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
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11K+ 244.77% |
$2.8M - $3.11M
|
15.5K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.68K- 5.61% |
$684K - $759K
|
45.1K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-35- 0.11% |
$8.93K - $9.91K
|
33.2K
$9.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
50+ 1.1% |
$12.8K - $14.2K
|
4.61K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.38K+ 40.08% |
$1.12M - $1.24M
|
15.3K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-8.54K- 42.53% |
$2.18M - $2.42M
|
11.5K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.66K- 10.19% |
$424K - $471K
|
14.7K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-307- 6.37% |
$78.3K - $86.9K
|
4.52K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6K+ 15.01% |
$4.5M - $5M
|
135K
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128K+ 11.72% |
$32.6M - $36.2M
|
1.22M
$361M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
146+ 1.05% |
$37.3K - $41.3K
|
14.1K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
50+ 4.63% |
$12.8K - $14.2K
|
1.13K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
55+ 1.11% |
$14K - $15.6K
|
4.99K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 1.79% |
$18.6K - $20.7K
|
4.14K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.19K+ 52.52% |
$303K - $337K
|
3.45K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.41K+ 6.53% |
$1.89M - $2.1M
|
121K
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-70- 0.81% |
$17.9K - $19.8K
|
8.6K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.34K+ 25.96% |
$1.11M - $1.23M
|
21K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
263+ 7.61% |
$67.1K - $74.5K
|
3.72K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 8.02% |
$540K - $599K
|
28.5K
$8.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.13% |
$1.79K - $1.98K
|
5.25K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.82K- 1.04% |
$465K - $516K
|
174K
$51.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
326+ 31.02% |
$83.2K - $92.3K
|
1.38K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-302- 2.45% |
$77.1K - $85.5K
|
12K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-413K- 93.88% |
$105M - $117M
|
26.9K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.3K- 5.41% |
$843K - $935K
|
57.8K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
493KNew |
$126M - $140M
|
493K
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
40.5K+ 904.02% |
$10.3M - $11.5M
|
45K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-29.3K- 7.7% |
$7.49M - $8.31M
|
352K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-21- 0.11% |
$5.36K - $5.95K
|
18.8K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.89% |
$5.1K - $5.66K
|
2.26K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05K+ 27.29% |
$268K - $297K
|
4.9K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
131+ 0.23% |
$33.4K - $37.1K
|
58.3K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.25% |
$510 - $566
|
792
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.58K+ 31.88% |
$1.93M - $2.15M
|
31.3K
$9.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-14.4K- 2.93% |
$3.68M - $4.09M
|
478K
$142M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.7K+ 1.77% |
$10.9M - $12.1M
|
2.46M
$728M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-39- 0.5% |
$9.95K - $11K
|
7.83K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5+ 0.48% |
$1.28K - $1.42K
|
1.04K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-7- 0.09% |
$1.79K - $1.98K
|
7.56K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.05K- 11.29% |
$267K - $296K
|
8.21K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 23.57% |
$274M - $304M
|
3.48M
$1.03B
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-72- 0.9% |
$18.4K - $20.4K
|
7.91K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98.1K- 40.61% |
$25M - $27.8M
|
143K
$42.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-356- 2.53% |
$90.8K - $101K
|
13.7K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.45KNew |
$369K - $409K
|
1.45K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.59K+ 8.15% |
$2.19M - $2.43M
|
114K
$33.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.12K+ 10.92% |
$1.56M - $1.73M
|
62.2K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
25+ 0.34% |
$6.38K - $7.08K
|
7.28K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
55New |
$14K - $15.6K
|
55
$16.3K
|