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 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-58- 4.97% |
$15.7K - $17.6K
|
1.11K
$338K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.78K+ 7.72% |
$2.38M - $2.66M
|
122K
$37.3M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.79K- 5.8% |
$485K - $542K
|
29K
$8.85M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-565- 27.87% |
$153K - $171K
|
1.46K
$446K
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-211K- 42.84% |
$57.2M - $63.9M
|
281K
$85.8M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 13.54% |
$4.83M - $5.39M
|
149K
$45.5M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.07% |
$1.08K - $1.21K
|
5.68K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-185- 1.05% |
$50.2K - $56.1K
|
17.4K
$5.32M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
96+ 3.82% |
$26K - $29.1K
|
2.61K
$796K
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-394- 2.17% |
$107K - $119K
|
17.7K
$5.41M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 1.02% |
$8.41K - $9.4K
|
3.06K
$932K
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-358- 1.48% |
$97.1K - $109K
|
23.8K
$7.25M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.91K- 4.69% |
$1.06M - $1.19M
|
79.6K
$24.3M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
40+ 0.39% |
$10.8K - $12.1K
|
10.2K
$3.1M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.29K+ 42.21% |
$891K - $996K
|
11.1K
$3.37M
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-32- 0.21% |
$8.68K - $9.7K
|
15.5K
$4.74M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
477+ 2.68% |
$129K - $145K
|
18.3K
$5.57M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.48% |
$4.34K - $4.85K
|
1.1K
$334K
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
196+ 3.4% |
$53.2K - $59.4K
|
5.96K
$1.82M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.2K+ 96.55% |
$11.4M - $12.8M
|
86K
$26.2M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.15K- 10.55% |
$2.21M - $2.47M
|
69.2K
$21.1M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.45K+ 273.67% |
$392K - $438K
|
1.97K
$601K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-78- 1.73% |
$21.2K - $23.6K
|
4.42K
$1.35M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-214- 9.89% |
$58K - $64.9K
|
1.95K
$594K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-13- 0.25% |
$3.53K - $3.94K
|
5.19K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.08KNew |
$836K - $934K
|
3.08K
$939K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
247+ 5.83% |
$67K - $74.9K
|
4.49K
$1.37M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 2.15% |
$280K - $313K
|
49K
$14.9M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
418+ 7.73% |
$113K - $127K
|
5.83K
$1.78M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.13K+ 18.11% |
$307K - $343K
|
7.38K
$2.25M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-669- 14.36% |
$181K - $203K
|
3.99K
$1.22M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
4.23KNew |
$1.15M - $1.28M
|
4.23K
$1.29M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-12- 1.59% |
$3.25K - $3.64K
|
741
$226K
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
76+ 0.31% |
$20.6K - $23K
|
24.9K
$7.59M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.02K+ 1.25% |
$1.63M - $1.83M
|
487K
$149M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-46.6K- 59.91% |
$12.6M - $14.1M
|
31.2K
$9.5M
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 10.8% |
$27.1K - $30.3K
|
1.03K
$313K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 15.63% |
$316K - $353K
|
8.62K
$2.63M
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.32K+ 10.99% |
$358K - $400K
|
13.3K
$4.06M
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
179+ 4.17% |
$48.5K - $54.3K
|
4.47K
$1.36M
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.76K+ 275.07% |
$748K - $836K
|
3.76K
$1.15M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-26- 7.1% |
$7.05K - $7.88K
|
340
$104K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-177- 3.54% |
$48K - $53.7K
|
4.82K
$1.47M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-88- 0.29% |
$23.9K - $26.7K
|
30K
$9.13M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.07KNew |
$1.37M - $1.54M
|
5.07K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
916+ 1.31% |
$248K - $278K
|
70.8K
$21.6M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-132- 1.77% |
$35.8K - $40K
|
7.33K
$2.23M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
710+ 77.94% |
$193K - $215K
|
1.62K
$494K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-7.45K- 5.74% |
$2.02M - $2.26M
|
122K
$37.3M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
820+ 4.4% |
$222K - $249K
|
19.5K
$5.93M
|