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 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
11.5K+ 7.08% |
$2.93M - $3.25M
|
174K
$50.6M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-907- 3.32% |
$231K - $257K
|
26.4K
$7.69M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.52K+ 0.81% |
$644K - $715K
|
313K
$91.3M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.35KNew |
$345K - $383K
|
1.35K
$394K
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
967+ 12.49% |
$247K - $274K
|
8.71K
$2.54M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 1.68% |
$43.9K - $48.7K
|
10.1K
$2.94M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6.5K- 11.65% |
$1.66M - $1.84M
|
49.3K
$14.4M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.92K- 3.35% |
$1.77M - $1.96M
|
200K
$58.2M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-63- 5.09% |
$16.1K - $17.8K
|
1.17K
$342K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-118- 0.94% |
$30.1K - $33.4K
|
12.4K
$3.62M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.96K- 2.33% |
$1.27M - $1.41M
|
208K
$60.7M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-267- 5.53% |
$68.1K - $75.6K
|
4.56K
$1.33M
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-479- 3.05% |
$122K - $136K
|
15.2K
$4.43M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-29- 1.5% |
$7.4K - $8.21K
|
1.91K
$555K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-456- 1.68% |
$116K - $129K
|
26.7K
$7.77M
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-193- 2.24% |
$49.2K - $54.7K
|
8.42K
$2.45M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
708+ 0.53% |
$181K - $201K
|
134K
$39M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-953- 2.84% |
$243K - $270K
|
32.6K
$9.49M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$255 - $283
|
11.5K
$3.35M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-141- 3.4% |
$36K - $39.9K
|
4.01K
$1.17M
|
|
Q2 2024 | |||||||
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.4KClosed |
$343K - $376K
|
0
$0
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
63+ 1.09% |
$15.4K - $17K
|
5.86K
$1.71M
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
259+ 2.95% |
$63.5K - $69.8K
|
9.04K
$2.63M
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-26- 2.4% |
$6.38K - $7K
|
1.06K
$309K
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
53.5KNew |
$13.1M - $14.4M
|
53.5K
$15.6M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
600+ 1.14% |
$147K - $162K
|
53.4K
$15.6M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55+ 3.61% |
$13.5K - $14.8K
|
1.58K
$460K
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
53+ 4.0% |
$13K - $14.3K
|
1.38K
$402K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.52K+ 7.7% |
$862K - $947K
|
49.2K
$14.3M
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.53K- 3.57% |
$375K - $412K
|
41.4K
$12.1M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 1.01% |
$24.5K - $26.9K
|
9.8K
$2.86M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.53K+ 16.34% |
$1.11M - $1.22M
|
32.3K
$9.4M
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
128New |
$31.4K - $34.5K
|
128
$37.3K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 1.76% |
$1.72K - $1.89K
|
405
$118K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-945- 74.59% |
$232K - $255K
|
322
$93.8K
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-170- 3.21% |
$41.7K - $45.8K
|
5.12K
$1.49M
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
3.33K+ 49.92% |
$818K - $898K
|
10K
$2.92M
|
|
Aug 20, 2024
Q2 2024
|
Novo Holdings
Hellerup, G7 |
BUY
|
- |
1.04MNew |
$255M - $280M
|
1.04M
$303M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.35KNew |
$332K - $364K
|
1.35K
$394K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 65.3% |
$4.24M - $4.65M
|
9.18K
$2.68M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-27- 0.52% |
$6.62K - $7.27K
|
5.17K
$1.51M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 8.02% |
$15.2K - $16.7K
|
835
$243K
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.31K- 36.9% |
$320K - $352K
|
2.23K
$651K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.36K- 0.97% |
$334K - $366K
|
139K
$40.7M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.83K+ 452.33% |
$2.16M - $2.38M
|
10.8K
$3.14M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6K+ 115.94% |
$2.6M - $2.86M
|
19.8K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
5+ 0.01% |
$1.23K - $1.35K
|
37.9K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$839K - $921K
|
3.42K
$997K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-192- 10.7% |
$47.1K - $51.7K
|
1.6K
$467K
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
50+ 0.08% |
$12.3K - $13.5K
|
64.4K
$18.8M
|