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 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 0.62% |
$7.15K - $7.93K
|
4.55K
$1.33M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.11% |
$766 - $850
|
2.86K
$838K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
59+ 1.03% |
$15.1K - $16.7K
|
5.81K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-765- 2.85% |
$195K - $217K
|
26.1K
$7.64M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
793+ 32.35% |
$202K - $225K
|
3.24K
$951K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.08% |
$510 - $566
|
2.47K
$723K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
303+ 13.51% |
$77.3K - $85.8K
|
2.55K
$746K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-76- 1.25% |
$19.4K - $21.5K
|
6.01K
$1.76M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
748+ 0.33% |
$191K - $212K
|
230K
$67.3M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.87K- 15.15% |
$733K - $814K
|
16.1K
$4.72M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-69- 3.07% |
$17.6K - $19.5K
|
2.18K
$638K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-260- 9.03% |
$66.3K - $73.6K
|
2.62K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
60+ 4.91% |
$15.3K - $17K
|
1.28K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-151- 2.23% |
$38.5K - $42.8K
|
6.62K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
53+ 0.63% |
$13.5K - $15K
|
8.53K
$2.5M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
52+ 5.65% |
$13.3K - $14.7K
|
972
$285K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-176- 5.48% |
$44.9K - $49.8K
|
3.04K
$890K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-765- 24.72% |
$195K - $217K
|
2.33K
$683K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.66K+ 0.39% |
$1.44M - $1.6M
|
1.46M
$427M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.77K+ 21.34% |
$452K - $502K
|
10.1K
$2.95M
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-546- 2.55% |
$139K - $155K
|
20.8K
$6.11M
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.37K+ 2.13% |
$859K - $953K
|
161K
$47.2M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 4.22% |
$6.89K - $7.65K
|
667
$195K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
811New |
$207K - $230K
|
811
$238K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 0.5% |
$12.8K - $14.2K
|
10K
$2.94M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44+ 0.65% |
$11.2K - $12.5K
|
6.82K
$2M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-171- 2.91% |
$43.6K - $48.4K
|
5.7K
$1.67M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-700- 19.76% |
$179K - $198K
|
2.84K
$833K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.3K- 2.09% |
$587K - $652K
|
108K
$31.6M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
267+ 1.53% |
$68.1K - $75.6K
|
17.7K
$5.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-235K- 3.33% |
$60M - $66.6M
|
6.83M
$2B
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.33K+ 9.05% |
$339K - $376K
|
16K
$4.69M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313+ 36.74% |
$79.9K - $88.6K
|
1.17K
$341K
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
937+ 12.29% |
$239K - $265K
|
8.56K
$2.51M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.49K- 6.24% |
$379K - $421K
|
22.4K
$6.55M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-2.25K- 26.08% |
$574K - $637K
|
6.37K
$1.87M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
207+ 7.85% |
$52.8K - $58.6K
|
2.84K
$833K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-13- 0.03% |
$3.32K - $3.68K
|
50.3K
$14.7M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-49- 2.1% |
$12.5K - $13.9K
|
2.28K
$669K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
206+ 4.75% |
$52.6K - $58.3K
|
4.55K
$1.33M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-87- 6.15% |
$22.2K - $24.6K
|
1.33K
$389K
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
452+ 30.58% |
$115K - $128K
|
1.93K
$566K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
354+ 2.25% |
$90.3K - $100K
|
16.1K
$4.7M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.32K+ 313.03% |
$1.61M - $1.79M
|
8.34K
$2.44M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.45K- 19.33% |
$369K - $410K
|
6.04K
$1.77M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.02KNew |
$259K - $287K
|
1.02K
$297K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-461- 6.38% |
$118K - $131K
|
6.77K
$1.98M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
332+ 1.03% |
$84.7K - $94K
|
32.4K
$9.5M
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.59K+ 0.7% |
$405K - $449K
|
229K
$67.1M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.75K+ 7.3% |
$446K - $494K
|
25.7K
$7.52M
|