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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
12+ 1.55% |
$3.25K - $3.64K
|
788
$204K
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-132- 0.73% |
$35.8K - $40K
|
18K
$4.66M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.52K- 20.64% |
$411K - $460K
|
5.83K
$1.51M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
58+ 1.74% |
$15.7K - $17.6K
|
3.39K
$878K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15.1K+ 68.16% |
$4.1M - $4.59M
|
37.3K
$9.66M
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
68+ 2.11% |
$18.4K - $20.6K
|
3.28K
$850K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-211- 1.84% |
$57.2K - $64K
|
11.3K
$2.91M
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$1.63K - $1.82K
|
3.51K
$907K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 8.23% |
$75.1K - $84K
|
3.09K
$799K
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-18- 2.0% |
$4.88K - $5.46K
|
884
$229K
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-92- 0.62% |
$24.9K - $27.9K
|
14.8K
$3.83M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5- 0.34% |
$1.36K - $1.52K
|
1.45K
$375K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-726- 44.73% |
$197K - $220K
|
897
$232K
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
491+ 2.86% |
$133K - $149K
|
17.7K
$4.57M
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.85K+ 1.68% |
$502K - $561K
|
112K
$28.9M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-239- 4.38% |
$64.8K - $72.4K
|
5.22K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-11- 0.55% |
$2.98K - $3.33K
|
1.97K
$510K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.9K+ 9.92% |
$786K - $879K
|
32.1K
$8.31M
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-4- 0.05% |
$1.08K - $1.21K
|
7.49K
$1.94M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-194- 3.28% |
$52.6K - $58.8K
|
5.72K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-80- 2.16% |
$21.7K - $24.2K
|
3.62K
$936K
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19K- 48.85% |
$5.16M - $5.77M
|
19.9K
$5.15M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
124+ 0.41% |
$33.6K - $37.6K
|
30.5K
$7.89M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
152+ 12.72% |
$41.2K - $46.1K
|
1.35K
$349K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.43K+ 33.2% |
$660K - $738K
|
9.77K
$2.53M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
19.5K+ 4.16% |
$5.29M - $5.91M
|
488K
$126M
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.24K- 2.55% |
$1.69M - $1.89M
|
238K
$61.6M
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
157+ 1.67% |
$42.6K - $47.6K
|
9.56K
$2.47M
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-389- 2.95% |
$105K - $118K
|
12.8K
$3.32M
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-80- 1.02% |
$21.7K - $24.2K
|
7.76K
$2.01M
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
42+ 1.27% |
$11.4K - $12.7K
|
3.34K
$864K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
170+ 90.91% |
$46.1K - $51.5K
|
357
$92.4K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-629- 6.46% |
$171K - $191K
|
9.11K
$2.36M
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
567+ 0.55% |
$154K - $172K
|
103K
$26.6M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
112+ 0.13% |
$30.4K - $33.9K
|
83.6K
$21.6M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-872- 1.29% |
$236K - $264K
|
66.6K
$17.2M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 6.36% |
$41.8K - $46.7K
|
2.27K
$587K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.06K- 2.41% |
$2.19M - $2.44M
|
327K
$84.6M
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-151- 5.65% |
$40.9K - $45.8K
|
2.52K
$652K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
861+ 2.77% |
$233K - $261K
|
31.9K
$8.26M
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
21+ 0.49% |
$5.69K - $6.37K
|
4.34K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
23+ 2.53% |
$6.24K - $6.97K
|
932
$241K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-6.21K- 72.16% |
$1.69M - $1.88M
|
2.4K
$620K
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.46K+ 3.91% |
$668K - $747K
|
65.4K
$16.9M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.71K- 33.69% |
$735K - $821K
|
5.33K
$1.38M
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
339+ 1.15% |
$91.9K - $103K
|
29.9K
$7.73M
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-322- 4.12% |
$87.3K - $97.6K
|
7.49K
$1.94M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-38- 0.77% |
$10.3K - $11.5K
|
4.88K
$1.26M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.69% |
$5.69K - $6.37K
|
3.05K
$790K
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-80- 2.07% |
$21.7K - $24.2K
|
3.78K
$979K
|