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 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-302- 0.54% |
$77.1K - $85.5K
|
56.1K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.82KNew |
$465K - $516K
|
1.82K
$540K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-75- 2.57% |
$19.1K - $21.2K
|
2.84K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
591+ 32.67% |
$151K - $167K
|
2.4K
$712K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
824+ 1.1% |
$210K - $233K
|
75.8K
$22.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
507+ 1.76% |
$129K - $144K
|
29.3K
$8.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-7.85K- 57.68% |
$2M - $2.22M
|
5.76K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-10- 0.32% |
$2.55K - $2.83K
|
3.07K
$910K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
427+ 6.77% |
$109K - $121K
|
6.73K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.32KNew |
$846K - $939K
|
3.32K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
806New |
$206K - $228K
|
806
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.59K+ 26.6% |
$661K - $734K
|
12.3K
$3.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.7K+ 7.78% |
$944K - $1.05M
|
51.3K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.58K+ 0.61% |
$402K - $447K
|
260K
$77M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-103- 0.77% |
$26.3K - $29.2K
|
13.3K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-292- 0.8% |
$74.5K - $82.7K
|
36.4K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-345- 20.02% |
$88K - $97.7K
|
1.38K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-105- 1.59% |
$26.8K - $29.7K
|
6.48K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
263+ 4.46% |
$67.1K - $74.5K
|
6.16K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
21+ 2.45% |
$5.36K - $5.95K
|
878
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.34K+ 68.23% |
$341K - $379K
|
3.3K
$978K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
320+ 27.54% |
$81.7K - $90.6K
|
1.48K
$439K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
200+ 4.79% |
$51K - $56.6K
|
4.38K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.7K- 10.62% |
$2.98M - $3.3M
|
98.2K
$29.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-96.4K- 64.15% |
$24.6M - $27.3M
|
53.9K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-62- 1.51% |
$15.8K - $17.6K
|
4.03K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-926- 11.73% |
$236K - $262K
|
6.97K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-467- 1.48% |
$119K - $132K
|
31.2K
$9.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.32K- 12.25% |
$591K - $656K
|
16.6K
$4.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-28- 1.77% |
$7.15K - $7.93K
|
1.55K
$460K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.95K+ 2.14% |
$2.54M - $2.82M
|
475K
$141M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-119- 85.61% |
$30.4K - $33.7K
|
20
$5.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.09% |
$255 - $283
|
1.1K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.16K+ 206.31% |
$551K - $611K
|
3.2K
$950K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
145+ 3.58% |
$37K - $41.1K
|
4.2K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.6K- 2.52% |
$407K - $452K
|
61.7K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 6.12% |
$697K - $773K
|
47.4K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.47K+ 49.49% |
$629K - $698K
|
7.45K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-35- 0.62% |
$8.93K - $9.91K
|
5.63K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.83K- 6.15% |
$1.23M - $1.37M
|
73.7K
$21.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.27K- 36.94% |
$580K - $644K
|
3.88K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-43- 5.28% |
$11K - $12.2K
|
772
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.47K- 0.6% |
$1.14M - $1.27M
|
744K
$221M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.38KNew |
$352K - $390K
|
1.38K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.9K+ 14.93% |
$5.84M - $6.49M
|
176K
$52.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-366- 0.77% |
$93.4K - $104K
|
47.3K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-104K- 71.07% |
$26.4M - $29.3M
|
42.1K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-357- 3.54% |
$91.1K - $101K
|
9.73K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.77K- 31.83% |
$450K - $500K
|
3.78K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$1.53K - $1.7K
|
3.43K
$1.02M
|