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 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.23K+ 7.14% |
$315K - $349K
|
18.5K
$5.53M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
78+ 2.92% |
$19.9K - $22.1K
|
2.75K
$823K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
368+ 8.28% |
$93.9K - $104K
|
4.81K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
118+ 2.9% |
$30.1K - $33.4K
|
4.19K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2K- 13.19% |
$511K - $567K
|
13.2K
$3.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.31K+ 13.79% |
$333K - $370K
|
10.8K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
754New |
$192K - $214K
|
754
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
496+ 4.67% |
$127K - $140K
|
11.1K
$3.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8+ 0.72% |
$2.04K - $2.27K
|
1.11K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
895New |
$228K - $253K
|
895
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
335+ 8.95% |
$85.5K - $94.9K
|
4.08K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
883New |
$225K - $250K
|
883
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
609+ 10.79% |
$155K - $172K
|
6.25K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
771+ 5.38% |
$197K - $218K
|
15.1K
$4.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32.2K+ 3578.25% |
$8.23M - $9.13M
|
33.1K
$9.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.91K+ 85.42% |
$743K - $825K
|
6.32K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-97- 2.04% |
$24.8K - $27.5K
|
4.67K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-89- 10.11% |
$22.7K - $25.2K
|
791
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
60.4KNew |
$15.4M - $17.1M
|
60.4K
$18.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-38.5K- 85.31% |
$9.82M - $10.9M
|
6.63K
$1.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
62+ 6.33% |
$15.8K - $17.6K
|
1.04K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.22K+ 14.31% |
$567K - $630K
|
17.8K
$5.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-308- 1.33% |
$78.6K - $87.2K
|
22.8K
$6.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
263+ 1.01% |
$67.1K - $74.5K
|
26.3K
$7.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-23.6K- 5.05% |
$6.02M - $6.68M
|
443K
$133M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
250+ 3.17% |
$63.8K - $70.8K
|
8.14K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.58K+ 14.84% |
$658K - $731K
|
20K
$5.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
953+ 48.3% |
$243K - $270K
|
2.93K
$875K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 1.58% |
$43.6K - $48.4K
|
10.6K
$3.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.56K- 18.84% |
$909K - $1.01M
|
15.3K
$4.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
997New |
$254K - $282K
|
997
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-131- 1.82% |
$33.4K - $37.1K
|
7.06K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-31- 1.97% |
$7.91K - $8.78K
|
1.54K
$461K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-545- 13.29% |
$139K - $154K
|
3.56K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17- 0.33% |
$4.34K - $4.81K
|
5.18K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
49.1K+ 19.83% |
$12.5M - $13.9M
|
296K
$88.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 0.11% |
$1.02K - $1.13K
|
3.71K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17- 0.08% |
$4.34K - $4.81K
|
20.1K
$6M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
386+ 6.83% |
$98.5K - $109K
|
6.04K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5- 0.13% |
$1.28K - $1.42K
|
3.72K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-46- 2.5% |
$11.7K - $13K
|
1.79K
$536K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$766 - $850
|
2.02K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.33K+ 21.2% |
$1.87M - $2.08M
|
41.9K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 4.61% |
$479K - $532K
|
42.6K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-425- 3.16% |
$108K - $120K
|
13K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
463+ 0.23% |
$118K - $131K
|
205K
$61.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 7.36% |
$2.9M - $3.22M
|
143K
$42.8M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-931- 17.42% |
$238K - $264K
|
4.41K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-663- 3.29% |
$169K - $188K
|
19.5K
$5.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.11K+ 0.91% |
$1.05M - $1.16M
|
458K
$137M
|