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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.04K+ 57.5% |
$825K - $922K
|
8.33K
$2.58M
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
211+ 10.33% |
$57.2K - $64K
|
2.25K
$698K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-10- 1.94% |
$2.71K - $3.03K
|
505
$156K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
69+ 7.12% |
$18.7K - $20.9K
|
1.04K
$322K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-339- 6.82% |
$91.9K - $103K
|
4.63K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$17.5M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-209- 1.28% |
$56.7K - $63.4K
|
16.1K
$4.98M
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-1.13K- 57.82% |
$306K - $342K
|
823
$255K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-40- 0.73% |
$10.8K - $12.1K
|
5.41K
$1.68M
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
37+ 0.47% |
$10K - $11.2K
|
7.94K
$2.46M
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-636- 3.99% |
$172K - $193K
|
15.3K
$4.74M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74+ 8.38% |
$20.1K - $22.4K
|
957
$296K
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.44K+ 1.95% |
$392K - $438K
|
75.7K
$23.4M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
60+ 1.35% |
$16.3K - $18.2K
|
4.5K
$1.39M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
214+ 1.08% |
$58K - $64.9K
|
20K
$6.2M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
21+ 6.5% |
$5.69K - $6.37K
|
344
$107K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
57+ 0.77% |
$15.5K - $17.3K
|
7.43K
$2.3M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.47K+ 18.57% |
$1.21M - $1.35M
|
28.5K
$8.84M
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.26K+ 102.2% |
$340K - $380K
|
2.48K
$769K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.4K+ 16.69% |
$378K - $423K
|
9.75K
$3.02M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 77.63% |
$8.58M - $9.59M
|
9.12K
$2.82M
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.16% |
$542 - $606
|
1.26K
$392K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
35+ 1.57% |
$9.49K - $10.6K
|
2.26K
$701K
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.63K+ 52.93% |
$985K - $1.1M
|
10.5K
$3.25M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
308+ 31.85% |
$83.5K - $93.4K
|
1.28K
$395K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
293+ 7.42% |
$79.5K - $88.8K
|
4.24K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.27K- 0.71% |
$345K - $386K
|
177K
$54.8M
|
|
May 07, 2025
Q1 2025
|
Rainwater Charitable Foundation
|
BUY
|
- |
22K+ 7.14% |
$5.96M - $6.67M
|
330K
$102M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.08K+ 3.62% |
$1.11M - $1.24M
|
117K
$36.2M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
451+ 22.62% |
$122K - $137K
|
2.45K
$757K
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
19.2K+ 42.37% |
$5.2M - $5.81M
|
64.4K
$19.9M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-12- 0.71% |
$3.25K - $3.64K
|
1.68K
$519K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-481- 1.21% |
$130K - $146K
|
39.4K
$12.2M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$271 - $303
|
2.3K
$713K
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
91+ 5.44% |
$24.7K - $27.6K
|
1.76K
$546K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
58+ 0.78% |
$15.7K - $17.6K
|
7.53K
$2.33M
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
81+ 0.89% |
$22K - $24.6K
|
9.22K
$2.86M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-20.1K- 8.22% |
$5.45M - $6.09M
|
224K
$69.5M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
545+ 33.05% |
$148K - $165K
|
2.19K
$680K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
109+ 162.69% |
$29.6K - $33K
|
176
$54.5K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143K+ 23.39% |
$38.8M - $43.3M
|
754K
$234M
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-440- 3.76% |
$119K - $133K
|
11.3K
$3.49M
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.07% |
$2.17K - $2.42K
|
10.8K
$3.36M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.26K+ 2.86% |
$883K - $987K
|
117K
$36.2M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11+ 0.38% |
$2.98K - $3.33K
|
2.89K
$896K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-75- 1.39% |
$20.3K - $22.7K
|
5.32K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
6New |
$1.63K - $1.82K
|
6
$1.86K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 7.68% |
$4.64M - $5.19M
|
206K
$63.8M
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-121- 7.97% |
$32.8K - $36.7K
|
1.4K
$433K
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-814- 22.65% |
$221K - $247K
|
2.78K
$861K
|