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 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-91- 1.64% |
$24.7K - $27.6K
|
5.44K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-91K- 70.6% |
$24.7M - $27.6M
|
37.9K
$11.5M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.29K+ 21.14% |
$1.98M - $2.21M
|
41.8K
$12.7M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-249- 3.85% |
$67.5K - $75.5K
|
6.21K
$1.89M
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.27% |
$814 - $909
|
1.13K
$344K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
207+ 7.46% |
$56.1K - $62.7K
|
2.98K
$909K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.7K- 1.95% |
$1.82M - $2.03M
|
337K
$103M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.52K+ 3.05% |
$1.77M - $1.98M
|
220K
$67.1M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.83K- 1.14% |
$496K - $554K
|
158K
$48.3M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
646+ 0.1% |
$175K - $196K
|
641K
$195M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-983- 4.32% |
$267K - $298K
|
21.8K
$6.64M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-112- 3.63% |
$30.4K - $33.9K
|
2.97K
$906K
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
230+ 2.1% |
$62.4K - $69.7K
|
11.2K
$3.4M
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
SELL
|
- |
-1.41K- 0.6% |
$383K - $429K
|
234K
$71.4M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-17- 0.88% |
$4.61K - $5.15K
|
1.92K
$584K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.83K+ 27.05% |
$769K - $859K
|
13.3K
$4.06M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.41K- 55.62% |
$652K - $729K
|
1.92K
$585K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-381- 0.39% |
$103K - $115K
|
97.3K
$29.6M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
366+ 2.15% |
$99.3K - $111K
|
17.4K
$5.3M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-21.7K- 15.76% |
$5.9M - $6.59M
|
116K
$35.4M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-235- 10.84% |
$63.7K - $71.2K
|
1.93K
$589K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
92.2KNew |
$25M - $27.9M
|
92.2K
$28.1M
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
31+ 0.43% |
$8.41K - $9.4K
|
7.16K
$2.18M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
201+ 25.8% |
$54.5K - $60.9K
|
980
$299K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
44+ 0.09% |
$11.9K - $13.3K
|
46.8K
$14.3M
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.41K- 1.4% |
$383K - $428K
|
99.6K
$30.4M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 0.22% |
$956K - $1.07M
|
1.62M
$493M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
315+ 2.73% |
$85.4K - $95.5K
|
11.9K
$3.62M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-46- 4.19% |
$12.5K - $13.9K
|
1.05K
$321K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.6K+ 4.34% |
$704K - $787K
|
62.4K
$19M
|
|
May 12, 2025
Q1 2025
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-7.21K- 1.71% |
$1.96M - $2.19M
|
415K
$126M
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.92KNew |
$520K - $581K
|
1.92K
$584K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
378New |
$103K - $115K
|
378
$115K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-262- 13.93% |
$71K - $79.4K
|
1.62K
$494K
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.95KNew |
$800K - $894K
|
2.95K
$899K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115K+ 4.71% |
$31.1M - $34.8M
|
2.55M
$777M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
274K+ 11.96% |
$74.2M - $82.9M
|
2.56M
$781M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-488- 10.81% |
$132K - $148K
|
4.03K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-226- 0.21% |
$61.3K - $68.5K
|
108K
$32.8M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.26K- 2.22% |
$341K - $381K
|
55.5K
$16.9M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
98+ 0.04% |
$26.6K - $29.7K
|
264K
$80.6M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-403- 2.27% |
$109K - $122K
|
17.4K
$5.3M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-61- 0.25% |
$16.5K - $18.5K
|
24.3K
$7.4M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
278+ 7.6% |
$75.4K - $84.3K
|
3.94K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-800- 11.94% |
$217K - $242K
|
5.9K
$1.8M
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-194- 1.26% |
$52.6K - $58.8K
|
15.2K
$4.64M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.74K- 27.5% |
$743K - $831K
|
7.23K
$2.2M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-969- 13.98% |
$263K - $294K
|
5.96K
$1.82M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.34K+ 6.52% |
$1.72M - $1.92M
|
104K
$31.6M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.9K+ 430.05% |
$1.87M - $2.09M
|
8.5K
$2.59M
|