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 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.14KNew |
$1.57M - $1.74M
|
6.14K
$1.84M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-85- 4.2% |
$21.7K - $24.1K
|
1.94K
$580K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19K+ 34.55% |
$4.84M - $5.37M
|
73.9K
$22.1M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 965.24% |
$4.24M - $4.71M
|
18.4K
$5.49M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
36.8K+ 17.45% |
$9.39M - $10.4M
|
248K
$74.1M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.97K- 25.18% |
$1.01M - $1.12M
|
11.8K
$3.53M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
487+ 6.38% |
$124K - $138K
|
8.12K
$2.43M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
26.8K+ 26.49% |
$6.84M - $7.59M
|
128K
$38.3M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12+ 0.32% |
$3.06K - $3.4K
|
3.73K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
123New |
$31.4K - $34.8K
|
123
$36.8K
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$2.55K - $2.83K
|
2.74K
$820K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3- 0.05% |
$766 - $850
|
5.67K
$1.7M
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
253+ 14.02% |
$64.6K - $71.6K
|
2.06K
$615K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-433- 4.84% |
$110K - $123K
|
8.51K
$2.54M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
12+ 0.76% |
$3.06K - $3.4K
|
1.59K
$475K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6.98K- 0.86% |
$1.78M - $1.98M
|
807K
$241M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
5.54K+ 2.5% |
$1.41M - $1.57M
|
227K
$67.9M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
505+ 7.08% |
$129K - $143K
|
7.63K
$2.28M
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20New |
$5.1K - $5.66K
|
20
$5.98K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.69KNew |
$1.2M - $1.33M
|
4.69K
$1.4M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
26+ 2.46% |
$6.63K - $7.36K
|
1.09K
$324K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-79- 2.93% |
$20.2K - $22.4K
|
2.62K
$782K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.8K- 5.43% |
$8.62M - $9.56M
|
588K
$176M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
86.6K+ 12.17% |
$22.1M - $24.5M
|
798K
$239M
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
111+ 13.42% |
$28.3K - $31.4K
|
938
$281K
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-170- 4.97% |
$43.4K - $48.1K
|
3.25K
$972K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-342- 15.13% |
$87.3K - $96.9K
|
1.92K
$574K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-102- 4.31% |
$26K - $28.9K
|
2.27K
$677K
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-6.57K- 3.68% |
$1.68M - $1.86M
|
172K
$51.5M
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.17K+ 54.73% |
$808K - $897K
|
8.95K
$2.68M
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
149+ 18.13% |
$38K - $42.2K
|
971
$290K
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-22- 1.03% |
$5.61K - $6.23K
|
2.12K
$634K
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-992- 48.89% |
$253K - $281K
|
1.04K
$310K
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
540+ 16.82% |
$138K - $153K
|
3.75K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 1.44% |
$187K - $207K
|
49.9K
$14.9M
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.72K- 3.81% |
$1.2M - $1.34M
|
119K
$35.6M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.74K+ 17.42% |
$698K - $775K
|
18.4K
$5.51M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.66K- 61.56% |
$1.7M - $1.89M
|
4.16K
$1.24M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
209+ 8.19% |
$53.3K - $59.2K
|
2.76K
$826K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-27.6K- 3.05% |
$7.04M - $7.81M
|
878K
$262M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
422+ 3.71% |
$108K - $120K
|
11.8K
$3.53M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-377- 6.98% |
$96.2K - $107K
|
5.02K
$1.5M
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-40- 0.51% |
$10.2K - $11.3K
|
7.8K
$2.33M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.43K+ 0.34% |
$364K - $404K
|
421K
$126M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.43K+ 1.28% |
$621K - $689K
|
192K
$57.4M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-543- 34.94% |
$139K - $154K
|
1.01K
$302K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
251+ 22.23% |
$64.1K - $71.1K
|
1.38K
$413K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
7.85K+ 2.99% |
$2M - $2.22M
|
271K
$80.9M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-110- 12.79% |
$28.1K - $31.2K
|
750
$224K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
197+ 15.04% |
$50.3K - $55.8K
|
1.51K
$451K
|