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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 0.96% |
$2.45K - $2.69K
|
1.05K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.87K- 13.41% |
$2.42M - $2.66M
|
63.7K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-132- 5.71% |
$32.4K - $35.6K
|
2.18K
$651K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.06K+ 0.44% |
$260K - $286K
|
243K
$72.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
191New |
$46.8K - $51.5K
|
191
$57.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-56- 4.1% |
$13.7K - $15.1K
|
1.31K
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2+ 0.1% |
$490 - $539
|
1.96K
$587K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 0.55% |
$5.4K - $5.93K
|
3.99K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-88.2K- 98.55% |
$21.6M - $23.8M
|
1.3K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-279- 11.77% |
$68.4K - $75.2K
|
2.09K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-215- 1.33% |
$52.7K - $57.9K
|
16K
$4.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-482- 9.03% |
$118K - $130K
|
4.86K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
369+ 1.6% |
$90.5K - $99.4K
|
23.4K
$7M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.61KNew |
$640K - $703K
|
2.61K
$780K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.53K- 33.67% |
$620K - $681K
|
4.98K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-78- 9.33% |
$19.1K - $21K
|
758
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
85+ 1.2% |
$20.8K - $22.9K
|
7.19K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 1.37% |
$11.3K - $12.4K
|
3.3K
$988K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
179+ 16.1% |
$43.9K - $48.2K
|
1.29K
$386K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-104- 1.12% |
$25.5K - $28K
|
9.17K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
103+ 20.32% |
$25.3K - $27.7K
|
610
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-304- 11.39% |
$74.5K - $81.9K
|
2.36K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
174+ 0.18% |
$42.7K - $46.9K
|
97.9K
$29.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-23- 1.23% |
$5.64K - $6.2K
|
1.85K
$554K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
140+ 8.87% |
$34.3K - $37.7K
|
1.72K
$514K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.59KNew |
$389K - $428K
|
1.59K
$475K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.1K- 87.55% |
$2.72M - $2.99M
|
1.58K
$471K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.94K+ 1.68% |
$477K - $524K
|
117K
$35.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7- 0.35% |
$1.72K - $1.89K
|
1.97K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-206- 19.69% |
$50.5K - $55.5K
|
840
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-84- 8.05% |
$20.6K - $22.6K
|
960
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$2.45K - $2.69K
|
44.4K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
14.5K+ 74.77% |
$3.55M - $3.9M
|
33.8K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 21.51% |
$49K - $53.9K
|
730
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.58K+ 30.69% |
$387K - $426K
|
6.73K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
94+ 376.0% |
$23.1K - $25.3K
|
119
$35.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
29.2KNew |
$7.15M - $7.85M
|
29.2K
$8.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
276+ 24.78% |
$67.7K - $74.4K
|
1.39K
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-8- 0.56% |
$1.96K - $2.16K
|
1.42K
$424K
|
|
|
Aug 06, 2024
Q2 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
168KNew |
$41.2M - $45.3M
|
168K
$50.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-7- 0.09% |
$1.72K - $1.89K
|
7.86K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.02K- 10.02% |
$1.23M - $1.35M
|
45.1K
$13.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-241- 13.38% |
$59.1K - $64.9K
|
1.56K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
251New |
$61.6K - $67.6K
|
251
$75.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-49- 7.37% |
$12K - $13.2K
|
616
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-94- 7.63% |
$23.1K - $25.3K
|
1.14K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.86% |
$14.7K - $16.2K
|
566
$169K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-350- 3.61% |
$85.8K - $94.3K
|
9.34K
$2.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.01KNew |
$494K - $543K
|
2.01K
$602K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
533+ 32.05% |
$131K - $144K
|
2.2K
$657K
|