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 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
23+ 2.42% |
$5.87K - $6.51K
|
975
$284K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.07% |
$1.53K - $1.7K
|
8.12K
$2.37M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.88K- 30.71% |
$479K - $532K
|
4.24K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$510 - $566
|
2.56K
$746K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.02K- 22.34% |
$261K - $290K
|
3.56K
$1.04M
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
779+ 5.61% |
$199K - $221K
|
14.7K
$4.28M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-84- 2.17% |
$21.4K - $23.8K
|
3.79K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-403- 16.44% |
$103K - $114K
|
2.05K
$597K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-5.37K- 26.17% |
$1.37M - $1.52M
|
15.1K
$4.41M
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-267- 9.74% |
$68.1K - $75.6K
|
2.47K
$721K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-56- 2.74% |
$14.3K - $15.9K
|
1.99K
$579K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
387+ 0.03% |
$98.8K - $110K
|
1.27M
$371M
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
119+ 1.16% |
$30.4K - $33.7K
|
10.4K
$3.02M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.02K+ 3.38% |
$259K - $288K
|
31.1K
$9.06M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.79K+ 1.88% |
$966K - $1.07M
|
205K
$59.8M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.36K- 8.81% |
$2.39M - $2.65M
|
96.9K
$28.2M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
187+ 13.43% |
$47.7K - $53K
|
1.58K
$460K
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
90+ 0.71% |
$23K - $25.5K
|
12.8K
$3.74M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.72K+ 65.96% |
$694K - $770K
|
6.84K
$1.99M
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-245- 16.61% |
$62.5K - $69.4K
|
1.23K
$358K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.15K+ 1.64% |
$292K - $324K
|
70.9K
$20.7M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-25- 0.12% |
$6.38K - $7.08K
|
20.3K
$5.92M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$510 - $566
|
2.54K
$740K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.13K+ 13.11% |
$1.56M - $1.74M
|
52.9K
$15.4M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.82K+ 1.58% |
$1.99M - $2.21M
|
502K
$146M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-193- 0.19% |
$49.2K - $54.7K
|
103K
$30.1M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-274- 5.26% |
$69.9K - $77.6K
|
4.94K
$1.44M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-50- 0.57% |
$12.8K - $14.2K
|
8.78K
$2.56M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
198+ 2.05% |
$50.5K - $56.1K
|
9.86K
$2.87M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4.5K+ 11.04% |
$1.15M - $1.27M
|
45.3K
$13.2M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.01% |
$4.08K - $4.53K
|
249K
$72.6M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 2.37% |
$274K - $304K
|
44.3K
$12.9M
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-420- 14.78% |
$107K - $119K
|
2.42K
$706K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$1.79K - $1.98K
|
2.22K
$646K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
679+ 13.83% |
$173K - $192K
|
5.59K
$1.63M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-4- 0.24% |
$1.02K - $1.13K
|
1.69K
$492K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 0.84% |
$5.36K - $5.95K
|
2.47K
$719K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
851New |
$217K - $241K
|
851
$248K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
135+ 8.39% |
$34.4K - $38.2K
|
1.75K
$509K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-95- 0.15% |
$24.2K - $26.9K
|
63.2K
$18.4M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-48- 0.9% |
$12.2K - $13.6K
|
5.28K
$1.54M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.21% |
$766 - $850
|
1.44K
$420K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-267- 1.7% |
$68.1K - $75.6K
|
15.5K
$4.51M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-260- 2.43% |
$66.3K - $73.6K
|
10.4K
$3.04M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8- 0.22% |
$2.04K - $2.27K
|
3.67K
$1.07M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
280+ 6.26% |
$71.5K - $79.3K
|
4.75K
$1.39M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
539+ 45.03% |
$138K - $153K
|
1.74K
$506K
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
70+ 2.57% |
$17.9K - $19.8K
|
2.79K
$814K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-100- 7.89% |
$25.5K - $28.3K
|
1.17K
$340K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
11.5K+ 7.08% |
$2.93M - $3.25M
|
174K
$50.6M
|