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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$35K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.16K - $1.3K
|
1.06K
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.25KNew |
$291K - $325K
|
1.25K
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$569K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.51% |
$2.09K - $2.34K
|
1.78K
$587K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-268- 26.8% |
$62.4K - $69.7K
|
732
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-442- 33.06% |
$103K - $115K
|
895
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-118- 39.6% |
$27.5K - $30.7K
|
180
$59.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
51.1KNew |
$11.9M - $13.3M
|
51.1K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
836New |
$195K - $217K
|
836
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
169+ 1056.25% |
$39.3K - $44K
|
185
$61K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.15K- 48.42% |
$268K - $299K
|
1.23K
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.13% |
$1.63K - $1.82K
|
5.4K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-32.8K- 89.62% |
$7.63M - $8.53M
|
3.8K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
320New |
$74.5K - $83.2K
|
320
$106K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-157- 79.29% |
$36.5K - $40.8K
|
41
$13.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
31.7K+ 10.43% |
$7.39M - $8.26M
|
336K
$111M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8+ 0.13% |
$1.86K - $2.08K
|
6.37K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
412+ 43.74% |
$95.9K - $107K
|
1.35K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 8.86% |
$428K - $478K
|
22.6K
$7.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
786New |
$183K - $204K
|
786
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.67% |
$3.49K - $3.9K
|
2.21K
$729K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.79KNew |
$1.81M - $2.03M
|
7.79K
$2.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-676- 2.1% |
$157K - $176K
|
31.6K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.09% |
$3.26K - $3.64K
|
16.1K
$5.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 2.89% |
$5.82K - $6.5K
|
890
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-5- 0.33% |
$1.16K - $1.3K
|
1.51K
$499K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
2.38KNew |
$553K - $618K
|
2.38K
$784K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
$8.38K - $9.37K
|
2.66K
$878K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
123K+ 199.63% |
$28.7M - $32.1M
|
185K
$61M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-100- 11.11% |
$23.3K - $26K
|
800
$264K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.1K+ 49.18% |
$1.04M - $1.21M
|
15.5K
$5.1M
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
72New |
$14.6K - $17.2K
|
72
$23.7K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$81.8M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
873New |
$177K - $208K
|
873
$288K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22New |
$4.47K - $5.24K
|
22
$7.26K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
562New |
$114K - $134K
|
562
$185K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.21% |
$203 - $238
|
468
$154K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
50New |
$10.2K - $11.9K
|
50
$16.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
235+ 0.78% |
$47.7K - $56K
|
30.5K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.32K- 52.68% |
$268K - $314K
|
1.18K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
180KNew |
$36.5M - $42.8M
|
180K
$59.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
698New |
$142K - $166K
|
698
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-2- 3.33% |
$406 - $477
|
58
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
179KNew |
$36.3M - $42.5M
|
179K
$58.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.81K- 59.96% |
$570K - $669K
|
1.88K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-105K- 63.99% |
$21.3M - $25M
|
59K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$203 - $238
|
16.2K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-2.9K- 76.32% |
$589K - $691K
|
900
$297K
|
|