Sovereign Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Sovereign Investment Advisors, LLC

  • $328 Million
  • Q2 2025

A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 30,937 shares of VTI stock, worth $9.68 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
30,937
Previous 30,553 1.26%
Holding current value
$9.68 Million
Previous $8.4 Million 11.97%
% of portfolio
2.86%
Previous 2.83%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$243.75 - $303.93 $93,600 - $116,709
384 Added 1.26%
30,937 $9.4 Million
Q1 2025

May 08, 2025
SELL
$271.18 - $303.12 $74,032 - $82,751
-273 Reduced 0.89%
30,553 $8.4 Million
Q4 2024

Feb 10, 2025
BUY
$280.04 - $302.45 $46,486 - $50,206
166 Added 0.54%
30,826 $8.93 Million
Q3 2024

Nov 12, 2024
BUY
$255.18 - $283.2 $54,353 - $60,321
213 Added 0.7%
30,660 $8.68 Million
Q2 2024

Aug 13, 2024
SELL
$245.23 - $269.4 $25,994 - $28,556
-106 Reduced 0.35%
30,447 $8.14 Million
Q1 2024

May 13, 2024
BUY
$232.77 - $260.14 $24,673 - $27,574
106 Added 0.35%
30,553 $7.94 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $25,593 - $30,019
126 Added 0.42%
30,447 $7.22 Million
Q3 2023

Nov 01, 2023
BUY
$211.41 - $228.35 $97,460 - $105,269
461 Added 1.54%
30,321 $6.44 Million
Q2 2023

Jul 19, 2023
BUY
$200.75 - $220.28 $22,684 - $24,891
113 Added 0.38%
29,860 $6.58 Million
Q1 2023

May 11, 2023
SELL
$189.85 - $210.01 $605,051 - $669,301
-3,187 Reduced 9.68%
29,747 $6.07 Million
Q4 2022

Feb 14, 2023
BUY
$179.3 - $204.18 $25,819 - $29,401
144 Added 0.44%
32,934 $6.3 Million
Q3 2022

Nov 10, 2022
BUY
$179.47 - $216.24 $23,151 - $27,894
129 Added 0.39%
32,790 $5.89 Million
Q2 2022

Aug 04, 2022
BUY
$183.02 - $230.52 $20,864 - $26,279
114 Added 0.35%
32,661 $6.16 Million
Q1 2022

Apr 28, 2022
SELL
$209.9 - $242.97 $442,679 - $512,423
-2,109 Reduced 6.09%
32,547 $7.41 Million
Q4 2021

Feb 07, 2022
SELL
$221.73 - $242.96 $963,195 - $1.06 Million
-4,344 Reduced 11.14%
34,656 $8.37 Million
Q3 2021

Feb 07, 2022
BUY
$219.23 - $234.37 $20,388 - $21,796
93 Added 0.24%
39,000 $8.66 Million
Q2 2021

Feb 07, 2022
BUY
$209.28 - $222.82 $18,416 - $19,608
88 Added 0.23%
38,907 $8.67 Million
Q1 2021

Feb 07, 2022
BUY
$191.87 - $208.85 $1.57 Million - $1.71 Million
8,202 Added 26.79%
38,819 $8.02 Million
Q4 2020

Feb 07, 2022
BUY
$166.99 - $194.64 $40,411 - $47,102
242 Added 0.8%
30,617 $5.96 Million
Q3 2020

Feb 07, 2022
BUY
$157.44 - $181.24 $21,254 - $24,467
135 Added 0.45%
30,375 $5.17 Million
Q2 2020

Feb 07, 2022
BUY
$122.96 - $164.1 $18,198 - $24,286
148 Added 0.49%
30,240 $4.73 Million
Q4 2019

Feb 07, 2022
BUY
$146.61 - $164.29 $4.41 Million - $4.94 Million
30,092 New
30,092 $4.92 Million

Others Institutions Holding VTI

# of Institutions
3,511
Shares Held
526M
Call Options Held
1.09M
Put Options Held
724K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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