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 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.1K+ 186.12% |
$6.28M - $7.02M
|
35.6K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-788- 2.21% |
$214K - $239K
|
34.9K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.36K+ 17.98% |
$1.72M - $1.93M
|
41.7K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-546- 0.9% |
$148K - $166K
|
60K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
169+ 12.68% |
$45.8K - $51.2K
|
1.5K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
754New |
$204K - $229K
|
754
$230K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.35% |
$13.6K - $15.2K
|
14.2K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 4.2% |
$792K - $886K
|
72.4K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.03K
|
3.34K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-300- 13.51% |
$81.4K - $90.9K
|
1.92K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-375- 4.79% |
$102K - $114K
|
7.45K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
143+ 5.71% |
$38.8K - $43.3K
|
2.65K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 25.1% |
$384K - $430K
|
7.06K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-26- 2.38% |
$7.05K - $7.88K
|
1.07K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-435- 4.98% |
$118K - $132K
|
8.3K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-110- 0.3% |
$29.8K - $33.3K
|
36.7K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.09K- 1.59% |
$1.38M - $1.54M
|
316K
$96.4M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
2+ 0.04% |
$542 - $606
|
5.32K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-764- 18.87% |
$207K - $232K
|
3.28K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.11K- 7.38% |
$301K - $336K
|
13.9K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
416KNew |
$113M - $126M
|
416K
$127M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-669- 19.25% |
$181K - $203K
|
2.81K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
10.7K+ 7.48% |
$2.9M - $3.25M
|
154K
$46.9M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8+ 0.17% |
$2.17K - $2.42K
|
4.72K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
357+ 0.92% |
$96.8K - $108K
|
39.1K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.02% |
$275K - $307K
|
5.88M
$1.79B
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-120- 2.49% |
$32.5K - $36.4K
|
4.7K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-47.8K- 2.71% |
$13M - $14.5M
|
1.71M
$523M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.51K+ 1.42% |
$410K - $459K
|
108K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.69K+ 8.5% |
$2.36M - $2.63M
|
111K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
652+ 1.05% |
$177K - $198K
|
62.9K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-297- 0.92% |
$80.5K - $90K
|
32K
$9.75M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.53K- 25.17% |
$958K - $1.07M
|
10.5K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-168- 0.39% |
$45.6K - $50.9K
|
43.1K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-779- 1.03% |
$211K - $236K
|
75K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.67KNew |
$452K - $505K
|
1.67K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.7K+ 11.47% |
$9.42M - $10.5M
|
338K
$103M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
74K+ 4.66% |
$20.1M - $22.4M
|
1.66M
$506M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.08K- 5.36% |
$292K - $326K
|
19K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3.03K- 5.7% |
$821K - $918K
|
50.1K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
247+ 1.4% |
$67K - $74.9K
|
18K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1+ 0.04% |
$271 - $303
|
2.26K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.4% |
$271 - $303
|
250
$76.2K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.52KNew |
$2.31M - $2.58M
|
8.52K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-54- 0.33% |
$14.6K - $16.4K
|
16.2K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
552New |
$150K - $167K
|
552
$168K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
240+ 3.74% |
$65.1K - $72.7K
|
6.65K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 19.83% |
$6.92M - $7.73M
|
154K
$47M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-491K- 54.79% |
$133M - $149M
|
405K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
229K+ 5.42% |
$62.2M - $69.5M
|
4.46M
$1.36B
|