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 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-549- 18.16% |
$149K - $166K
|
2.47K
$754K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
535+ 3.09% |
$145K - $162K
|
17.8K
$5.44M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-22- 14.67% |
$5.97K - $6.67K
|
128
$39K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
47+ 0.36% |
$12.7K - $14.2K
|
13K
$3.98M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 5.19% |
$1.02M - $1.14M
|
68.6K
$20.9M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 8.13% |
$306K - $342K
|
12.8K
$3.89M
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-4- 0.03% |
$1.08K - $1.21K
|
14.1K
$4.31M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.67KNew |
$724K - $809K
|
2.67K
$813K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-404- 0.69% |
$110K - $122K
|
58.3K
$17.8M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.4K+ 275.48% |
$3.63M - $4.06M
|
18.2K
$5.56M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.09% |
$2.71K - $3.03K
|
11.4K
$3.46M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.09K+ 22.34% |
$297K - $332K
|
5.99K
$1.83M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.26K- 11.32% |
$883K - $987K
|
25.5K
$7.78M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 5.39% |
$708K - $791K
|
51.1K
$15.6M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.03K+ 20.75% |
$1.09M - $1.22M
|
23.5K
$7.15M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.57K+ 12.01% |
$426K - $477K
|
14.7K
$4.47M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
19.4K+ 98.85% |
$5.26M - $5.88M
|
39.1K
$11.9M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.15K- 2.84% |
$854K - $954K
|
108K
$32.8M
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
134New |
$36.3K - $40.6K
|
134
$40.8K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13+ 17.81% |
$3.53K - $3.94K
|
86
$26.2K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-341- 2.59% |
$92.5K - $103K
|
12.8K
$3.91M
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.64K+ 27.72% |
$716K - $800K
|
12.2K
$3.71M
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
8.92K+ 248.93% |
$2.42M - $2.71M
|
12.5K
$3.81M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.39K+ 167.03% |
$1.19M - $1.33M
|
7.02K
$2.14M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 0.86% |
$5.97K - $6.67K
|
2.55K
$776K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
642+ 27.7% |
$174K - $195K
|
2.96K
$902K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
570+ 2.62% |
$155K - $173K
|
22.3K
$6.81M
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-8.16K- 49.09% |
$2.21M - $2.47M
|
8.47K
$2.58M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-505- 26.45% |
$137K - $153K
|
1.4K
$428K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 8.02% |
$7.13M - $7.97M
|
354K
$108M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.1K+ 10.5% |
$19.6M - $21.9M
|
759K
$231M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 22.71% |
$3.63M - $4.06M
|
72.3K
$22.1M
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-12.7K- 33.66% |
$3.45M - $3.85M
|
25K
$7.64M
|
|
May 15, 2025
Q1 2025
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-5.69K- 6.0% |
$1.54M - $1.72M
|
89.1K
$27.2M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
260+ 18.64% |
$70.5K - $78.8K
|
1.66K
$504K
|
|
May 15, 2025
Q1 2025
|
Unio Capital LLC
|
BUY
|
- |
4+ 0.34% |
$1.08K - $1.21K
|
1.17K
$355K
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-110- 9.86% |
$29.8K - $33.3K
|
1.01K
$307K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
86New |
$23.3K - $26.1K
|
86
$26.2K
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
88+ 27.16% |
$23.9K - $26.7K
|
412
$126K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 17.32% |
$86.8K - $97K
|
1.53K
$466K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.7K+ 41.15% |
$6.71M - $7.5M
|
84.9K
$25.9M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
105+ 9.69% |
$28.5K - $31.8K
|
1.19K
$362K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
120+ 0.6% |
$32.5K - $36.4K
|
20.1K
$6.12M
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-193- 6.84% |
$52.3K - $58.5K
|
2.63K
$801K
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-2.02K- 45.41% |
$547K - $611K
|
2.43K
$739K
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
7.66K+ 56.66% |
$2.08M - $2.32M
|
21.2K
$6.45M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
384New |
$104K - $116K
|
384
$117K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
88+ 10.4% |
$23.9K - $26.7K
|
934
$285K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
208+ 2.82% |
$56.4K - $63K
|
7.59K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-660- 1.61% |
$179K - $200K
|
40.4K
$12.3M
|