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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
120+ 4.45% |
$29.4K - $32.3K
|
2.82K
$836K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
48+ 2.96% |
$11.8K - $12.9K
|
1.67K
$495K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-72- 4.31% |
$17.7K - $19.4K
|
1.6K
$474K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-302K- 97.4% |
$74.1M - $81.4M
|
8.08K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13.9K- 99.99% |
$3.4M - $3.73M
|
2
$593
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.93KNew |
$2.19M - $2.41M
|
8.93K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
28+ 0.93% |
$6.87K - $7.54K
|
3.03K
$900K
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.36KNew |
$579K - $636K
|
2.36K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-16.9K- 80.31% |
$4.13M - $4.54M
|
4.13K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 1.4% |
$7.36K - $8.08K
|
2.18K
$646K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 14.41% |
$4.17K - $4.58K
|
101
$29.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 0.16% |
$6.13K - $6.73K
|
15.4K
$4.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100+ 22.52% |
$24.5K - $26.9K
|
544
$161K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-50- 0.54% |
$12.3K - $13.5K
|
9.22K
$2.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
767New |
$188K - $207K
|
767
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
41New |
$10.1K - $11K
|
41
$12.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11+ 0.26% |
$2.7K - $2.96K
|
4.19K
$1.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$6.38K - $7K
|
26
$7.71K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-143- 0.48% |
$35.1K - $38.5K
|
29.4K
$8.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.89K- 94.13% |
$464K - $510K
|
118
$35K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.57KNew |
$629K - $691K
|
2.57K
$761K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 0.77% |
$6.13K - $6.73K
|
3.23K
$957K
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
1.74K+ 162.84% |
$428K - $470K
|
2.82K
$835K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-27- 23.08% |
$6.62K - $7.27K
|
90
$26.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.48% |
$1.96K - $2.16K
|
1.68K
$497K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
21New |
$5.15K - $5.66K
|
21
$6.23K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-51- 4.5% |
$12.5K - $13.7K
|
1.08K
$321K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 1.24% |
$10.1K - $11K
|
3.27K
$970K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.22KNew |
$545K - $599K
|
2.22K
$659K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
15+ 1.91% |
$3.68K - $4.04K
|
800
$237K
|
|
|
Jul 02, 2024
Q2 2024
|
Gp Brinson Investments LLC
|
SELL
|
- |
-25.9K- 7.43% |
$6.34M - $6.97M
|
322K
$95.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-93- 14.51% |
$22.8K - $25.1K
|
548
$162K
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.95K- 61.57% |
$478K - $525K
|
1.22K
$361K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-44- 3.2% |
$10.2K - $11.4K
|
1.33K
$395K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
959New |
$223K - $249K
|
959
$284K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 1203.97% |
$4.73M - $5.29M
|
22K
$6.53M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
472KNew |
$110M - $123M
|
472K
$140M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
851+ 3.06% |
$198K - $221K
|
28.7K
$8.51M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.59% |
$466 - $520
|
342
$101K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-107KClosed |
$25M - $27.9M
|
0
$0
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
36New |
$8.38K - $9.37K
|
36
$10.7K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 1.53% |
$18.9K - $21.1K
|
5.22K
$1.55M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-827- 3.14% |
$193K - $215K
|
25.5K
$7.56M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
124+ 12400.0% |
$28.9K - $32.3K
|
125
$37.1K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
774New |
$180K - $201K
|
774
$229K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
146+ 18.43% |
$34K - $38K
|
938
$278K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-84- 8.87% |
$19.6K - $21.9K
|
863
$256K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.69% |
$2.56K - $2.86K
|
309
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-414- 7.3% |
$96.4K - $108K
|
5.26K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-185- 3.34% |
$43.1K - $48.1K
|
5.35K
$1.59M
|
|