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 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$255 - $283
|
1.18K
$352K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 4.74% |
$770K - $855K
|
60.6K
$18.1M
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-512- 21.17% |
$131K - $145K
|
1.91K
$569K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.03K+ 4.29% |
$772K - $857K
|
73.5K
$21.9M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.24% |
$1.02K - $1.13K
|
1.68K
$500K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
149+ 4.82% |
$38K - $42.2K
|
3.24K
$966K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
964+ 32.6% |
$246K - $273K
|
3.92K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$5.61K - $6.23K
|
6.2K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-117- 1.15% |
$29.9K - $33.1K
|
10K
$2.99M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.38K+ 99.08% |
$608K - $674K
|
4.78K
$1.43M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
715+ 3.39% |
$182K - $202K
|
21.8K
$6.51M
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
375+ 2.91% |
$95.7K - $106K
|
13.3K
$3.96M
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 0.08% |
$1.28K - $1.42K
|
6.62K
$1.97M
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.63K+ 90.2% |
$416K - $461K
|
3.44K
$1.02M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.71K+ 156.59% |
$691K - $767K
|
4.44K
$1.32M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-251- 3.29% |
$64.1K - $71.1K
|
7.37K
$2.2M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 1.33% |
$12.8K - $14.2K
|
3.7K
$1.1M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
964New |
$246K - $273K
|
964
$287K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-19- 0.25% |
$4.85K - $5.38K
|
7.53K
$2.25M
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
745+ 9.68% |
$190K - $211K
|
8.44K
$2.52M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.13K- 11.13% |
$288K - $319K
|
9K
$2.68M
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.74K- 0.76% |
$2.49M - $2.76M
|
1.27M
$379M
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-15.4K- 55.56% |
$3.92M - $4.36M
|
12.3K
$3.67M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-73- 7.29% |
$18.6K - $20.7K
|
928
$277K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.07K+ 7.68% |
$273K - $303K
|
15K
$4.47M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.41K- 14.96% |
$359K - $398K
|
7.99K
$2.38M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
202+ 0.66% |
$51.5K - $57.2K
|
30.6K
$9.14M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
105+ 1.03% |
$26.8K - $29.7K
|
10.3K
$3.08M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.33K+ 2.78% |
$338K - $376K
|
49K
$14.6M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.85K- 15.14% |
$728K - $808K
|
16K
$4.77M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-110- 0.78% |
$28.1K - $31.2K
|
14K
$4.18M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$255 - $283
|
3.03K
$904K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.21K+ 29.16% |
$1.58M - $1.76M
|
27.5K
$8.2M
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.14K- 3.28% |
$545K - $605K
|
62.9K
$18.8M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
378K+ 3.43% |
$96.4M - $107M
|
11.4M
$3.39B
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
25+ 0.04% |
$6.38K - $7.08K
|
60.9K
$18.2M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-218- 3.57% |
$55.6K - $61.7K
|
5.89K
$1.76M
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 0.85% |
$9.19K - $10.2K
|
4.26K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
494+ 0.27% |
$126K - $140K
|
185K
$55.1M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$255 - $283
|
798
$238K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.58K+ 3.2% |
$404K - $449K
|
51K
$15.2M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
178+ 0.57% |
$45.4K - $50.4K
|
31.6K
$9.43M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
629+ 3.65% |
$161K - $178K
|
17.9K
$5.32M
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
56+ 4.61% |
$14.3K - $15.9K
|
1.27K
$379K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-883- 4.06% |
$225K - $250K
|
20.9K
$6.23M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-17- 0.2% |
$4.34K - $4.81K
|
8.42K
$2.51M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-60- 3.25% |
$15.3K - $17K
|
1.79K
$532K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
74+ 1.62% |
$18.9K - $21K
|
4.65K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-848- 3.22% |
$216K - $240K
|
25.5K
$7.6M
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-2.02K- 4.65% |
$516K - $573K
|
41.5K
$12.4M
|