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 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
2.44KNew |
$624K - $692K
|
2.44K
$731K
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
143+ 9.9% |
$36.5K - $40.5K
|
1.59K
$475K
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.98K- 1.42% |
$504K - $560K
|
137K
$41M
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
12.4K+ 5.59% |
$3.16M - $3.51M
|
234K
$69.9M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.98K- 0.42% |
$1.78M - $1.98M
|
1.66M
$497M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.79K- 2.16% |
$1.22M - $1.36M
|
217K
$64.9M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-325- 4.42% |
$82.9K - $92K
|
7.03K
$2.1M
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-45- 3.38% |
$11.5K - $12.7K
|
1.29K
$385K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 80.32% |
$6.17M - $6.85M
|
54.3K
$16.2M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
506+ 0.34% |
$129K - $143K
|
149K
$44.6M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.15K+ 17.84% |
$804K - $892K
|
20.8K
$6.22M
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
61+ 0.69% |
$15.6K - $17.3K
|
8.93K
$2.67M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-91- 4.41% |
$23.2K - $25.8K
|
1.97K
$589K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-96- 2.87% |
$24.5K - $27.2K
|
3.25K
$970K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.8K+ 124.92% |
$3.26M - $3.62M
|
23K
$6.87M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 9.62% |
$507K - $563K
|
18.7K
$5.58M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$255 - $283
|
4.49K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.86K+ 26.71% |
$2.26M - $2.51M
|
42K
$12.6M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.72K+ 12.3% |
$439K - $487K
|
15.7K
$4.69M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-397- 11.26% |
$101K - $112K
|
3.13K
$936K
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-68- 0.79% |
$17.4K - $19.3K
|
8.58K
$2.57M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-82K- 5.7% |
$20.9M - $23.2M
|
1.36M
$406M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
31.7K+ 802.15% |
$8.09M - $8.97M
|
35.6K
$10.7M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
23+ 0.72% |
$5.87K - $6.51K
|
3.23K
$966K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-66.8K- 15.74% |
$17M - $18.9M
|
357K
$107M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
400+ 35.03% |
$102K - $113K
|
1.54K
$461K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.01K+ 2.66% |
$258K - $287K
|
39.1K
$11.7M
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
6.38K+ 1.83% |
$1.63M - $1.81M
|
356K
$106M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-56- 0.04% |
$14.3K - $15.9K
|
151K
$45.2M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-779- 11.64% |
$199K - $221K
|
5.91K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
532+ 12.35% |
$136K - $151K
|
4.84K
$1.45M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$255 - $283
|
7.5K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
869+ 6.47% |
$222K - $246K
|
14.3K
$4.28M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.21K- 13.2% |
$565K - $627K
|
14.5K
$4.35M
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.81K- 3.11% |
$462K - $513K
|
56.3K
$16.8M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
671+ 25.54% |
$171K - $190K
|
3.3K
$986K
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
299+ 3.74% |
$76.3K - $84.7K
|
8.3K
$2.48M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-141- 3.91% |
$36K - $39.9K
|
3.47K
$1.04M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-423- 2.14% |
$108K - $120K
|
19.4K
$5.8M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
39+ 0.12% |
$9.95K - $11K
|
31.3K
$9.35M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
806K+ 85.17% |
$206M - $228M
|
1.75M
$524M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.18K+ 128.35% |
$300K - $333K
|
2.09K
$626K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
240+ 2.99% |
$61.2K - $68K
|
8.27K
$2.47M
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-487- 1.28% |
$124K - $138K
|
37.7K
$11.3M
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-240- 3.84% |
$61.2K - $68K
|
6.01K
$1.8M
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.91% |
$2.81K - $3.12K
|
1.2K
$357K
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
684+ 1.01% |
$175K - $194K
|
68.3K
$20.4M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3- 0.36% |
$766 - $850
|
838
$251K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 74.11% |
$324K - $360K
|
2.99K
$893K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-75- 2.54% |
$19.1K - $21.2K
|
2.88K
$860K
|