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 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
679+ 13.83% |
$173K - $192K
|
5.59K
$1.66M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-4- 0.24% |
$1.02K - $1.13K
|
1.69K
$500K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 0.84% |
$5.36K - $5.95K
|
2.47K
$731K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
851New |
$217K - $241K
|
851
$252K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
135+ 8.39% |
$34.4K - $38.2K
|
1.75K
$517K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-95- 0.15% |
$24.2K - $26.9K
|
63.2K
$18.8M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-48- 0.9% |
$12.2K - $13.6K
|
5.28K
$1.57M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.21% |
$766 - $850
|
1.44K
$427K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-267- 1.7% |
$68.1K - $75.6K
|
15.5K
$4.59M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-260- 2.43% |
$66.3K - $73.6K
|
10.4K
$3.09M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8- 0.22% |
$2.04K - $2.27K
|
3.67K
$1.09M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.08K- 3.0% |
$1.04M - $1.15M
|
132K
$39.1M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
280+ 6.26% |
$71.5K - $79.3K
|
4.75K
$1.41M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
539+ 45.03% |
$138K - $153K
|
1.74K
$515K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-751- 3.77% |
$192K - $213K
|
19.2K
$5.68M
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
70+ 2.57% |
$17.9K - $19.8K
|
2.79K
$828K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-100- 7.89% |
$25.5K - $28.3K
|
1.17K
$346K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
11.5K+ 7.08% |
$2.93M - $3.25M
|
174K
$51.5M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-907- 3.32% |
$231K - $257K
|
26.4K
$7.83M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.52K+ 0.81% |
$644K - $715K
|
313K
$92.9M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.35KNew |
$345K - $383K
|
1.35K
$401K
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
967+ 12.49% |
$247K - $274K
|
8.71K
$2.58M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 1.68% |
$43.9K - $48.7K
|
10.1K
$2.99M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-6.5K- 11.65% |
$1.66M - $1.84M
|
49.3K
$14.6M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.92K- 3.35% |
$1.77M - $1.96M
|
200K
$59.2M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-63- 5.09% |
$16.1K - $17.8K
|
1.17K
$348K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-118- 0.94% |
$30.1K - $33.4K
|
12.4K
$3.68M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.96K- 2.33% |
$1.27M - $1.41M
|
208K
$61.8M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-267- 5.53% |
$68.1K - $75.6K
|
4.56K
$1.35M
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-479- 3.05% |
$122K - $136K
|
15.2K
$4.51M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-23- 0.69% |
$5.87K - $6.51K
|
3.3K
$977K
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-29- 1.5% |
$7.4K - $8.21K
|
1.91K
$565K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-456- 1.68% |
$116K - $129K
|
26.7K
$7.9M
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-193- 2.24% |
$49.2K - $54.7K
|
8.42K
$2.5M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
708+ 0.53% |
$181K - $201K
|
134K
$39.7M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-953- 2.84% |
$243K - $270K
|
32.6K
$9.66M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-196- 1.23% |
$50K - $55.5K
|
15.8K
$4.69M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$255 - $283
|
11.5K
$3.41M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-141- 3.4% |
$36K - $39.9K
|
4.01K
$1.19M
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
9.13K+ 24.0% |
$2.33M - $2.58M
|
47.1K
$14M
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
600+ 1.14% |
$147K - $162K
|
53.4K
$15.8M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55+ 3.61% |
$13.5K - $14.8K
|
1.58K
$468K
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
53+ 4.0% |
$13K - $14.3K
|
1.38K
$409K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.52K+ 7.7% |
$862K - $947K
|
49.2K
$14.6M
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.53K- 3.57% |
$375K - $412K
|
41.4K
$12.3M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 1.01% |
$24.5K - $26.9K
|
9.8K
$2.91M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.53K+ 16.34% |
$1.11M - $1.22M
|
32.3K
$9.56M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-57- 4.08% |
$14K - $15.4K
|
1.34K
$398K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
128New |
$31.4K - $34.5K
|
128
$38K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 1.76% |
$1.72K - $1.89K
|
405
$120K
|