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 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.03% |
$2.04K - $2.27K
|
27.3K
$8.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.27K- 11.35% |
$1.09M - $1.21M
|
33.4K
$9.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$1.28K - $1.42K
|
2.52K
$748K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-13- 3.58% |
$3.32K - $3.68K
|
350
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
560+ 3.32% |
$143K - $159K
|
17.4K
$5.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 10.23% |
$612K - $680K
|
25.9K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-173- 3.54% |
$44.1K - $49K
|
4.72K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
516+ 15.22% |
$132K - $146K
|
3.91K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.6K- 30.35% |
$9.08M - $10.1M
|
81.6K
$24.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-65- 0.8% |
$16.6K - $18.4K
|
8.02K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
2.66K+ 3.92% |
$680K - $754K
|
70.5K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.07KNew |
$527K - $585K
|
2.07K
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
192+ 6.13% |
$49K - $54.4K
|
3.32K
$985K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.03K+ 7.53% |
$518K - $575K
|
29K
$8.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.01K+ 4.01% |
$769K - $853K
|
78.1K
$23.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.95% |
$647K - $718K
|
61.6K
$18.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.36KNew |
$601K - $667K
|
2.36K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
957+ 0.81% |
$244K - $271K
|
118K
$35.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136- 7.6% |
$34.7K - $38.5K
|
1.65K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.1% |
$510 - $566
|
1.94K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.6K+ 277.57% |
$3.48M - $3.86M
|
18.6K
$5.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.98K- 29.15% |
$505K - $560K
|
4.81K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
174+ 0.52% |
$44.4K - $49.3K
|
33.8K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.61K+ 5.17% |
$666K - $739K
|
53.1K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 2.56% |
$533K - $591K
|
79.3K
$23.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
45+ 0.05% |
$11.5K - $12.7K
|
82.6K
$24.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.99KNew |
$507K - $562K
|
1.99K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 31.25% |
$2.55K - $2.83K
|
22
$6.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
288+ 11.24% |
$73.5K - $81.6K
|
2.85K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.44% |
$2.3K - $2.55K
|
2.05K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
211+ 5.61% |
$53.8K - $59.8K
|
3.97K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.71K- 8.03% |
$1.71M - $1.9M
|
76.8K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
85+ 0.95% |
$21.7K - $24.1K
|
9.05K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.2% |
$1.28K - $1.42K
|
2.54K
$753K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
380+ 0.85% |
$97K - $108K
|
44.9K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-84- 1.45% |
$21.4K - $23.8K
|
5.71K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
40+ 1.93% |
$10.2K - $11.3K
|
2.11K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
256+ 10.87% |
$65.3K - $72.5K
|
2.61K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-27- 1.71% |
$6.89K - $7.65K
|
1.55K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.65% |
$4.34K - $4.81K
|
2.6K
$771K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-146- 0.76% |
$37.3K - $41.3K
|
19K
$5.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
855+ 3.64% |
$218K - $242K
|
24.4K
$7.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-175- 1.09% |
$44.7K - $49.6K
|
15.9K
$4.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.18K+ 0.31% |
$302K - $335K
|
388K
$115M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-90- 2.38% |
$23K - $25.5K
|
3.69K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.07KNew |
$272K - $302K
|
1.07K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 1.83% |
$3.83K - $4.25K
|
835
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-223- 2.06% |
$56.9K - $63.2K
|
10.6K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-127- 2.92% |
$32.4K - $36K
|
4.22K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
242+ 0.91% |
$61.8K - $68.5K
|
26.8K
$7.93M
|