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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-37- 0.14% |
$9.44K - $10.5K
|
25.5K
$7.63M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
27.3K+ 11.67% |
$6.97M - $7.74M
|
261K
$78.2M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
675+ 8.14% |
$172K - $191K
|
8.97K
$2.68M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.2K+ 2.69% |
$1.84M - $2.04M
|
275K
$82.3M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-727- 1.59% |
$186K - $206K
|
45K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.27K- 59.58% |
$1.85M - $2.06M
|
4.93K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
21+ 0.72% |
$5.36K - $5.95K
|
2.94K
$880K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
294+ 1.42% |
$75K - $83.3K
|
21K
$6.27M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
107+ 6.17% |
$27.3K - $30.3K
|
1.84K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.77K+ 4.37% |
$706K - $783K
|
66K
$19.7M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 0.82% |
$7.66K - $8.5K
|
3.7K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-55- 0.43% |
$14K - $15.6K
|
12.7K
$3.79M
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
339+ 1.6% |
$86.5K - $96K
|
21.5K
$6.44M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-943- 52.07% |
$241K - $267K
|
868
$260K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.9K+ 9.7% |
$3.04M - $3.37M
|
135K
$40.2M
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
5.33K+ 1.11% |
$1.36M - $1.51M
|
484K
$145M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 1207.61% |
$6.72M - $7.46M
|
28.5K
$8.53M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$483K - $536K
|
1.89K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
69+ 0.19% |
$17.6K - $19.5K
|
35.8K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 0.34% |
$4.85K - $5.38K
|
5.64K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.28K+ 61.04% |
$327K - $363K
|
3.39K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-146- 0.82% |
$37.3K - $41.3K
|
17.7K
$5.29M
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5+ 0.37% |
$1.28K - $1.42K
|
1.36K
$405K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
507+ 7.64% |
$129K - $144K
|
7.14K
$2.13M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-936- 4.61% |
$239K - $265K
|
19.4K
$5.8M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
397+ 6.24% |
$101K - $112K
|
6.76K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.16K- 27.33% |
$1.57M - $1.75M
|
16.4K
$4.9M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
441+ 3.65% |
$113K - $125K
|
12.5K
$3.75M
|
|
Nov 12, 2024
Q3 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-30.2K- 22.66% |
$7.7M - $8.55M
|
103K
$30.8M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.93K- 3.81% |
$747K - $829K
|
73.9K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.44K+ 0.28% |
$621K - $690K
|
871K
$260M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.77K+ 306.64% |
$707K - $784K
|
3.67K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.85K- 2.49% |
$2.51M - $2.79M
|
386K
$116M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.1K+ 40.44% |
$5.39M - $5.98M
|
73.3K
$21.9M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.16K+ 1.26% |
$297K - $329K
|
93.2K
$27.9M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.01% |
$510 - $566
|
14.1K
$4.22M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-385- 21.69% |
$98.2K - $109K
|
1.39K
$416K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
43+ 1.72% |
$11K - $12.2K
|
2.54K
$759K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.87K+ 6.28% |
$988K - $1.1M
|
65.5K
$19.6M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 1.23% |
$433K - $480K
|
136K
$40.6M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-156- 0.28% |
$39.8K - $44.2K
|
56.5K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-342- 3.63% |
$87.3K - $96.9K
|
9.09K
$2.72M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
321+ 1.06% |
$81.9K - $90.9K
|
30.6K
$9.16M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.23K+ 10.44% |
$315K - $349K
|
13K
$3.9M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
432+ 0.38% |
$110K - $122K
|
114K
$34M
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
121+ 3.26% |
$30.9K - $34.3K
|
3.84K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
18+ 0.07% |
$4.59K - $5.1K
|
26.5K
$7.92M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
252+ 5.1% |
$64.3K - $71.4K
|
5.19K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.4% |
$1.02K - $1.13K
|
999
$299K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-171- 1.03% |
$43.6K - $48.4K
|
16.4K
$4.91M
|