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 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-60- 3.89% |
$16.3K - $18.2K
|
1.48K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-120- 9.58% |
$32.5K - $36.4K
|
1.13K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.72K- 1.04% |
$736K - $823K
|
259K
$79M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.6K- 3.05% |
$2.33M - $2.61M
|
274K
$83.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.2K+ 3.75% |
$6.02M - $6.73M
|
614K
$187M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.05K- 1.46% |
$285K - $319K
|
70.9K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.8K- 5.25% |
$758K - $848K
|
50.5K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
7+ 0.33% |
$1.9K - $2.12K
|
2.11K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.03K+ 40.65% |
$280K - $313K
|
3.57K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 14.24% |
$657K - $734K
|
14.6K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
2KNew |
$542K - $606K
|
2K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 1.14% |
$2.78M - $3.1M
|
887K
$271M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-60- 6.59% |
$16.3K - $18.2K
|
850
$259K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
620+ 11.7% |
$168K - $188K
|
5.92K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.41% |
$1.08K - $1.21K
|
986
$301K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.3K+ 436.83% |
$25M - $28M
|
113K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-33.8K- 15.69% |
$9.17M - $10.2M
|
182K
$55.4M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-431- 2.62% |
$117K - $131K
|
16K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
147+ 7.41% |
$39.9K - $44.6K
|
2.13K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
453K+ 21.43% |
$123M - $137M
|
2.57M
$783M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.65K+ 15.9% |
$447K - $499K
|
12K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.18% |
$814 - $909
|
1.68K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.87K+ 614.05% |
$2.41M - $2.69M
|
10.3K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
36+ 1.11% |
$9.76K - $10.9K
|
3.27K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-85- 5.24% |
$23.1K - $25.8K
|
1.54K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
456+ 31.06% |
$124K - $138K
|
1.92K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.0% |
$516K - $577K
|
39.9K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
390K+ 136.51% |
$106M - $118M
|
676K
$206M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.29K+ 31.89% |
$348K - $390K
|
5.31K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
261+ 2.69% |
$70.8K - $79.1K
|
9.96K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Opus Investment Management Inc
|
BUY
|
- |
22K+ 21.39% |
$5.97M - $6.68M
|
125K
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-48.4K- 72.08% |
$13.1M - $14.7M
|
18.7K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
12.9K+ 4.69% |
$3.5M - $3.92M
|
288K
$87.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-490- 1.31% |
$133K - $149K
|
37K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.87KNew |
$507K - $567K
|
1.87K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
68+ 0.29% |
$18.4K - $20.6K
|
23.3K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.31% |
$2.17K - $2.42K
|
2.57K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.31K+ 30.24% |
$356K - $397K
|
5.65K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-372- 14.93% |
$101K - $113K
|
2.12K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
63+ 35.8% |
$17.1K - $19.1K
|
239
$72.9K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
852New |
$231K - $258K
|
852
$260K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-171- 2.49% |
$46.4K - $51.8K
|
6.71K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-900- 21.43% |
$244K - $273K
|
3.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.28K+ 11.98% |
$891K - $995K
|
30.7K
$9.35M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
572+ 13.78% |
$155K - $173K
|
4.72K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-30- 0.3% |
$8.14K - $9.09K
|
10.1K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 67.1% |
$3.98M - $4.45M
|
7.2K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.44K+ 8.92% |
$391K - $437K
|
17.6K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 39.05% |
$1.11M - $1.24M
|
6.4K
$1.95M
|