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 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.61K+ 24.97% |
$920K - $1.02M
|
18.1K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
18.6K+ 1965.25% |
$4.73M - $5.25M
|
19.5K
$5.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 9.82% |
$2.81K - $3.12K
|
123
$36K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-403- 3.52% |
$103K - $114K
|
11K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$255 - $283
|
1.92K
$563K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.75K- 11.92% |
$1.72M - $1.91M
|
49.9K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 1.63% |
$611K - $678K
|
149K
$43.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-4.44K- 2.87% |
$1.13M - $1.26M
|
150K
$44M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7- 0.25% |
$1.79K - $1.98K
|
2.76K
$808K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.66K+ 13.23% |
$422K - $469K
|
14.2K
$4.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
34+ 4.02% |
$8.68K - $9.63K
|
880
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-283- 4.61% |
$72.2K - $80.1K
|
5.85K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.67K+ 62.11% |
$937K - $1.04M
|
9.59K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.39KNew |
$611K - $678K
|
2.39K
$701K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-28- 0.17% |
$7.15K - $7.93K
|
16.4K
$4.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
739+ 23.1% |
$189K - $209K
|
3.94K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.47K+ 10.3% |
$631K - $700K
|
26.5K
$7.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 3.47% |
$469K - $520K
|
54.7K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.2K+ 13.31% |
$6.42M - $7.13M
|
214K
$62.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
207+ 2.67% |
$52.8K - $58.6K
|
7.95K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6- 0.01% |
$1.53K - $1.7K
|
81.7K
$23.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-132- 2.83% |
$33.7K - $37.4K
|
4.53K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-765- 0.83% |
$195K - $217K
|
91.5K
$26.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
728+ 16.53% |
$186K - $206K
|
5.13K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-13- 0.04% |
$3.32K - $3.68K
|
33K
$9.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10+ 0.99% |
$2.55K - $2.83K
|
1.02K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
973+ 32.86% |
$248K - $276K
|
3.93K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-8- 0.91% |
$2.04K - $2.27K
|
875
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.77K- 26.6% |
$1.22M - $1.35M
|
13.2K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
467+ 2.33% |
$119K - $132K
|
20.5K
$6.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
450+ 0.86% |
$115K - $127K
|
53.1K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
743+ 3.29% |
$190K - $210K
|
23.3K
$6.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1.84K+ 50.55% |
$469K - $521K
|
5.48K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.98K+ 7.02% |
$761K - $845K
|
45.5K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
324+ 7.68% |
$82.7K - $91.8K
|
4.54K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-150- 2.82% |
$38.3K - $42.5K
|
5.17K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32.2K+ 4.38% |
$8.23M - $9.13M
|
769K
$225M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
582+ 4.16% |
$149K - $165K
|
14.6K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-138- 12.9% |
$35.2K - $39.1K
|
932
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.8K+ 69.01% |
$1.99M - $2.21M
|
19.1K
$5.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-297- 12.13% |
$75.8K - $84.1K
|
2.15K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-175- 1.08% |
$44.7K - $49.6K
|
16K
$4.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
352+ 39.51% |
$89.8K - $99.7K
|
1.24K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
800New |
$204K - $227K
|
800
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-680- 6.37% |
$174K - $193K
|
10K
$2.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 8.09% |
$10.7K - $11.9K
|
561
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17- 0.17% |
$4.34K - $4.81K
|
10.1K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
438+ 12.63% |
$112K - $124K
|
3.91K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
12.1K+ 596.65% |
$3.09M - $3.43M
|
14.1K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$2.55K - $2.83K
|
4.16K
$1.22M
|