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 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
960+ 14.15% |
$260K - $291K
|
7.75K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-453- 2.95% |
$123K - $137K
|
14.9K
$4.62M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-489- 1.09% |
$133K - $148K
|
44.4K
$13.8M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
122+ 3.63% |
$33.1K - $37K
|
3.49K
$1.08M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.11K+ 1.56% |
$301K - $336K
|
72.4K
$22.4M
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.07K- 1.07% |
$291K - $325K
|
99.4K
$30.8M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$8.14K - $9.09K
|
30
$9.29K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-103- 4.76% |
$27.9K - $31.2K
|
2.06K
$639K
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
750+ 69.9% |
$203K - $227K
|
1.82K
$565K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-53- 1.73% |
$14.4K - $16.1K
|
3.02K
$934K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
7.28K+ 15.15% |
$1.98M - $2.21M
|
55.4K
$17.2M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 55.52% |
$2.54M - $2.84M
|
26.3K
$8.14M
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.62KNew |
$438K - $490K
|
1.62K
$501K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
782+ 4.04% |
$212K - $237K
|
20.1K
$6.24M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.8K+ 113.44% |
$10.3M - $11.5M
|
71.1K
$22M
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1.17K- 25.48% |
$318K - $356K
|
3.43K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-131- 1.09% |
$35.5K - $39.7K
|
11.9K
$3.7M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.18K+ 1.29% |
$320K - $357K
|
92.3K
$28.6M
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10.7K- 16.41% |
$2.89M - $3.23M
|
54.3K
$16.8M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.35K+ 3.48% |
$637K - $712K
|
69.9K
$21.7M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-624- 7.77% |
$169K - $189K
|
7.41K
$2.29M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
782New |
$212K - $237K
|
782
$242K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 0.1% |
$4.07K - $4.55K
|
15K
$4.65M
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.15% |
$542 - $606
|
1.33K
$411K
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.54K- 11.93% |
$419K - $468K
|
11.4K
$3.53M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-328K- 34.03% |
$88.8M - $99.3M
|
635K
$197M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
28+ 20.29% |
$7.59K - $8.49K
|
166
$51.4K
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
112+ 11.32% |
$30.4K - $33.9K
|
1.1K
$341K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
293+ 5.62% |
$79.5K - $88.8K
|
5.51K
$1.71M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-950- 20.09% |
$258K - $288K
|
3.78K
$1.17M
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-911- 1.75% |
$247K - $276K
|
51.2K
$15.9M
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.3KNew |
$1.17M - $1.3M
|
4.3K
$1.33M
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
125+ 9.63% |
$33.9K - $37.9K
|
1.42K
$441K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
777+ 0.7% |
$211K - $236K
|
112K
$34.6M
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-616- 2.76% |
$167K - $187K
|
21.7K
$6.71M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.99K- 13.35% |
$538K - $602K
|
12.9K
$3.99M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
912+ 3.9% |
$247K - $276K
|
24.3K
$7.52M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
696+ 11.49% |
$189K - $211K
|
6.75K
$2.09M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-228- 9.22% |
$61.8K - $69.1K
|
2.25K
$696K
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
72+ 2.66% |
$19.5K - $21.8K
|
2.77K
$859K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
264+ 2.06% |
$71.6K - $80K
|
13.1K
$4.05M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
16.8K+ 316.15% |
$4.56M - $5.09M
|
22.1K
$6.85M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
130+ 8.72% |
$35.3K - $39.4K
|
1.62K
$502K
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
309+ 4.85% |
$83.8K - $93.7K
|
6.68K
$2.07M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-362- 1.67% |
$98.2K - $110K
|
21.3K
$6.61M
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$271 - $303
|
1.64K
$507K
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.31K+ 4.89% |
$898K - $1M
|
71K
$22M
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-290- 9.19% |
$78.6K - $87.9K
|
2.87K
$888K
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-227- 17.21% |
$61.6K - $68.8K
|
1.09K
$338K
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
46+ 0.24% |
$12.5K - $13.9K
|
19.2K
$5.94M
|