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 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$255 - $283
|
798
$231K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.58K+ 3.2% |
$404K - $449K
|
51K
$14.8M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
178+ 0.57% |
$45.4K - $50.4K
|
31.6K
$9.17M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
629+ 3.65% |
$161K - $178K
|
17.9K
$5.17M
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
56+ 4.61% |
$14.3K - $15.9K
|
1.27K
$368K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-883- 4.06% |
$225K - $250K
|
20.9K
$6.05M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-17- 0.2% |
$4.34K - $4.81K
|
8.42K
$2.44M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-60- 3.25% |
$15.3K - $17K
|
1.79K
$517K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
74+ 1.62% |
$18.9K - $21K
|
4.65K
$1.35M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-848- 3.22% |
$216K - $240K
|
25.5K
$7.38M
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-2.02K- 4.65% |
$516K - $573K
|
41.5K
$12M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
18.1KNew |
$4.61M - $5.11M
|
18.1K
$5.23M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 1.57% |
$153K - $170K
|
37.7K
$10.9M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-30- 3.48% |
$7.66K - $8.5K
|
832
$241K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7+ 0.03% |
$1.79K - $1.98K
|
21.4K
$6.21M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 0.1% |
$1.28K - $1.42K
|
5.2K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-66- 0.38% |
$16.8K - $18.7K
|
17.2K
$5M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.76% |
$11.7K - $13K
|
6.1K
$1.77M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.4K+ 51.61% |
$3.92M - $4.35M
|
45.1K
$13.1M
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-11- 0.31% |
$2.81K - $3.12K
|
3.49K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$255 - $283
|
4.33K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
334+ 10.41% |
$85.2K - $94.6K
|
3.54K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
165+ 0.17% |
$42.1K - $46.7K
|
95.7K
$27.7M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-21- 1.0% |
$5.36K - $5.95K
|
2.08K
$603K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
11.5KNew |
$2.93M - $3.25M
|
11.5K
$3.32M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-20- 0.89% |
$5.1K - $5.66K
|
2.22K
$643K
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.16% |
$1.28K - $1.42K
|
3.09K
$895K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
134K+ 1.62% |
$34.2M - $38M
|
8.41M
$2.44B
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
830New |
$212K - $235K
|
830
$241K
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.6K- 6.47% |
$2.97M - $3.29M
|
168K
$48.7M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-62- 1.48% |
$15.8K - $17.6K
|
4.13K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.39K+ 1.2% |
$865K - $959K
|
285K
$82.7M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
195+ 4.71% |
$49.8K - $55.2K
|
4.34K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-961- 9.93% |
$245K - $272K
|
8.72K
$2.53M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-28.3K- 0.48% |
$7.23M - $8.02M
|
5.92M
$1.72B
|
|
Oct 23, 2024
Q3 2024
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-70.6K- 14.59% |
$18M - $20M
|
413K
$120M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
47.4KNew |
$12.1M - $13.4M
|
47.4K
$13.7M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.55K+ 4.62% |
$396K - $439K
|
35.1K
$10.2M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-140- 2.36% |
$35.7K - $39.6K
|
5.8K
$1.68M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
46+ 0.42% |
$11.7K - $13K
|
11K
$3.18M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22.7K+ 5.77% |
$5.79M - $6.43M
|
416K
$121M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.34K- 1.82% |
$342K - $380K
|
72.2K
$20.9M
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
28+ 0.15% |
$7.15K - $7.93K
|
19.1K
$5.53M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
667+ 19.95% |
$170K - $189K
|
4.01K
$1.16M
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.28K- 1.04% |
$327K - $363K
|
122K
$35.3M
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-13K- 14.76% |
$3.32M - $3.69M
|
75.1K
$21.8M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
5.74K+ 2.45% |
$1.47M - $1.63M
|
240K
$69.7M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-737- 1.33% |
$188K - $209K
|
54.5K
$15.8M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-257- 4.87% |
$65.6K - $72.8K
|
5.02K
$1.45M
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.74KNew |
$953K - $1.06M
|
3.74K
$1.08M
|