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 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.4K+ 16.69% |
$378K - $423K
|
9.75K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 77.63% |
$8.58M - $9.59M
|
9.12K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.16% |
$542 - $606
|
1.26K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-18- 1.15% |
$4.88K - $5.46K
|
1.54K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
35+ 1.57% |
$9.49K - $10.6K
|
2.26K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.63K+ 52.93% |
$985K - $1.1M
|
10.5K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
308+ 31.85% |
$83.5K - $93.4K
|
1.28K
$389K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
293+ 7.42% |
$79.5K - $88.8K
|
4.24K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.27K- 0.71% |
$345K - $386K
|
177K
$54M
|
|
|
May 07, 2025
Q1 2025
|
Rainwater Charitable Foundation
|
BUY
|
- |
22K+ 7.14% |
$5.96M - $6.67M
|
330K
$101M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.08K+ 3.62% |
$1.11M - $1.24M
|
117K
$35.6M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
451+ 22.62% |
$122K - $137K
|
2.45K
$745K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
19.2K+ 42.37% |
$5.2M - $5.81M
|
64.4K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-12- 0.71% |
$3.25K - $3.64K
|
1.68K
$511K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-481- 1.21% |
$130K - $146K
|
39.4K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$271 - $303
|
2.3K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
91+ 5.44% |
$24.7K - $27.6K
|
1.76K
$538K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
58+ 0.78% |
$15.7K - $17.6K
|
7.53K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
81+ 0.89% |
$22K - $24.6K
|
9.22K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-20.1K- 8.22% |
$5.45M - $6.09M
|
224K
$68.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
545+ 33.05% |
$148K - $165K
|
2.19K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
109+ 162.69% |
$29.6K - $33K
|
176
$53.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143K+ 23.39% |
$38.8M - $43.3M
|
754K
$230M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-440- 3.76% |
$119K - $133K
|
11.3K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.54K- 3.43% |
$417K - $466K
|
43.3K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.07% |
$2.17K - $2.42K
|
10.8K
$3.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.26K+ 2.86% |
$883K - $987K
|
117K
$35.7M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11+ 0.38% |
$2.98K - $3.33K
|
2.89K
$881K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-75- 1.39% |
$20.3K - $22.7K
|
5.32K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
6New |
$1.63K - $1.82K
|
6
$1.83K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
272KNew |
$73.8M - $82.5M
|
272K
$83M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 7.68% |
$4.64M - $5.19M
|
206K
$62.8M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-121- 7.97% |
$32.8K - $36.7K
|
1.4K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.86K+ 4.5% |
$505K - $564K
|
43.3K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-256- 3.75% |
$69.4K - $77.6K
|
6.58K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-814- 22.65% |
$221K - $247K
|
2.78K
$847K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-97- 8.97% |
$26.3K - $29.4K
|
984
$300K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
64.8K+ 62.75% |
$17.6M - $19.6M
|
168K
$51.2M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01K- 1.63% |
$274K - $306K
|
61.2K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.11K- 2.1% |
$573K - $640K
|
98.5K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
535+ 31.64% |
$145K - $162K
|
2.23K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-32- 0.54% |
$8.68K - $9.7K
|
5.92K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-681- 44.28% |
$185K - $206K
|
857
$261K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-103- 0.9% |
$27.9K - $31.2K
|
11.4K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-574- 2.08% |
$156K - $174K
|
27K
$8.24M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
193+ 0.16% |
$52.3K - $58.5K
|
122K
$37M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
633+ 13.28% |
$172K - $192K
|
5.4K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.83K- 12.78% |
$1.04M - $1.16M
|
26.1K
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.56K- 0.42% |
$422K - $472K
|
369K
$113M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.23K+ 1.13% |
$333K - $372K
|
110K
$33.4M
|