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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
896K+ 7.82% |
$218M - $272M
|
12.4M
$3.77B
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
37.3K+ 5.45% |
$9.1M - $11.4M
|
723K
$220M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.09% |
$975 - $1.22K
|
4.65K
$1.42M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41+ 0.36% |
$9.99K - $12.5K
|
11.3K
$3.45M
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.26K+ 5.43% |
$1.53M - $1.9M
|
122K
$37M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
226+ 1.64% |
$55.1K - $68.7K
|
14K
$4.28M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.26K+ 17.92% |
$550K - $686K
|
14.9K
$4.53M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.33K+ 10.37% |
$325K - $405K
|
14.2K
$4.33M
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-77- 21.69% |
$18.8K - $23.4K
|
278
$84.7K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8- 0.72% |
$1.95K - $2.43K
|
1.11K
$338K
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
SELL
|
- |
-80- 0.35% |
$19.5K - $24.3K
|
22.5K
$6.86M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
218+ 4.01% |
$53.1K - $66.3K
|
5.66K
$1.73M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-517- 1.93% |
$126K - $157K
|
26.3K
$8M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-17- 0.9% |
$4.14K - $5.17K
|
1.87K
$570K
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 1.06% |
$244 - $304
|
93
$28.3K
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-340- 9.54% |
$82.9K - $103K
|
3.22K
$983K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 6.79% |
$2.51M - $3.13M
|
162K
$49.3M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.74K+ 12.5% |
$669K - $834K
|
24.7K
$7.53M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
36.4K+ 6.01% |
$8.86M - $11.1M
|
642K
$196M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-77- 2.27% |
$18.8K - $23.4K
|
3.31K
$1.01M
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-421- 4.93% |
$103K - $128K
|
8.13K
$2.48M
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
22+ 0.21% |
$5.36K - $6.69K
|
10.5K
$3.19M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.36K+ 10.0% |
$819K - $1.02M
|
37K
$11.3M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 1.96% |
$9.51K - $11.9K
|
2.03K
$618K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.75K- 12.65% |
$427K - $533K
|
12.1K
$3.69M
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-359- 2.99% |
$87.5K - $109K
|
11.7K
$3.55M
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-47- 0.57% |
$11.5K - $14.3K
|
8.26K
$2.52M
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 2.18% |
$24.4K - $30.4K
|
4.49K
$1.37M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
15.8K+ 12.0% |
$3.84M - $4.79M
|
147K
$44.8M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.48K- 77.9% |
$1.33M - $1.66M
|
1.55K
$473K
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.52KNew |
$371K - $462K
|
1.52K
$463K
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-487- 15.77% |
$119K - $148K
|
2.6K
$793K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-134K- 96.12% |
$32.6M - $40.6M
|
5.39K
$1.64M
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.56K+ 5.94% |
$381K - $475K
|
27.9K
$8.51M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.3K+ 25.77% |
$7.14M - $8.9M
|
143K
$43.6M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.26% |
$2.44K - $3.04K
|
3.91K
$1.19M
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
261+ 9.79% |
$63.6K - $79.3K
|
2.93K
$892K
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-6.6K- 27.12% |
$1.61M - $2M
|
17.7K
$5.4M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.57K+ 19.76% |
$626K - $781K
|
15.6K
$4.75M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.53K+ 10.81% |
$617K - $769K
|
25.9K
$7.91M
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
508+ 1.66% |
$124K - $154K
|
31.1K
$9.5M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-357- 25.18% |
$87K - $109K
|
1.06K
$323K
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-284- 6.42% |
$69.2K - $86.3K
|
4.14K
$1.26M
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-84- 1.72% |
$20.5K - $25.5K
|
4.8K
$1.46M
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
12.3K+ 71.58% |
$3M - $3.74M
|
29.5K
$9M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.43K+ 3.79% |
$2.06M - $2.56M
|
231K
$70.4M
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.39K+ 223.27% |
$582K - $726K
|
3.46K
$1.05M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7.01K- 3.24% |
$1.71M - $2.13M
|
209K
$63.7M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-92- 3.92% |
$22.4K - $28K
|
2.25K
$687K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-35- 1.59% |
$8.53K - $10.6K
|
2.17K
$660K
|