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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
109+ 1.15% |
$27.8K - $30.9K
|
9.57K
$2.81M
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-94- 2.82% |
$24K - $26.6K
|
3.24K
$952K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
430+ 0.25% |
$110K - $122K
|
172K
$50.6M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.3K- 0.68% |
$841K - $934K
|
482K
$142M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.08K- 14.59% |
$531K - $590K
|
12.2K
$3.59M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-100- 7.32% |
$25.5K - $28.3K
|
1.27K
$372K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.09% |
$1.53K - $1.7K
|
6.91K
$2.03M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.37K- 3.08% |
$1.12M - $1.24M
|
138K
$40.5M
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.18K+ 12.66% |
$556K - $617K
|
19.4K
$5.71M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.42K+ 34.6% |
$1.13M - $1.25M
|
17.2K
$5.05M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10.8K- 0.93% |
$2.76M - $3.07M
|
1.15M
$338M
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.3% |
$766 - $850
|
993
$292K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-97- 0.59% |
$24.8K - $27.5K
|
16.5K
$4.84M
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.62K- 2.62% |
$412K - $458K
|
60.1K
$17.7M
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
283+ 2.02% |
$72.2K - $80.1K
|
14.3K
$4.2M
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
101+ 0.17% |
$25.8K - $28.6K
|
59.9K
$17.6M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-818- 6.55% |
$209K - $232K
|
11.7K
$3.43M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
315+ 24.55% |
$80.4K - $89.2K
|
1.6K
$470K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
97+ 3.7% |
$24.8K - $27.5K
|
2.72K
$799K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-192- 8.49% |
$49K - $54.4K
|
2.07K
$608K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
148+ 0.68% |
$37.8K - $41.9K
|
21.8K
$6.41M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
410+ 26.37% |
$105K - $116K
|
1.97K
$578K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
708+ 0.81% |
$181K - $201K
|
87.9K
$25.8M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
154KNew |
$39.2M - $43.5M
|
154K
$45.2M
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.21K+ 5.59% |
$309K - $342K
|
22.8K
$6.71M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-8.42K- 37.99% |
$2.15M - $2.38M
|
13.7K
$4.04M
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.26KNew |
$323K - $358K
|
1.26K
$372K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.51K+ 2.46% |
$641K - $711K
|
105K
$30.8M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
46+ 0.31% |
$11.7K - $13K
|
14.7K
$4.32M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-353- 3.36% |
$90.1K - $100K
|
10.1K
$2.98M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.18% |
$766 - $850
|
1.67K
$491K
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$1.53K - $1.7K
|
1.12K
$329K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-220- 4.59% |
$56.1K - $62.3K
|
4.58K
$1.35M
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.33K- 9.62% |
$594K - $659K
|
21.9K
$6.43M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.76K- 7.32% |
$1.47M - $1.63M
|
72.9K
$21.4M
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.54K- 4.46% |
$393K - $436K
|
33K
$9.7M
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
883New |
$225K - $250K
|
883
$260K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
2+ 0.13% |
$510 - $566
|
1.49K
$438K
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-144- 6.61% |
$36.7K - $40.8K
|
2.04K
$599K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6K- 10.3% |
$1.53M - $1.7M
|
52.2K
$15.3M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-426- 1.27% |
$109K - $121K
|
33.1K
$9.72M
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 1.48% |
$6.38K - $7.08K
|
1.67K
$491K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 50.0% |
$2.81K - $3.12K
|
11
$3.23K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.7K+ 30.53% |
$3.23M - $3.59M
|
54.1K
$15.9M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.28KNew |
$327K - $362K
|
1.28K
$376K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-22- 3.7% |
$5.61K - $6.23K
|
572
$168K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-123- 6.83% |
$31.4K - $34.8K
|
1.68K
$494K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
726New |
$185K - $206K
|
726
$213K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
133+ 1.16% |
$33.9K - $37.7K
|
11.6K
$3.42M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-20.1K- 53.34% |
$5.13M - $5.7M
|
17.6K
$5.18M
|