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 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
336New |
$94.1K - $102K
|
336
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
188+ 5.49% |
$52.6K - $56.9K
|
3.61K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-288- 16.78% |
$80.7K - $87.1K
|
1.43K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
20+ 2.57% |
$5.6K - $6.05K
|
799
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 622.45% |
$1.76M - $1.9M
|
7.3K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-156- 0.08% |
$43.7K - $47.2K
|
207K
$68.4M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
831New |
$233K - $251K
|
831
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$280 - $302
|
2.19K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
381+ 8.84% |
$107K - $115K
|
4.69K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$20.4K - $22.1K
|
73
$24.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-70- 8.09% |
$19.6K - $21.2K
|
795
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-274- 0.53% |
$76.7K - $82.9K
|
51.2K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
784New |
$220K - $237K
|
784
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
521New |
$146K - $158K
|
521
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$280 - $302
|
1.56K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44+ 2.11% |
$12.3K - $13.3K
|
2.13K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
154+ 125.2% |
$43.1K - $46.6K
|
277
$91.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.53K+ 37.7% |
$428K - $463K
|
5.59K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-529- 23.25% |
$148K - $160K
|
1.75K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-85.5K- 99.93% |
$23.9M - $25.9M
|
63
$20.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
85+ 3.76% |
$23.8K - $25.7K
|
2.34K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.21% |
$560 - $605
|
964
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-400- 50.0% |
$112K - $121K
|
400
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$990K - $1.07M
|
289K
$95.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05KNew |
$293K - $317K
|
1.05K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
44+ 1.33% |
$12.3K - $13.3K
|
3.35K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31.2K+ 101.95% |
$8.75M - $9.45M
|
61.9K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113New |
$31.6K - $34.2K
|
113
$37.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-129- 3.52% |
$36.1K - $39K
|
3.54K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-377- 1.96% |
$106K - $114K
|
18.9K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
170+ 10.0% |
$47.6K - $51.4K
|
1.87K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
574New |
$161K - $174K
|
574
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-14- 0.5% |
$3.92K - $4.23K
|
2.77K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.05KNew |
$294K - $318K
|
1.05K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
714New |
$200K - $216K
|
714
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 22.73% |
$1.4K - $1.51K
|
17
$5.61K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.72K- 1.17% |
$1.6M - $1.73M
|
485K
$160M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.52KNew |
$1.27M - $1.37M
|
4.52K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.59KNew |
$724K - $782K
|
2.59K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.25% |
$560 - $605
|
794
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 5.1% |
$1.4K - $1.51K
|
93
$30.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
724New |
$203K - $219K
|
724
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-30- 3.96% |
$8.4K - $9.07K
|
728
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.77% |
$3.64K - $3.93K
|
1.69K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.66K+ 6.37% |
$465K - $502K
|
27.7K
$9.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
2KNew |
$560K - $605K
|
2K
$660K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-347- 15.65% |
$97.2K - $105K
|
1.87K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
40.3KNew |
$11.3M - $12.2M
|
40.3K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-48- 3.1% |
$13.4K - $14.5K
|
1.5K
$494K
|
|