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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-562- 29.39% |
$119K - $128K
|
1.35K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-61- 3.69% |
$12.9K - $13.9K
|
1.59K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-734- 3.07% |
$155K - $168K
|
23.2K
$6.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$255K - $275K
|
1.21K
$352K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
510New |
$108K - $116K
|
510
$149K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.38% |
$1.48K - $1.6K
|
1.85K
$540K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-19- 0.14% |
$4.02K - $4.34K
|
13.3K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.55KNew |
$1.17M - $1.27M
|
5.55K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-243- 1.78% |
$51.4K - $55.5K
|
13.4K
$3.91M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97.8K- 9.93% |
$20.7M - $22.3M
|
887K
$259M
|
|
|
Nov 06, 2023
Q3 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-95- 6.81% |
$20.1K - $21.7K
|
1.3K
$379K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
888+ 77.55% |
$188K - $203K
|
2.03K
$593K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
396+ 0.09% |
$83.7K - $90.4K
|
430K
$125M
|
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-55.1K- 41.51% |
$11.6M - $12.6M
|
77.6K
$22.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
160New |
$33.8K - $36.5K
|
160
$46.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
25.1KNew |
$5.31M - $5.74M
|
25.1K
$7.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35New |
$7.4K - $7.99K
|
35
$10.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.28KNew |
$271K - $293K
|
1.28K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-344- 3.51% |
$72.7K - $78.6K
|
9.46K
$2.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
180+ 12.23% |
$38.1K - $41.1K
|
1.65K
$482K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
52.7KNew |
$11.1M - $12M
|
52.7K
$15.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-963- 2.8% |
$204K - $220K
|
33.4K
$9.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.14K- 12.32% |
$874K - $944K
|
29.4K
$8.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.4KNew |
$295K - $319K
|
1.4K
$407K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-75- 5.44% |
$15.9K - $17.1K
|
1.3K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-262- 7.84% |
$55.4K - $59.8K
|
3.08K
$899K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-14.7K- 23.0% |
$3.11M - $3.36M
|
49.3K
$14.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
166+ 7.66% |
$35.1K - $37.9K
|
2.33K
$680K
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
6.64K+ 47.65% |
$1.4M - $1.52M
|
20.6K
$6M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-46- 63.01% |
$9.72K - $10.5K
|
27
$7.88K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-270- 0.99% |
$57.1K - $61.7K
|
27K
$7.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5.44K+ 1.5% |
$1.15M - $1.24M
|
367K
$107M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-424- 8.57% |
$89.6K - $96.8K
|
4.52K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
317+ 28.79% |
$67K - $72.4K
|
1.42K
$414K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.33K+ 5.43% |
$1.13M - $1.22M
|
104K
$30.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26+ 1.0% |
$5.5K - $5.94K
|
2.64K
$769K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-51- 1.62% |
$10.8K - $11.6K
|
3.09K
$901K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-124- 3.97% |
$26.2K - $28.3K
|
3K
$876K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-10- 0.38% |
$2.11K - $2.28K
|
2.65K
$771K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-50- 3.23% |
$10.6K - $11.4K
|
1.5K
$438K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-7.06K- 67.4% |
$1.49M - $1.61M
|
3.42K
$997K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-257- 1.71% |
$54.3K - $58.7K
|
14.8K
$4.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.34KNew |
$494K - $534K
|
2.34K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 1.12% |
$4.23K - $4.57K
|
1.76K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-19- 13.57% |
$4.02K - $4.34K
|
121
$35.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-169- 14.8% |
$35.7K - $38.6K
|
973
$284K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.46K- 49.39% |
$493K - $541K
|
2.52K
$735K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-266K- 42.13% |
$53.3M - $58.5M
|
365K
$106M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
982New |
$197K - $216K
|
982
$286K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 1.33% |
$3.01K - $3.3K
|
1.11K
$323K
|
|