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 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
728+ 16.53% |
$186K - $206K
|
5.13K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-13- 0.04% |
$3.32K - $3.68K
|
33K
$9.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10+ 0.99% |
$2.55K - $2.83K
|
1.02K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
973+ 32.86% |
$248K - $276K
|
3.93K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-8- 0.91% |
$2.04K - $2.27K
|
875
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.77K- 26.6% |
$1.22M - $1.35M
|
13.2K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
467+ 2.33% |
$119K - $132K
|
20.5K
$6.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
450+ 0.86% |
$115K - $127K
|
53.1K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
743+ 3.29% |
$190K - $210K
|
23.3K
$6.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1.84K+ 50.55% |
$469K - $521K
|
5.48K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.98K+ 7.02% |
$761K - $845K
|
45.5K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
324+ 7.68% |
$82.7K - $91.8K
|
4.54K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-150- 2.82% |
$38.3K - $42.5K
|
5.17K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32.2K+ 4.38% |
$8.23M - $9.13M
|
769K
$229M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
582+ 4.16% |
$149K - $165K
|
14.6K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-138- 12.9% |
$35.2K - $39.1K
|
932
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.8K+ 69.01% |
$1.99M - $2.21M
|
19.1K
$5.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-297- 12.13% |
$75.8K - $84.1K
|
2.15K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-175- 1.08% |
$44.7K - $49.6K
|
16K
$4.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
352+ 39.51% |
$89.8K - $99.7K
|
1.24K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
800New |
$204K - $227K
|
800
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-680- 6.37% |
$174K - $193K
|
10K
$2.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 8.09% |
$10.7K - $11.9K
|
561
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17- 0.17% |
$4.34K - $4.81K
|
10.1K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
438+ 12.63% |
$112K - $124K
|
3.91K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
12.1K+ 596.65% |
$3.09M - $3.43M
|
14.1K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$2.55K - $2.83K
|
4.16K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8.34K+ 4.57% |
$2.13M - $2.36M
|
191K
$56.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-255- 2.32% |
$65.1K - $72.2K
|
10.8K
$3.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
722+ 9.03% |
$184K - $204K
|
8.72K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.46K- 86.27% |
$1.14M - $1.26M
|
710
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-394- 10.12% |
$101K - $112K
|
3.5K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-1- 0.13% |
$255 - $283
|
776
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-51- 11.51% |
$13K - $14.4K
|
392
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
88+ 4.42% |
$22.5K - $24.9K
|
2.08K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-230- 1.28% |
$58.7K - $65.1K
|
17.7K
$5.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-262- 5.63% |
$66.9K - $74.2K
|
4.39K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 2.62% |
$38.3K - $42.5K
|
5.58K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.14K+ 9.19% |
$2.33M - $2.59M
|
109K
$32.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 0.75% |
$2.04K - $2.27K
|
1.08K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-229- 0.56% |
$58.4K - $64.9K
|
40.9K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
153+ 15.9% |
$39K - $43.3K
|
1.12K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.1K- 5.58% |
$791K - $877K
|
52.4K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
493+ 7.55% |
$126K - $140K
|
7.02K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3.63K+ 3.76% |
$926K - $1.03M
|
100K
$29.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-722- 16.98% |
$184K - $204K
|
3.53K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
680+ 26.61% |
$174K - $193K
|
3.24K
$965K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-18- 0.4% |
$4.59K - $5.1K
|
4.47K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-135- 0.76% |
$34.4K - $38.2K
|
17.6K
$5.24M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.5K+ 220.46% |
$5.48M - $6.08M
|
31.2K
$9.31M
|