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 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
498+ 44.39% |
$135K - $151K
|
1.62K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
40+ 0.65% |
$10.8K - $12.1K
|
6.22K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.16K+ 16.51% |
$857K - $958K
|
22.3K
$6.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-614- 18.07% |
$167K - $186K
|
2.78K
$862K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-539- 1.0% |
$146K - $163K
|
53.3K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.57KNew |
$424K - $474K
|
1.57K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.02K+ 54.68% |
$1.9M - $2.13M
|
19.8K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
149+ 0.24% |
$40.4K - $45.2K
|
62.3K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.4K- 0.74% |
$652K - $729K
|
323K
$100M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
265+ 0.66% |
$71.9K - $80.3K
|
40.3K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26+ 3.06% |
$7.05K - $7.88K
|
876
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
527+ 3.62% |
$143K - $160K
|
15.1K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-41- 0.54% |
$11.1K - $12.4K
|
7.57K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.69K- 45.15% |
$459K - $513K
|
2.06K
$638K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.65K+ 340.99% |
$990K - $1.11M
|
4.72K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
1.2K+ 130.32% |
$324K - $362K
|
2.11K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
203+ 4.86% |
$55K - $61.5K
|
4.38K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 56.97% |
$332K - $372K
|
926
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-58- 0.25% |
$15.7K - $17.6K
|
23.4K
$7.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.99K- 2.08% |
$1.35M - $1.51M
|
235K
$72.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
13+ 1.61% |
$3.53K - $3.94K
|
821
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.75KNew |
$475K - $530K
|
1.75K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
3+ 0.17% |
$814 - $909
|
1.79K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-455- 0.47% |
$123K - $138K
|
96K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.26K- 0.39% |
$341K - $382K
|
318K
$98.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.13K+ 11.63% |
$306K - $342K
|
10.8K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.49K+ 8.64% |
$404K - $451K
|
18.7K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-474- 11.76% |
$129K - $144K
|
3.56K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
250K+ 7.78% |
$67.7M - $75.7M
|
3.46M
$1.07B
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.83KNew |
$497K - $555K
|
1.83K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 14.29% |
$54.2K - $60.6K
|
1.2K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3+ 0.33% |
$814 - $909
|
903
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-102- 2.3% |
$27.7K - $30.9K
|
4.33K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-100- 0.48% |
$27.1K - $30.3K
|
20.5K
$6.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-595- 1.33% |
$161K - $180K
|
44.3K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.42K+ 1.31% |
$385K - $430K
|
109K
$33.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
760+ 2.02% |
$206K - $230K
|
38.4K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.85K+ 269.59% |
$1.86M - $2.07M
|
9.38K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.82K- 48.98% |
$1.85M - $2.07M
|
7.1K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
23+ 0.85% |
$6.24K - $6.97K
|
2.72K
$841K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.36K+ 6.85% |
$367K - $411K
|
21.1K
$6.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
11+ 0.63% |
$2.98K - $3.33K
|
1.75K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-46- 0.22% |
$12.5K - $13.9K
|
21.1K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.33% |
$2.17K - $2.42K
|
2.46K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.99K- 1.13% |
$809K - $905K
|
260K
$80.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-821- 2.38% |
$223K - $249K
|
33.6K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-934- 8.79% |
$253K - $283K
|
9.69K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-306- 0.41% |
$83K - $92.8K
|
74.2K
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-36- 4.24% |
$9.76K - $10.9K
|
814
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
880+ 21.48% |
$239K - $267K
|
4.98K
$1.54M
|