Latest Institutional Purchases of Vanguard Total Stock Market Et (VTI)
This list provides information on the latest institutional transactions involving Vanguard Total Stock Market Et (VTI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
470New |
$109K - $122K
|
470
$140K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
442+ 12.19% |
$103K - $115K
|
4.07K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
412+ 43.74% |
$95.9K - $107K
|
1.35K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$513K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
320New |
$74.5K - $83.2K
|
320
$95.3K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
281+ 6.2% |
$65.4K - $73.1K
|
4.82K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
269+ 927.59% |
$62.6K - $70K
|
298
$88.7K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
246+ 4.01% |
$57.3K - $64K
|
6.39K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
237New |
$55.2K - $61.7K
|
237
$70.6K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
229+ 6.29% |
$53.3K - $59.6K
|
3.87K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
193+ 2.24% |
$44.9K - $50.2K
|
8.81K
$2.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
169+ 1056.25% |
$39.3K - $44K
|
185
$55.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
162+ 8.48% |
$37.7K - $42.1K
|
2.07K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$34.9K - $39K
|
150
$44.7K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.58% |
$34.9K - $39K
|
26.1K
$7.78M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
146+ 18.43% |
$34K - $38K
|
938
$279K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
124+ 12400.0% |
$28.9K - $32.3K
|
125
$37.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
91+ 4.18% |
$21.2K - $23.7K
|
2.27K
$675K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
91+ 0.74% |
$21.2K - $23.7K
|
12.4K
$3.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
75+ 4.63% |
$17.5K - $19.5K
|
1.69K
$504K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$31.6K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$47.6K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
57+ 4.25% |
$13.3K - $14.8K
|
1.4K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
57New |
$13.3K - $14.8K
|
57
$17K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
36New |
$8.38K - $9.37K
|
36
$10.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
36+ 2.01% |
$8.38K - $9.37K
|
1.83K
$545K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
$8.38K - $9.37K
|
2.66K
$793K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$336K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 2.89% |
$5.82K - $6.5K
|
890
$265K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$3.03K - $3.38K
|
13
$3.87K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.69% |
$2.56K - $2.86K
|
309
$92K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10+ 0.34% |
$2.33K - $2.6K
|
2.94K
$876K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.51% |
$2.09K - $2.34K
|
1.78K
$530K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8+ 0.13% |
$1.86K - $2.08K
|
6.37K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.35% |
$1.16K - $1.3K
|
1.43K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$774K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.3% |
$931 - $1.04K
|
1.34K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$698 - $780
|
7.18K
$2.14M
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$73.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
180KNew |
$36.5M - $42.8M
|
180K
$53.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
179KNew |
$36.3M - $42.5M
|
179K
$53.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
133KNew |
$27.1M - $31.8M
|
133K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
82.2KNew |
$16.7M - $19.6M
|
82.2K
$24.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
47.5K+ 54.43% |
$9.66M - $11.3M
|
135K
$40.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.4KNew |
$8.4M - $9.85M
|
41.4K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.14M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
16.1KNew |
$3.27M - $3.84M
|
16.1K
$4.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5KNew |
$2.73M - $3.2M
|
13.5K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.46% |
$2.55M - $2.99M
|
375K
$112M
|
|