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 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-165- 1.03% |
$42.1K - $46.7K
|
15.9K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
227+ 3.16% |
$57.9K - $64.3K
|
7.41K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-141- 2.52% |
$36K - $39.9K
|
5.46K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
26.5K+ 8.7% |
$6.75M - $7.49M
|
330K
$98M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-41- 5.1% |
$10.5K - $11.6K
|
763
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
183+ 1.24% |
$46.7K - $51.8K
|
14.9K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
449+ 5.3% |
$115K - $127K
|
8.92K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.78K+ 10.57% |
$710K - $788K
|
29.1K
$8.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19+ 4.11% |
$4.85K - $5.38K
|
481
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
47+ 1.09% |
$12K - $13.3K
|
4.35K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-41- 0.6% |
$10.5K - $11.6K
|
6.8K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.51K+ 6.83% |
$1.15M - $1.28M
|
70.5K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
3.88KNew |
$990K - $1.1M
|
3.88K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8- 0.18% |
$2.04K - $2.27K
|
4.32K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.09% |
$5.1K - $5.66K
|
21.4K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-796- 8.57% |
$203K - $225K
|
8.49K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.15K+ 2.19% |
$549K - $610K
|
101K
$29.8M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.76K+ 5.37% |
$1.21M - $1.35M
|
93.3K
$27.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.45K+ 4.15% |
$371K - $412K
|
36.5K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.22K+ 16.78% |
$1.08M - $1.19M
|
29.4K
$8.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-68- 6.17% |
$17.4K - $19.3K
|
1.04K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.26K- 12.29% |
$322K - $357K
|
8.99K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-82- 0.78% |
$20.9K - $23.2K
|
10.4K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
23+ 0.66% |
$5.87K - $6.51K
|
3.52K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-74- 6.75% |
$18.9K - $21K
|
1.02K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
25.3K+ 2764.88% |
$6.45M - $7.16M
|
26.2K
$7.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
731New |
$187K - $207K
|
731
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$766 - $850
|
13.6K
$4.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 7.92% |
$1.15M - $1.28M
|
61.4K
$18.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-249- 7.55% |
$63.5K - $70.5K
|
3.05K
$905K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.36KNew |
$348K - $386K
|
1.36K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50.8K+ 1.73% |
$13M - $14.4M
|
2.98M
$884M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-972- 0.56% |
$248K - $275K
|
173K
$51.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.02% |
$255 - $283
|
6.22K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.8K- 8.69% |
$3.53M - $3.91M
|
145K
$43.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-37- 0.29% |
$9.44K - $10.5K
|
12.9K
$3.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-370- 2.63% |
$94.4K - $105K
|
13.7K
$4.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
641+ 8.76% |
$164K - $182K
|
7.96K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-39- 1.01% |
$9.95K - $11K
|
3.81K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
13.2K+ 5.79% |
$3.37M - $3.74M
|
241K
$71.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-285- 0.67% |
$72.7K - $80.7K
|
42.2K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.52KNew |
$644K - $715K
|
2.52K
$748K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 99.67% |
$2.75M - $3.06M
|
21.6K
$6.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.28% |
$3.06K - $3.4K
|
4.28K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-265- 16.28% |
$67.6K - $75K
|
1.36K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.25K+ 8.67% |
$1.59M - $1.77M
|
78.4K
$23.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2+ 0.19% |
$510 - $566
|
1.03K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
746New |
$190K - $211K
|
746
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.28% |
$3.57K - $3.96K
|
5.1K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
626+ 178.86% |
$160K - $177K
|
976
$289K
|