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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
781New |
$182K - $203K
|
781
$228K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.4KNew |
$3.57M - $3.99M
|
15.4K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.58% |
$34.9K - $39K
|
26.1K
$7.62M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-50- 6.67% |
$11.6K - $13K
|
700
$204K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$46.7K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
269+ 927.59% |
$62.6K - $70K
|
298
$86.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.44K- 69.41% |
$800K - $894K
|
1.51K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-300- 4.52% |
$69.8K - $78K
|
6.34K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.32K- 1.77% |
$1M - $1.12M
|
240K
$70M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.63% |
$3.96K - $4.42K
|
2.74K
$798K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-75- 1.35% |
$17.5K - $19.5K
|
5.5K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.03KNew |
$239K - $267K
|
1.03K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.12K+ 1.21% |
$260K - $291K
|
93.7K
$27.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10+ 0.34% |
$2.33K - $2.6K
|
2.94K
$858K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
91.2KNew |
$21.2M - $23.7M
|
91.2K
$26.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-389- 50.0% |
$90.5K - $101K
|
389
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.85KNew |
$430K - $481K
|
1.85K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-30- 29.7% |
$6.98K - $7.8K
|
71
$20.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-17.7K- 3.67% |
$4.12M - $4.6M
|
465K
$136M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.11KNew |
$258K - $288K
|
1.11K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$30.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.3% |
$931 - $1.04K
|
1.34K
$391K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
237New |
$55.2K - $61.7K
|
237
$69.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.16K - $1.3K
|
1.06K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
652+ 63.86% |
$152K - $170K
|
1.67K
$488K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.25KNew |
$291K - $325K
|
1.25K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.51% |
$2.09K - $2.34K
|
1.78K
$519K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.78KNew |
$648K - $724K
|
2.78K
$812K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.28K- 47.75% |
$298K - $333K
|
1.4K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.3KNew |
$303K - $338K
|
1.3K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-268- 26.8% |
$62.4K - $69.7K
|
732
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-112- 28.43% |
$26.1K - $29.1K
|
282
$82.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-442- 33.06% |
$103K - $115K
|
895
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-118- 39.6% |
$27.5K - $30.7K
|
180
$52.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
51.1KNew |
$11.9M - $13.3M
|
51.1K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
821New |
$191K - $214K
|
821
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
36+ 2.01% |
$8.38K - $9.37K
|
1.83K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-228- 60.0% |
$53.1K - $59.3K
|
152
$44.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
836New |
$195K - $217K
|
836
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
169+ 1056.25% |
$39.3K - $44K
|
185
$54K
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
934New |
$217K - $243K
|
934
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.48K+ 10.86% |
$344K - $385K
|
15.1K
$4.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
994New |
$231K - $259K
|
994
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.15K- 48.42% |
$268K - $299K
|
1.23K
$357K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
442+ 12.19% |
$103K - $115K
|
4.07K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.14K- 59.54% |
$266K - $297K
|
776
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-481- 18.84% |
$112K - $125K
|
2.07K
$604K
|