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 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-97- 2.04% |
$24.8K - $27.5K
|
4.67K
$1.37M
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-89- 10.11% |
$22.7K - $25.2K
|
791
$232K
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
60.4KNew |
$15.4M - $17.1M
|
60.4K
$17.7M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-38.5K- 85.31% |
$9.82M - $10.9M
|
6.63K
$1.94M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
62+ 6.33% |
$15.8K - $17.6K
|
1.04K
$305K
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.22K+ 14.31% |
$567K - $630K
|
17.8K
$5.2M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-308- 1.33% |
$78.6K - $87.2K
|
22.8K
$6.68M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
263+ 1.01% |
$67.1K - $74.5K
|
26.3K
$7.71M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-23.6K- 5.05% |
$6.02M - $6.68M
|
443K
$130M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
250+ 3.17% |
$63.8K - $70.8K
|
8.14K
$2.38M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.58K+ 14.84% |
$658K - $731K
|
20K
$5.85M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
953+ 48.3% |
$243K - $270K
|
2.93K
$857K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 1.58% |
$43.6K - $48.4K
|
10.6K
$3.12M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.56K- 18.84% |
$909K - $1.01M
|
15.3K
$4.49M
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
997New |
$254K - $282K
|
997
$292K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-131- 1.82% |
$33.4K - $37.1K
|
7.06K
$2.07M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-31- 1.97% |
$7.91K - $8.78K
|
1.54K
$452K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-545- 13.29% |
$139K - $154K
|
3.56K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17- 0.33% |
$4.34K - $4.81K
|
5.18K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
49.1K+ 19.83% |
$12.5M - $13.9M
|
296K
$86.9M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 0.11% |
$1.02K - $1.13K
|
3.71K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17- 0.08% |
$4.34K - $4.81K
|
20.1K
$5.88M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
386+ 6.83% |
$98.5K - $109K
|
6.04K
$1.77M
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5- 0.13% |
$1.28K - $1.42K
|
3.72K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$766 - $850
|
2.02K
$591K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.33K+ 21.2% |
$1.87M - $2.08M
|
41.9K
$12.3M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 4.61% |
$479K - $532K
|
42.6K
$12.5M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-425- 3.16% |
$108K - $120K
|
13K
$3.82M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
463+ 0.23% |
$118K - $131K
|
205K
$60.1M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 7.36% |
$2.9M - $3.22M
|
143K
$41.9M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-663- 3.29% |
$169K - $188K
|
19.5K
$5.71M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 127.35% |
$1.12M - $1.24M
|
7.85K
$2.3M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9.58K+ 60.68% |
$2.44M - $2.71M
|
25.4K
$7.43M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-1.09K- 21.41% |
$277K - $308K
|
3.99K
$1.17M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-7- 0.03% |
$1.79K - $1.98K
|
26K
$7.63M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
8.68K+ 15.58% |
$2.21M - $2.46M
|
64.4K
$18.9M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1- 0.11% |
$255 - $283
|
888
$260K
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-159- 0.87% |
$40.6K - $45K
|
18.1K
$5.31M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
138+ 1.3% |
$35.2K - $39.1K
|
10.8K
$3.16M
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
747New |
$191K - $212K
|
747
$219K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.24K- 1.06% |
$316K - $351K
|
115K
$33.8M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
10.2K+ 105.82% |
$2.6M - $2.88M
|
19.8K
$5.8M
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
85+ 2.88% |
$21.7K - $24.1K
|
3.03K
$889K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
164+ 2.32% |
$41.8K - $46.4K
|
7.22K
$2.12M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.82K+ 36.19% |
$1.49M - $1.65M
|
21.9K
$6.42M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-227- 4.06% |
$57.9K - $64.3K
|
5.36K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.09% |
$6.38K - $7.08K
|
2.32K
$678K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-602- 21.13% |
$154K - $170K
|
2.25K
$659K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 1.95% |
$11K - $12.2K
|
2.16K
$632K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-24- 0.82% |
$6.12K - $6.8K
|
2.89K
$847K
|