$1.53K - $1.7K
|
3.37K
$967K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-37.9K- 13.09% |
$9.67M - $10.7M
|
252K
$72.3M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
745+ 0.75% |
$190K - $211K
|
99.5K
$28.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.78K+ 13.37% |
$710K - $788K
|
23.6K
$6.78M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-63- 0.46% |
$16.1K - $17.8K
|
13.5K
$3.89M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2K- 17.24% |
$511K - $567K
|
9.62K
$2.76M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-245- 3.67% |
$62.5K - $69.4K
|
6.43K
$1.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-293- 11.48% |
$74.8K - $83K
|
2.26K
$649K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
241KNew |
$61.6M - $68.3M
|
241K
$69.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-33- 1.34% |
$8.42K - $9.35K
|
2.42K
$696K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.49K- 23.34% |
$381K - $423K
|
4.9K
$1.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.64K- 44.91% |
$675K - $749K
|
3.24K
$932K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
371K+ 173.28% |
$94.6M - $105M
|
585K
$168M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$255 - $283
|
716K
$206M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-321- 5.06% |
$81.9K - $90.9K
|
6.03K
$1.73M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.74K- 2.34% |
$444K - $492K
|
72.7K
$20.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
248+ 8.38% |
$63.3K - $70.2K
|
3.21K
$922K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
26+ 0.51% |
$6.63K - $7.36K
|
5.17K
$1.48M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
800New |
$204K - $227K
|
800
$230K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.3K- 9.35% |
$330K - $367K
|
12.6K
$3.61M
|
|