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 |
---|---|---|---|---|---|---|---|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.65K+ 10.73% |
$385K - $430K
|
17.1K
$4.44M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
355+ 12.54% |
$82.6K - $92.3K
|
3.19K
$830K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-827- 3.14% |
$193K - $215K
|
25.5K
$6.64M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
124+ 12400.0% |
$28.9K - $32.3K
|
125
$32.6K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-417- 0.14% |
$97.1K - $108K
|
290K
$75.5M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.78KNew |
$647K - $723K
|
2.78K
$724K
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-235- 3.59% |
$54.7K - $61.1K
|
6.3K
$1.64M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69- 1.97% |
$16.1K - $17.9K
|
3.44K
$895K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48M+ 158.2% |
$343M - $384M
|
2.41M
$627M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 18.58% |
$277K - $309K
|
7.59K
$1.98M
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-5.18K- 0.69% |
$1.21M - $1.35M
|
743K
$193M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.28% |
$86.6K - $96.8K
|
28.7K
$7.49M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-485- 5.85% |
$113K - $126K
|
7.81K
$2.03M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-301- 24.45% |
$70.1K - $78.3K
|
930
$242K
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
774New |
$180K - $201K
|
774
$202K
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
146+ 18.43% |
$34K - $38K
|
938
$244K
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 2.76% |
$34.9K - $39K
|
5.29K
$1.38M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
588+ 144.83% |
$137K - $153K
|
994
$259K
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
140+ 4.46% |
$32.6K - $36.4K
|
3.28K
$854K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
336+ 10.25% |
$78.2K - $87.4K
|
3.61K
$941K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.86K+ 63.63% |
$1.6M - $1.78M
|
17.6K
$4.59M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 10.43% |
$2.79M - $3.12M
|
127K
$33.1M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
101+ 4.27% |
$23.5K - $26.3K
|
2.47K
$642K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-84- 8.87% |
$19.6K - $21.9K
|
863
$225K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.98K+ 3.78% |
$1.16M - $1.3M
|
137K
$35.6M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
840New |
$196K - $219K
|
840
$219K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.69% |
$2.56K - $2.86K
|
309
$80.5K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 1.16% |
$29.1K - $32.5K
|
10.7K
$2.78M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
121+ 10.44% |
$28.2K - $31.5K
|
1.28K
$333K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.58K+ 12.91% |
$1.07M - $1.19M
|
40.1K
$10.4M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.2K- 8.55% |
$278K - $311K
|
12.8K
$3.33M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
225+ 6.54% |
$52.4K - $58.5K
|
3.67K
$955K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
23.6K+ 11.28% |
$5.5M - $6.14M
|
233K
$60.7M
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
280+ 12.31% |
$65.2K - $72.8K
|
2.55K
$665K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10K+ 5.11% |
$2.34M - $2.61M
|
206K
$53.7M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.5K- 21.22% |
$1.75M - $1.95M
|
27.8K
$7.25M
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-150- 0.92% |
$34.9K - $39K
|
16.2K
$4.21M
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
930+ 9.0% |
$216K - $242K
|
11.3K
$2.93M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
680+ 17.24% |
$158K - $177K
|
4.63K
$1.2M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.13K+ 19.04% |
$1.89M - $2.11M
|
50.8K
$13.2M
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
94+ 6.14% |
$21.9K - $24.5K
|
1.63K
$423K
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.37KNew |
$319K - $357K
|
1.37K
$357K
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.18M- 48.46% |
$741M - $828M
|
3.39M
$882M
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-156- 5.33% |
$36.3K - $40.6K
|
2.77K
$721K
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-414- 7.3% |
$96.4K - $108K
|
5.26K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78.7KNew |
$18.3M - $20.5M
|
78.7K
$20.5M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.03% |
$698 - $780
|
10.9K
$2.84M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.2K+ 9.51% |
$15.6M - $17.5M
|
774K
$202M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.61K+ 3.16% |
$374K - $418K
|
52.5K
$13.7M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.57K+ 21.45% |
$830K - $928K
|
20.2K
$5.26M
|