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 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.52K+ 8.3% |
$389K - $431K
|
19.9K
$5.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-335K- 46.95% |
$85.5M - $94.9M
|
379K
$112M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.49K+ 6.8% |
$381K - $423K
|
23.5K
$6.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-192- 1.45% |
$49K - $54.4K
|
13K
$3.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-10- 1.03% |
$2.55K - $2.83K
|
962
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
165+ 7.77% |
$42.1K - $46.7K
|
2.29K
$679K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-31- 1.91% |
$7.91K - $8.78K
|
1.6K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
598+ 3.22% |
$153K - $169K
|
19.2K
$5.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.86% |
$5.1K - $5.66K
|
2.36K
$699K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-680- 1.16% |
$174K - $193K
|
58K
$17.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.27K+ 52.85% |
$580K - $643K
|
6.57K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
104+ 11.3% |
$26.5K - $29.5K
|
1.02K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
400+ 30.77% |
$102K - $113K
|
1.7K
$504K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
179+ 0.08% |
$45.7K - $50.7K
|
223K
$66M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 1.84% |
$775K - $860K
|
162K
$48M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-21- 0.67% |
$5.36K - $5.95K
|
3.12K
$926K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-619- 44.12% |
$158K - $175K
|
784
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-123- 1.03% |
$31.4K - $34.8K
|
11.8K
$3.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-54- 0.34% |
$13.8K - $15.3K
|
15.9K
$4.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
464+ 4.88% |
$118K - $131K
|
9.98K
$2.96M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-115- 0.02% |
$29.3K - $32.6K
|
490K
$145M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-125- 3.26% |
$31.9K - $35.4K
|
3.71K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-337- 0.91% |
$86K - $95.4K
|
36.9K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
947+ 0.61% |
$242K - $268K
|
157K
$46.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.04K- 7.68% |
$1.03M - $1.14M
|
48.6K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.37K+ 11.19% |
$349K - $387K
|
13.6K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3- 0.16% |
$766 - $850
|
1.84K
$546K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-254- 6.91% |
$64.8K - $71.9K
|
3.42K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5- 0.13% |
$1.28K - $1.42K
|
3.96K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.05K- 6.04% |
$524K - $582K
|
32K
$9.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.1K+ 751.64% |
$1.81M - $2.01M
|
8.05K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.38K- 41.24% |
$1.12M - $1.24M
|
6.25K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
815+ 3.62% |
$208K - $231K
|
23.3K
$6.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
901New |
$230K - $255K
|
901
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.83K+ 21.99% |
$1.23M - $1.37M
|
26.8K
$7.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.01% |
$1.02K - $1.13K
|
35.5K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-518- 2.18% |
$132K - $147K
|
23.2K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-118- 2.42% |
$30.1K - $33.4K
|
4.76K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
645+ 1.02% |
$165K - $183K
|
63.7K
$18.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.98K+ 1.18% |
$505K - $560K
|
169K
$50.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4.57K+ 18.14% |
$1.17M - $1.3M
|
29.8K
$8.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.75K- 10.36% |
$446K - $495K
|
15.1K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.32K+ 2.68% |
$337K - $374K
|
50.7K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-35- 2.82% |
$8.93K - $9.91K
|
1.21K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
917+ 1.87% |
$234K - $260K
|
49.9K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-91- 1.1% |
$23.2K - $25.8K
|
8.22K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
216+ 30.17% |
$55.1K - $61.2K
|
932
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
51+ 0.55% |
$13K - $14.4K
|
9.39K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-166K- 2.56% |
$42.5M - $47.1M
|
6.33M
$1.88B
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
145+ 1.82% |
$37K - $41.1K
|
8.13K
$2.41M
|