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 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-15.8K- 56.02% |
$4.03M - $4.47M
|
12.4K
$3.63M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.3% |
$1.53K - $1.7K
|
1.98K
$579K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
50+ 1.34% |
$12.8K - $14.2K
|
3.78K
$1.11M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
76New |
$19.4K - $21.5K
|
76
$22.3K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
555+ 0.98% |
$142K - $157K
|
57K
$16.7M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-357- 11.02% |
$91.1K - $101K
|
2.88K
$845K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.04K- 4.96% |
$265K - $295K
|
19.9K
$5.84M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15+ 1.12% |
$3.83K - $4.25K
|
1.36K
$398K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
9.04K+ 4.92% |
$2.31M - $2.56M
|
193K
$56.5M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-35- 0.82% |
$8.93K - $9.91K
|
4.25K
$1.25M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.35% |
$3.06K - $3.4K
|
3.44K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-690- 1.26% |
$176K - $195K
|
54.2K
$15.9M
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-19- 2.53% |
$4.85K - $5.38K
|
732
$215K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.67K+ 1.42% |
$937K - $1.04M
|
262K
$76.7M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
307+ 0.49% |
$78.3K - $86.9K
|
62.9K
$18.4M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 68.43% |
$428K - $475K
|
774
$227K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.18% |
$510 - $566
|
1.1K
$323K
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.15% |
$1.02K - $1.13K
|
2.71K
$794K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.37% |
$9.44K - $10.5K
|
9.88K
$2.9M
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
20.6K+ 3.2% |
$5.25M - $5.83M
|
663K
$194M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 2.51% |
$268K - $298K
|
43K
$12.6M
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.02K- 12.13% |
$259K - $288K
|
7.36K
$2.16M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
222+ 7.15% |
$56.6K - $62.9K
|
3.33K
$975K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
73+ 1.77% |
$18.6K - $20.7K
|
4.2K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-283- 11.57% |
$72.2K - $80.1K
|
2.16K
$634K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-189- 8.89% |
$48.2K - $53.5K
|
1.94K
$568K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-157- 0.97% |
$40.1K - $44.5K
|
16K
$4.68M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
37+ 3.28% |
$9.44K - $10.5K
|
1.16K
$341K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
81.6K+ 19.5% |
$20.8M - $23.1M
|
500K
$147M
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10.9K+ 4.9% |
$2.78M - $3.08M
|
233K
$68.3M
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-553- 0.38% |
$141K - $157K
|
145K
$42.4M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-484- 3.49% |
$124K - $137K
|
13.4K
$3.92M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-587- 1.86% |
$150K - $166K
|
30.9K
$9.07M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-28- 2.18% |
$7.15K - $7.93K
|
1.26K
$369K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.56K+ 3.68% |
$1.42M - $1.57M
|
157K
$45.9M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-214- 2.53% |
$54.6K - $60.6K
|
8.25K
$2.42M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 4.39% |
$120K - $133K
|
10.3K
$3.01M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.08K- 0.83% |
$275K - $306K
|
129K
$37.8M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 2.39% |
$6.5M - $7.21M
|
1.09M
$320M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
476+ 0.35% |
$121K - $135K
|
137K
$40.2M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-59- 1.09% |
$15.1K - $16.7K
|
5.34K
$1.56M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
700+ 43.02% |
$179K - $198K
|
2.33K
$682K
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-264- 9.58% |
$67.4K - $74.8K
|
2.49K
$731K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.06% |
$1.28K - $1.42K
|
7.92K
$2.32M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-220- 9.62% |
$56.1K - $62.3K
|
2.07K
$605K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
595+ 4.79% |
$152K - $169K
|
13K
$3.82M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
23+ 2.42% |
$5.87K - $6.51K
|
975
$286K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.07% |
$1.53K - $1.7K
|
8.12K
$2.38M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.88K- 30.71% |
$479K - $532K
|
4.24K
$1.24M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$510 - $566
|
2.56K
$750K
|