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
|
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
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2- 0.05% |
$542 - $606
|
3.71K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-264- 17.12% |
$71.6K - $80K
|
1.28K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15+ 0.75% |
$4.07K - $4.55K
|
2.02K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
167New |
$45.3K - $50.6K
|
167
$51.7K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 4.09% |
$1.2M - $1.34M
|
112K
$34.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 3.99% |
$1.19M - $1.33M
|
105K
$32.6M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-51- 1.55% |
$13.8K - $15.5K
|
3.25K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
128KNew |
$34.6M - $38.7M
|
128K
$39.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-52.8K- 15.4% |
$14.3M - $16M
|
290K
$89.9M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-14- 1.44% |
$3.8K - $4.24K
|
956
$296K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
700+ 5.93% |
$190K - $212K
|
12.5K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-313- 1.85% |
$84.9K - $94.9K
|
16.6K
$5.15M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
133KNew |
$36M - $40.2M
|
133K
$41.1M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.14K+ 73.05% |
$308K - $344K
|
2.69K
$834K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-25- 2.21% |
$6.78K - $7.58K
|
1.11K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
5.43K+ 15.2% |
$1.47M - $1.65M
|
41.2K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-22- 0.6% |
$5.97K - $6.67K
|
3.64K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-90- 0.87% |
$24.4K - $27.3K
|
10.2K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.2% |
$5.42K - $6.06K
|
10K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 1.05% |
$456K - $510K
|
158K
$49.1M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.37% |
$4.61K - $5.15K
|
4.57K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.3K- 35.75% |
$3.59M - $4.02M
|
23.8K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 13.59% |
$1.05M - $1.17M
|
32.2K
$9.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07M- 48.93% |
$290M - $324M
|
1.12M
$345M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.71K+ 2.73% |
$734K - $821K
|
102K
$31.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.65K+ 16.39% |
$719K - $804K
|
18.8K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
287+ 6.83% |
$77.8K - $87K
|
4.49K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-3.89K- 1.64% |
$1.05M - $1.18M
|
233K
$72.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.92K- 0.69% |
$520K - $581K
|
275K
$85.2M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 11.88% |
$924K - $1.03M
|
25.3K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-58- 4.97% |
$15.7K - $17.6K
|
1.11K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.79K- 5.8% |
$485K - $542K
|
29K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-565- 27.87% |
$153K - $171K
|
1.46K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-211K- 42.84% |
$57.2M - $63.9M
|
281K
$87.1M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 13.54% |
$4.83M - $5.39M
|
149K
$46.2M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.07% |
$1.08K - $1.21K
|
5.68K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-185- 1.05% |
$50.2K - $56.1K
|
17.4K
$5.4M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
96+ 3.82% |
$26K - $29.1K
|
2.61K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 1.02% |
$8.41K - $9.4K
|
3.06K
$947K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-358- 1.48% |
$97.1K - $109K
|
23.8K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.91K- 4.69% |
$1.06M - $1.19M
|
79.6K
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
40+ 0.39% |
$10.8K - $12.1K
|
10.2K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.29K+ 42.21% |
$891K - $996K
|
11.1K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
477+ 2.68% |
$129K - $145K
|
18.3K
$5.66M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.48% |
$4.34K - $4.85K
|
1.1K
$340K
|