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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-120- 2.79% |
$27.9K - $31.2K
|
4.18K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 12.83% |
$395K - $442K
|
11.5K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
828New |
$193K - $215K
|
828
$246K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
55.7KNew |
$13M - $14.5M
|
55.7K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-695- 28.24% |
$162K - $181K
|
1.77K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
372+ 37200.0% |
$86.6K - $96.8K
|
373
$111K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-358- 3.76% |
$83.3K - $93.1K
|
9.16K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
57New |
$13.3K - $14.8K
|
57
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-2.09K- 27.18% |
$486K - $543K
|
5.59K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12.3KNew |
$2.87M - $3.21M
|
12.3K
$3.66M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8- 0.46% |
$1.86K - $2.08K
|
1.72K
$509K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-200- 4.04% |
$46.6K - $52K
|
4.75K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-60- 44.44% |
$14K - $15.6K
|
75
$22.2K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
14.5KNew |
$3.37M - $3.77M
|
14.5K
$4.29M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
84+ 6.32% |
$19.6K - $21.9K
|
1.41K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.68K+ 2.73% |
$624K - $697K
|
101K
$29.9M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-101- 6.33% |
$23.5K - $26.3K
|
1.49K
$443K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.18K- 70.2% |
$274K - $306K
|
500
$148K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$698 - $780
|
7.18K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
281+ 6.2% |
$65.4K - $73.1K
|
4.82K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
603+ 1.88% |
$140K - $157K
|
32.6K
$9.68M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$3.03K - $3.38K
|
13
$3.85K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-700- 23.97% |
$163K - $182K
|
2.22K
$658K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-290- 13.71% |
$67.5K - $75.4K
|
1.83K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.39KNew |
$324K - $362K
|
1.39K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8+ 0.18% |
$1.86K - $2.08K
|
4.42K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
812New |
$189K - $211K
|
812
$241K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$266K - $297K
|
1.14K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
229+ 6.29% |
$53.3K - $59.6K
|
3.87K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-412- 28.97% |
$95.9K - $107K
|
1.01K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 181.69% |
$626K - $700K
|
4.17K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-5.27K- 8.69% |
$1.23M - $1.37M
|
55.4K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-273- 4.16% |
$63.5K - $71K
|
6.28K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.35% |
$1.16K - $1.3K
|
1.43K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-550- 15.84% |
$128K - $143K
|
2.92K
$867K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
779New |
$181K - $203K
|
779
$231K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-35- 24.14% |
$8.15K - $9.1K
|
110
$32.6K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.8KNew |
$651K - $728K
|
2.8K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-501- 50.05% |
$117K - $130K
|
500
$148K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
781New |
$182K - $203K
|
781
$232K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.4KNew |
$3.57M - $3.99M
|
15.4K
$4.55M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.58% |
$34.9K - $39K
|
26.1K
$7.75M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-50- 6.67% |
$11.6K - $13K
|
700
$208K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$47.4K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
269+ 927.59% |
$62.6K - $70K
|
298
$88.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$770K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.44K- 69.41% |
$800K - $894K
|
1.51K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-300- 4.52% |
$69.8K - $78K
|
6.34K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.32K- 1.77% |
$1M - $1.12M
|
240K
$71.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.63% |
$3.96K - $4.42K
|
2.74K
$812K
|