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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.71KNew |
$550K - $645K
|
2.71K
$789K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-495- 19.86% |
$101K - $118K
|
2K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
416+ 36.17% |
$84.5K - $99.1K
|
1.57K
$457K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-301- 1.53% |
$61.1K - $71.7K
|
19.3K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2- 0.09% |
$406 - $477
|
2.33K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.04K- 40.9% |
$211K - $247K
|
1.5K
$438K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-910- 21.66% |
$185K - $217K
|
3.29K
$960K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-112- 5.59% |
$22.7K - $26.7K
|
1.89K
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
949New |
$193K - $226K
|
949
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-19- 1.81% |
$3.86K - $4.53K
|
1.03K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-65- 0.65% |
$13.2K - $15.5K
|
9.99K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
47.5K+ 54.43% |
$9.66M - $11.3M
|
135K
$39.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.68KNew |
$545K - $639K
|
2.68K
$783K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14+ 0.9% |
$2.84K - $3.34K
|
1.58K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.07KNew |
$218K - $255K
|
1.07K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
865New |
$176K - $206K
|
865
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 15.06% |
$39.6K - $46.5K
|
1.49K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.46% |
$2.55M - $2.99M
|
375K
$109M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-43- 3.78% |
$8.73K - $10.2K
|
1.09K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-144- 9.9% |
$29.2K - $34.3K
|
1.31K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.07K+ 68.85% |
$421K - $493K
|
5.08K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
175+ 4.96% |
$35.5K - $41.7K
|
3.7K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-318- 46.15% |
$64.6K - $75.8K
|
371
$108K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 90.0% |
$1.83K - $2.14K
|
1
$292
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-1.1K- 0.53% |
$223K - $262K
|
207K
$60.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 6.3% |
$599K - $703K
|
43.9K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5KNew |
$2.73M - $3.2M
|
13.5K
$3.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68K+ 29.68% |
$340K - $399K
|
7.32K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.5K- 46.04% |
$3.55M - $4.16M
|
20.5K
$5.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6K- 19.18% |
$2.15M - $2.53M
|
44.7K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-712- 40.36% |
$145K - $170K
|
1.05K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 10.11% |
$40.2K - $47.2K
|
2.16K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-10- 1.04% |
$2.03K - $2.38K
|
951
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.01% |
$203 - $238
|
15.8K
$4.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.44% |
$203 - $238
|
42
$12.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-33- 2.48% |
$6.7K - $7.86K
|
1.3K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-725- 30.18% |
$147K - $173K
|
1.68K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
855New |
$174K - $204K
|
855
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 9.73% |
$234K - $275K
|
10.7K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-740- 2.39% |
$150K - $176K
|
30.2K
$8.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-99- 9.87% |
$20.1K - $23.6K
|
904
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
98+ 4.94% |
$19.9K - $23.3K
|
2.08K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-21.8K- 11.22% |
$4.43M - $5.2M
|
173K
$50.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
101+ 1.44% |
$20.5K - $24.1K
|
7.11K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
915New |
$186K - $218K
|
915
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
854New |
$173K - $203K
|
854
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
316+ 15.19% |
$64.2K - $75.3K
|
2.4K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.22KNew |
$247K - $290K
|
1.22K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5- 0.52% |
$1.02K - $1.19K
|
964
$281K
|