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 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-279- 11.77% |
$68.4K - $75.2K
|
2.09K
$690K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.53K- 33.67% |
$620K - $681K
|
4.98K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-104- 1.12% |
$25.5K - $28K
|
9.17K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
103+ 20.32% |
$25.3K - $27.7K
|
610
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.1K- 87.55% |
$2.72M - $2.99M
|
1.58K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-206- 19.69% |
$50.5K - $55.5K
|
840
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-84- 8.05% |
$20.6K - $22.6K
|
960
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
94+ 376.0% |
$23.1K - $25.3K
|
119
$39.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
29.2KNew |
$7.15M - $7.85M
|
29.2K
$9.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
276+ 24.78% |
$67.7K - $74.4K
|
1.39K
$459K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-8- 0.56% |
$1.96K - $2.16K
|
1.42K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.01KNew |
$494K - $543K
|
2.01K
$664K
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.6M- 99.9% |
$637M - $700M
|
2.5K
$825K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-2.79K- 0.6% |
$685K - $752K
|
460K
$152M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
911New |
$223K - $245K
|
911
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-27- 3.09% |
$6.62K - $7.27K
|
847
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
BUY
|
- |
87.1K+ 22.77% |
$21.4M - $23.5M
|
470K
$155M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
11+ 1.88% |
$2.7K - $2.96K
|
596
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 2.41% |
$5.15K - $5.66K
|
891
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11.1K+ 38.8% |
$2.72M - $2.99M
|
39.7K
$13.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2.43K- 12.2% |
$595K - $654K
|
17.5K
$5.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.6KNew |
$392K - $431K
|
1.6K
$527K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
43.9KNew |
$10.8M - $11.8M
|
43.9K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-556- 4.55% |
$136K - $150K
|
11.7K
$3.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-585- 40.18% |
$143K - $158K
|
871
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11+ 0.38% |
$2.7K - $2.96K
|
2.92K
$963K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8.15K+ 2.97% |
$2M - $2.19M
|
283K
$93.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-2.8K- 20.34% |
$687K - $755K
|
11K
$3.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
255New |
$62.5K - $68.7K
|
255
$84.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-16- 72.73% |
$3.92K - $4.31K
|
6
$1.98K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 71.2% |
$649K - $713K
|
6.37K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
928+ 1.77% |
$228K - $250K
|
53.4K
$17.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
255+ 621.95% |
$62.5K - $68.7K
|
296
$97.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
93New |
$22.8K - $25.1K
|
93
$30.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.09KNew |
$267K - $294K
|
1.09K
$360K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
184New |
$45.1K - $49.6K
|
184
$60.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
778New |
$191K - $210K
|
778
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
93.1KNew |
$22.8M - $25.1M
|
93.1K
$30.7M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-56- 5.31% |
$13.7K - $15.1K
|
998
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-36- 0.58% |
$8.83K - $9.7K
|
6.15K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-302K- 97.4% |
$74.1M - $81.4M
|
8.08K
$2.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11+ 0.26% |
$2.7K - $2.96K
|
4.19K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$6.38K - $7K
|
26
$8.58K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-143- 0.48% |
$35.1K - $38.5K
|
29.4K
$9.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.89K- 94.13% |
$464K - $510K
|
118
$38.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
21New |
$5.15K - $5.66K
|
21
$6.93K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-51- 4.5% |
$12.5K - $13.7K
|
1.08K
$357K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 1.24% |
$10.1K - $11K
|
3.27K
$1.08M
|
|
| Q1 2024 | |||||||
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
36New |
$8.38K - $9.37K
|
36
$11.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-827- 3.14% |
$193K - $215K
|
25.5K
$8.41M
|
|