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
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-214- 9.89% |
$58K - $64.9K
|
1.95K
$604K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-13- 0.25% |
$3.53K - $3.94K
|
5.19K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.08KNew |
$836K - $934K
|
3.08K
$955K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
247+ 5.83% |
$67K - $74.9K
|
4.49K
$1.39M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
418+ 7.73% |
$113K - $127K
|
5.83K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.13K+ 18.11% |
$307K - $343K
|
7.38K
$2.29M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-669- 14.36% |
$181K - $203K
|
3.99K
$1.24M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
4.23KNew |
$1.15M - $1.28M
|
4.23K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-12- 1.59% |
$3.25K - $3.64K
|
741
$230K
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
76+ 0.31% |
$20.6K - $23K
|
24.9K
$7.72M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.02K+ 1.25% |
$1.63M - $1.83M
|
487K
$151M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-46.6K- 59.91% |
$12.6M - $14.1M
|
31.2K
$9.66M
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 10.8% |
$27.1K - $30.3K
|
1.03K
$318K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 15.63% |
$316K - $353K
|
8.62K
$2.67M
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.32K+ 10.99% |
$358K - $400K
|
13.3K
$4.13M
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
179+ 4.17% |
$48.5K - $54.3K
|
4.47K
$1.39M
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.76K+ 275.07% |
$748K - $836K
|
3.76K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-26- 7.1% |
$7.05K - $7.88K
|
340
$105K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-177- 3.54% |
$48K - $53.7K
|
4.82K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-88- 0.29% |
$23.9K - $26.7K
|
30K
$9.28M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.07KNew |
$1.37M - $1.54M
|
5.07K
$1.57M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
916+ 1.31% |
$248K - $278K
|
70.8K
$21.9M
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-132- 1.77% |
$35.8K - $40K
|
7.33K
$2.27M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
710+ 77.94% |
$193K - $215K
|
1.62K
$502K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-7.45K- 5.74% |
$2.02M - $2.26M
|
122K
$37.9M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
820+ 4.4% |
$222K - $249K
|
19.5K
$6.03M
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
656+ 14.29% |
$178K - $199K
|
5.25K
$1.63M
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
20.4KNew |
$5.52M - $6.17M
|
20.4K
$6.31M
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-12- 0.97% |
$3.25K - $3.64K
|
1.22K
$379K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
19.8K+ 4.7% |
$5.38M - $6.01M
|
442K
$137M
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
20+ 2.54% |
$5.42K - $6.06K
|
807
$250K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
387+ 4.21% |
$105K - $117K
|
9.58K
$2.97M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.04K- 0.36% |
$1.1M - $1.22M
|
1.13M
$351M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.16K- 56.93% |
$315K - $353K
|
880
$273K
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.08K- 4.45% |
$292K - $326K
|
23.1K
$7.15M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
423+ 4.24% |
$115K - $128K
|
10.4K
$3.22M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.36K+ 4.33% |
$1.18M - $1.32M
|
105K
$32.6M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
693+ 5.74% |
$188K - $210K
|
12.8K
$3.96M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
815+ 1.78% |
$221K - $247K
|
46.7K
$14.5M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.44KNew |
$389K - $435K
|
1.44K
$445K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
371+ 44.11% |
$101K - $112K
|
1.21K
$375K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
171+ 1.1% |
$46.4K - $51.8K
|
15.8K
$4.89M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.96K+ 39.78% |
$803K - $898K
|
10.4K
$3.22M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-4.41K- 9.85% |
$1.19M - $1.34M
|
40.3K
$12.5M
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.75K+ 44.87% |
$745K - $833K
|
8.87K
$2.75M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 57.12% |
$867K - $969K
|
8.79K
$2.72M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 0.68% |
$12.2K - $13.6K
|
6.61K
$2.05M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.9K - $2.12K
|
7
$2.17K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-220- 0.28% |
$59.7K - $66.7K
|
78.9K
$24.5M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.18K- 56.83% |
$320K - $358K
|
897
$278K
|