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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.36K- 14.54% |
$641K - $717K
|
13.9K
$4.3M
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-892- 23.34% |
$242K - $270K
|
2.93K
$908K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.56K+ 9.99% |
$1.51M - $1.68M
|
61.1K
$18.9M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.23K- 2.1% |
$876K - $979K
|
151K
$46.6M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 4.82% |
$6.96M - $7.78M
|
558K
$173M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.65K+ 3.81% |
$1.53M - $1.71M
|
154K
$47.6M
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
160+ 13.05% |
$43.4K - $48.5K
|
1.39K
$429K
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$2.71K - $3.03K
|
4.03K
$1.25M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.04% |
$271 - $303
|
2.27K
$703K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.4K- 15.61% |
$4.16M - $4.65M
|
83K
$25.7M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
31+ 1.37% |
$8.41K - $9.4K
|
2.3K
$712K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.25KNew |
$340K - $380K
|
1.25K
$388K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
43+ 0.4% |
$11.7K - $13K
|
10.7K
$3.33M
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$271 - $303
|
5.19K
$1.61M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-413- 1.22% |
$112K - $125K
|
33.4K
$10.4M
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
179+ 3.2% |
$48.5K - $54.3K
|
5.77K
$1.79M
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-369- 6.69% |
$100K - $112K
|
5.15K
$1.6M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.83K+ 167.89% |
$1.31M - $1.46M
|
7.71K
$2.39M
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-6.85K- 89.56% |
$1.86M - $2.08M
|
798
$247K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.3% |
$7.59K - $8.49K
|
9.49K
$2.94M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 6.91% |
$3.64M - $4.07M
|
181K
$56M
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-397- 2.72% |
$108K - $120K
|
14.2K
$4.4M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
205+ 1.57% |
$55.6K - $62.1K
|
13.3K
$4.11M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4.43K+ 9.02% |
$1.2M - $1.34M
|
53.5K
$16.6M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-50- 2.42% |
$13.6K - $15.2K
|
2.02K
$625K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-163- 1.12% |
$44.2K - $49.4K
|
14.4K
$4.46M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
909New |
$247K - $276K
|
909
$282K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-6- 0.05% |
$1.63K - $1.82K
|
12.8K
$3.98M
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-27- 0.6% |
$7.32K - $8.18K
|
4.47K
$1.38M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-128- 10.38% |
$34.7K - $38.8K
|
1.11K
$342K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
610+ 3.83% |
$165K - $185K
|
16.6K
$5.13M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
122New |
$33.1K - $37K
|
122
$37.8K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.15K+ 31.01% |
$584K - $653K
|
9.1K
$2.82M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17+ 0.22% |
$4.61K - $5.15K
|
7.92K
$2.45M
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.43K+ 69.34% |
$659K - $736K
|
5.93K
$1.84M
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-50- 2.02% |
$13.6K - $15.2K
|
2.43K
$751K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-260- 0.68% |
$70.5K - $78.8K
|
38.2K
$11.8M
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-297- 19.27% |
$80.5K - $90K
|
1.24K
$385K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
247+ 41.86% |
$67K - $74.9K
|
837
$259K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-47- 0.08% |
$12.7K - $14.2K
|
57.9K
$17.9M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-128- 31.07% |
$34.7K - $38.8K
|
284
$88K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
295+ 25.13% |
$80K - $89.4K
|
1.47K
$455K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.85K+ 2.63% |
$1.59M - $1.77M
|
228K
$70.6M
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-174- 1.79% |
$47.2K - $52.7K
|
9.57K
$2.97M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.63% |
$6.51K - $7.27K
|
3.83K
$1.19M
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
220+ 1.79% |
$59.7K - $66.7K
|
12.5K
$3.87M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-602- 11.26% |
$163K - $182K
|
4.75K
$1.47M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
469+ 12.18% |
$127K - $142K
|
4.32K
$1.34M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 18.51% |
$5.73M - $6.41M
|
93K
$28.8M
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
230+ 12.53% |
$62.4K - $69.7K
|
2.07K
$640K
|