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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22- 0.57% |
$5.4K - $5.93K
|
3.81K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-191- 6.14% |
$46.8K - $51.5K
|
2.92K
$851K
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
4+ 0.47% |
$981 - $1.08K
|
854
$249K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.28% |
$736 - $808
|
1.06K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-20- 2.22% |
$4.9K - $5.39K
|
881
$257K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.23K- 4.99% |
$302K - $332K
|
23.4K
$6.83M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.45K- 17.05% |
$356K - $391K
|
7.05K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.54KNew |
$1.11M - $1.22M
|
4.54K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.42K+ 0.58% |
$1.08M - $1.19M
|
763K
$222M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
21+ 2.3% |
$5.15K - $5.66K
|
933
$272K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7- 0.58% |
$1.72K - $1.89K
|
1.21K
$352K
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-3.82K- 3.16% |
$937K - $1.03M
|
117K
$34.1M
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
765New |
$188K - $206K
|
765
$223K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.6% |
$1.23K - $1.35K
|
840
$245K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1New |
$245 - $269
|
1
$291
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.32KNew |
$323K - $355K
|
1.32K
$384K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3+ 0.2% |
$736 - $808
|
1.49K
$433K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
171+ 7.26% |
$41.9K - $46.1K
|
2.53K
$736K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.4K- 5.26% |
$9.92M - $10.9M
|
729K
$212M
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
803New |
$197K - $216K
|
803
$234K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 0.96% |
$2.45K - $2.69K
|
1.05K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.87K- 13.41% |
$2.42M - $2.66M
|
63.7K
$18.6M
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-132- 5.71% |
$32.4K - $35.6K
|
2.18K
$635K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.06K+ 0.44% |
$260K - $286K
|
243K
$70.9M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
191New |
$46.8K - $51.5K
|
191
$55.7K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-56- 4.1% |
$13.7K - $15.1K
|
1.31K
$381K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2+ 0.1% |
$490 - $539
|
1.96K
$572K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 0.55% |
$5.4K - $5.93K
|
3.99K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-279- 11.77% |
$68.4K - $75.2K
|
2.09K
$609K
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-215- 1.33% |
$52.7K - $57.9K
|
16K
$4.65M
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-482- 9.03% |
$118K - $130K
|
4.86K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
369+ 1.6% |
$90.5K - $99.4K
|
23.4K
$6.82M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.61KNew |
$640K - $703K
|
2.61K
$760K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.53K- 33.67% |
$620K - $681K
|
4.98K
$1.45M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-78- 9.33% |
$19.1K - $21K
|
758
$221K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
85+ 1.2% |
$20.8K - $22.9K
|
7.19K
$2.1M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 1.37% |
$11.3K - $12.4K
|
3.3K
$963K
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
179+ 16.1% |
$43.9K - $48.2K
|
1.29K
$376K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-104- 1.12% |
$25.5K - $28K
|
9.17K
$2.67M
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
103+ 20.32% |
$25.3K - $27.7K
|
610
$178K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-304- 11.39% |
$74.5K - $81.9K
|
2.36K
$689K
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
174+ 0.18% |
$42.7K - $46.9K
|
97.9K
$28.5M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-23- 1.23% |
$5.64K - $6.2K
|
1.85K
$540K
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
140+ 8.87% |
$34.3K - $37.7K
|
1.72K
$501K
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.59KNew |
$389K - $428K
|
1.59K
$463K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.1K- 87.55% |
$2.72M - $2.99M
|
1.58K
$459K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.94K+ 1.68% |
$477K - $524K
|
117K
$34.2M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7- 0.35% |
$1.72K - $1.89K
|
1.97K
$574K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-206- 19.69% |
$50.5K - $55.5K
|
840
$245K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-84- 8.05% |
$20.6K - $22.6K
|
960
$280K
|