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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2.34K+ 3.4% |
$598K - $664K
|
71.2K
$21.3M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-853- 3.12% |
$218K - $242K
|
26.5K
$7.91M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
507+ 0.66% |
$129K - $144K
|
77K
$23M
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-7- 1.21% |
$1.79K - $1.98K
|
572
$171K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-121- 4.1% |
$30.9K - $34.3K
|
2.83K
$845K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.54K- 12.21% |
$903K - $1M
|
25.5K
$7.61M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 1.72% |
$454K - $504K
|
105K
$31.4M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-35- 0.92% |
$8.93K - $9.91K
|
3.78K
$1.13M
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.69% |
$2.81K - $3.12K
|
1.61K
$482K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-97- 2.79% |
$24.8K - $27.5K
|
3.38K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
139+ 2.34% |
$35.5K - $39.4K
|
6.08K
$1.82M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 32.42% |
$5.58M - $6.19M
|
45.6K
$13.6M
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.74KNew |
$443K - $491K
|
1.74K
$519K
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 10.06% |
$738K - $820K
|
25.9K
$7.74M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-336- 2.22% |
$85.7K - $95.2K
|
14.8K
$4.43M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.1K+ 23.35% |
$2.82M - $3.13M
|
58.4K
$17.5M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.2K- 7.26% |
$307K - $341K
|
15.4K
$4.6M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-655- 4.65% |
$167K - $185K
|
13.4K
$4.02M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
640+ 18.92% |
$163K - $181K
|
4.02K
$1.2M
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
8.22K+ 12.62% |
$2.1M - $2.33M
|
73.3K
$21.9M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 45.21% |
$396K - $440K
|
4.99K
$1.49M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 7.09% |
$7.66K - $8.5K
|
453
$135K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.91K- 3.69% |
$1.51M - $1.67M
|
154K
$46.2M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
308+ 2.94% |
$78.6K - $87.2K
|
10.8K
$3.23M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-255- 3.64% |
$65.1K - $72.2K
|
6.74K
$2.02M
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.14% |
$8.93K - $9.91K
|
3.05K
$911K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-840- 5.29% |
$214K - $238K
|
15K
$4.5M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-254- 7.82% |
$64.8K - $71.9K
|
3K
$896K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$1.05M - $1.17M
|
4.12K
$1.23M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 1.54% |
$470K - $521K
|
118K
$35.2M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
791+ 34.51% |
$202K - $224K
|
3.08K
$922K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.19K+ 170.06% |
$813K - $903K
|
5.06K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-77.1K- 83.63% |
$19.7M - $21.8M
|
15.1K
$4.52M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10+ 1.28% |
$2.55K - $2.83K
|
792
$237K
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
871+ 84.73% |
$222K - $247K
|
1.9K
$568K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-507- 2.79% |
$129K - $144K
|
17.7K
$5.28M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.31% |
$10.7K - $11.9K
|
13.5K
$4.03M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 1.5% |
$6.12K - $6.8K
|
1.63K
$487K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
525+ 8.54% |
$134K - $149K
|
6.67K
$2M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-565- 0.43% |
$144K - $160K
|
130K
$38.9M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-828- 39.3% |
$211K - $234K
|
1.28K
$382K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.26% |
$1.02K - $1.13K
|
1.53K
$458K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.68K+ 1.18% |
$428K - $475K
|
144K
$43M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$255 - $283
|
1.14K
$340K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.87K- 3.14% |
$732K - $812K
|
88.6K
$26.5M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
808+ 13.83% |
$206K - $229K
|
6.65K
$1.99M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 1.86% |
$1.08M - $1.2M
|
223K
$66.7M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-525- 8.08% |
$134K - $149K
|
5.97K
$1.79M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-146- 2.59% |
$37.3K - $41.3K
|
5.5K
$1.65M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.15K+ 30.03% |
$803K - $892K
|
13.6K
$4.08M
|