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 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 7.97% |
$153K - $170K
|
8.13K
$2.43M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-19- 0.19% |
$4.85K - $5.38K
|
9.8K
$2.93M
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-361- 1.06% |
$92.1K - $102K
|
33.7K
$10.1M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-408- 0.19% |
$104K - $116K
|
210K
$62.9M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 4.26% |
$1.02K - $1.13K
|
98
$29.3K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
11+ 0.11% |
$2.81K - $3.12K
|
9.75K
$2.91M
|
|
Nov 08, 2024
Q3 2024
|
Rainwater Charitable Foundation
|
BUY
|
- |
23.3K+ 5.19% |
$5.94M - $6.59M
|
472K
$141M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-535- 2.42% |
$137K - $152K
|
21.6K
$6.45M
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
4K+ 2.05% |
$1.02M - $1.13M
|
200K
$59.7M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.74K+ 3.56% |
$1.72M - $1.91M
|
196K
$58.6M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.28K+ 7.07% |
$2.37M - $2.63M
|
141K
$42.1M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.49K+ 2.0% |
$381K - $423K
|
76.1K
$22.8M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.1KNew |
$3.08M - $3.42M
|
12.1K
$3.61M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
285+ 1.7% |
$72.7K - $80.7K
|
17K
$5.09M
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-38- 0.65% |
$9.7K - $10.8K
|
5.84K
$1.75M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.12KNew |
$542K - $601K
|
2.12K
$635K
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-790- 21.51% |
$202K - $224K
|
2.88K
$862K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 4.03% |
$16.1K - $17.8K
|
1.5K
$449K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.62K+ 12.96% |
$2.2M - $2.44M
|
75.1K
$22.5M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-21- 1.38% |
$5.36K - $5.95K
|
1.5K
$449K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-300- 0.62% |
$76.6K - $85K
|
47.8K
$14.3M
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
10.4K+ 55.37% |
$2.66M - $2.95M
|
29.3K
$8.75M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-94.3K- 2.86% |
$24.1M - $26.7M
|
3.2M
$957M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
162+ 3.5% |
$41.3K - $45.9K
|
4.8K
$1.43M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.14K- 8.96% |
$802K - $890K
|
31.9K
$9.54M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.98K+ 3.65% |
$1.78M - $1.98M
|
198K
$59.3M
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8+ 0.48% |
$2.04K - $2.27K
|
1.67K
$499K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
276+ 33.29% |
$70.4K - $78.2K
|
1.11K
$330K
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9+ 1.1% |
$2.3K - $2.55K
|
829
$248K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.22KNew |
$311K - $345K
|
1.22K
$364K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.6K+ 469.42% |
$1.68M - $1.87M
|
8.01K
$2.39M
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
644+ 6.22% |
$164K - $182K
|
11K
$3.29M
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1.06K+ 0.18% |
$272K - $301K
|
596K
$178M
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-141- 37.3% |
$36K - $39.9K
|
237
$70.9K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
35+ 0.9% |
$8.93K - $9.91K
|
3.94K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53+ 0.15% |
$13.5K - $15K
|
35.9K
$10.7M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.28K+ 53.98% |
$837K - $929K
|
9.35K
$2.8M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-738- 0.3% |
$188K - $209K
|
244K
$72.9M
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$449K - $498K
|
1.76K
$526K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.89K- 0.78% |
$737K - $818K
|
365K
$109M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
586+ 2.13% |
$150K - $166K
|
28.1K
$8.42M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-22.8K- 7.6% |
$5.82M - $6.46M
|
278K
$83M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-6- 0.55% |
$1.53K - $1.7K
|
1.08K
$323K
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.43K+ 1.45% |
$621K - $689K
|
171K
$51M
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.04% |
$510 - $566
|
4.61K
$1.38M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$510 - $566
|
1.09K
$327K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.71K- 12.57% |
$1.46M - $1.62M
|
39.8K
$11.9M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
678+ 35.39% |
$173K - $192K
|
2.59K
$776K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
508+ 0.44% |
$130K - $144K
|
116K
$34.7M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
417+ 0.81% |
$106K - $118K
|
52K
$15.5M
|