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
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
214+ 2.89% |
$58K - $64.9K
|
7.62K
$2.32M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-137- 0.55% |
$37.2K - $41.5K
|
24.9K
$7.6M
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-40- 2.85% |
$10.8K - $12.1K
|
1.37K
$416K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-105K- 66.9% |
$28.4M - $31.8M
|
51.9K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
684+ 2.95% |
$185K - $207K
|
23.9K
$7.27M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.37K+ 20.47% |
$644K - $719K
|
14K
$4.26M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.31K+ 2.87% |
$1.44M - $1.61M
|
190K
$58M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$8.41K - $9.4K
|
27.6K
$8.41M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
76+ 5.52% |
$20.6K - $23K
|
1.45K
$443K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.94K+ 2.92% |
$527K - $589K
|
68.5K
$20.9M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.96K+ 1.68% |
$530K - $593K
|
118K
$36.1M
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
134+ 5.04% |
$36.3K - $40.6K
|
2.79K
$851K
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 20.87% |
$345K - $386K
|
7.38K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
567+ 48.96% |
$154K - $172K
|
1.73K
$526K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
63.3K+ 10.5% |
$17.2M - $19.2M
|
666K
$203M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.87K- 7.28% |
$1.59M - $1.78M
|
74.8K
$22.8M
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.57K+ 1.16% |
$425K - $476K
|
137K
$41.9M
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-69- 20.18% |
$18.7K - $20.9K
|
273
$83.2K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-83- 5.98% |
$22.5K - $25.2K
|
1.31K
$398K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-69- 0.62% |
$18.7K - $20.9K
|
11K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-25.9K- 93.42% |
$7.03M - $7.86M
|
1.83K
$557K
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5+ 0.4% |
$1.36K - $1.52K
|
1.24K
$378K
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1+ 2.86% |
$271 - $303
|
36
$11K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
203+ 1.41% |
$55K - $61.5K
|
14.6K
$4.44M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-916- 22.01% |
$248K - $278K
|
3.25K
$989K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10- 0.22% |
$2.71K - $3.03K
|
4.55K
$1.39M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-5.83K- 49.09% |
$1.58M - $1.77M
|
6.05K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
366+ 7.18% |
$99.3K - $111K
|
5.46K
$1.66M
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
3.66K+ 1.81% |
$991K - $1.11M
|
206K
$62.7M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
426+ 1.3% |
$116K - $129K
|
33.1K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-270- 0.93% |
$73.2K - $81.8K
|
28.8K
$8.78M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9K+ 10.23% |
$3.5M - $3.91M
|
139K
$42.4M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-408- 2.93% |
$111K - $124K
|
13.5K
$4.12M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.68K+ 8.15% |
$726K - $811K
|
35.5K
$10.8M
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.38KNew |
$373K - $417K
|
1.38K
$419K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-567- 6.15% |
$154K - $172K
|
8.65K
$2.64M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.5K- 48.93% |
$9.64M - $10.8M
|
37.1K
$11.3M
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-375- 1.26% |
$102K - $114K
|
29.3K
$8.94M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
219K+ 32.08% |
$59.5M - $66.5M
|
903K
$275M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
PUT |
223New |
$60.5K - $67.6K
|
223
$68K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55K+ 10.34% |
$14.9M - $16.7M
|
586K
$179M
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-474- 5.78% |
$129K - $144K
|
7.73K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-581- 1.0% |
$158K - $176K
|
57.5K
$17.5M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
200+ 6.79% |
$54.2K - $60.6K
|
3.15K
$959K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.33K+ 10.59% |
$361K - $404K
|
13.9K
$4.24M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47.5K- 5.03% |
$12.9M - $14.4M
|
897K
$274M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
652+ 28.71% |
$177K - $198K
|
2.92K
$891K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.42K- 0.67% |
$2.28M - $2.55M
|
1.25M
$380M
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$271 - $303
|
1.93K
$588K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-433- 6.61% |
$117K - $131K
|
6.12K
$1.87M
|