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 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-97- 8.97% |
$26.3K - $29.4K
|
984
$305K
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
64.8K+ 62.75% |
$17.6M - $19.6M
|
168K
$52.1M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01K- 1.63% |
$274K - $306K
|
61.2K
$19M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.11K- 2.1% |
$573K - $640K
|
98.5K
$30.5M
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
535+ 31.64% |
$145K - $162K
|
2.23K
$690K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-32- 0.54% |
$8.68K - $9.7K
|
5.92K
$1.83M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-681- 44.28% |
$185K - $206K
|
857
$265K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-574- 2.08% |
$156K - $174K
|
27K
$8.37M
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
193+ 0.16% |
$52.3K - $58.5K
|
122K
$37.6M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
633+ 13.28% |
$172K - $192K
|
5.4K
$1.67M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.83K- 12.78% |
$1.04M - $1.16M
|
26.1K
$8.1M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.56K- 0.42% |
$422K - $472K
|
369K
$114M
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
806K+ 2201.41% |
$218M - $244M
|
842K
$261M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-446- 18.87% |
$121K - $135K
|
1.92K
$594K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
17.8K+ 7.53% |
$4.84M - $5.41M
|
255K
$79M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
15+ 0.3% |
$4.07K - $4.55K
|
5.08K
$1.58M
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.66K+ 15.55% |
$449K - $502K
|
12.3K
$3.81M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.85K- 4.89% |
$501K - $560K
|
35.9K
$11.1M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.97K+ 3.03% |
$805K - $900K
|
101K
$31.3M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
54+ 1.07% |
$14.6K - $16.4K
|
5.11K
$1.58M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
333+ 34.22% |
$90.3K - $101K
|
1.31K
$405K
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
30+ 1.49% |
$8.14K - $9.09K
|
2.05K
$634K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
372+ 10.98% |
$101K - $113K
|
3.76K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.8KNew |
$758K - $847K
|
2.8K
$866K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-153- 0.49% |
$41.5K - $46.4K
|
31.3K
$9.7M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-41- 4.06% |
$11.1K - $12.4K
|
969
$300K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-397- 2.1% |
$108K - $120K
|
18.5K
$5.73M
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-467- 4.29% |
$127K - $142K
|
10.4K
$3.23M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-184- 4.99% |
$49.9K - $55.8K
|
3.51K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 4.23% |
$354K - $396K
|
32.2K
$9.97M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
48+ 1.23% |
$13K - $14.5K
|
3.94K
$1.22M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.61K+ 2.91% |
$437K - $488K
|
57K
$17.7M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.01K+ 2.63% |
$1.63M - $1.82M
|
235K
$72.7M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.83K- 15.38% |
$1.31M - $1.47M
|
26.6K
$8.24M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
935New |
$254K - $283K
|
935
$290K
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-464- 0.99% |
$126K - $141K
|
46.6K
$14.4M
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1+ 0.03% |
$271 - $303
|
2.97K
$919K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 3.03% |
$271 - $303
|
32
$9.91K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
482+ 6.24% |
$131K - $146K
|
8.2K
$2.54M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-23- 2.09% |
$6.24K - $6.97K
|
1.08K
$333K
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-106- 8.24% |
$28.7K - $32.1K
|
1.18K
$366K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.6K+ 3.72% |
$2.6M - $2.91M
|
267K
$82.8M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.47K- 6.95% |
$400K - $447K
|
19.7K
$6.12M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
266+ 3.12% |
$72.1K - $80.6K
|
8.8K
$2.73M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.6K+ 3.99% |
$24M - $26.9M
|
2.31M
$716M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
753+ 38.26% |
$204K - $228K
|
2.72K
$843K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.31K- 7.25% |
$355K - $397K
|
16.8K
$5.19M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.03K+ 17.0% |
$278K - $311K
|
7.06K
$2.19M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-227- 0.27% |
$61.6K - $68.8K
|
84.8K
$26.3M
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
389+ 1.44% |
$105K - $118K
|
27.3K
$8.46M
|